Permanent Capital Management’s Sun Communities SUI Stock Holding History

Permanent Capital 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
2025 Q4	–	Sell	-3,000	Closed	-$390K	–	169
2025 Q3	$390K	Buy	+3,000	New	+$379K	0.07%	93
2024 Q2	$383K	Buy	+3,000	New	+$356K	0.08%	94

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 $3.37T AUM 44.26% 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

Permanent Capital Management's SUI Position: Q4 2025 in Review

Permanent Capital Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 3,000 shares — an estimated $390K sold.

Permanent Capital Management first reported a position in SUI in Q2 2024 and held it in 2 quarters. The position peaked at $390K in Q3 2025. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Permanent Capital Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Permanent Capital Management sold 3,000 Sun Communities shares in Q4 2025, an estimated $390K.
Permanent Capital Management first reported a position in Sun Communities in Q2 2024 and held it in 2 quarters.
Permanent Capital Management's Sun Communities position peaked at $390K in Q3 2025.
540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Permanent Capital Management's 13F filing for Q4 2025, filed 7 Jan 2026.