U.S. Capital Wealth Advisors’s Sun Communities SUI Stock Holding History

U.S. Capital Wealth Advisors’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 Q2	–	Sell	-11,087	Closed	-$1.43M	–	933
2025 Q1	$1.43M	Sell	11,087 -100	-0.9%	-$12.8K	0.04%	354
2024 Q4	$1.38M	Buy	11,187 +637	+6%	+$81.5K	0.04%	373
2024 Q3	$1.43M	Hold	10,550	–	–	0.05%	309
2024 Q2	$1.27M	Sell	10,550 -109	-1%	-$13K	0.05%	317
2024 Q1	$1.37M	Sell	10,659 -334	-3%	-$43.4K	0.05%	290
2023 Q4	$1.47M	Sell	10,993 -103	-0.9%	-$12.4K	0.06%	274
2023 Q3	$1.31M	Buy	11,096 +17	+0.2%	+$2.16K	0.06%	270
2023 Q2	$1.45M	Sell	11,079 -100	-0.9%	-$13.4K	0.07%	260
2023 Q1	$1.57M	Buy	11,179 +233	+2%	+$34K	0.07%	239
2022 Q4	$1.57M	Buy	10,946 +196	+2%	+$26.8K	0.07%	250
2022 Q3	$1.46M	Buy	10,750 +603	+6%	+$95.4K	0.07%	256
2022 Q2	$1.62M	Sell	10,147 -1,017	-9%	-$171K	0.07%	255
2022 Q1	$1.96M	Buy	11,164 +136	+1%	+$25.3K	0.07%	255
2021 Q4	$2.32M	Buy	11,028 +100	+0.9%	+$19.7K	0.09%	230
2021 Q3	$2.02M	Buy	+10,928	New	+$2.11M	0.09%	243

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's SUI Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 11,087 shares — an estimated $1.43M sold.

U.S. Capital Wealth Advisors first reported a position in SUI in Q3 2021 and held it in 15 quarters. The position peaked at $2.32M in Q4 2021. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 11,087 Sun Communities shares in Q2 2025, an estimated $1.43M.
U.S. Capital Wealth Advisors first reported a position in Sun Communities in Q3 2021 and held it in 15 quarters.
U.S. Capital Wealth Advisors's Sun Communities position peaked at $2.32M in Q4 2021.
468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.