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Annis Gardner Whiting Capital Advisors’s Sun Communities SUI Stock Holding History

Annis Gardner Whiting Capital 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 		$1.39K Hold
11
– – ﹤0.01% 1101
2025
Q4 		$1.36K Hold
11
– – ﹤0.01% 1005
2025
Q3 		$1.42K Hold
11
– – ﹤0.01% 930
2025
Q2 		$1.39K Buy
+11
New +$1.36K ﹤0.01% 1023

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Annis Gardner Whiting Capital Advisors's SUI Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Sun Communities (SUI) position steady in Q1 2026 at 11 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Annis Gardner Whiting Capital Advisors first reported a position in SUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.42K in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 11 shares of Sun Communities worth $1.39K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1101 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Sun Communities in Q2 2025 and has held it in 4 quarters since.
  • Annis Gardner Whiting Capital Advisors's Sun Communities position peaked at $1.42K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.