Jacobs Levy Equity Management’s Sun Communities SUI Stock Holding History

Jacobs Levy Equity Management’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	$15.6M	Sell	129,770 -56,841	-30%	-$7.11M	0.06%	259
2026 Q1	$23.5M	Buy	+186,611	New	+$24.1M	0.1%	196
2021 Q4	–	Sell	-13,081	Closed	-$2.42M	–	1067
2021 Q3	$2.42M	Buy	+13,081	New	+$2.52M	0.02%	571
2019 Q3	–	Sell	-2,150	Closed	-$276K	–	992
2019 Q2	$276K	Buy	+2,150	New	+$267K	﹤0.01%	826

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Jacobs Levy Equity Management's SUI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Sun Communities (SUI) stake by 30% in Q2 2026, selling an estimated $7.11M and leaving 129,770 shares worth $15.6M. The position accounts for 0.06% of the portfolio, ranked #259.

Jacobs Levy Equity Management first reported a position in SUI in Q2 2019 and has held it in 4 quarters since. The position peaked at $23.5M in Q1 2026. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Jacobs Levy Equity Management held 129,770 shares of Sun Communities worth $15.6M as of Q2 2026.
Jacobs Levy Equity Management sold 56,841 Sun Communities shares in Q2 2026, an estimated $7.11M.
Sun Communities made up 0.06% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #259 holding.
Jacobs Levy Equity Management first reported a position in Sun Communities in Q2 2019 and has held it in 4 quarters since.
Jacobs Levy Equity Management's Sun Communities position peaked at $23.5M in Q1 2026.
528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.