Cascade Investment Advisors’s Sun Communities SUI Stock Holding History

Cascade Investment 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
2026 Q2	$1.41M	Buy	11,728 +1,030	+10%	+$129K	0.77%	68
2026 Q1	$1.35M	Sell	10,698 -25	-0.2%	-$3.23K	0.8%	60
2025 Q4	$1.33M	Buy	10,723 +180	+2%	+$22.5K	0.78%	62
2025 Q3	$1.36M	Buy	10,543 +190	+2%	+$24K	0.82%	54
2025 Q2	$1.31M	Sell	10,353 -120	-1%	-$14.9K	0.84%	52
2025 Q1	$1.35M	Buy	10,473 +100	+1%	+$12.8K	0.91%	52
2024 Q4	$1.28M	Buy	10,373 +85	+0.8%	+$10.9K	0.82%	59
2024 Q3	$1.39M	Buy	10,288 +70	+0.7%	+$9.21K	0.88%	56
2024 Q2	$1.23M	Buy	10,218 +1,960	+24%	+$233K	0.83%	55
2024 Q1	$1.06M	Buy	8,258 +35	+0.4%	+$4.54K	0.69%	77
2023 Q4	$1.1M	Buy	8,223 +55	+0.7%	+$6.63K	0.78%	65
2023 Q3	$967K	Buy	8,168 +330	+4%	+$41.9K	0.76%	65
2023 Q2	$1.02M	Buy	+7,838	New	+$1.05M	0.76%	69

Other funds holding SUI

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Cascade Investment Advisors's SUI Position: Q2 2026 in Review

Cascade Investment Advisors increased its Sun Communities (SUI) stake by 9.6% in Q2 2026, buying an estimated $129K and bringing the position to 11,728 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #68.

Cascade Investment Advisors first reported a position in SUI in Q2 2023 and has held it in 13 quarters since. 91 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Cascade Investment Advisors held 11,728 shares of Sun Communities worth $1.41M as of Q2 2026.
Cascade Investment Advisors bought 1,030 Sun Communities shares in Q2 2026, an estimated $129K.
Sun Communities made up 0.77% of Cascade Investment Advisors's portfolio in Q2 2026, its #68 holding.
Cascade Investment Advisors first reported a position in Sun Communities in Q2 2023 and has held it in 13 quarters since.
91 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.