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 Q2	$4.56K	Sell	38 -22	-37%	-$2.75K	﹤0.01%	1246
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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

North Star Investment Management's SUI Position: Q2 2026 in Review

North Star Investment Management reduced its Sun Communities (SUI) stake by 37% in Q2 2026, selling an estimated $2.75K and leaving 38 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

North Star Investment Management first reported a position in SUI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.56K in Q1 2026. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

North Star Investment Management held 38 shares of Sun Communities worth $4.56K as of Q2 2026.
North Star Investment Management sold 22 Sun Communities shares in Q2 2026, an estimated $2.75K.
Sun Communities made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1246 holding.
North Star Investment Management first reported a position in Sun Communities in Q3 2023 and has held it in 12 quarters since.
North Star Investment Management's Sun Communities position peaked at $7.56K in Q1 2026.
532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.