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Retirement Wealth Solutions’s Sun Communities SUI Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-1
Closed -$117 – 839
2025
Q3 		$117 Hold
1
– – ﹤0.01% 778
2025
Q2 		$113 Hold
1
– – ﹤0.01% 413
2025
Q1 		$114 Hold
1
– – ﹤0.01% 400
2024
Q4 		$106 Buy
+1
New +$128 ﹤0.01% 407

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 $3.38T AUM 44.17% 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

Retirement Wealth Solutions's SUI Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1 share — an estimated $117 sold.

Retirement Wealth Solutions first reported a position in SUI in Q4 2024 and held it in 4 quarters. The position peaked at $117 in Q3 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 Sun Communities share in Q4 2025, an estimated $117.
  • Retirement Wealth Solutions first reported a position in Sun Communities in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Sun Communities position peaked at $117 in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.