Salem Investment Counselors’s Sun Communities SUI Stock Holding History

Salem Investment Counselors’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	-9	Closed	-$1.17K	–	1254
2025 Q1	$1.17K	Hold	9	–	–	﹤0.01%	1098
2024 Q4	$1.12K	Sell	9 -25	-74%	-$3.2K	﹤0.01%	1080
2024 Q3	$4.63K	Hold	34	–	–	﹤0.01%	937
2024 Q2	$4.12K	Hold	34	–	–	﹤0.01%	946
2024 Q1	$4.4K	Buy	+34	New	+$4.41K	﹤0.01%	942

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Salem Investment Counselors's SUI Position: Q2 2025 in Review

Salem Investment Counselors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 9 shares — an estimated $1.17K sold.

Salem Investment Counselors first reported a position in SUI in Q1 2024 and held it in 5 quarters. The position peaked at $4.63K in Q3 2024. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

Salem Investment Counselors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
Salem Investment Counselors sold 9 Sun Communities shares in Q2 2025, an estimated $1.17K.
Salem Investment Counselors first reported a position in Sun Communities in Q1 2024 and held it in 5 quarters.
Salem Investment Counselors's Sun Communities position peaked at $4.63K in Q3 2024.
468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.