PSI Advisors’s Sun Communities SUI Stock Holding History

PSI 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 Q2	–	Sell	-1	Closed	-$129	–	617
2025 Q1	$129	Hold	1	–	–	﹤0.01%	723
2024 Q4	$123	Hold	1	–	–	﹤0.01%	858
2024 Q3	$135	Hold	1	–	–	﹤0.01%	856
2024 Q2	$120	Hold	1	–	–	﹤0.01%	839
2024 Q1	$129	Hold	1	–	–	﹤0.01%	773
2023 Q4	$134	Hold	1	–	–	﹤0.01%	835
2023 Q3	$118	Hold	1	–	–	﹤0.01%	828
2023 Q2	$130	Hold	1	–	–	﹤0.01%	810
2023 Q1	$141	Hold	1	–	–	﹤0.01%	759
2022 Q4	$143	Hold	1	–	–	﹤0.01%	744
2022 Q3	$0	Buy	+1	New	+$158	﹤0.01%	836
2022 Q2	–	Sell	-1	Closed	–	–	854
2022 Q1	$0	Hold	1	–	–	﹤0.01%	800
2021 Q4	$0	Buy	+1	New	+$197	﹤0.01%	816

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

Fidelity Investments

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

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

Daiwa Securities Group

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return