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Summit Wealth Group (Colorado)’s Sun Communities SUI Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-2,697
Closed -$319K – 600
2025
Q3 		$319K Buy
+2,697
New +$341K 0.03% 343

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SUI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 2,697 shares — an estimated $319K sold.

Summit Wealth Group (Colorado) first reported a position in SUI in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,697 Sun Communities shares in Q4 2025, an estimated $319K.
  • Summit Wealth Group (Colorado) first reported a position in Sun Communities in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Sun Communities position peaked at $319K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.