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Ossiam’s Sun Communities SUI Stock Holding History

Ossiam’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
Q4 		– Sell
-9,258
Closed -$1.19M – 669
2025
Q3 		$1.19M Buy
9,258
+1,252
+16% +$158K 0.02% 431
2025
Q2 		$1.01M Buy
8,006
+61
+0.8% +$7.56K 0.01% 385
2025
Q1 		$1.02M Sell
7,945
-463
-6% -$59.2K 0.01% 332
2024
Q4 		$1.03M Sell
8,408
-1,168
-12% -$150K 0.02% 350
2024
Q3 		$1.29M Buy
9,576
+2,949
+44% +$388K 0.03% 299
2024
Q2 		$797K Buy
6,627
+639
+11% +$75.9K 0.02% 393
2024
Q1 		$770K Sell
5,988
-2,564
-30% -$333K 0.01% 432
2023
Q4 		$1.14M Buy
8,552
+1,163
+16% +$140K 0.02% 341
2023
Q3 		$874K Buy
7,389
+3,851
+109% +$489K 0.02% 370
2023
Q2 		$462K Buy
3,538
+967
+38% +$129K 0.01% 456
2023
Q1 		$362K Buy
2,571
+1,393
+118% +$204K 0.01% 441
2022
Q4 		$168K Hold
1,178
– – ﹤0.01% 495
2022
Q3 		$159K Buy
+1,178
New +$186K ﹤0.01% 477

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ossiam's SUI Position: Q4 2025 in Review

Ossiam sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 9,258 shares — an estimated $1.19M sold.

Ossiam first reported a position in SUI in Q3 2022 and held it in 13 quarters. The position peaked at $1.29M in Q3 2024. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Ossiam reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 9,258 Sun Communities shares in Q4 2025, an estimated $1.19M.
  • Ossiam first reported a position in Sun Communities in Q3 2022 and held it in 13 quarters.
  • Ossiam's Sun Communities position peaked at $1.29M in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.