Zimmer Partners’s Sun Communities SUI Stock Holding History

Zimmer Partners’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	$2.46M	Buy	+20,500	New	+$2.56M	0.06%	108
2024 Q4	–	Sell	-37,500	Closed	-$5.07M	–	179
2024 Q3	$5.07M	Buy	+37,500	New	+$4.93M	0.09%	109
2023 Q4	–	Sell	-232,000	Closed	-$27.5M	–	142
2023 Q3	$27.5M	Buy	+232,000	New	+$29.4M	0.71%	31
2021 Q1	–	Sell	-87,500	Closed	-$13.3M	–	194
2020 Q4	$13.3M	Buy	+87,500	New	+$12.7M	0.2%	69
2020 Q2	–	Sell	-287,500	Closed	-$35.9M	–	127
2020 Q1	$35.9M	Buy	+287,500	New	+$43.4M	0.8%	31
2019 Q1	–	Sell	-532,000	Closed	-$54.1M	–	85
2018 Q4	$54.1M	Sell	532,000 -43,000	-7%	-$4.38M	0.75%	35
2018 Q3	$58.4M	Buy	+575,000	New	+$57.4M	0.77%	31
2016 Q4	–	Sell	-650,000	Closed	-$51M	–	82
2016 Q3	$51M	Buy	+650,000	New	+$50.4M	1.37%	22

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

Zimmer Partners's SUI Position: Q2 2026 in Review

Zimmer Partners opened a new position in Sun Communities (SUI) in Q2 2026: 20,500 shares worth $2.46M. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in SUI as recently as Q3 2024.

Zimmer Partners first reported a position in SUI in Q3 2016 and has held it in 8 quarters since. The position peaked at $58.4M in Q3 2018. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Zimmer Partners held 20,500 shares of Sun Communities worth $2.46M as of Q2 2026.
Sun Communities was a new Zimmer Partners position in Q2 2026.
Sun Communities made up 0.06% of Zimmer Partners's portfolio in Q2 2026, its #108 holding.
Zimmer Partners first reported a position in Sun Communities in Q3 2016 and has held it in 8 quarters since.
Zimmer Partners's Sun Communities position peaked at $58.4M in Q3 2018.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.