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One Capital Management’s Sun Communities SUI Stock Holding History

One Capital 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 		$556K Sell
4,416
-1,272
-22% -$164K 0.02% 371
2025
Q4 		$705K Hold
5,688
– – 0.02% 340
2025
Q3 		$734K Hold
5,688
– – 0.02% 317
2025
Q2 		$720K Buy
5,688
+200
+4% +$24.8K 0.02% 306
2025
Q1 		$706K Hold
5,488
– – 0.02% 247
2024
Q4 		$675K Hold
5,488
– – 0.02% 241
2024
Q3 		$742K Sell
5,488
-371
-6% -$48.8K 0.02% 244
2024
Q2 		$705K Buy
+5,859
New +$696K 0.02% 250

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

One Capital Management's SUI Position: Q1 2026 in Review

One Capital Management reduced its Sun Communities (SUI) stake by 22% in Q1 2026, selling an estimated $164K and leaving 4,416 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #371.

One Capital Management first reported a position in SUI in Q2 2024 and has held it in 8 quarters since. The position peaked at $742K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • One Capital Management held 4,416 shares of Sun Communities worth $556K as of Q1 2026.
  • One Capital Management sold 1,272 Sun Communities shares in Q1 2026, an estimated $164K.
  • Sun Communities made up 0.02% of One Capital Management's portfolio in Q1 2026, its #371 holding.
  • One Capital Management first reported a position in Sun Communities in Q2 2024 and has held it in 8 quarters since.
  • One Capital Management's Sun Communities position peaked at $742K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.