UMB Bank’s Sun Communities SUI Stock Holding History

UMB Bank’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	–	Sell	-31	Closed	-$3.9K	–	2360
2026 Q1	$3.9K	Buy	31 +7	+29%	+$905	﹤0.01%	2073
2025 Q4	$2.97K	Buy	24 +8	+50%	+$1K	﹤0.01%	2118
2025 Q3	$2.06K	Sell	16 -34	-68%	-$4.3K	﹤0.01%	2042
2025 Q2	$6.33K	Buy	50 +7	+16%	+$868	﹤0.01%	1758
2025 Q1	$5.53K	Buy	43 +3	+8%	+$384	﹤0.01%	1732
2024 Q4	$4.92K	Buy	40 +23	+135%	+$2.94K	﹤0.01%	1713
2024 Q3	$2.3K	Sell	17 -29	-63%	-$3.81K	﹤0.01%	1951
2024 Q2	$5.54K	Sell	46 -23	-33%	-$2.73K	﹤0.01%	1407
2024 Q1	$8.87K	Hold	69	–	–	﹤0.01%	1300
2023 Q4	$9.22K	Hold	69	–	–	﹤0.01%	1309
2023 Q3	$8.16K	Hold	69	–	–	﹤0.01%	1332
2023 Q2	$9K	Hold	69	–	–	﹤0.01%	1318
2023 Q1	$9.72K	Hold	69	–	–	﹤0.01%	1299
2022 Q4	$10K	Hold	69	–	–	﹤0.01%	1317
2022 Q3	$9K	Sell	69 -36	-34%	-$5.69K	﹤0.01%	1355
2022 Q2	$17K	Hold	105	–	–	﹤0.01%	1243
2022 Q1	$18K	Hold	105	–	–	﹤0.01%	1292
2021 Q4	$22K	Buy	+105	New	+$20.7K	﹤0.01%	1244

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

UMB Bank's SUI Position: Q2 2026 in Review

UMB Bank sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 31 shares — an estimated $3.9K sold.

UMB Bank first reported a position in SUI in Q4 2021 and held it in 18 quarters. The position peaked at $22K in Q4 2021. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

UMB Bank reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
UMB Bank sold 31 Sun Communities shares in Q2 2026, an estimated $3.9K.
UMB Bank first reported a position in Sun Communities in Q4 2021 and held it in 18 quarters.
UMB Bank's Sun Communities position peaked at $22K in Q4 2021.
530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.