Raymond James Financial
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Raymond James Financial’s Sun Communities SUI Stock Holding History

Raymond James Financial’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
2026
Q1 		$12.2M Sell
97,216
-21,609
-18% -$2.79M ﹤0.01% 1845
2025
Q4 		$14.7M Sell
118,825
-6,768
-5% -$847K ﹤0.01% 1667
2025
Q3 		$16.2M Sell
125,593
-274
-0.2% -$34.6K 0.01% 1553
2025
Q2 		$15.9M Buy
125,867
+1,841
+1% +$228K 0.01% 1533
2025
Q1 		$16M Sell
124,026
-6,501
-5% -$831K 0.01% 1486
2024
Q4 		$16.1M Buy
+130,527
New +$16.7M 0.01% 1479

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's SUI Position: Q1 2026 in Review

Raymond James Financial reduced its Sun Communities (SUI) stake by 18% in Q1 2026, selling an estimated $2.79M and leaving 97,216 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Raymond James Financial first reported a position in SUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Raymond James Financial held 97,216 shares of Sun Communities worth $12.2M as of Q1 2026.
  • Raymond James Financial sold 21,609 Sun Communities shares in Q1 2026, an estimated $2.79M.
  • Sun Communities made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1845 holding.
  • Raymond James Financial first reported a position in Sun Communities in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Sun Communities position peaked at $16.2M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.