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	–	616
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	–	–	851
2022 Q1	$0	Hold	1	–	–	﹤0.01%	797
2021 Q4	$0	Buy	+1	New	+$197	﹤0.01%	815

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PSI Advisors's SUI Position: Q2 2025 in Review

PSI Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 1 share — an estimated $129 sold.

PSI Advisors first reported a position in SUI in Q4 2021 and held it in 13 quarters. The position peaked at $143 in Q4 2022. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

PSI Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 1 Sun Communities share in Q2 2025, an estimated $129.
PSI Advisors first reported a position in Sun Communities in Q4 2021 and held it in 13 quarters.
PSI Advisors's Sun Communities position peaked at $143 in Q4 2022.
468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.