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Stratos Wealth Partners’s Sun Communities SUI Stock Holding History

Stratos Wealth Partners’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
-2,680
Closed -$330K – 1496
2024
Q4 		$330K Sell
2,680
-481
-15% -$61.6K ﹤0.01% 1112
2024
Q3 		$427K Sell
3,161
-19
-0.6% -$2.5K 0.01% 987
2024
Q2 		$383K Buy
3,180
+491
+18% +$58.3K 0.01% 1006
2024
Q1 		$346K Sell
2,689
-23
-0.8% -$2.99K 0.01% 1034
2023
Q4 		$363K Buy
2,712
+866
+47% +$104K 0.01% 995
2023
Q3 		$219K Buy
1,846
+155
+9% +$19.7K ﹤0.01% 1131
2023
Q2 		$221K Hold
1,691
– – 0.01% 1064
2023
Q1 		$238K Buy
+1,691
New +$247K 0.01% 969
2022
Q2 		– Sell
-1,193
Closed -$209K – 1293
2022
Q1 		$209K Buy
1,193
+104
+10% +$19.3K ﹤0.01% 1153
2021
Q4 		$229K Buy
1,089
+8
+0.7% +$1.58K 0.01% 1115
2021
Q3 		$200K Buy
+1,081
New +$209K 0.01% 1110
2018
Q4 		– Sell
-49
Closed -$5K – 2298
2018
Q3 		$5K Buy
+49
New +$4.89K ﹤0.01% 2470
2018
Q2 		– Sell
-129
Closed -$12K – 2380
2018
Q1 		$12K Buy
129
+80
+163% +$7.06K ﹤0.01% 2243
2017
Q4 		$5K Buy
+49
New +$4.49K ﹤0.01% 2403

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Stratos Wealth Partners's SUI Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 2,680 shares — an estimated $330K sold.

Stratos Wealth Partners first reported a position in SUI in Q4 2017 and held it in 14 quarters. The position peaked at $427K in Q3 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,680 Sun Communities shares in Q1 2025, an estimated $330K.
  • Stratos Wealth Partners first reported a position in Sun Communities in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's Sun Communities position peaked at $427K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.