Osborne Partners Capital Management’s Sun Communities SUI Stock Holding History

Osborne Partners 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	$6M	Buy	47,600 +840	+2%	+$109K	0.32%	93
2025 Q4	$5.79M	Sell	46,760 -205	-0.4%	-$25.7K	0.3%	99
2025 Q3	$6.06M	Buy	46,965 +1,377	+3%	+$174K	0.31%	99
2025 Q2	$5.77M	Buy	45,588 +957	+2%	+$119K	0.31%	102
2025 Q1	$5.74M	Buy	44,631 +460	+1%	+$58.8K	0.33%	95
2024 Q4	$5.43M	Buy	44,171 +414	+0.9%	+$53K	0.31%	99
2024 Q3	$5.91M	Buy	43,757 +181	+0.4%	+$23.8K	0.34%	95
2024 Q2	$5.24M	Buy	43,576 +1,554	+4%	+$185K	0.31%	98
2024 Q1	$5.4M	Buy	42,022 +688	+2%	+$89.3K	0.33%	95
2023 Q4	$5.52M	Buy	41,334 +21,269	+106%	+$2.56M	0.36%	88
2023 Q3	$2.37M	Buy	20,065 +911	+5%	+$116K	0.18%	109
2023 Q2	$2.5M	Buy	19,154 +2,595	+16%	+$347K	0.18%	109
2023 Q1	$2.33M	Buy	+16,559	New	+$2.42M	0.17%	113

Other funds holding SUI

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osborne Partners Capital Management's SUI Position: Q1 2026 in Review

Osborne Partners Capital Management increased its Sun Communities (SUI) stake by 1.8% in Q1 2026, buying an estimated $109K and bringing the position to 47,600 shares worth $6M. The position accounts for 0.32% of the portfolio, ranked #93.

Osborne Partners Capital Management first reported a position in SUI in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Osborne Partners Capital Management held 47,600 shares of Sun Communities worth $6M as of Q1 2026.
Osborne Partners Capital Management bought 840 Sun Communities shares in Q1 2026, an estimated $109K.
Sun Communities made up 0.32% of Osborne Partners Capital Management's portfolio in Q1 2026, its #93 holding.
Osborne Partners Capital Management first reported a position in Sun Communities in Q1 2023 and has held it in 13 quarters since.
Osborne Partners Capital Management's Sun Communities position peaked at $6.06M in Q3 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.