Levin Capital Strategies’s Sun Communities SUI Stock Holding History

Levin Capital Strategies’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	-3,000	Closed	-$387K	–	278
2025 Q3	$387K	Sell	3,000 -2,500	-45%	-$316K	0.04%	140
2025 Q2	$696K	Buy	+5,500	New	+$682K	0.07%	109
2025 Q1	–	Sell	-5,000	Closed	-$615K	–	232
2024 Q4	$615K	Buy	+5,000	New	+$640K	0.06%	115
2024 Q3	–	Sell	-5,000	Closed	-$602K	–	290
2024 Q2	$602K	Sell	5,000 -3,500	-41%	-$416K	0.06%	110
2024 Q1	$1.09M	Buy	+8,500	New	+$1.1M	0.11%	91

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 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