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North Star Investment Management’s Sun Communities SUI Stock Holding History

North Star Investment Management’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
2026
Q1 		$7.56K Buy
60
+5
+9% +$646 ﹤0.01% 1093
2025
Q4 		$6.82K Buy
55
+17
+45% +$2.13K ﹤0.01% 1036
2025
Q3 		$4.9K Hold
38
– – ﹤0.01% 1029
2025
Q2 		$4.81K Hold
38
– – ﹤0.01% 1013
2025
Q1 		$4.89K Hold
38
– – ﹤0.01% 986
2024
Q4 		$4.67K Hold
38
– – ﹤0.01% 1018
2024
Q3 		$5.14K Sell
38
-12
-24% -$1.58K ﹤0.01% 967
2024
Q2 		$6.02K Hold
50
– – ﹤0.01% 899
2024
Q1 		$6.43K Hold
50
– – ﹤0.01% 938
2023
Q4 		$6.68K Buy
50
+10
+25% +$1.2K ﹤0.01% 904
2023
Q3 		$4.73K Buy
+40
New +$5.08K ﹤0.01% 961

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

North Star Investment Management's SUI Position: Q1 2026 in Review

North Star Investment Management increased its Sun Communities (SUI) stake by 9.1% in Q1 2026, buying an estimated $646 and bringing the position to 60 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

North Star Investment Management first reported a position in SUI in Q3 2023 and has held it in 11 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • North Star Investment Management held 60 shares of Sun Communities worth $7.56K as of Q1 2026.
  • North Star Investment Management bought 5 Sun Communities shares in Q1 2026, an estimated $646.
  • Sun Communities made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1093 holding.
  • North Star Investment Management first reported a position in Sun Communities in Q3 2023 and has held it in 11 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.