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Wealthspire Advisors (New York)’s Sun Communities SUI Stock Holding History

Wealthspire Advisors (New York)’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
-121
Closed -$15.6K – 2668
2025
Q3 		$15.6K Buy
+121
New +$15.3K ﹤0.01% 1804

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $535B AUM 26.23% 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

Wealthspire Advisors (New York)'s SUI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 121 shares — an estimated $15.6K sold.

Wealthspire Advisors (New York) first reported a position in SUI in Q3 2025 and held it in 1 quarter. The position peaked at $15.6K in Q3 2025. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 121 Sun Communities shares in Q4 2025, an estimated $15.6K.
  • Wealthspire Advisors (New York) first reported a position in Sun Communities in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sun Communities position peaked at $15.6K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.