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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
2026
Q2 		$915K Buy
+7,634
New +$955K 0.01% 421
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ossiam's SUI Position: Q2 2026 in Review

Ossiam opened a new position in Sun Communities (SUI) in Q2 2026: 7,634 shares worth $915K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Ossiam previously reported a position in SUI as recently as Q3 2025.

Ossiam first reported a position in SUI in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Ossiam held 7,634 shares of Sun Communities worth $915K as of Q2 2026.
  • Sun Communities was a new Ossiam position in Q2 2026.
  • Sun Communities made up 0.01% of Ossiam's portfolio in Q2 2026, its #421 holding.
  • Ossiam first reported a position in Sun Communities in Q3 2022 and has held it in 14 quarters since.
  • Ossiam's Sun Communities position peaked at $1.29M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.