Summit Wealth Group’s Sun Communities SUI Stock Holding History

Summit Wealth Group’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	$490K	Hold	3,887	–	–	0.11%	77
2025 Q4	$482K	Hold	3,887	–	–	0.11%	71
2025 Q3	$501K	Hold	3,887	–	–	0.12%	67
2025 Q2	$492K	Hold	3,887	–	–	0.13%	60
2025 Q1	$500K	Hold	3,887	–	–	0.15%	59
2024 Q4	$478K	Hold	3,887	–	–	0.14%	58
2024 Q3	$525K	Hold	3,887	–	–	0.15%	54
2024 Q2	$468K	Buy	+3,887	New	+$462K	0.14%	54
2023 Q3	–	Sell	-3,887	Closed	-$507K	–	68
2023 Q2	$507K	Sell	3,887 -543,714	-99%	-$72.7M	0.21%	46
2023 Q1	$4K	Buy	+547,601	New	+$80M	0.1%	62
2022 Q2	–	Sell	-3,887	Closed	-$681K	–	28
2022 Q1	$681K	Buy	+3,887	New	+$722K	0.71%	19
2021 Q4	–	Sell	-29,478	Closed	-$5.46M	–	47
2021 Q3	$5.46M	Buy	+29,478	New	+$5.69M	8.63%	4
2021 Q1	–	Sell	-109,738	Closed	-$16.7M	–	209
2020 Q4	$16.7M	Hold	109,738	–	–	10.46%	2
2020 Q3	$15.4M	Sell	109,738 -3,520	-3%	-$505K	13.4%	2
2020 Q2	$15.4M	Sell	113,258 -19,987	-15%	-$2.65M	14.05%	2
2020 Q1	$16.6M	Sell	133,245 -53	-0%	-$8K	16.86%	2
2019 Q4	$20M	Buy	+133,298	New	+$20.8M	18.88%	2

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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