Weiss Asset Management’s Sun Communities SUI Stock Holding History

Weiss Asset 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 Q2	–	Sell	-2,895	Closed	-$365K	–	827
2026 Q1	$365K	Buy	+2,895	New	+$374K	0.01%	426
2025 Q4	–	Sell	-48,444	Closed	-$6.25M	–	831
2025 Q3	$6.25M	Buy	+48,444	New	+$6.12M	0.07%	132
2023 Q2	–	Sell	-6,421	Closed	-$905K	–	307
2023 Q1	$905K	Sell	6,421 -23,579	-79%	-$3.45M	0.06%	181
2022 Q4	$4.29M	Buy	+30,000	New	+$4.1M	0.17%	156
2021 Q2	–	Sell	-12,701	Closed	-$1.91M	–	562
2021 Q1	$1.91M	Buy	+12,701	New	+$1.88M	0.05%	294

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

Weiss Asset Management's SUI Position: Q2 2026 in Review

Weiss Asset Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 2,895 shares — an estimated $365K sold.

Weiss Asset Management first reported a position in SUI in Q1 2021 and held it in 5 quarters. The position peaked at $6.25M in Q3 2025. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Weiss Asset Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
Weiss Asset Management sold 2,895 Sun Communities shares in Q2 2026, an estimated $365K.
Weiss Asset Management first reported a position in Sun Communities in Q1 2021 and held it in 5 quarters.
Weiss Asset Management's Sun Communities position peaked at $6.25M in Q3 2025.
527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.