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Riverview Trust Company’s Sun Communities SUI Stock Holding History

Riverview Trust Company’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
-133
Closed -$17.1K – 539
2025
Q1 		$17.1K Hold
133
– – 0.02% 494
2024
Q4 		$16.4K Hold
133
– – 0.01% 538
2024
Q3 		$18K Hold
133
– – 0.02% 527
2024
Q2 		$16K Hold
133
– – 0.02% 529
2024
Q1 		$17.1K Buy
+133
New +$17.3K 0.01% 545
2023
Q3 		– Sell
-101
Closed -$13.2K – 715
2023
Q2 		$13.2K Buy
+101
New +$13.5K 0.01% 618
2022
Q4 		– Sell
-79
Closed -$11K – 853
2022
Q3 		$11K Buy
+79
New +$12.5K 0.01% 664
2022
Q2 		– Sell
-157
Closed -$28K – 850
2022
Q1 		$28K Buy
+157
New +$29.2K 0.02% 350
2019
Q2 		– Sell
-43
Closed -$5K – 389
2019
Q1 		$5K Buy
+43
New +$4.78K ﹤0.01% 291

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Riverview Trust Company's SUI Position: Q2 2025 in Review

Riverview Trust Company sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 133 shares — an estimated $17.1K sold.

Riverview Trust Company first reported a position in SUI in Q1 2019 and held it in 9 quarters. The position peaked at $28K in Q1 2022. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • Riverview Trust Company reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 133 Sun Communities shares in Q2 2025, an estimated $17.1K.
  • Riverview Trust Company first reported a position in Sun Communities in Q1 2019 and held it in 9 quarters.
  • Riverview Trust Company's Sun Communities position peaked at $28K in Q1 2022.
  • 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.