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DODGE & COX SUI Position History
Sun Communities, Inc. • Real Estate
Quarters held
10
Latest value
$1.1B
Q2 2026
Peak value
$1.9B
First seen
Q1 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2024 | $696.7M |
| Q2 2024 | $671.1M |
| Q3 2024 | $805.7M |
| Q4 2024 | $1.2B |
| Q1 2025 | $1.8B |
| Q2 2025 | $1.8B |
| Q3 2025 | $1.9B |
| Q4 2025 | $1.8B |
| Q1 2026 | $1.8B |
| Q2 2026 | $1.1B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $1.1B | 9.50M | — | — |
| Q1 2026 | $1.8B | 14.27M | — | — |
| Q4 2025 | $1.8B | 14.49M | — | — |
| Q3 2025 | $1.9B | 14.48M | — | — |
| Q2 2025 | $1.8B | 14.20M | — | — |
| Q1 2025 | $1.8B | 13.65M | — | — |
| Q4 2024 | $1.2B | 9.61M | — | — |
| Q3 2024 | $805.7M | 5.96M | — | — |
| Q2 2024 | $671.1M | 5.58M | — | — |
| Q1 2024 | $696.7M | 5.42M | — | — |
Other funds holding SUI
$2.3B
$2.2B
$2.2B
$1.9B
$798.3M
$699.9M
$682.9M
$678.7M
Other DODGE & COX positions
JCI
$8.1BJohnson Controls International PLC
SCHW-PJ
$7.9BThe Charles Schwab Corp.
SCHW-PJ
$7.7BThe Charles Schwab Corp.
SCHW-PJ
$7.6BThe Charles Schwab Corp.
JCI
$7.5BJohnson Controls International PLC
JCI
$7.2BJohnson Controls International PLC
SCHW-PJ
$7.1BThe Charles Schwab Corp.
JCI
$7.1BJohnson Controls International PLC