Wilmington Savings Fund Society’s Sun Communities SUI Stock Holding History

Wilmington Savings Fund Society’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	-59	Closed	-$7.46K	–	1985
2025 Q2	$7.46K	Hold	59	–	–	﹤0.01%	1691
2025 Q1	$7.59K	Hold	59	–	–	﹤0.01%	1703
2024 Q4	$7.25K	Hold	59	–	–	﹤0.01%	1722
2024 Q3	$7.97K	Buy	+59	New	+$7.76K	﹤0.01%	1679

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wilmington Savings Fund Society's SUI Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 59 shares — an estimated $7.46K sold.

Wilmington Savings Fund Society first reported a position in SUI in Q3 2024 and held it in 4 quarters. The position peaked at $7.97K in Q3 2024. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

Wilmington Savings Fund Society reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 59 Sun Communities shares in Q3 2025, an estimated $7.46K.
Wilmington Savings Fund Society first reported a position in Sun Communities in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's Sun Communities position peaked at $7.97K in Q3 2024.
506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.