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PFG Advisors’s Sun Communities SUI Stock Holding History

PFG Advisors’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
2025
Q2 		– Sell
-1,702
Closed -$219K – 751
2025
Q1 		$219K Buy
+1,702
New +$218K 0.01% 661
2024
Q4 		– Sell
-1,737
Closed -$235K – 730
2024
Q3 		$235K Hold
1,737
– – 0.01% 651
2024
Q2 		$209K Hold
1,737
– – 0.01% 643
2024
Q1 		$223K Sell
1,737
-520
-23% -$67.5K 0.02% 600
2023
Q4 		$302K Hold
2,257
– – 0.02% 479
2023
Q3 		$267K Sell
2,257
-20
-0.9% -$2.54K 0.02% 489
2023
Q2 		$297K Buy
2,277
+50
+2% +$6.69K 0.02% 523
2023
Q1 		$314K Hold
2,227
– – 0.03% 481
2022
Q4 		$318K Buy
2,227
+20
+0.9% +$2.73K 0.03% 441
2022
Q3 		$299K Sell
2,207
-25
-1% -$3.95K 0.03% 414
2022
Q2 		$356K Hold
2,232
– – 0.04% 289
2022
Q1 		$391K Sell
2,232
-30
-1% -$5.58K 0.04% 310
2021
Q4 		$475K Hold
2,262
– – 0.05% 365
2021
Q3 		$419K Hold
2,262
– – 0.05% 361
2021
Q2 		$388K Sell
2,262
-100
-4% -$16.6K 0.04% 361
2021
Q1 		$354K Sell
2,362
-117
-5% -$17.3K 0.05% 347
2020
Q4 		$377K Hold
2,479
– – 0.06% 274
2020
Q3 		$368K Sell
2,479
-91
-4% -$13.1K 0.07% 265
2020
Q2 		$348K Buy
2,570
+200
+8% +$26.5K 0.08% 233
2020
Q1 		$280K Hold
2,370
– – 0.08% 236
2019
Q4 		$351K Sell
2,370
-20
-0.8% -$3.12K 0.09% 227
2019
Q3 		$365K Hold
2,390
– – 0.1% 225
2019
Q2 		$318K Sell
2,390
-355
-13% -$44.1K 0.09% 236
2019
Q1 		$338K Sell
2,745
-173
-6% -$19.2K 0.1% 216
2018
Q4 		$326K Buy
+2,918
New +$297K 0.1% 213

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PFG Advisors's SUI Position: Q2 2025 in Review

PFG Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 1,702 shares — an estimated $219K sold.

PFG Advisors first reported a position in SUI in Q4 2018 and held it in 25 quarters. The position peaked at $475K in Q4 2021. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • PFG Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • PFG Advisors sold 1,702 Sun Communities shares in Q2 2025, an estimated $219K.
  • PFG Advisors first reported a position in Sun Communities in Q4 2018 and held it in 25 quarters.
  • PFG Advisors's Sun Communities position peaked at $475K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on PFG Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.