Oak Thistle LLC’s Sun Communities SUI Stock Holding History

Oak Thistle LLC’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 Q3	–	Sell	-4,883	Closed	-$586K	–	650
2026 Q2	$586K	Buy	+4,883	New	+$611K	0.06%	417
2024 Q2	–	Sell	-4,411	Closed	-$567K	–	433
2024 Q1	$567K	Buy	+4,411	New	+$573K	0.51%	48
2022 Q3	–	Sell	-1,433	Closed	-$228K	–	227
2022 Q2	$228K	Sell	1,433 -977	-41%	-$164K	0.44%	128
2022 Q1	$422K	Buy	+2,410	New	+$448K	0.22%	207

Other funds holding SUI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Oak Thistle LLC's SUI Position: Q3 2026 in Review

Oak Thistle LLC sold out of Sun Communities (SUI) in Q3 2026, closing a stake of 4,883 shares — an estimated $586K sold.

Oak Thistle LLC first reported a position in SUI in Q1 2022 and held it in 4 quarters. The position peaked at $586K in Q2 2026. 284 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Oak Thistle LLC reported no remaining Sun Communities position as of Q3 2026 after selling out during the quarter.
Oak Thistle LLC sold 4,883 Sun Communities shares in Q3 2026, an estimated $586K.
Oak Thistle LLC first reported a position in Sun Communities in Q1 2022 and held it in 4 quarters.
Oak Thistle LLC's Sun Communities position peaked at $586K in Q2 2026.
284 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.