Clarkston Capital Partners’s Sun Communities SUI Stock Holding History

Clarkston Capital Partners’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 Q3	$953K	Hold	8,600	–	–	0.09%	71
2026 Q2	$1.03M	Buy	+8,600	New	+$1.08M	0.09%	68
2025 Q1	–	Sell	-16,000	Closed	-$1.97M	–	163
2024 Q4	$1.97M	Hold	16,000	–	–	0.04%	79
2024 Q3	$2.16M	Hold	16,000	–	–	0.04%	77
2024 Q2	$1.93M	Hold	16,000	–	–	0.04%	79
2024 Q1	$2.06M	Hold	16,000	–	–	0.04%	77
2023 Q4	$2.14M	Hold	16,000	–	–	0.04%	67
2023 Q3	$1.89M	Hold	16,000	–	–	0.04%	70
2023 Q2	$2.09M	Hold	16,000	–	–	0.04%	68
2023 Q1	$2.25M	Hold	16,000	–	–	0.04%	66
2022 Q4	$2.29M	Sell	16,000 -250	-2%	-$34.1K	0.04%	68
2022 Q3	$2.2M	Hold	16,250	–	–	0.04%	64
2022 Q2	$2.59M	Hold	16,250	–	–	0.05%	62
2022 Q1	$2.85M	Hold	16,250	–	–	0.05%	62
2021 Q4	$3.41M	Hold	16,250	–	–	0.06%	54
2021 Q3	$3.01M	Hold	16,250	–	–	0.05%	52
2021 Q2	$2.78M	Sell	16,250 -2,800	-15%	-$464K	0.05%	52
2021 Q1	$2.86M	Buy	+19,050	New	+$2.81M	0.05%	51
2015 Q1	–	Sell	-6,000	Closed	-$363K	–	166
2014 Q4	$363K	Hold	6,000	–	–	0.05%	158
2014 Q3	$303K	Buy	+6,000	New	+$315K	0.05%	123
2014 Q2	–	Sell	-6,000	Closed	-$271K	–	141
2014 Q1	$271K	Sell	6,000 -800	-12%	-$36.1K	0.05%	132
2013 Q4	$290K	Buy	6,800 +800	+13%	+$34K	0.11%	94
2013 Q3	$256K	Sell	6,000 -800	-12%	-$37.8K	0.12%	87
2013 Q2	$338K	Buy	+6,800	New	+$342K	0.19%	78

Other funds holding SUI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.65B AUM 6.23% 1-Year Est. Return

Clarkston Capital Partners's SUI Position: Q3 2026 in Review

Clarkston Capital Partners held its Sun Communities (SUI) position steady in Q3 2026 at 8,600 shares worth $953K. The position accounts for 0.09% of the portfolio, ranked #71.

Clarkston Capital Partners first reported a position in SUI in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.41M in Q4 2021. 363 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Clarkston Capital Partners held 8,600 shares of Sun Communities worth $953K as of Q3 2026.
Clarkston Capital Partners left its Sun Communities share count unchanged in Q3 2026.
Sun Communities made up 0.09% of Clarkston Capital Partners's portfolio in Q3 2026, its #71 holding.
Clarkston Capital Partners first reported a position in Sun Communities in Q2 2013 and has held it in 24 quarters since.
Clarkston Capital Partners's Sun Communities position peaked at $3.41M in Q4 2021.
363 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Clarkston Capital Partners's 13F filing for Q3 2026, filed 10 Nov 2026.