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Third Avenue Management’s Sun Communities SUI Stock Holding History

Third Avenue 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 		$11M Sell
91,454
-1
-0% -$125 1.75% 17
2026
Q1 		$11.5M Sell
91,455
-5,467
-6% -$707K 1.87% 14
2025
Q4 		$12M Buy
96,922
+136
+0.1% +$17K 2.18% 13
2025
Q3 		$12.4M Sell
96,786
-424
-0.4% -$53.6K 2.33% 15
2025
Q2 		$12.3M Buy
97,210
+6,495
+7% +$805K 2.54% 12
2025
Q1 		$11.7M Sell
90,715
-17,422
-16% -$2.23M 2.34% 15
2024
Q4 		$13.3M Buy
108,137
+342
+0.3% +$43.8K 2.57% 13
2024
Q3 		$14.6M Hold
107,795
– – 2.38% 14
2024
Q2 		$13M Buy
107,795
+20,617
+24% +$2.45M 2.23% 14
2024
Q1 		$11.2M Buy
87,178
+36,544
+72% +$4.74M 1.79% 19
2023
Q4 		$6.77M Buy
50,634
+14,107
+39% +$1.7M 1.11% 31
2023
Q3 		$4.32M Buy
36,527
+25,010
+217% +$3.17M 0.73% 42
2023
Q2 		$1.5M Buy
+11,517
New +$1.54M 0.25% 47

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Third Avenue Management's SUI Position: Q2 2026 in Review

Third Avenue Management reduced its Sun Communities (SUI) stake by 0% in Q2 2026, selling an estimated $125 and leaving 91,454 shares worth $11M. The position accounts for 1.75% of the portfolio, ranked #17.

Third Avenue Management first reported a position in SUI in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.6M in Q3 2024. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Third Avenue Management held 91,454 shares of Sun Communities worth $11M as of Q2 2026.
  • Third Avenue Management sold 1 Sun Communities share in Q2 2026, an estimated $125.
  • Sun Communities made up 1.75% of Third Avenue Management's portfolio in Q2 2026, its #17 holding.
  • Third Avenue Management first reported a position in Sun Communities in Q2 2023 and has held it in 13 quarters since.
  • Third Avenue Management's Sun Communities position peaked at $14.6M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Third Avenue Management's 13F filing for Q2 2026, filed 12 Aug 2026.