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Optimum Investment Advisors’s Sun Communities SUI Stock Holding History

Optimum 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
Q3 		$90.3K Hold
700
– – 0.04% 278
2025
Q2 		$88.5K Hold
700
– – 0.04% 269
2025
Q1 		$90K Sell
700
-75
-10% -$9.59K 0.04% 261
2024
Q4 		$95.3K Hold
775
– – 0.04% 258
2024
Q3 		$105K Hold
775
– – 0.05% 266
2024
Q2 		$93.3K Hold
775
– – 0.04% 277
2024
Q1 		$99.7K Hold
775
– – 0.05% 268
2023
Q4 		$104K Hold
775
– – 0.05% 257
2023
Q3 		$91.7K Hold
775
– – 0.05% 278
2023
Q2 		$101K Hold
775
– – 0.05% 270
2023
Q1 		$109K Hold
775
– – 0.06% 255
2022
Q4 		$111K Hold
775
– – 0.06% 252
2022
Q3 		$105K Hold
775
– – 0.06% 267
2022
Q2 		$124K Hold
775
– – 0.06% 251
2022
Q1 		$136K Hold
775
– – 0.06% 270
2021
Q4 		$163K Hold
775
– – 0.06% 262
2021
Q3 		$143K Hold
775
– – 0.06% 280
2021
Q2 		$133K Hold
775
– – 0.04% 334
2021
Q1 		$116K Hold
775
– – 0.03% 343
2020
Q4 		$118K Hold
775
– – 0.04% 327
2020
Q3 		$109K Hold
775
– – 0.04% 322
2020
Q2 		$105K Hold
775
– – 0.04% 321
2020
Q1 		$97K Sell
775
-700
-47% -$106K 0.04% 313
2019
Q4 		$221K Hold
1,475
– – 0.07% 256
2019
Q3 		$219K Buy
1,475
+300
+26% +$42.4K 0.07% 251
2019
Q2 		$151K Buy
1,175
+400
+52% +$49.7K 0.05% 311
2019
Q1 		$92K Buy
775
+100
+15% +$11.1K 0.03% 394
2018
Q4 		$69K Sell
675
-50
-7% -$5.09K 0.02% 410
2018
Q3 		$74K Hold
725
– – 0.02% 453
2018
Q2 		$71K Buy
725
+275
+61% +$25.9K 0.02% 461
2018
Q1 		$41K Buy
+450
New +$39.7K 0.01% 558

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Optimum Investment Advisors's SUI Position: Q3 2025 in Review

Optimum Investment Advisors held its Sun Communities (SUI) position steady in Q3 2025 at 700 shares worth $90.3K. The position accounts for 0.04% of the portfolio, ranked #278.

Optimum Investment Advisors first reported a position in SUI in Q1 2018 and has held it in 31 quarters since. The position peaked at $221K in Q4 2019. 505 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Optimum Investment Advisors held 700 shares of Sun Communities worth $90.3K as of Q3 2025.
  • Optimum Investment Advisors left its Sun Communities share count unchanged in Q3 2025.
  • Sun Communities made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #278 holding.
  • Optimum Investment Advisors first reported a position in Sun Communities in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Sun Communities position peaked at $221K in Q4 2019.
  • 505 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.