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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
Q2 		$2.99M Buy
24,908
+2,896
+13% +$362K 0.01% 461
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NEOS Investment Management's SUI Position: Q2 2026 in Review

NEOS Investment Management increased its Sun Communities (SUI) stake by 13% in Q2 2026, buying an estimated $362K and bringing the position to 24,908 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #461.

NEOS Investment Management first reported a position in SUI in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • NEOS Investment Management held 24,908 shares of Sun Communities worth $2.99M as of Q2 2026.
  • NEOS Investment Management bought 2,896 Sun Communities shares in Q2 2026, an estimated $362K.
  • Sun Communities made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #461 holding.
  • NEOS Investment Management first reported a position in Sun Communities in Q1 2025 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.