ClearBridge Investments
SUI icon

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
Q3 		$13.4M Buy
120,679
+18,339
+18% +$2.19M 0.01% 459
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ClearBridge Investments's SUI Position: Q3 2026 in Review

ClearBridge Investments increased its Sun Communities (SUI) stake by 18% in Q3 2026, buying an estimated $2.19M and bringing the position to 120,679 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #459.

ClearBridge Investments first reported a position in SUI in Q2 2015 and has held it in 15 quarters since. The position peaked at $51.9M in Q4 2021. 427 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • ClearBridge Investments held 120,679 shares of Sun Communities worth $13.4M as of Q3 2026.
  • ClearBridge Investments bought 18,339 Sun Communities shares in Q3 2026, an estimated $2.19M.
  • Sun Communities made up 0.01% of ClearBridge Investments's portfolio in Q3 2026, its #459 holding.
  • ClearBridge Investments first reported a position in Sun Communities in Q2 2015 and has held it in 15 quarters since.
  • ClearBridge Investments's Sun Communities position peaked at $51.9M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on ClearBridge Investments's 13F filing for Q3 2026, filed 12 Nov 2026.