Mitchell McLeod Pugh & Williams’s Sun Communities SUI Stock Holding History

Mitchell McLeod Pugh & Williams’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	$292K	Hold	2,438	–	–	0.04%	264
2026 Q1	$307K	Hold	2,438	–	–	0.05%	242
2025 Q4	$306K	Hold	2,438	–	–	0.04%	247
2025 Q3	$298K	Hold	2,438	–	–	0.05%	228
2025 Q2	$308K	Sell	2,438 -11	-0.4%	-$1.36K	0.06%	222
2025 Q1	$315K	Hold	2,449	–	–	0.07%	214
2024 Q4	$301K	Hold	2,449	–	–	0.06%	212
2024 Q3	$331K	Buy	2,449 +11	+0.5%	+$1.45K	0.07%	208
2024 Q2	$293K	Hold	2,438	–	–	0.07%	212
2024 Q1	$313K	Sell	2,438 -29	-1%	-$3.77K	0.08%	207
2023 Q4	$330K	Hold	2,467	–	–	0.09%	196
2023 Q3	$292K	Hold	2,467	–	–	0.09%	194
2023 Q2	$322K	Sell	2,467 -32	-1%	-$4.28K	0.09%	194
2023 Q1	$352K	Sell	2,499 -72	-3%	-$10.5K	0.11%	183
2022 Q4	$368K	Sell	2,571 -13	-0.5%	-$1.77K	0.12%	177
2022 Q3	$350K	Buy	2,584 +584	+29%	+$92.4K	0.13%	162
2022 Q2	$319K	Hold	2,000	–	–	0.12%	165
2022 Q1	$351K	Hold	2,000	–	–	0.12%	173
2021 Q4	$420K	Hold	2,000	–	–	0.14%	164
2021 Q3	$370K	Hold	2,000	–	–	0.14%	162
2021 Q2	$343K	Hold	2,000	–	–	0.13%	167
2021 Q1	$300K	Hold	2,000	–	–	0.13%	177
2020 Q4	$304K	Hold	2,000	–	–	0.14%	165
2020 Q3	$281K	Hold	2,000	–	–	0.14%	160
2020 Q2	$271K	Buy	+2,000	New	+$265K	0.15%	151

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

Mitchell McLeod Pugh & Williams's SUI Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its Sun Communities (SUI) position steady in Q2 2026 at 2,438 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #264.

Mitchell McLeod Pugh & Williams first reported a position in SUI in Q2 2020 and has held it in 25 quarters since. The position peaked at $420K in Q4 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Mitchell McLeod Pugh & Williams held 2,438 shares of Sun Communities worth $292K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #264 holding.
Mitchell McLeod Pugh & Williams first reported a position in Sun Communities in Q2 2020 and has held it in 25 quarters since.
Mitchell McLeod Pugh & Williams's Sun Communities position peaked at $420K in Q4 2021.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.