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NEOS Investment Management’s Sun Communities SUI Stock Holding History

NEOS Investment 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
2026
Q1 		$2.77M Buy
22,012
+5,528
+34% +$714K 0.01% 441
2025
Q4 		$2.04M Buy
16,484
+4,950
+43% +$620K 0.01% 474
2025
Q3 		$1.49M Buy
11,534
+5,821
+102% +$736K 0.01% 474
2025
Q2 		$723K Buy
5,713
+3,129
+121% +$388K 0.01% 500
2025
Q1 		$332K Buy
+2,584
New +$330K 0.01% 550

Other funds holding SUI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEOS Investment Management's SUI Position: Q1 2026 in Review

NEOS Investment Management increased its Sun Communities (SUI) stake by 34% in Q1 2026, buying an estimated $714K and bringing the position to 22,012 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #441.

NEOS Investment Management first reported a position in SUI in Q1 2025 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • NEOS Investment Management held 22,012 shares of Sun Communities worth $2.77M as of Q1 2026.
  • NEOS Investment Management bought 5,528 Sun Communities shares in Q1 2026, an estimated $714K.
  • Sun Communities made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #441 holding.
  • NEOS Investment Management first reported a position in Sun Communities in Q1 2025 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.