Ancora Advisors’s Sun Communities SUI Stock Holding History

Ancora Advisors’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	$31.9K	Buy	253 +66	+35%	+$8.53K	﹤0.01%	1334
2025 Q4	$23.2K	Buy	187 +181	+3,017%	+$22.7K	﹤0.01%	1491
2025 Q3	$774	Hold	6	–	–	﹤0.01%	1787
2025 Q2	$759	Buy	+6	New	+$744	﹤0.01%	1786
2022 Q4	–	Sell	-13	Closed	-$2K	–	1943
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	1819
2022 Q2	$2K	Sell	13 -27	-68%	-$4.53K	﹤0.01%	1975
2022 Q1	$7K	Hold	40	–	–	﹤0.01%	1859
2021 Q4	$8K	Hold	40	–	–	﹤0.01%	1894
2021 Q3	$7K	Sell	40 -100	-71%	-$19.3K	﹤0.01%	1817
2021 Q2	$24K	Buy	140 +40	+40%	+$6.63K	﹤0.01%	1305
2021 Q1	$15K	Hold	100	–	–	﹤0.01%	1368
2020 Q4	$15K	Hold	100	–	–	﹤0.01%	1127
2020 Q3	$14K	Hold	100	–	–	﹤0.01%	1083
2020 Q2	$14K	Hold	100	–	–	﹤0.01%	1054
2020 Q1	$12K	Hold	100	–	–	﹤0.01%	1152
2019 Q4	$15K	Buy	+100	New	+$15.6K	﹤0.01%	1115
2018 Q4	–	Sell	-151	Closed	-$15K	–	1115
2018 Q3	$15K	Buy	+151	New	+$15.1K	﹤0.01%	1126
2017 Q1	–	Sell	-100	Closed	-$8K	–	1023
2016 Q4	$8K	Buy	+100	New	+$7.48K	﹤0.01%	1074

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

Ancora Advisors's SUI Position: Q1 2026 in Review

Ancora Advisors increased its Sun Communities (SUI) stake by 35% in Q1 2026, buying an estimated $8.53K and bringing the position to 253 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Ancora Advisors first reported a position in SUI in Q4 2016 and has held it in 18 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Ancora Advisors held 253 shares of Sun Communities worth $31.9K as of Q1 2026.
Ancora Advisors bought 66 Sun Communities shares in Q1 2026, an estimated $8.53K.
Sun Communities made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1334 holding.
Ancora Advisors first reported a position in Sun Communities in Q4 2016 and has held it in 18 quarters since.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.