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 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

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

Ostrum Asset Management's SUI Position: Q1 2026 in Review

Ostrum Asset Management reduced its Sun Communities (SUI) stake by 22% in Q1 2026, selling an estimated $219K and leaving 6,094 shares worth $768K. The position accounts for 0.04% of the portfolio, ranked #251.

Ostrum Asset Management first reported a position in SUI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2023. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Ostrum Asset Management held 6,094 shares of Sun Communities worth $768K as of Q1 2026.
Ostrum Asset Management sold 1,693 Sun Communities shares in Q1 2026, an estimated $219K.
Sun Communities made up 0.04% of Ostrum Asset Management's portfolio in Q1 2026, its #251 holding.
Ostrum Asset Management first reported a position in Sun Communities in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Sun Communities position peaked at $1.38M in Q1 2023.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.