Venturi Wealth Management’s Sun Communities SUI Stock Holding History

Venturi Wealth Management’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	-17	Closed	-$2.09K	–	1667
2024 Q4	$2.09K	Buy	+17	New	+$2.18K	﹤0.01%	1849

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Venturi Wealth Management's SUI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 17 shares — an estimated $2.09K sold.

Venturi Wealth Management first reported a position in SUI in Q4 2024 and held it in 1 quarter. The position peaked at $2.09K in Q4 2024. 495 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Venturi Wealth Management reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 17 Sun Communities shares in Q1 2025, an estimated $2.09K.
Venturi Wealth Management first reported a position in Sun Communities in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's Sun Communities position peaked at $2.09K in Q4 2024.
495 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.