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 Q2	$373K	Sell	3,109 -250	-7%	-$31.3K	0.25%	91
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

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

South Shore Capital Advisors's SUI Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Sun Communities (SUI) stake by 7.4% in Q2 2026, selling an estimated $31.3K and leaving 3,109 shares worth $373K. The position accounts for 0.25% of the portfolio, ranked #91.

South Shore Capital Advisors first reported a position in SUI in Q4 2020 and has held it in 11 quarters since. The position peaked at $888K in Q4 2021. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

South Shore Capital Advisors held 3,109 shares of Sun Communities worth $373K as of Q2 2026.
South Shore Capital Advisors sold 250 Sun Communities shares in Q2 2026, an estimated $31.3K.
Sun Communities made up 0.25% of South Shore Capital Advisors's portfolio in Q2 2026, its #91 holding.
South Shore Capital Advisors first reported a position in Sun Communities in Q4 2020 and has held it in 11 quarters since.
South Shore Capital Advisors's Sun Communities position peaked at $888K in Q4 2021.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.