Kovitz Investment Group Partners
SUI icon

Kovitz Investment Group Partners’s Sun Communities SUI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,354
Closed -$304K – 1221
2025
Q3 		$304K Buy
2,354
+3
+0.1% +$379 ﹤0.01% 1198
2025
Q2 		$297K Sell
2,351
-360
-13% -$44.6K ﹤0.01% 1142
2025
Q1 		$349K Sell
2,711
-239
-8% -$30.6K ﹤0.01% 1007
2024
Q4 		$363K Sell
2,950
-455
-13% -$58.2K ﹤0.01% 993
2024
Q3 		$460K Sell
3,405
-254
-7% -$33.4K ﹤0.01% 768
2024
Q2 		$440K Sell
3,659
-470
-11% -$55.8K ﹤0.01% 670
2024
Q1 		$531K Buy
4,129
+996
+32% +$129K 0.01% 496
2023
Q4 		$419K Hold
3,133
– – 0.01% 341
2023
Q3 		$371K Hold
3,133
– – 0.01% 345
2023
Q2 		$409K Buy
+3,133
New +$419K 0.01% 354

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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