Rise Advisors’s Sun Communities SUI Stock Holding History

Rise 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 Q4	–	Sell	-4	Closed	-$516	–	1264
2025 Q3	$516	Buy	+4	New	+$506	﹤0.01%	1402

Other funds holding SUI

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's SUI Position: Q4 2025 in Review

Rise Advisors sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 4 shares — an estimated $516 sold.

Rise Advisors first reported a position in SUI in Q3 2025 and held it in 1 quarter. The position peaked at $516 in Q3 2025. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Rise Advisors reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 Sun Communities shares in Q4 2025, an estimated $516.
Rise Advisors first reported a position in Sun Communities in Q3 2025 and held it in 1 quarter.
Rise Advisors's Sun Communities position peaked at $516 in Q3 2025.
538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.