South Shore Capital Advisors’s Sun Communities SUI Stock Holding History

South Shore Capital Advisors’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	$423K	Buy	3,359 +276	+9%	+$35.7K	0.31%	74
2025 Q4	$382K	Buy	+3,083	New	+$386K	0.28%	79
2022 Q3	$565K	Hold	4,176	–	–	1.32%	21
2022 Q2	$665K	Buy	4,176 +79	+2%	+$13.3K	1.39%	20
2022 Q1	$718K	Sell	4,097 -131	-3%	-$24.3K	1.17%	20
2021 Q4	$888K	Buy	4,228 +188	+5%	+$37K	1.45%	15
2021 Q3	$748K	Sell	4,040 -275	-6%	-$53.1K	1.36%	17
2021 Q2	$740K	Buy	4,315 +132	+3%	+$21.9K	1.31%	17
2021 Q1	$628K	Sell	4,183 -7	-0.2%	-$1.03K	0.62%	37
2020 Q4	$637K	Buy	+4,190	New	+$606K	0.63%	42

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

South Shore Capital Advisors's SUI Position: Q1 2026 in Review

South Shore Capital Advisors increased its Sun Communities (SUI) stake by 9% in Q1 2026, buying an estimated $35.7K and bringing the position to 3,359 shares worth $423K. The position accounts for 0.31% of the portfolio, ranked #74.

South Shore Capital Advisors first reported a position in SUI in Q4 2020 and has held it in 10 quarters since. The position peaked at $888K in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

South Shore Capital Advisors held 3,359 shares of Sun Communities worth $423K as of Q1 2026.
South Shore Capital Advisors bought 276 Sun Communities shares in Q1 2026, an estimated $35.7K.
Sun Communities made up 0.31% of South Shore Capital Advisors's portfolio in Q1 2026, its #74 holding.
South Shore Capital Advisors first reported a position in Sun Communities in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Sun Communities position peaked at $888K in Q4 2021.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.