Bruce G. Allen Investments’s Sun Communities SUI Stock Holding History

Bruce G. Allen Investments’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	$1.51K	Hold	12	–	–	﹤0.01%	739
2025 Q4	$1.49K	Hold	12	–	–	﹤0.01%	746
2025 Q3	$1.55K	Sell	12 -30	-71%	-$3.79K	﹤0.01%	744
2025 Q2	$5.31K	Sell	42 -24	-36%	-$2.98K	﹤0.01%	556
2025 Q1	$8.49K	Hold	66	–	–	0.01%	484
2024 Q4	$8.12K	Hold	66	–	–	0.01%	504
2024 Q3	$8.92K	Hold	66	–	–	0.01%	496
2024 Q2	$7.94K	Hold	66	–	–	0.01%	496
2024 Q1	$8.49K	Hold	66	–	–	0.01%	501
2023 Q4	$8.82K	Buy	+66	New	+$7.95K	0.01%	503

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

Bruce G. Allen Investments's SUI Position: Q1 2026 in Review

Bruce G. Allen Investments held its Sun Communities (SUI) position steady in Q1 2026 at 12 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Bruce G. Allen Investments first reported a position in SUI in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.92K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Bruce G. Allen Investments held 12 shares of Sun Communities worth $1.51K as of Q1 2026.
Bruce G. Allen Investments left its Sun Communities share count unchanged in Q1 2026.
Sun Communities made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #739 holding.
Bruce G. Allen Investments first reported a position in Sun Communities in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Sun Communities position peaked at $8.92K in Q3 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.