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AGF Management’s Sun Communities SUI Stock Holding History

AGF 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 		$3.45M Buy
27,352
+3,334
+14% +$431K 0.02% 368
2025
Q4 		$2.98M Sell
24,018
-2,129
-8% -$266K 0.01% 390
2025
Q3 		$3.37M Buy
26,147
+1,181
+5% +$149K 0.01% 358
2025
Q2 		$3.16M Buy
24,966
+4,846
+24% +$601K 0.01% 340
2025
Q1 		$2.59M Buy
20,120
+154
+0.8% +$19.7K 0.01% 407
2024
Q4 		$2.46M Buy
+19,966
New +$2.56M 0.01% 414
2024
Q3 		– Sell
-4,584
Closed -$552K – 714
2024
Q2 		$552K Sell
4,584
-9,707
-68% -$1.15M ﹤0.01% 624
2024
Q1 		$1.84M Hold
14,291
– – 0.01% 502
2023
Q4 		$1.91M Hold
14,291
– – 0.01% 497
2023
Q3 		$1.69M Buy
14,291
+11,586
+428% +$1.47M 0.01% 494
2023
Q2 		$353K Hold
2,705
– – ﹤0.01% 629
2023
Q1 		$381K Hold
2,705
– – ﹤0.01% 701
2022
Q4 		$387K Buy
+2,705
New +$369K ﹤0.01% 718

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return