MV Capital Management’s Sun Communities SUI Stock Holding History

MV 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	$360	Sell	3 -2	-40%	-$250	﹤0.01%	1083
2026 Q1	$630	Buy	5 +2	+67%	+$258	﹤0.01%	938
2025 Q4	$372	Hold	3	–	–	﹤0.01%	954
2025 Q3	$387	Hold	3	–	–	﹤0.01%	890
2025 Q2	$380	Sell	3 -7	-70%	-$868	﹤0.01%	884
2025 Q1	$1.29K	Buy	10 +3	+43%	+$384	﹤0.01%	735
2024 Q4	$861	Buy	7 +4	+133%	+$512	﹤0.01%	764
2024 Q3	$406	Buy	3 +1	+50%	+$131	﹤0.01%	824
2024 Q2	$241	Sell	2 -2	-50%	-$238	﹤0.01%	781
2024 Q1	$515	Buy	4 +1	+33%	+$130	﹤0.01%	706
2023 Q4	$401	Buy	+3	New	+$361	﹤0.01%	688

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

MV Capital Management reduced its Sun Communities (SUI) stake by 40% in Q2 2026, selling an estimated $250 and leaving 3 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

MV Capital Management first reported a position in SUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29K in Q1 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

MV Capital Management held 3 shares of Sun Communities worth $360 as of Q2 2026.
MV Capital Management sold 2 Sun Communities shares in Q2 2026, an estimated $250.
Sun Communities made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1083 holding.
MV Capital Management first reported a position in Sun Communities in Q4 2023 and has held it in 11 quarters since.
MV Capital Management's Sun Communities position peaked at $1.29K in Q1 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.