Ostrum Asset Management’s Sun Communities SUI Stock Holding History

Ostrum Asset 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	$878K	Buy	7,326 +1,232	+20%	+$154K	0.04%	245
2026 Q1	$768K	Sell	6,094 -1,693	-22%	-$219K	0.04%	251
2025 Q4	$965K	Sell	7,787 -2,581	-25%	-$323K	0.05%	283
2025 Q3	$1.34M	Buy	10,368 +1,995	+24%	+$252K	0.06%	255
2025 Q2	$1.06M	Sell	8,373 -240	-3%	-$29.8K	0.05%	287
2025 Q1	$1.11M	Sell	8,613 -228	-3%	-$29.1K	0.06%	276
2024 Q4	$1.09M	Sell	8,841 -365	-4%	-$46.7K	0.09%	297
2024 Q3	$1.24M	Buy	9,206 +112	+1%	+$14.7K	0.1%	276
2024 Q2	$1.09M	Sell	9,094 -708	-7%	-$84.1K	0.1%	290
2024 Q1	$1.26M	Hold	9,802	–	–	0.1%	306
2023 Q4	$1.31M	Buy	9,802 +42	+0.4%	+$5.06K	0.11%	260
2023 Q3	$1.15M	Sell	9,760 -66	-0.7%	-$8.38K	0.11%	281
2023 Q2	$1.28M	Buy	9,826 +8	+0.1%	+$1.07K	0.11%	259
2023 Q1	$1.38M	Buy	+9,818	New	+$1.43M	0.12%	238

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

Ostrum Asset Management's SUI Position: Q2 2026 in Review

Ostrum Asset Management increased its Sun Communities (SUI) stake by 20% in Q2 2026, buying an estimated $154K and bringing the position to 7,326 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #245.

Ostrum Asset Management first reported a position in SUI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2023. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Ostrum Asset Management held 7,326 shares of Sun Communities worth $878K as of Q2 2026.
Ostrum Asset Management bought 1,232 Sun Communities shares in Q2 2026, an estimated $154K.
Sun Communities made up 0.04% of Ostrum Asset Management's portfolio in Q2 2026, its #245 holding.
Ostrum Asset Management first reported a position in Sun Communities in Q1 2023 and has held it in 14 quarters since.
Ostrum Asset Management's Sun Communities position peaked at $1.38M in Q1 2023.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.