Prudent Man Advisors’s Sun Communities SUI Stock Holding History

Prudent Man 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 Q3	–	Sell	-1,632	Closed	-$206K	–	181
2025 Q2	$206K	Buy	1,632 +21	+1%	+$2.6K	0.07%	168
2025 Q1	$207K	Buy	+1,611	New	+$206K	0.08%	158
2024 Q4	–	Sell	-1,808	Closed	-$244K	–	188
2024 Q3	$244K	Hold	1,808	–	–	0.08%	148
2024 Q2	$218K	Buy	1,808 +99	+6%	+$11.8K	0.08%	155
2024 Q1	$220K	Sell	1,709 -156	-8%	-$20.3K	0.08%	155
2023 Q4	$249K	Sell	1,865 -16	-0.9%	-$1.93K	0.09%	149
2023 Q3	$223K	Hold	1,881	–	–	0.09%	159
2023 Q2	$245K	Buy	1,881 +248	+15%	+$33.2K	0.09%	158
2023 Q1	$230K	Hold	1,633	–	–	0.09%	163
2022 Q4	$234K	Buy	1,633 +154	+10%	+$21K	0.09%	168
2022 Q3	$200K	Buy	+1,479	New	+$234K	0.09%	159
2021 Q4	–	Sell	-1,142	Closed	-$211K	–	209
2021 Q3	$211K	Buy	+1,142	New	+$220K	0.08%	192

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

Prudent Man Advisors's SUI Position: Q3 2025 in Review

Prudent Man Advisors sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 1,632 shares — an estimated $206K sold.

Prudent Man Advisors first reported a position in SUI in Q3 2021 and held it in 12 quarters. The position peaked at $249K in Q4 2023. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

Prudent Man Advisors reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 1,632 Sun Communities shares in Q3 2025, an estimated $206K.
Prudent Man Advisors first reported a position in Sun Communities in Q3 2021 and held it in 12 quarters.
Prudent Man Advisors's Sun Communities position peaked at $249K in Q4 2023.
506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.