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 Q2	$5.82M	Buy	48,551 +951	+2%	+$119K	0.32%	85
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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Osborne Partners Capital Management's SUI Position: Q2 2026 in Review

Osborne Partners Capital Management increased its Sun Communities (SUI) stake by 2% in Q2 2026, buying an estimated $119K and bringing the position to 48,551 shares worth $5.82M. The position accounts for 0.32% of the portfolio, ranked #85.

Osborne Partners Capital Management first reported a position in SUI in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.06M in Q3 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Osborne Partners Capital Management held 48,551 shares of Sun Communities worth $5.82M as of Q2 2026.
Osborne Partners Capital Management bought 951 Sun Communities shares in Q2 2026, an estimated $119K.
Sun Communities made up 0.32% of Osborne Partners Capital Management's portfolio in Q2 2026, its #85 holding.
Osborne Partners Capital Management first reported a position in Sun Communities in Q1 2023 and has held it in 14 quarters since.
Osborne Partners Capital Management's Sun Communities position peaked at $6.06M in Q3 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.