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Heartland Advisors’s Sun Communities SUI Stock Holding History

Heartland Advisors’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 		– Sell
-42,367
Closed -$5.25M – 264
2025
Q4 		$5.25M Buy
+42,367
New +$5.3M 0.28% 138
2016
Q2 		– Sell
-3,596
Closed -$258K – 201
2016
Q1 		$258K Sell
3,596
-39,368
-92% -$2.65M 0.01% 178
2015
Q4 		$2.94M Sell
42,964
-12,457
-22% -$839K 0.12% 165
2015
Q3 		$3.75M Sell
55,421
-2,223
-4% -$148K 0.14% 160
2015
Q2 		$3.56M Buy
57,644
+482
+0.8% +$30.5K 0.1% 186
2015
Q1 		$3.81M Buy
57,162
+596
+1% +$40K 0.1% 184
2014
Q4 		$3.42M Buy
56,566
+4,956
+10% +$282K 0.07% 207
2014
Q3 		$2.61M Sell
51,610
-1,405
-3% -$73.7K 0.05% 216
2014
Q2 		$2.64M Buy
53,015
+1,372
+3% +$64.7K 0.05% 223
2014
Q1 		$2.33M Buy
51,643
+360
+0.7% +$16.2K 0.04% 223
2013
Q4 		$2.19M Buy
51,283
+2,595
+5% +$110K 0.04% 225
2013
Q3 		$2.08M Buy
48,688
+450
+0.9% +$21.2K 0.04% 228
2013
Q2 		$2.4M Buy
+48,238
New +$2.43M 0.04% 233

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartland Advisors's SUI Position: Q1 2026 in Review

Heartland Advisors sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 42,367 shares — an estimated $5.25M sold.

Heartland Advisors first reported a position in SUI in Q2 2013 and held it in 13 quarters. The position peaked at $5.25M in Q4 2025. 515 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Heartland Advisors reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
  • Heartland Advisors sold 42,367 Sun Communities shares in Q1 2026, an estimated $5.25M.
  • Heartland Advisors first reported a position in Sun Communities in Q2 2013 and held it in 13 quarters.
  • Heartland Advisors's Sun Communities position peaked at $5.25M in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.