SPIRIT OF AMERICA MANAGEMENT CORP/NY SUI — SUN COMMUNITIES, INC. STOCK

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  65 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported SUN COMMUNITIES, INC. STOCK (SUI) in 65 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q2. The latest visible filing shows SUI at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in SUN COMMUNITIES, INC. STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SUI was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUI stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held SUI — position size vs. price
% of Fund (quarterly)    SUI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 8,950 — 0% 0.20% $1.1M 2026-07-14 $118.58
2026 Q1 REDUCED — — — 8,950 -350 -3.8% 0.22% $1.1M 2026-04-15 $126.20
2025 Q4 REDUCED 7.0% +2.6% ❌ 9,300 -700 -7.0% 0.24% $1.2M 2026-01-15 $123.85
2025 Q3 UNCHANGED — — — 10,000 — 0% 0.26% $1.3M 2025-10-15 $120.13
2025 Q2 REDUCED 9.1% +2.1% ❌ 10,000 -1,000 -9.1% 0.26% $1.3M 2025-07-29 $114.45
2025 Q1 UNCHANGED — — — 11,000 — 0% 0.29% $1.4M 2025-04-21 $111.21
2024 Q4 UNCHANGED — — — 11,000 — 0% 0.27% $1.4M 2025-01-27 $119.54
2024 Q3 REDUCED 17.3% -9.2% ✅ 11,000 -2,300 -17.3% 0.30% $1.5M 2024-10-23 $125.75
2024 Q2 REDUCED 14.7% +13.1% ❌ 13,300 -2,300 -14.7% 0.32% $1.6M 2024-07-25 $109.71
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUI

As of 2026 Q3 — sorted by position size

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.44% Adams Asset Advisors, LLC 3Y 7Y 0.4% AMERICAN NATIONAL BANK & TRUST 3Y 7Y 0.06% Wedmont Private Capital 3Y 0.01% GK Wealth Management LLC 0.01% CoreCap Advisors, LLC 3Y 0.01% GAMMA Investing LLC 0.01% Rosenberg Matthew Hamilton 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GILPIN WEALTH MANAGEMENT, LLC 0.0%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and SUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning SUI?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported SUI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SUI position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for SUI was 0.32% in 2024 Q2.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 8,950 shares, equal to 0.20% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SUI ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly SUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their SUI position?

Based on 13F filing dates vs. subsequent SUI price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 20 out of 38 reported position changes (53%). The annualised alpha on SUI relative to SPY over the holding period was +43.4%.

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