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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
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

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

Oak Thistle LLC's SUI Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Sun Communities (SUI) in Q2 2026: 4,883 shares worth $586K. The stake represents 0.06% of the portfolio and ranks #417 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in SUI as recently as Q1 2024.

Oak Thistle LLC first reported a position in SUI in Q1 2022 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Oak Thistle LLC held 4,883 shares of Sun Communities worth $586K as of Q2 2026.
  • Sun Communities was a new Oak Thistle LLC position in Q2 2026.
  • Sun Communities made up 0.06% of Oak Thistle LLC's portfolio in Q2 2026, its #417 holding.
  • Oak Thistle LLC first reported a position in Sun Communities in Q1 2022 and has held it in 4 quarters since.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.