Swiss Life Asset Management’s Sun Communities SUI Stock Holding History

Swiss Life 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	$1.77M	Buy	14,724 +3,801	+35%	+$475K	0.01%	602
2026 Q1	$1.38M	Buy	10,923 +2,543	+30%	+$329K	0.01%	599
2025 Q4	$1.04M	Sell	8,380 -2,282	-21%	-$286K	0.01%	634
2025 Q3	$1.38M	Sell	10,662 -3,904	-27%	-$493K	0.01%	598
2025 Q2	$1.84M	Buy	14,566 +4,153	+40%	+$515K	0.01%	563
2025 Q1	$1.34M	Buy	10,413 +3,812	+58%	+$487K	0.01%	574
2024 Q4	$810K	Buy	6,601 +4,612	+232%	+$590K	0.01%	613
2024 Q3	$269K	Sell	1,989 -403	-17%	-$53K	﹤0.01%	600
2024 Q2	$288K	Sell	2,392 -798	-25%	-$94.8K	﹤0.01%	539
2024 Q1	$410K	Sell	3,190 -1,014	-24%	-$132K	0.01%	463
2023 Q4	$564K	Sell	4,204 -13,140	-76%	-$1.58M	0.01%	547
2023 Q3	$2.05M	Buy	+17,344	New	+$2.2M	0.03%	463

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss Life Asset Management's SUI Position: Q2 2026 in Review

Swiss Life Asset Management increased its Sun Communities (SUI) stake by 35% in Q2 2026, buying an estimated $475K and bringing the position to 14,724 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #602.

Swiss Life Asset Management first reported a position in SUI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q3 2023. 321 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Swiss Life Asset Management held 14,724 shares of Sun Communities worth $1.77M as of Q2 2026.
Swiss Life Asset Management bought 3,801 Sun Communities shares in Q2 2026, an estimated $475K.
Sun Communities made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #602 holding.
Swiss Life Asset Management first reported a position in Sun Communities in Q3 2023 and has held it in 12 quarters since.
Swiss Life Asset Management's Sun Communities position peaked at $2.05M in Q3 2023.
321 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.