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 Q2	$719	Sell	6 -247	-98%	-$30.9K	﹤0.01%	1880
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

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

Ancora Advisors's SUI Position: Q2 2026 in Review

Ancora Advisors reduced its Sun Communities (SUI) stake by 98% in Q2 2026, selling an estimated $30.9K and leaving 6 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Ancora Advisors first reported a position in SUI in Q4 2016 and has held it in 19 quarters since. The position peaked at $31.9K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Ancora Advisors held 6 shares of Sun Communities worth $719 as of Q2 2026.
Ancora Advisors sold 247 Sun Communities shares in Q2 2026, an estimated $30.9K.
Sun Communities made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1880 holding.
Ancora Advisors first reported a position in Sun Communities in Q4 2016 and has held it in 19 quarters since.
Ancora Advisors's Sun Communities position peaked at $31.9K in Q1 2026.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.