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 Q2	–	Sell	-11	Closed	-$1.39K	–	1135
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

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SUI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 11 shares — an estimated $1.39K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SUI in Q2 2025 and held it in 4 quarters. The position peaked at $1.42K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 11 Sun Communities shares in Q2 2026, an estimated $1.39K.
Annis Gardner Whiting Capital Advisors first reported a position in Sun Communities in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's Sun Communities position peaked at $1.42K in Q3 2025.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.