SIG Brokerage’s Sun Communities SUI Stock Holding History

SIG Brokerage’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 Q1	–	Sell	-22,500	Closed	-$2.77M	–	708
2024 Q4	$2.77M	Buy	+22,500	New	+$2.88M	0.15%	101

Other funds holding SUI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

SIG Brokerage's SUI Position: Q1 2025 in Review

SIG Brokerage sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 13,085 shares — an estimated $1.61M sold.

SIG Brokerage first reported a position in SUI in Q4 2024 and held it in 1 quarter. The position peaked at $1.61M in Q4 2024. 495 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

SIG Brokerage reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
SIG Brokerage sold 13,085 Sun Communities shares in Q1 2025, an estimated $1.61M.
SIG Brokerage first reported a position in Sun Communities in Q4 2024 and held it in 1 quarter.
SIG Brokerage's Sun Communities position peaked at $1.61M in Q4 2024.
495 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on SIG Brokerage's 13F filing for Q1 2025, filed 14 May 2025.