Orion Portfolio Solutions’s Sun Communities SUI Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.19M	Buy	9,218 +142	+2%	+$18.2K	0.01%	992
2024 Q4	$1.12M	Sell	9,076 -1,216	-12%	-$156K	0.01%	987
2024 Q3	$1.39M	Sell	10,292 -660	-6%	-$86.8K	0.01%	874
2024 Q2	$1.32M	Sell	10,952 -1,158	-10%	-$138K	0.01%	849
2024 Q1	$1.56M	Sell	12,110 -1,017	-8%	-$132K	0.02%	779
2023 Q4	$1.77M	Sell	13,127 -2,216	-14%	-$267K	0.02%	696
2023 Q3	$1.82M	Sell	15,343 -599	-4%	-$76K	0.02%	656
2023 Q2	$2.08M	Sell	15,942 -1,087	-6%	-$145K	0.02%	634
2023 Q1	$2.4M	Buy	+17,029	New	+$2.49M	0.03%	523
2020 Q3	–	Sell	-43	Closed	-$6K	–	1844
2020 Q2	$6K	Sell	43 -84	-66%	-$11.1K	﹤0.01%	1412
2020 Q1	$16K	Buy	127 +12	+10%	+$1.81K	﹤0.01%	915
2019 Q4	$17K	Buy	+115	New	+$17.9K	﹤0.01%	830

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Orion Portfolio Solutions's SUI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Sun Communities (SUI) stake by 1.6% in Q1 2025, buying an estimated $18.2K and bringing the position to 9,218 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #992.

Orion Portfolio Solutions first reported a position in SUI in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.4M in Q1 2023. 496 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Orion Portfolio Solutions held 9,218 shares of Sun Communities worth $1.19M as of Q1 2025.
Orion Portfolio Solutions bought 142 Sun Communities shares in Q1 2025, an estimated $18.2K.
Sun Communities made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #992 holding.
Orion Portfolio Solutions first reported a position in Sun Communities in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Sun Communities position peaked at $2.4M in Q1 2023.
496 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.