Clearbridge Investments, LLC

Position in SUI — Sun Communities Inc

CIK 1348883 NEW YORK, NY

Position in SUI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,271,589

-$17,739,281 QoQ

Shares Held

102,340

-59.0% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#92

of 529 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Clearbridge Investments, LLC holds $92,244,318 across 3 REIT - Residential names. SUI ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	591,629	$40,189,357
2	ELS	Equity Lifestyle Properties Inc	617,275	$39,783,372
3	SUI	Sun Communities Inc This page	102,340	$12,271,589

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,271,589	102,340	-59.0%	Shares	Defined	2026-08-13
2024-06-30	$30,010,870	249,384	-15.5%	Shares	Sole	2024-08-27
2024-03-31	$37,954,372	295,181	-3.0%	Shares	Sole	2024-05-13
2023-12-31	$40,653,657	304,180	+12.3%	Shares	Sole	2024-02-09
2023-09-30	$32,046,235	270,798	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$35,326,219	270,782	-0.9%	Shares	Sole	2023-08-11
2023-03-31	$38,502,926	273,303	-3.2%	Shares	Sole	2023-05-12
2022-12-31	$40,379,053	282,371	+19.3%	Shares	Sole	2023-02-10
2022-09-30	$32,030,175	236,682	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$37,538,044	235,555	-3.9%	Shares	Sole	2022-08-11
2022-03-31	$42,951,133	245,029	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$51,909,623	247,224	+79.3%	Shares	Sole	2022-02-11
2021-09-30	$25,523,439	137,890	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.