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Prime Capital Investment Advisors’s Sun Communities SUI Stock Holding History

Prime Capital Investment 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
Q4 		– Sell
-1,677
Closed -$216K – 1098
2025
Q3 		$216K Sell
1,677
-157
-9% -$19.8K ﹤0.01% 916
2025
Q2 		$232K Sell
1,834
-118
-6% -$14.6K ﹤0.01% 843
2025
Q1 		$251K Buy
1,952
+40
+2% +$5.11K ﹤0.01% 897
2024
Q4 		$235K Sell
1,912
-283
-13% -$36.2K ﹤0.01% 802
2024
Q3 		$297K Sell
2,195
-86
-4% -$11.3K ﹤0.01% 734
2024
Q2 		$275K Sell
2,281
-487
-18% -$57.9K ﹤0.01% 754
2024
Q1 		$356K Sell
2,768
-176
-6% -$22.8K 0.01% 725
2023
Q4 		$393K Buy
2,944
+138
+5% +$16.6K 0.01% 651
2023
Q3 		$332K Sell
2,806
-197
-7% -$25K 0.01% 559
2023
Q2 		$392K Buy
+3,003
New +$402K 0.01% 532
2023
Q1 		– Sell
-3,214
Closed -$460K – 649
2022
Q4 		$460K Buy
+3,214
New +$439K 0.02% 346
2020
Q3 		– Sell
-1,000
Closed -$136K – 502
2020
Q2 		$136K Hold
1,000
– – 0.01% 254
2020
Q1 		$125K Buy
+1,000
New +$151K 0.01% 223
2018
Q2 		– Sell
-1,870
Closed -$171K – 374
2018
Q1 		$171K Hold
1,870
– – 0.12% 106
2017
Q4 		$173K Buy
+1,870
New +$171K 0.13% 103

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prime Capital Investment Advisors's SUI Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1,677 shares — an estimated $216K sold.

Prime Capital Investment Advisors first reported a position in SUI in Q4 2017 and held it in 15 quarters. The position peaked at $460K in Q4 2022. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,677 Sun Communities shares in Q4 2025, an estimated $216K.
  • Prime Capital Investment Advisors first reported a position in Sun Communities in Q4 2017 and held it in 15 quarters.
  • Prime Capital Investment Advisors's Sun Communities position peaked at $460K in Q4 2022.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.