SUI SUN CMNTYS INC

Ownership history in CRAMER ROSENTHAL MCGLYNN LLC  ·  10 quarters on record

AI Ownership Summary

CRAMER ROSENTHAL MCGLYNN LLC reported SUN CMNTYS INC (SUI) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.47% in 2025 Q1. The latest visible filing shows SUI at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRAMER ROSENTHAL MCGLYNN LLC's position in SUN CMNTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SUI was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CRAMER ROSENTHAL MCGLYNN LLC held SUI — position size vs. price
% of Fund (quarterly)    SUI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 254,316 -9,621 -3.6% 2.03% $31.5M 2026-02-14 (Est.) $130.79
2025 Q3 REDUCED 263,937 -5,632 -2.1% 2.12% $34.0M 2025-11-12 $125.84
2025 Q2 ADDED 269,569 +2,479 +0.9% 2.34% $34.1M 2025-08-11 $123.18
2025 Q1 REDUCED 267,090 -21,861 -7.6% 2.47% $34.4M 2025-05-14 $115.73
2024 Q4 REDUCED 288,951 -5,755 -2.0% 2.01% $35.5M 2025-02-13 $118.69
2024 Q3 ADDED 294,706 +11,017 +3.9% 2.21% $39.8M 2024-11-14 $115.43
2024 Q2 REDUCED 283,689 -12,184 -4.1% 2.00% $34.1M 2024-08-13 $120.36
2024 Q1 ADDED 295,873 +50,279 +20.5% 2.06% $38.0M 2024-05-14 $107.64
2023 Q4 ADDED 245,594 +154,990 +171.1% 1.78% $32.8M 2024-02-13 $113.56
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CRAMER ROSENTHAL MCGLYNN LLC and SUI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CRAMER ROSENTHAL MCGLYNN LLC reported owning SUI?

CRAMER ROSENTHAL MCGLYNN LLC reported SUI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SUI position in CRAMER ROSENTHAL MCGLYNN LLC's portfolio?

The largest reported portfolio weight for SUI was 2.47% in 2025 Q1.

What is the latest reported SUI position on this page?

The most recent filing on this page is 2025 Q4, when CRAMER ROSENTHAL MCGLYNN LLC reported 254,316 shares, equal to 2.03% of portfolio, with an estimated market value of $31.5M.

What does the chart on this SUI ownership page compare?

The chart compares CRAMER ROSENTHAL MCGLYNN LLC's quarterly SUI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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