Tortoise Investment Management’s Sun Communities SUI Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-8	Closed	-$1.03K	–	1289
2025 Q3	$1.03K	Buy	8 +5	+167%	+$632	﹤0.01%	1034
2025 Q2	$379	Buy	+3	New	+$372	﹤0.01%	1125
2022 Q4	–	Sell	-7	Closed	-$1K	–	791
2022 Q3	$1K	Sell	7 -9	-56%	-$1.42K	﹤0.01%	738
2022 Q2	$3K	Buy	+16	New	+$2.69K	﹤0.01%	661

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 $3.38T AUM 44.17% 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

Tortoise Investment Management's SUI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 8 shares — an estimated $1.03K sold.

Tortoise Investment Management first reported a position in SUI in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Tortoise Investment Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 8 Sun Communities shares in Q4 2025, an estimated $1.03K.
Tortoise Investment Management first reported a position in Sun Communities in Q2 2022 and held it in 4 quarters.
Tortoise Investment Management's Sun Communities position peaked at $3K in Q2 2022.
540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.