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Westwood Holdings Group’s Sun Communities SUI Stock Holding History

Westwood Holdings 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 		$276K Buy
+2,299
New +$288K ﹤0.01% 585
2023
Q4 		– Sell
-32,000
Closed -$3.79M – 477
2023
Q3 		$3.79M Hold
32,000
– – 0.04% 261
2023
Q2 		$4.17M Hold
32,000
– – 0.04% 264
2023
Q1 		$4.51M Hold
32,000
– – 0.04% 254
2022
Q4 		$4.58M Buy
+32,000
New +$4.37M 0.04% 252

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westwood Holdings Group's SUI Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Sun Communities (SUI) in Q2 2026: 2,299 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in SUI as recently as Q3 2023.

Westwood Holdings Group first reported a position in SUI in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.58M in Q4 2022. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Westwood Holdings Group held 2,299 shares of Sun Communities worth $276K as of Q2 2026.
  • Sun Communities was a new Westwood Holdings Group position in Q2 2026.
  • Sun Communities made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #585 holding.
  • Westwood Holdings Group first reported a position in Sun Communities in Q4 2022 and has held it in 5 quarters since.
  • Westwood Holdings Group's Sun Communities position peaked at $4.58M in Q4 2022.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.