Private Trust Company’s Sun Communities SUI Stock Holding History

Private Trust Company’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 Q3	–	Sell	-18	Closed	-$2.21K	–	2662
2025 Q2	$2.21K	Sell	18 -17	-49%	-$2.11K	﹤0.01%	2247
2025 Q1	$4.5K	Hold	35	–	–	﹤0.01%	2076
2024 Q4	$4.3K	Sell	35 -5	-13%	-$640	﹤0.01%	2025
2024 Q3	$5.41K	Buy	40 +5	+14%	+$657	﹤0.01%	1919
2024 Q2	$4.21K	Hold	35	–	–	﹤0.01%	1986
2024 Q1	$4.5K	Sell	35 -9	-20%	-$1.17K	﹤0.01%	1959
2023 Q4	$5.88K	Buy	44 +35	+389%	+$4.22K	﹤0.01%	1858
2023 Q3	$1.06K	Hold	9	–	–	﹤0.01%	2200
2023 Q2	$1.17K	Hold	9	–	–	﹤0.01%	2166
2023 Q1	$1.27K	Hold	9	–	–	﹤0.01%	2138
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	2137
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	1990
2022 Q2	$1K	Buy	+9	New	+$1.51K	﹤0.01%	2064

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Private Trust Company's SUI Position: Q3 2025 in Review

Private Trust Company sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 18 shares — an estimated $2.21K sold.

Private Trust Company first reported a position in SUI in Q2 2022 and held it in 13 quarters. The position peaked at $5.88K in Q4 2023. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

Private Trust Company reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 18 Sun Communities shares in Q3 2025, an estimated $2.21K.
Private Trust Company first reported a position in Sun Communities in Q2 2022 and held it in 13 quarters.
Private Trust Company's Sun Communities position peaked at $5.88K in Q4 2023.
506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.