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Ransom Advisory’s Sun Communities SUI Stock Holding History

Ransom Advisory’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
Q4 		$4.83K Hold
39
– – ﹤0.01% 381
2025
Q3 		$5.03K Sell
39
-200
-84% -$25.3K ﹤0.01% 265
2025
Q2 		$30.2K Hold
239
– – 0.01% 218
2025
Q1 		$30.7K Sell
239
-15
-6% -$1.92K 0.02% 222
2024
Q4 		$31.2K Hold
254
– – 0.01% 260
2024
Q3 		$34.3K Sell
254
-70
-22% -$9.21K 0.02% 258
2024
Q2 		$39K Buy
+324
New +$38.5K 0.02% 235

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ransom Advisory's SUI Position: Q4 2025 in Review

Ransom Advisory held its Sun Communities (SUI) position steady in Q4 2025 at 39 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Ransom Advisory first reported a position in SUI in Q2 2024 and has held it in 7 quarters since. The position peaked at $39K in Q2 2024. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Ransom Advisory held 39 shares of Sun Communities worth $4.83K as of Q4 2025.
  • Ransom Advisory left its Sun Communities share count unchanged in Q4 2025.
  • Sun Communities made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #381 holding.
  • Ransom Advisory first reported a position in Sun Communities in Q2 2024 and has held it in 7 quarters since.
  • Ransom Advisory's Sun Communities position peaked at $39K in Q2 2024.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.