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Boothbay Fund Management’s Sun Communities SUI Stock Holding History

Boothbay Fund 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
Q2 		$454K Buy
+3,786
New +$474K 0.01% 1556
2025
Q4 		– Sell
-2,700
Closed -$348K – 2351
2025
Q3 		$348K Buy
+2,700
New +$341K 0.01% 1363
2025
Q2 		– Sell
-3,200
Closed -$412K – 1753
2025
Q1 		$412K Sell
3,200
-2,934
-48% -$375K 0.01% 934
2024
Q4 		$754K Sell
6,134
-59,933
-91% -$7.67M 0.02% 725
2024
Q3 		$8.93M Buy
+66,067
New +$8.69M 0.2% 120
2024
Q2 		– Sell
-3,892
Closed -$500K – 1840
2024
Q1 		$500K Buy
+3,892
New +$505K 0.01% 1003
2023
Q4 		– Sell
-40,722
Closed -$4.82M – 1971
2023
Q3 		$4.82M Buy
40,722
+14,166
+53% +$1.8M 0.11% 224
2023
Q2 		$3.46M Sell
26,556
-36,734
-58% -$4.91M 0.08% 358
2023
Q1 		$8.92M Sell
63,290
-619
-1% -$90.5K 0.18% 99
2022
Q4 		$9.14M Buy
63,909
+41,029
+179% +$5.6M 0.21% 80
2022
Q3 		$3.1M Buy
+22,880
New +$3.62M 0.08% 379
2022
Q1 		– Sell
-12,339
Closed -$2.59M – 2519
2021
Q4 		$2.59M Buy
12,339
+10,707
+656% +$2.11M 0.06% 391
2021
Q3 		$302K Buy
+1,632
New +$315K 0.01% 1325
2021
Q2 		– Sell
-5,715
Closed -$857K – 2104
2021
Q1 		$857K Buy
5,715
+2,568
+82% +$379K 0.03% 680
2020
Q4 		$478K Buy
+3,147
New +$455K 0.02% 766
2018
Q2 		– Sell
-3,898
Closed -$356K – 885
2018
Q1 		$356K Sell
3,898
-2,520
-39% -$222K 0.04% 414
2017
Q4 		$595K Hold
6,418
– – 0.09% 224
2017
Q3 		$550K Buy
+6,418
New +$567K 0.09% 237

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boothbay Fund Management's SUI Position: Q2 2026 in Review

Boothbay Fund Management opened a new position in Sun Communities (SUI) in Q2 2026: 3,786 shares worth $454K. The stake represents 0.01% of the portfolio and ranks #1556 among its holdings. This is a return to the name: Boothbay Fund Management previously reported a position in SUI as recently as Q3 2025.

Boothbay Fund Management first reported a position in SUI in Q3 2017 and has held it in 18 quarters since. The position peaked at $9.14M in Q4 2022. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Boothbay Fund Management held 3,786 shares of Sun Communities worth $454K as of Q2 2026.
  • Sun Communities was a new Boothbay Fund Management position in Q2 2026.
  • Sun Communities made up 0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1556 holding.
  • Boothbay Fund Management first reported a position in Sun Communities in Q3 2017 and has held it in 18 quarters since.
  • Boothbay Fund Management's Sun Communities position peaked at $9.14M in Q4 2022.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.