Morgan Stanley’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $115M | Buy |
957,254
+150,612
| +19% | +$18.8M | 0.01% | 1455 |
|
|
2026
Q1 | $102M | Sell |
806,642
-148,100
| -16% | -$19.1M | 0.01% | 1427 |
|
|
2025
Q4 | $118M | Buy |
954,742
+39,483
| +4% | +$4.94M | 0.01% | 1301 |
|
|
2025
Q3 | $118M | Buy |
915,259
+18,064
| +2% | +$2.28M | 0.01% | 1270 |
|
|
2025
Q2 | $113M | Sell |
897,195
-18,669
| -2% | -$2.31M | 0.01% | 1226 |
|
|
2025
Q1 | $118M | Sell |
915,864
-39,358
| -4% | -$5.03M | 0.01% | 1129 |
|
|
2024
Q4 | $117M | Sell |
955,222
-55,330
| -5% | -$7.08M | 0.01% | 1142 |
|
|
2024
Q3 | $137M | Sell |
1,010,552
-89,991
| -8% | -$11.8M | 0.01% | 1037 |
|
|
2024
Q2 | $132M | Buy |
1,100,543
+54,052
| +5% | +$6.42M | 0.01% | 1006 |
|
|
2024
Q1 | $135M | Buy |
1,046,491
+46,738
| +5% | +$6.07M | 0.01% | 999 |
|
|
2023
Q4 | $134M | Sell |
999,753
-67,133
| -6% | -$8.09M | 0.01% | 975 |
|
|
2023
Q3 | $126M | Sell |
1,066,886
-12,080
| -1% | -$1.53M | 0.01% | 925 |
|
|
2023
Q2 | $141M | Sell |
1,078,966
-172,922
| -14% | -$23.1M | 0.01% | 885 |
|
|
2023
Q1 | $176M | Buy |
1,251,888
+54,909
| +5% | +$8.02M | 0.02% | 746 |
|
|
2022
Q4 | $171M | Buy |
1,196,979
+267,475
| +29% | +$36.5M | 0.02% | 757 |
|
|
2022
Q3 | $126M | Buy |
929,504
+84,913
| +10% | +$13.4M | 0.02% | 780 |
|
|
2022
Q2 | $135M | Sell |
844,591
-75,430
| -8% | -$12.7M | 0.02% | 763 |
|
|
2022
Q1 | $161M | Buy |
920,021
+110,353
| +14% | +$20.5M | 0.02% | 615 |
|
|
2021
Q4 | $170M | Buy |
809,668
+163,641
| +25% | +$32.2M | 0.02% | 628 |
|
|
2021
Q3 | $120M | Buy |
646,027
+289,839
| +81% | +$55.9M | 0.02% | 747 |
|
|
2021
Q2 | $61.1M | Buy |
356,188
+96,914
| +37% | +$16.1M | 0.01% | 1169 |
|
|
2021
Q1 | $38.9M | Sell |
259,274
-8,449
| -3% | -$1.25M | 0.01% | 1365 |
|
|
2020
Q4 | $40.7M | Buy |
267,723
+170,603
| +176% | +$24.7M | 0.01% | 1237 |
|
|
2020
Q3 | $13.7M | Sell |
97,120
-132,868
| -58% | -$19.1M | ﹤0.01% | 1773 |
|
|
2020
Q2 | $31.2M | Buy |
229,988
+56,772
| +33% | +$7.54M | 0.01% | 1114 |
|
|
2020
Q1 | $21.6M | Sell |
173,216
-164,489
| -49% | -$24.8M | 0.01% | 1223 |
|
|
2019
Q4 | $50.7M | Buy |
337,705
+48,490
| +17% | +$7.55M | 0.01% | 923 |
|
|
2019
Q3 | $42.9M | Buy |
289,215
+50,215
| +21% | +$7.09M | 0.01% | 944 |
|
|
2019
Q2 | $30.6M | Buy |
239,000
+36,435
| +18% | +$4.52M | 0.01% | 1165 |
|
|
2019
Q1 | $24M | Sell |
202,565
-39,704
| -16% | -$4.41M | 0.01% | 1325 |
|
|
2018
Q4 | $24.6M | Buy |
242,269
+44,927
| +23% | +$4.58M | 0.01% | 1283 |
|
|
2018
Q3 | $20M | Sell |
197,342
-60,839
| -24% | -$6.08M | 0.01% | 1684 |
|
|
2018
Q2 | $25.3M | Buy |
258,181
+107,498
| +71% | +$10.1M | 0.01% | 1428 |
|
|
2018
Q1 | $13.8M | Sell |
150,683
-90,266
| -37% | -$7.97M | ﹤0.01% | 2036 |
|
|
2017
Q4 | $22.4M | Buy |
240,949
+9,192
| +4% | +$843K | 0.01% | 1575 |
|
|
2017
Q3 | $19.9M | Buy |
231,757
+77,176
| +50% | +$6.82M | 0.01% | 1596 |
|
|
2017
Q2 | $13.6M | Sell |
154,581
-15,962
| -9% | -$1.37M | ﹤0.01% | 1876 |
|
|
2017
Q1 | $13.7M | Buy |
170,543
+26,419
| +18% | +$2.11M | ﹤0.01% | 1908 |
|
|
2016
Q4 | $11M | Buy |
144,124
+1,520
| +1% | +$114K | ﹤0.01% | 2146 |
|
|
2016
Q3 | $11.2M | Sell |
142,604
-95,801
| -40% | -$7.43M | ﹤0.01% | 1915 |
|
|
2016
Q2 | $18.3M | Sell |
238,405
-146,776
| -38% | -$10.4M | 0.01% | 1491 |
|
|
2016
Q1 | $27.6M | Buy |
385,181
+225,406
| +141% | +$15.2M | 0.01% | 1116 |
|
|
2015
Q4 | $10.9M | Sell |
159,775
-18,328
| -10% | -$1.24M | ﹤0.01% | 1905 |
|
|
2015
Q3 | $12.1M | Buy |
178,103
+83,298
| +88% | +$5.55M | ﹤0.01% | 1780 |
|
|
2015
Q2 | $5.86M | Buy |
94,805
+14,681
| +18% | +$930K | ﹤0.01% | 2643 |
|
|
2015
Q1 | $5.34M | Buy |
80,124
+502
| +0.6% | +$33.7K | ﹤0.01% | 2690 |
|
|
2014
Q4 | $4.81M | Sell |
79,622
-29,583
| -27% | -$1.68M | ﹤0.01% | 2762 |
|
|
2014
Q3 | $5.52M | Sell |
109,205
-7,543
| -6% | -$396K | ﹤0.01% | 2558 |
|
|
2014
Q2 | $5.82M | Sell |
116,748
-74,568
| -39% | -$3.51M | ﹤0.01% | 2526 |
|
|
2014
Q1 | $8.63M | Buy |
191,316
+14,271
| +8% | +$643K | ﹤0.01% | 2072 |
|
|
2013
Q4 | $7.55M | Buy |
177,045
+92,076
| +108% | +$3.92M | ﹤0.01% | 2185 |
|
|
2013
Q3 | $3.62M | Sell |
84,969
-38,374
| -31% | -$1.81M | ﹤0.01% | 2736 |
|
|
2013
Q2 | $6.14M | Buy |
+123,343
| New | +$6.21M | ﹤0.01% | 2135 |
|
Other funds holding SUI
Morgan Stanley's SUI Position: Q2 2026 in Review
Morgan Stanley increased its Sun Communities (SUI) stake by 19% in Q2 2026, buying an estimated $18.8M and bringing the position to 957,254 shares worth $115M. The position accounts for 0.01% of the portfolio, ranked #1455.
Morgan Stanley first reported a position in SUI in Q2 2013 and has held it in 53 quarters since. The position peaked at $176M in Q1 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.
- Morgan Stanley held 957,254 shares of Sun Communities worth $115M as of Q2 2026.
- Morgan Stanley bought 150,612 Sun Communities shares in Q2 2026, an estimated $18.8M.
- Sun Communities made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1455 holding.
- Morgan Stanley first reported a position in Sun Communities in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Sun Communities position peaked at $176M in Q1 2023.
- 528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.