Spirit of America Management Corp’s Sun Communities SUI Stock Holding History

Spirit of America Management Corp’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	$1.07M	Hold	8,950	–	–	0.2%	124
2026 Q1	$1.13M	Sell	8,950 -350	-4%	-$45.2K	0.22%	120
2025 Q4	$1.15M	Sell	9,300 -700	-7%	-$87.6K	0.24%	113
2025 Q3	$1.29M	Hold	10,000	–	–	0.26%	107
2025 Q2	$1.26M	Sell	10,000 -1,000	-9%	-$124K	0.26%	95
2025 Q1	$1.42M	Hold	11,000	–	–	0.29%	85
2024 Q4	$1.35M	Hold	11,000	–	–	0.27%	87
2024 Q3	$1.49M	Sell	11,000 -2,300	-17%	-$302K	0.3%	80
2024 Q2	$1.6M	Sell	13,300 -2,300	-15%	-$273K	0.32%	74
2024 Q1	$2.01M	Hold	15,600	–	–	0.4%	67
2023 Q4	$2.08M	Sell	15,600 -1,500	-9%	-$181K	0.46%	51
2023 Q3	$2.02M	Sell	17,100 -5,600	-25%	-$711K	0.46%	46
2023 Q2	$2.96M	Sell	22,700 -6,350	-22%	-$849K	0.67%	37
2023 Q1	$4.09M	Sell	29,050 -1,814	-6%	-$265K	0.92%	27
2022 Q4	$4.41M	Sell	30,864 -1,800	-6%	-$246K	0.99%	25
2022 Q3	$4.42M	Sell	32,664 -700	-2%	-$111K	1.05%	26
2022 Q2	$5.32M	Hold	33,364	–	–	1.21%	25
2022 Q1	$5.85M	Buy	33,364 +2,650	+9%	+$493K	1.14%	24
2021 Q4	$6.45M	Buy	30,714 +200	+0.7%	+$39.4K	1.29%	18
2021 Q3	$5.65M	Hold	30,514	–	–	1.22%	24
2021 Q2	$5.23M	Sell	30,514 -750	-2%	-$124K	1.12%	26
2021 Q1	$4.69M	Sell	31,264 -400	-1%	-$59.1K	1.11%	24
2020 Q4	$4.81M	Hold	31,664	–	–	1.2%	21
2020 Q3	$4.45M	Hold	31,664	–	–	1.21%	23
2020 Q2	$4.3M	Buy	31,664 +1,650	+5%	+$219K	1.1%	25
2020 Q1	$3.75M	Sell	30,014 -1,950	-6%	-$294K	1.21%	23
2019 Q4	$4.8M	Buy	31,964 +470	+1%	+$73.2K	0.84%	36
2019 Q3	$4.67M	Sell	31,494 -500	-2%	-$70.6K	0.76%	40
2019 Q2	$4.1M	Buy	31,994 +1,074	+3%	+$133K	0.62%	42
2019 Q1	$3.66M	Buy	30,920 +920	+3%	+$102K	0.54%	45
2018 Q4	$3.05M	Hold	30,000	–	–	0.48%	50
2018 Q3	$3.05M	Buy	30,000 +500	+2%	+$49.9K	0.38%	56
2018 Q2	$2.89M	Buy	29,500 +500	+2%	+$47K	0.36%	62
2018 Q1	$2.65M	Buy	29,000 +1,750	+6%	+$154K	0.35%	62
2017 Q4	$2.53M	Buy	27,250 +250	+0.9%	+$22.9K	0.28%	71
2017 Q3	$2.31M	Buy	27,000 +300	+1%	+$26.5K	0.24%	80
2017 Q2	$2.34M	Buy	26,700 +4,500	+20%	+$386K	0.25%	82
2017 Q1	$1.78M	Buy	22,200 +2,000	+10%	+$159K	0.19%	98
2016 Q4	$1.55M	Buy	20,200 +2,000	+11%	+$150K	0.18%	99
2016 Q3	$1.43M	Hold	18,200	–	–	0.19%	102
2016 Q2	$1.4M	Hold	18,200	–	–	0.2%	92
2016 Q1	$1.3M	Hold	18,200	–	–	0.23%	88
2015 Q4	$1.25M	Hold	18,200	–	–	0.24%	90
2015 Q3	$1.23M	Sell	18,200 -6,800	-27%	-$453K	0.26%	85
2015 Q2	$1.55M	Hold	25,000	–	–	0.3%	79
2015 Q1	$1.67M	Hold	25,000	–	–	0.35%	73
2014 Q4	$1.51M	Hold	25,000	–	–	0.38%	71
2014 Q3	$1.26M	Sell	25,000 -18,650	-43%	-$978K	0.38%	69
2014 Q2	$2.18M	Hold	43,650	–	–	0.87%	26
2014 Q1	$1.97M	Sell	43,650 -1,350	-3%	-$60.9K	0.81%	30
2013 Q4	$1.92M	Hold	45,000	–	–	1.52%	26
2013 Q3	$1.92M	Hold	45,000	–	–	0.71%	37
2013 Q2	$2.24M	Buy	+45,000	New	+$2.27M	0.81%	33

Other funds holding SUI

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Spirit of America Management Corp's SUI Position: Q2 2026 in Review

Spirit of America Management Corp held its Sun Communities (SUI) position steady in Q2 2026 at 8,950 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #124.

Spirit of America Management Corp first reported a position in SUI in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.45M in Q4 2021. 204 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Spirit of America Management Corp held 8,950 shares of Sun Communities worth $1.07M as of Q2 2026.
Spirit of America Management Corp left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up 0.2% of Spirit of America Management Corp's portfolio in Q2 2026, its #124 holding.
Spirit of America Management Corp first reported a position in Sun Communities in Q2 2013 and has held it in 53 quarters since.
Spirit of America Management Corp's Sun Communities position peaked at $6.45M in Q4 2021.
204 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.