OFI Invest Asset Management’s Sun Communities SUI Stock Holding History

OFI Invest Asset 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	$349K	Buy	3,328 +113	+4%	+$14.1K	﹤0.01%	328
2026 Q1	$351K	Sell	3,215 -594	-16%	-$76.8K	﹤0.01%	299
2025 Q4	$402K	Sell	3,809 -122	-3%	-$15.3K	0.01%	295
2025 Q3	$432K	Sell	3,931 -629	-14%	-$79.5K	0.01%	188
2025 Q2	$491K	Buy	4,560 +20	+0.4%	+$2.48K	0.01%	185
2025 Q1	$541K	Sell	4,540 -235	-5%	-$30K	0.01%	234
2024 Q4	$567K	Buy	+4,775	New	+$611K	0.01%	231
2024 Q2	$566K	Hold	5,039	–	–	0.02%	222
2024 Q1	$600K	Sell	5,039 -615	-11%	-$79.8K	0.02%	148
2023 Q4	$684K	Sell	5,654 -1,251	-18%	-$151K	0.02%	140
2023 Q3	$772K	Sell	6,905 -459	-6%	-$58.3K	0.03%	122
2023 Q2	$961K	Sell	7,364 -1,041,065	-99%	-$139M	0.04%	86
2023 Q1	$7.44M	Buy	+1,048,429	New	+$153M	0.04%	93

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

OFI Invest Asset Management's SUI Position: Q2 2026 in Review

OFI Invest Asset Management increased its Sun Communities (SUI) stake by 3.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,328 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

OFI Invest Asset Management first reported a position in SUI in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.44M in Q1 2023. 65 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

OFI Invest Asset Management held 3,328 shares of Sun Communities worth $349K as of Q2 2026.
OFI Invest Asset Management bought 113 Sun Communities shares in Q2 2026, an estimated $14.1K.
Sun Communities made up ﹤0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #328 holding.
OFI Invest Asset Management first reported a position in Sun Communities in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's Sun Communities position peaked at $7.44M in Q1 2023.
65 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.