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 Q2	$1.2K	Sell	10 -2	-17%	-$250	﹤0.01%	787
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

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

Bruce G. Allen Investments's SUI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Sun Communities (SUI) stake by 17% in Q2 2026, selling an estimated $250 and leaving 10 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Bruce G. Allen Investments first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.92K in Q3 2024. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Bruce G. Allen Investments held 10 shares of Sun Communities worth $1.2K as of Q2 2026.
Bruce G. Allen Investments sold 2 Sun Communities shares in Q2 2026, an estimated $250.
Sun Communities made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #787 holding.
Bruce G. Allen Investments first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Sun Communities position peaked at $8.92K in Q3 2024.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.