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MAI Capital Management’s Sun Communities SUI Stock Holding History

MAI Capital 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 		– Sell
-247
Closed -$31.1K – 4410
2026
Q1 		$31.1K Buy
247
+116
+89% +$15K ﹤0.01% 2541
2025
Q4 		$16.2K Buy
131
+5
+4% +$626 ﹤0.01% 2626
2025
Q3 		$16.3K Sell
126
-141
-53% -$17.8K ﹤0.01% 2504
2025
Q2 		$33.8K Buy
267
+166
+164% +$20.6K ﹤0.01% 2081
2025
Q1 		$13K Sell
101
-5
-5% -$639 ﹤0.01% 2378
2024
Q4 		$13K Buy
+106
New +$13.6K ﹤0.01% 2396
2022
Q3 		– Sell
-4,151
Closed -$662K – 1034
2022
Q2 		$662K Buy
4,151
+15
+0.4% +$2.52K 0.01% 476
2022
Q1 		$725K Buy
4,136
+367
+10% +$68.2K 0.01% 463
2021
Q4 		$791K Buy
3,769
+96
+3% +$18.9K 0.01% 454
2021
Q3 		$680K Sell
3,673
-702
-16% -$135K 0.01% 446
2021
Q2 		$750K Hold
4,375
– – 0.01% 417
2021
Q1 		$656K Sell
4,375
-90
-2% -$13.3K 0.01% 420
2020
Q4 		$678K Sell
4,465
-217
-5% -$31.4K 0.02% 404
2020
Q3 		$658K Sell
4,682
-847
-15% -$121K 0.02% 350
2020
Q2 		$750K Sell
5,529
-580
-9% -$77K 0.02% 336
2020
Q1 		$763K Buy
6,109
+19
+0.3% +$2.87K 0.03% 298
2019
Q4 		$914K Sell
6,090
-150
-2% -$23.4K 0.03% 306
2019
Q3 		$926K Buy
+6,240
New +$881K 0.04% 256

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MAI Capital Management's SUI Position: Q2 2026 in Review

MAI Capital Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 247 shares — an estimated $31.1K sold.

MAI Capital Management first reported a position in SUI in Q3 2019 and held it in 18 quarters. The position peaked at $926K in Q3 2019. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • MAI Capital Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 247 Sun Communities shares in Q2 2026, an estimated $31.1K.
  • MAI Capital Management first reported a position in Sun Communities in Q3 2019 and held it in 18 quarters.
  • MAI Capital Management's Sun Communities position peaked at $926K in Q3 2019.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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