SkyOak Wealth’s Sun Communities SUI Stock Holding History

SkyOak Wealth’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	$550K	Hold	4,589	–	–	0.09%	132
2026 Q1	$578K	Hold	4,589	–	–	0.11%	119
2025 Q4	$569K	Hold	4,589	–	–	0.1%	120
2025 Q3	$592K	Hold	4,589	–	–	0.11%	114
2025 Q2	$580K	Hold	4,589	–	–	0.12%	117
2025 Q1	$590K	Sell	4,589 -357	-7%	-$45.6K	0.13%	102
2024 Q4	$608K	Hold	4,946	–	–	0.13%	102
2024 Q3	$668K	Sell	4,946 -704	-12%	-$92.6K	0.15%	94
2024 Q2	$680K	Hold	5,650	–	–	0.16%	93
2024 Q1	$726K	Hold	5,650	–	–	0.17%	93
2023 Q4	$755K	Hold	5,650	–	–	0.2%	89
2023 Q3	$669K	Sell	5,650 -1,024	-15%	-$130K	0.2%	90
2023 Q2	$871K	Hold	6,674	–	–	0.25%	81
2023 Q1	$940K	Sell	6,674 -1,026	-13%	-$150K	0.29%	77
2022 Q4	$1.1M	Hold	7,700	–	–	0.37%	66
2022 Q3	$1.04M	Hold	7,700	–	–	0.37%	67
2022 Q2	$1.23M	Hold	7,700	–	–	0.42%	63
2022 Q1	$1.35M	Hold	7,700	–	–	0.38%	71
2021 Q4	$1.62M	Sell	7,700 -2,499	-25%	-$492K	0.41%	66
2021 Q3	$1.89M	Hold	10,199	–	–	0.51%	56
2021 Q2	$1.75M	Sell	10,199 -1,000	-9%	-$166K	0.47%	59
2021 Q1	$1.83M	Sell	11,199 -200	-2%	-$29.5K	0.51%	57
2020 Q4	$1.73M	Sell	11,399 -326	-3%	-$47.2K	0.54%	58
2020 Q3	$1.65M	Sell	11,725 -600	-5%	-$86.1K	0.59%	51
2020 Q2	$1.67M	Hold	12,325	–	–	0.62%	44
2020 Q1	$1.54M	Sell	12,325 -175	-1%	-$26.4K	0.79%	35
2019 Q4	$1.88M	Buy	+12,500	New	+$1.95M	0.58%	44

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

SkyOak Wealth's SUI Position: Q2 2026 in Review

SkyOak Wealth held its Sun Communities (SUI) position steady in Q2 2026 at 4,589 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #132.

SkyOak Wealth first reported a position in SUI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.89M in Q3 2021. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

SkyOak Wealth held 4,589 shares of Sun Communities worth $550K as of Q2 2026.
SkyOak Wealth left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.09% of SkyOak Wealth's portfolio in Q2 2026, its #132 holding.
SkyOak Wealth first reported a position in Sun Communities in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Sun Communities position peaked at $1.89M in Q3 2021.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.