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	–	211
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 $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return