OneDigital Investment Advisors’s Sun Communities SUI Stock Holding History

OneDigital Investment Advisors’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
2025 Q4	–	Sell	-1,598	Closed	-$206K	–	1588
2025 Q3	$206K	Sell	1,598 -37	-2%	-$4.68K	﹤0.01%	1407
2025 Q2	$207K	Buy	1,635 +13	+0.8%	+$1.61K	﹤0.01%	1373
2025 Q1	$209K	Sell	1,622 -23	-1%	-$2.94K	﹤0.01%	1309
2024 Q4	$202K	Sell	1,645 -329	-17%	-$42.1K	﹤0.01%	1333
2024 Q3	$267K	Buy	1,974 +5	+0.3%	+$657	﹤0.01%	1225
2024 Q2	$237K	Buy	+1,969	New	+$234K	﹤0.01%	1213

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneDigital Investment Advisors's SUI Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 1,598 shares — an estimated $206K sold.

OneDigital Investment Advisors first reported a position in SUI in Q2 2024 and held it in 6 quarters. The position peaked at $267K in Q3 2024. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

OneDigital Investment Advisors reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 1,598 Sun Communities shares in Q4 2025, an estimated $206K.
OneDigital Investment Advisors first reported a position in Sun Communities in Q2 2024 and held it in 6 quarters.
OneDigital Investment Advisors's Sun Communities position peaked at $267K in Q3 2024.
540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.