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Pasadena Private Wealth’s Sun Communities SUI Stock Holding History

Pasadena Private Wealth’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,799
Closed -$223K – 296
2025
Q4 		$223K Sell
1,799
-2,110
-54% -$264K 0.03% 204
2025
Q3 		$504K Buy
3,909
+23
+0.6% +$2.91K 0.07% 116
2025
Q2 		$491K Sell
3,886
-276
-7% -$34.2K 0.08% 107
2025
Q1 		$535K Sell
4,162
-180
-4% -$23K 0.1% 98
2024
Q4 		$534K Sell
4,342
-153
-3% -$19.6K 0.11% 85
2024
Q3 		$607K Sell
4,495
-148
-3% -$19.5K 0.13% 77
2024
Q2 		$559K Buy
4,643
+30
+0.7% +$3.56K 0.13% 78
2024
Q1 		$593K Buy
4,613
+188
+4% +$24.4K 0.14% 75
2023
Q4 		$591K Buy
+4,425
New +$533K 0.14% 72

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pasadena Private Wealth's SUI Position: Q1 2026 in Review

Pasadena Private Wealth sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 1,799 shares — an estimated $223K sold.

Pasadena Private Wealth first reported a position in SUI in Q4 2023 and held it in 9 quarters. The position peaked at $607K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Pasadena Private Wealth reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Pasadena Private Wealth sold 1,799 Sun Communities shares in Q1 2026, an estimated $223K.
  • Pasadena Private Wealth first reported a position in Sun Communities in Q4 2023 and held it in 9 quarters.
  • Pasadena Private Wealth's Sun Communities position peaked at $607K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.