SWM
SUI icon

Spire Wealth Management’s Sun Communities SUI Stock Holding History

Spire Wealth Management’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
2026
Q1 		– Sell
-95
Closed -$11.8K – 2396
2025
Q4 		$11.8K Sell
95
-300
-76% -$37.5K ﹤0.01% 1656
2025
Q3 		$51K Hold
395
– – ﹤0.01% 1229
2025
Q2 		$50K Sell
395
-21
-5% -$2.6K ﹤0.01% 1190
2025
Q1 		$53.5K Buy
416
+65
+19% +$8.31K ﹤0.01% 1252
2024
Q4 		$43.1K Buy
351
+1
+0.3% +$128 ﹤0.01% 1333
2024
Q3 		$47.3K Sell
350
-130
-27% -$17.1K ﹤0.01% 1150
2024
Q2 		$57.8K Sell
480
-25
-5% -$2.97K ﹤0.01% 1071
2024
Q1 		$64.9K Hold
505
– – ﹤0.01% 1126
2023
Q4 		$65.2K Buy
505
+40
+9% +$4.82K ﹤0.01% 1114
2023
Q3 		$55K Buy
465
+235
+102% +$29.8K ﹤0.01% 1148
2023
Q2 		$30K Sell
230
-4
-2% -$535 ﹤0.01% 1410
2023
Q1 		$33K Sell
234
-1
-0.4% -$146 ﹤0.01% 1394
2022
Q4 		$34K Buy
235
+90
+62% +$12.3K ﹤0.01% 1146
2022
Q3 		$20K Buy
145
+82
+130% +$13K ﹤0.01% 1339
2022
Q2 		$10K Sell
63
-153
-71% -$25.7K ﹤0.01% 1930
2022
Q1 		$38K Sell
216
-57
-21% -$10.6K ﹤0.01% 1553
2021
Q4 		$57K Buy
273
+237
+658% +$46.7K ﹤0.01% 1658
2021
Q3 		$7K Hold
36
– – ﹤0.01% 2210
2021
Q2 		$6K Sell
36
-76
-68% -$12.6K ﹤0.01% 2287
2021
Q1 		$17K Buy
+112
New +$16.5K ﹤0.01% 2222

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's SUI Position: Q1 2026 in Review

Spire Wealth Management sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 95 shares — an estimated $11.8K sold.

Spire Wealth Management first reported a position in SUI in Q1 2021 and held it in 20 quarters. The position peaked at $65.2K in Q4 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Spire Wealth Management reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 95 Sun Communities shares in Q1 2026, an estimated $11.8K.
  • Spire Wealth Management first reported a position in Sun Communities in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Sun Communities position peaked at $65.2K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.