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	–	257
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	–	225
2024 Q4	$615K	Buy	+5,000	New	+$640K	0.06%	115
2024 Q3	–	Sell	-5,000	Closed	-$602K	–	267
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 $191B AUM 17.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Levin Capital Strategies's SUI Position: Q4 2025 in Review

Levin Capital Strategies sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 3,000 shares — an estimated $387K sold.

Levin Capital Strategies first reported a position in SUI in Q1 2024 and held it in 5 quarters. The position peaked at $1.09M in Q1 2024. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Levin Capital Strategies reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Levin Capital Strategies sold 3,000 Sun Communities shares in Q4 2025, an estimated $387K.
Levin Capital Strategies first reported a position in Sun Communities in Q1 2024 and held it in 5 quarters.
Levin Capital Strategies's Sun Communities position peaked at $1.09M in Q1 2024.
540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Levin Capital Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.