Stephens Consulting’s Sun Communities SUI Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-4	Closed	-$506	–	1066
2025 Q2	$506	Buy	+4	New	+$496	﹤0.01%	901

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Stephens Consulting's SUI Position: Q3 2025 in Review

Stephens Consulting sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 4 shares — an estimated $506 sold.

Stephens Consulting first reported a position in SUI in Q2 2025 and held it in 1 quarter. The position peaked at $506 in Q2 2025. 504 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

Stephens Consulting reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 4 Sun Communities shares in Q3 2025, an estimated $506.
Stephens Consulting first reported a position in Sun Communities in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Sun Communities position peaked at $506 in Q2 2025.
504 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.