Sun Communities (SUI): Dodge & Cox cut its SUI stake below 5% (0%) 0.0%

0.0%

Stake

2,500

Shares owned

Stake as of

Sep 30, 2026

Filed

Nov 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 21, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 21, 2026, Sun Communities, Inc. (the “Company”) and Aaron Weiss, the Company’s Chief Investment Officer and Executive Vice President, entered into an Amended and Restated Employment Agreement (the “Weiss Agreement”), which amends and restates Mr. Weiss’ current employment agreement.”
2. Aug 24, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 24, 2026, Sun Communities, Inc. (the “Company”) appointed Robert A. Garechana as the Company’s new Chief Financial Officer, Executive Vice President, and Treasurer.”
3. Sep 22, 2026Company filing · Form 8-K · Acquisition or sale, Reg FDCompleted buying or selling a business or assets, and shared information with investors“On September 22, 2026, Sun Communities, Inc. (the “Company”) completed the closing of the previously announced sale of the outstanding equity of the subsidiaries (collectively, “Park Holidays” or “the UK business”) through which the Company operated all of its business in the United Kingdom (the “Park Holidays Sale” or the “Transaction”).”

What came next

1. Oct 1, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them
2. Oct 26, 2026Company filing · Form 8-K · ResultsReported its results
3. Nov 10, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.5%
4. Nov 12, 20265% stakeDodge & Cox reported a passive stake (13G)
5. Nov 13, 20265% stakeCohen & Steers, Inc. reported a passive stake (13G) of 12.3%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Sun Communities

For Sun Communities, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SUI page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Sun Communities

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRJul 17, 2026
• SEC Form 4Jun 25, 2026

Everything OQRO holds on this company is on its SUI page.