Kovitz Investment Group Partners
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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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Kovitz Investment Group Partners's SUI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 2,354 shares — an estimated $304K sold.

Kovitz Investment Group Partners first reported a position in SUI in Q2 2023 and held it in 10 quarters. The position peaked at $531K in Q1 2024. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,354 Sun Communities shares in Q4 2025, an estimated $304K.
  • Kovitz Investment Group Partners first reported a position in Sun Communities in Q2 2023 and held it in 10 quarters.
  • Kovitz Investment Group Partners's Sun Communities position peaked at $531K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.