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WealthTrak Capital Management’s Sun Communities SUI Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-5
Closed -$633 – 786
2025
Q2 		$633 Hold
5
– – ﹤0.01% 600
2025
Q1 		$644 Hold
5
– – ﹤0.01% 602
2024
Q4 		$615 Buy
+5
New +$640 ﹤0.01% 526

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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

WealthTrak Capital Management's SUI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 5 shares — an estimated $633 sold.

WealthTrak Capital Management first reported a position in SUI in Q4 2024 and held it in 3 quarters. The position peaked at $644 in Q1 2025. 504 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Sun Communities shares in Q3 2025, an estimated $633.
  • WealthTrak Capital Management first reported a position in Sun Communities in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Sun Communities position peaked at $644 in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.