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 Q3	$333	Hold	3	–	–	﹤0.01%	1066
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MV Capital Management's SUI Position: Q3 2026 in Review

MV Capital Management held its Sun Communities (SUI) position steady in Q3 2026 at 3 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

MV Capital Management first reported a position in SUI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.29K in Q1 2025. 256 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

MV Capital Management held 3 shares of Sun Communities worth $333 as of Q3 2026.
MV Capital Management left its Sun Communities share count unchanged in Q3 2026.
Sun Communities made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1066 holding.
MV Capital Management first reported a position in Sun Communities in Q4 2023 and has held it in 12 quarters since.
MV Capital Management's Sun Communities position peaked at $1.29K in Q1 2025.
256 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.