Cramer Rosenthal McGlynn’s Sun Communities SUI Stock Holding History

Cramer Rosenthal McGlynn’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 Q1	$33.8M	Buy	268,485 +14,169	+6%	+$1.83M	2.48%	8
2025 Q4	$31.5M	Sell	254,316 -9,621	-4%	-$1.2M	2.03%	16
2025 Q3	$34M	Sell	263,937 -5,632	-2%	-$712K	2.12%	11
2025 Q2	$34.1M	Buy	269,569 +2,479	+0.9%	+$307K	2.34%	9
2025 Q1	$34.4M	Sell	267,090 -21,861	-8%	-$2.79M	2.47%	5
2024 Q4	$35.5M	Sell	288,951 -5,755	-2%	-$737K	2.01%	10
2024 Q3	$39.8M	Buy	294,706 +11,017	+4%	+$1.45M	2.21%	6
2024 Q2	$34.1M	Sell	283,689 -12,184	-4%	-$1.45M	2%	10
2024 Q1	$38M	Buy	295,873 +50,279	+20%	+$6.53M	2.06%	9
2023 Q4	$32.8M	Buy	245,594 +154,990	+171%	+$18.7M	1.78%	15
2023 Q3	$10.7M	Buy	+90,604	New	+$11.5M	0.6%	64

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cramer Rosenthal McGlynn's SUI Position: Q1 2026 in Review

Cramer Rosenthal McGlynn increased its Sun Communities (SUI) stake by 5.6% in Q1 2026, buying an estimated $1.83M and bringing the position to 268,485 shares worth $33.8M. The position accounts for 2.48% of the portfolio, ranked #8.

Cramer Rosenthal McGlynn first reported a position in SUI in Q3 2023 and has held it in 11 quarters since. The position peaked at $39.8M in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Cramer Rosenthal McGlynn held 268,485 shares of Sun Communities worth $33.8M as of Q1 2026.
Cramer Rosenthal McGlynn bought 14,169 Sun Communities shares in Q1 2026, an estimated $1.83M.
Sun Communities made up 2.48% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #8 holding.
Cramer Rosenthal McGlynn first reported a position in Sun Communities in Q3 2023 and has held it in 11 quarters since.
Cramer Rosenthal McGlynn's Sun Communities position peaked at $39.8M in Q3 2024.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.