Operose Advisors’s Sun Communities SUI Stock Holding History

Operose 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
2024 Q4	–	Sell	-81	Closed	-$10.9K	–	617
2024 Q3	$10.9K	Hold	81	–	–	﹤0.01%	484
2024 Q2	$9.75K	Hold	81	–	–	﹤0.01%	451
2024 Q1	$10.4K	Hold	81	–	–	﹤0.01%	486
2023 Q4	$10.8K	Hold	81	–	–	﹤0.01%	457
2023 Q3	$9.59K	Buy	+81	New	+$10.3K	﹤0.01%	583

Other funds holding SUI

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Operose Advisors's SUI Position: Q4 2024 in Review

Operose Advisors sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 81 shares — an estimated $10.9K sold.

Operose Advisors first reported a position in SUI in Q3 2023 and held it in 5 quarters. The position peaked at $10.9K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Operose Advisors reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 81 Sun Communities shares in Q4 2024, an estimated $10.9K.
Operose Advisors first reported a position in Sun Communities in Q3 2023 and held it in 5 quarters.
Operose Advisors's Sun Communities position peaked at $10.9K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.