MCM
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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAI Capital Management's SUI Position: Q1 2026 in Review

MAI Capital Management increased its Sun Communities (SUI) stake by 89% in Q1 2026, buying an estimated $15K and bringing the position to 247 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

MAI Capital Management first reported a position in SUI in Q3 2019 and has held it in 18 quarters since. The position peaked at $926K in Q3 2019. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • MAI Capital Management held 247 shares of Sun Communities worth $31.1K as of Q1 2026.
  • MAI Capital Management bought 116 Sun Communities shares in Q1 2026, an estimated $15K.
  • Sun Communities made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2541 holding.
  • MAI Capital Management first reported a position in Sun Communities in Q3 2019 and has held it in 18 quarters since.
  • MAI Capital Management's Sun Communities position peaked at $926K in Q3 2019.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.