DSA
SUI icon

Davis Selected Advisers’s Sun Communities SUI Stock Holding History

Davis Selected Advisers’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 		$5.09M Sell
42,480
-950
-2% -$119K 0.02% 98
2026
Q1 		$5.47M Buy
43,430
+590
+1% +$76.2K 0.03% 97
2025
Q4 		$5.31M Sell
42,840
-1,110
-3% -$139K 0.02% 95
2025
Q3 		$5.67M Buy
43,950
+5,580
+15% +$705K 0.03% 97
2025
Q2 		$4.85M Buy
38,370
+13,330
+53% +$1.65M 0.03% 95
2025
Q1 		$3.22M Buy
+25,040
New +$3.2M 0.02% 98
2024
Q4 		– Sell
-26,100
Closed -$3.53M – 103
2024
Q3 		$3.53M Sell
26,100
-570
-2% -$75K 0.02% 95
2024
Q2 		$0 Sell
26,670
-22,070
-45% -$2.62M ﹤0.01% 99
2024
Q1 		$6.27M Sell
48,740
-640
-1% -$83.1K 0.04% 82
2023
Q4 		$6.6M Hold
49,380
– – 0.04% 85
2023
Q3 		$5.84M Buy
49,380
+15,540
+46% +$1.97M 0.04% 86
2023
Q2 		$4.41M Buy
33,840
+830
+3% +$111K 0.03% 89
2023
Q1 		$4.65M Hold
33,010
– – 0.03% 89
2022
Q4 		$4.72M Hold
33,010
– – 0.03% 94
2022
Q3 		$4.47M Hold
33,010
– – 0.03% 98
2022
Q2 		$5.26M Buy
33,010
+1,060
+3% +$178K 0.03% 94
2022
Q1 		$5.6M Buy
31,950
+420
+1% +$78.1K 0.03% 99
2021
Q4 		$6.62M Hold
31,530
– – 0.03% 101
2021
Q3 		$5.84M Hold
31,530
– – 0.03% 106
2021
Q2 		$5.4M Buy
+31,530
New +$5.23M 0.02% 106
2020
Q1 		– Sell
-42,250
Closed -$6.34M – 134
2019
Q4 		$6.34M Sell
42,250
-19,070
-31% -$2.97M 0.03% 103
2019
Q3 		$9.1M Buy
61,320
+2,250
+4% +$318K 0.05% 99
2019
Q2 		$7.57M Buy
59,070
+160
+0.3% +$19.9K 0.04% 101
2019
Q1 		$6.98M Buy
58,910
+1,580
+3% +$176K 0.03% 105
2018
Q4 		$5.83M Buy
57,330
+30,369
+113% +$3.09M 0.03% 107
2018
Q3 		$2.74M Buy
+26,961
New +$2.69M 0.01% 120

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

Davis Selected Advisers's SUI Position: Q2 2026 in Review

Davis Selected Advisers reduced its Sun Communities (SUI) stake by 2.2% in Q2 2026, selling an estimated $119K and leaving 42,480 shares worth $5.09M. The position accounts for 0.02% of the portfolio, ranked #98.

Davis Selected Advisers first reported a position in SUI in Q3 2018 and has held it in 26 quarters since. The position peaked at $9.1M in Q3 2019. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Davis Selected Advisers held 42,480 shares of Sun Communities worth $5.09M as of Q2 2026.
  • Davis Selected Advisers sold 950 Sun Communities shares in Q2 2026, an estimated $119K.
  • Sun Communities made up 0.02% of Davis Selected Advisers's portfolio in Q2 2026, its #98 holding.
  • Davis Selected Advisers first reported a position in Sun Communities in Q3 2018 and has held it in 26 quarters since.
  • Davis Selected Advisers's Sun Communities position peaked at $9.1M in Q3 2019.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.