Dodge & Cox’s Sun Communities SUI Stock Holding History

Dodge & Cox’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	$1.14B	Sell	9,500,781 -4,765,249	-33%	-$596M	0.6%	58
2026 Q1	$1.8B	Sell	14,266,030 -225,835	-2%	-$29.2M	0.99%	39
2025 Q4	$1.8B	Buy	14,491,865 +11,050	+0.1%	+$1.38M	0.97%	41
2025 Q3	$1.87B	Buy	14,480,815 +282,055	+2%	+$35.6M	1.01%	40
2025 Q2	$1.8B	Buy	14,198,760 +550,940	+4%	+$68.3M	1.01%	37
2025 Q1	$1.76B	Buy	13,647,820 +4,041,802	+42%	+$517M	1%	39
2024 Q4	$1.18B	Buy	9,606,018 +3,644,853	+61%	+$467M	0.69%	52
2024 Q3	$806M	Buy	5,961,165 +384,425	+7%	+$50.6M	0.46%	70
2024 Q2	$671M	Buy	5,576,740 +158,125	+3%	+$18.8M	0.4%	70
2024 Q1	$697M	Buy	+5,418,615	New	+$703M	0.4%	72

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox's SUI Position: Q2 2026 in Review

Dodge & Cox reduced its Sun Communities (SUI) stake by 33% in Q2 2026, selling an estimated $596M and leaving 9,500,781 shares worth $1.14B. The position accounts for 0.6% of the portfolio, ranked #58.

Dodge & Cox first reported a position in SUI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87B in Q3 2025. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Dodge & Cox held 9,500,781 shares of Sun Communities worth $1.14B as of Q2 2026.
Dodge & Cox sold 4,765,249 Sun Communities shares in Q2 2026, an estimated $596M.
Sun Communities made up 0.6% of Dodge & Cox's portfolio in Q2 2026, its #58 holding.
Dodge & Cox first reported a position in Sun Communities in Q1 2024 and has held it in 10 quarters since.
Dodge & Cox's Sun Communities position peaked at $1.87B in Q3 2025.
528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.