Joel Greenblatt's SUI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 56,010 shares of Sun Communities, Inc. (SUI) worth $6.94 M, representing 0.03% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SUI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 15,954 shares. Largest reduction occurred in Q4 2024, reducing 5,293 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Sun Communities (SUI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sun Communities (SUI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +14,081 | Add 33.58% | 56,010 | $123.91 |
| Q3 2025 | +7,176 | Add 20.65% | 41,929 | $129.00 |
| Q2 2025 | -813 | Reduce 2.29% | 34,753 | $126.49 |
| Q1 2025 | -4,484 | Reduce 11.20% | 35,566 | $128.64 |
| Q4 2024 | -5,293 | Reduce 11.67% | 40,050 | $122.97 |
| Q3 2024 | -3,766 | Reduce 7.67% | 45,343 | $135.15 |
| Q2 2024 | +10,260 | Add 26.41% | 49,109 | $120.34 |
| Q1 2024 | +3,767 | Add 10.74% | 38,849 | $128.58 |
| Q4 2023 | -2,232 | Reduce 5.98% | 35,082 | $133.65 |
| Q3 2023 | +4,449 | Add 13.54% | 37,314 | $118.34 |
| Q2 2023 | +15,954 | Add 94.34% | 32,865 | $130.46 |
| Q1 2023 | +6,128 | Add 56.83% | 16,911 | $140.88 |
| Q4 2022 | +2,299 | Add 27.10% | 10,783 | $143.00 |
| Q3 2022 | +2,505 | Add 41.90% | 8,484 | $135.31 |
| Q2 2022 | +1,191 | Add 24.87% | 5,979 | $159.39 |
| Q1 2022 | +1,646 | Add 52.39% | 4,788 | $175.23 |
| Q4 2021 | +1,391 | Add 79.44% | 3,142 | $210.06 |
| Q3 2021 | +1,751 | New Buy | 1,751 | $185.04 |
| Q4 2020 | -2,210 | Sold Out | 0 | $0.00 |
| Q3 2020 | -196 | Reduce 8.15% | 2,210 | $140.72 |
| Q2 2020 | -875 | Reduce 26.67% | 2,406 | $135.49 |
| Q1 2020 | +298 | Add 9.99% | 3,281 | $124.96 |
| Q4 2019 | -93 | Reduce 3.02% | 2,983 | $150.18 |
| Q3 2019 | -350 | Reduce 10.22% | 3,076 | $148.57 |
| Q2 2019 | +586 | Add 20.63% | 3,426 | $128.14 |
| Q1 2019 | +2,840 | New Buy | 2,840 | $118.66 |
Joel Greenblatt's Sun Communities Investment FAQs
Joel Greenblatt first purchased Sun Communities, Inc. (SUI) in Q1 2019, acquiring 2,840 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Sun Communities, Inc. (SUI) for 26 quarters since Q1 2019.
Joel Greenblatt's largest addition to Sun Communities, Inc. (SUI) was in Q2 2023, adding 32,865 shares worth $4.29 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 56,010 shares of Sun Communities, Inc. (SUI), valued at approximately $6.94 M.
As of the Q4 2025 filing, Sun Communities, Inc. (SUI) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Sun Communities, Inc. (SUI) was 56,010 shares, as reported at the end of Q4 2025.