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Principal Securities’s Sun Communities SUI Stock Holding History

Principal Securities’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
-523
Closed -$67.5K – 3257
2025
Q3 		$67.5K Sell
523
-37
-7% -$4.68K ﹤0.01% 1804
2025
Q2 		$70.8K Buy
560
+15
+3% +$1.86K ﹤0.01% 1704
2025
Q1 		$67K Hold
545
– – ﹤0.01% 1622
2024
Q4 		$67K Sell
545
-244
-31% -$31.2K ﹤0.01% 1619
2024
Q3 		$107K Buy
789
+28
+4% +$3.68K ﹤0.01% 1369
2024
Q2 		$91.6K Sell
761
-106
-12% -$12.6K ﹤0.01% 1370
2024
Q1 		$111K Sell
867
-421
-33% -$54.7K ﹤0.01% 1239
2023
Q4 		$172K Buy
+1,288
New +$155K 0.01% 984

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 $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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Principal Securities's SUI Position: Q4 2025 in Review

Principal Securities sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 523 shares — an estimated $67.5K sold.

Principal Securities first reported a position in SUI in Q4 2023 and held it in 8 quarters. The position peaked at $172K in Q4 2023. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Principal Securities reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 523 Sun Communities shares in Q4 2025, an estimated $67.5K.
  • Principal Securities first reported a position in Sun Communities in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Sun Communities position peaked at $172K in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.