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Joel Greenblatt’s Sun Communities SUI Stock Holding History

Joel Greenblatt’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 		$7.51M Buy
62,649
+14,487
+30% +$1.81M 0.02% 862
2026
Q1 		$6.07M Sell
48,162
-7,848
-14% -$1.01M 0.02% 827
2025
Q4 		$6.94M Buy
56,010
+14,081
+34% +$1.76M 0.03% 740
2025
Q3 		$5.41M Buy
41,929
+7,176
+21% +$907K 0.02% 753
2025
Q2 		$4.4M Sell
34,753
-813
-2% -$101K 0.03% 703
2025
Q1 		$4.58M Sell
35,566
-4,484
-11% -$573K 0.04% 553
2024
Q4 		$4.92M Sell
40,050
-5,293
-12% -$678K 0.05% 514
2024
Q3 		$6.13M Sell
45,343
-3,766
-8% -$495K 0.06% 429
2024
Q2 		$5.91M Buy
49,109
+10,260
+26% +$1.22M 0.08% 375
2024
Q1 		$5M Buy
38,849
+3,767
+11% +$489K 0.08% 360
2023
Q4 		$4.69M Sell
35,082
-2,232
-6% -$269K 0.09% 311
2023
Q3 		$4.42M Buy
37,314
+4,449
+14% +$565K 0.09% 306
2023
Q2 		$4.29M Buy
32,865
+15,954
+94% +$2.13M 0.09% 285
2023
Q1 		$2.38M Buy
16,911
+6,128
+57% +$896K 0.06% 456
2022
Q4 		$1.54M Buy
10,783
+2,299
+27% +$314K 0.04% 518
2022
Q3 		$1.15M Buy
8,484
+2,505
+42% +$396K 0.03% 605
2022
Q2 		$953K Buy
5,979
+1,191
+25% +$200K 0.03% 580
2022
Q1 		$839K Buy
4,788
+1,646
+52% +$306K 0.03% 622
2021
Q4 		$660K Buy
3,142
+1,391
+79% +$274K 0.02% 672
2021
Q3 		$324K Buy
+1,751
New +$338K 0.01% 798
2020
Q4 		– Sell
-2,210
Closed -$311K – 1095
2020
Q3 		$311K Sell
2,210
-196
-8% -$28.1K 0.01% 835
2020
Q2 		$326K Sell
2,406
-875
-27% -$116K 0.01% 844
2020
Q1 		$410K Buy
3,281
+298
+10% +$45K 0.01% 759
2019
Q4 		$448K Sell
2,983
-93
-3% -$14.5K 0.01% 843
2019
Q3 		$457K Sell
3,076
-350
-10% -$49.4K 0.01% 791
2019
Q2 		$439K Buy
3,426
+586
+21% +$72.8K 0.01% 836
2019
Q1 		$337K Buy
+2,840
New +$316K ﹤0.01% 961

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

Joel Greenblatt's SUI Position: Q2 2026 in Review

Joel Greenblatt increased its Sun Communities (SUI) stake by 30% in Q2 2026, buying an estimated $1.81M and bringing the position to 62,649 shares worth $7.51M. The position accounts for 0.02% of the portfolio, ranked #862.

Joel Greenblatt first reported a position in SUI in Q1 2019 and has held it in 27 quarters since. 527 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Joel Greenblatt held 62,649 shares of Sun Communities worth $7.51M as of Q2 2026.
  • Joel Greenblatt bought 14,487 Sun Communities shares in Q2 2026, an estimated $1.81M.
  • Sun Communities made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #862 holding.
  • Joel Greenblatt first reported a position in Sun Communities in Q1 2019 and has held it in 27 quarters since.
  • 527 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.