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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

T. Rowe Price Associates

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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