ClearBridge Investments
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ClearBridge Investments’s Sun Communities SUI Stock Holding History

ClearBridge Investments’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 		$12.3M Buy
+102,340
New +$12.8M 0.01% 469
2024
Q3 		– Sell
-249,384
Closed -$30M – 747
2024
Q2 		$30M Sell
249,384
-45,797
-16% -$5.44M 0.02% 401
2024
Q1 		$38M Sell
295,181
-8,999
-3% -$1.17M 0.03% 374
2023
Q4 		$40.7M Buy
304,180
+33,382
+12% +$4.02M 0.04% 358
2023
Q3 		$32M Buy
270,798
+16
+0% +$2.03K 0.03% 369
2023
Q2 		$35.3M Sell
270,782
-2,521
-0.9% -$337K 0.03% 367
2023
Q1 		$38.5M Sell
273,303
-9,068
-3% -$1.33M 0.04% 350
2022
Q4 		$40.4M Buy
282,371
+45,689
+19% +$6.24M 0.04% 352
2022
Q3 		$32M Buy
236,682
+1,127
+0.5% +$178K 0.03% 371
2022
Q2 		$37.5M Sell
235,555
-9,474
-4% -$1.59M 0.04% 362
2022
Q1 		$43M Sell
245,029
-2,195
-0.9% -$408K 0.03% 380
2021
Q4 		$51.9M Buy
247,224
+109,334
+79% +$21.5M 0.04% 354
2021
Q3 		$25.5M Buy
+137,890
New +$26.6M 0.02% 454
2015
Q3 		– Sell
-200
Closed -$12K – 1198
2015
Q2 		$12K Buy
+200
New +$12.7K ﹤0.01% 1069

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments's SUI Position: Q2 2026 in Review

ClearBridge Investments opened a new position in Sun Communities (SUI) in Q2 2026: 102,340 shares worth $12.3M. The stake represents 0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: ClearBridge Investments previously reported a position in SUI as recently as Q2 2024.

ClearBridge Investments first reported a position in SUI in Q2 2015 and has held it in 14 quarters since. The position peaked at $51.9M in Q4 2021. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • ClearBridge Investments held 102,340 shares of Sun Communities worth $12.3M as of Q2 2026.
  • Sun Communities was a new ClearBridge Investments position in Q2 2026.
  • Sun Communities made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #469 holding.
  • ClearBridge Investments first reported a position in Sun Communities in Q2 2015 and has held it in 14 quarters since.
  • ClearBridge Investments's Sun Communities position peaked at $51.9M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.