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Plato Investment Management’s Sun Communities SUI Stock Holding History

Plato Investment 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 		– Sell
-4,674
Closed -$589K – 558
2026
Q1 		$589K Hold
4,674
– – 0.04% 339
2025
Q4 		$582K Sell
4,674
-299
-6% -$37.4K 0.04% 332
2025
Q3 		$637K Sell
4,973
-4,342
-47% -$549K 0.04% 322
2025
Q2 		$1.17M Buy
+9,315
New +$1.16M 0.09% 234

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

Plato Investment Management's SUI Position: Q2 2026 in Review

Plato Investment Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 4,674 shares — an estimated $589K sold.

Plato Investment Management first reported a position in SUI in Q2 2025 and held it in 4 quarters. The position peaked at $1.17M in Q2 2025. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Plato Investment Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 4,674 Sun Communities shares in Q2 2026, an estimated $589K.
  • Plato Investment Management first reported a position in Sun Communities in Q2 2025 and held it in 4 quarters.
  • Plato Investment Management's Sun Communities position peaked at $1.17M in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.