Private Management Group’s Sun Communities SUI Stock Holding History

Private Management Group’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	$21.3M	Sell	177,852 -2,593	-1%	-$324K	0.56%	78
2026 Q1	$22.7M	Sell	180,445 -10,288	-5%	-$1.33M	0.65%	67
2025 Q4	$23.6M	Sell	190,733 -2,169	-1%	-$271K	0.69%	65
2025 Q3	$24.9M	Sell	192,902 -1,792	-0.9%	-$226K	0.74%	57
2025 Q2	$24.6M	Sell	194,694 -2,304	-1%	-$286K	0.8%	54
2025 Q1	$25.3M	Buy	196,998 +30,704	+18%	+$3.93M	0.9%	47
2024 Q4	$20.4M	Sell	166,294 -1,597	-1%	-$204K	0.74%	59
2024 Q3	$22.7M	Sell	167,891 -66,928	-29%	-$8.8M	0.8%	54
2024 Q2	$28.3M	Buy	234,819 +3,214	+1%	+$382K	1.09%	30
2024 Q1	$29.8M	Sell	231,605 -5,368	-2%	-$697K	1.13%	29
2023 Q4	$31.7M	Buy	236,973 +22,262	+10%	+$2.68M	1.21%	26
2023 Q3	$25.4M	Buy	214,711 +207,129	+2,732%	+$26.3M	1.04%	33
2023 Q2	$989K	Sell	7,582 -11	-0.1%	-$1.47K	0.04%	131
2023 Q1	$1.07M	Sell	7,593 -91	-1%	-$13.3K	0.05%	127
2022 Q4	$1.1M	Buy	+7,684	New	+$1.05M	0.05%	132

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Private Management Group's SUI Position: Q2 2026 in Review

Private Management Group reduced its Sun Communities (SUI) stake by 1.4% in Q2 2026, selling an estimated $324K and leaving 177,852 shares worth $21.3M. The position accounts for 0.56% of the portfolio, ranked #78.

Private Management Group first reported a position in SUI in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.7M in Q4 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Private Management Group held 177,852 shares of Sun Communities worth $21.3M as of Q2 2026.
Private Management Group sold 2,593 Sun Communities shares in Q2 2026, an estimated $324K.
Sun Communities made up 0.56% of Private Management Group's portfolio in Q2 2026, its #78 holding.
Private Management Group first reported a position in Sun Communities in Q4 2022 and has held it in 15 quarters since.
Private Management Group's Sun Communities position peaked at $31.7M in Q4 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.