Dodge & Cox (NYSE: SUI) reports 7.7% stake in Sun Communities common stock

Rhea-AI Filing Summary

Dodge & Cox reports beneficial ownership of Sun Communities, Inc. common stock. It holds 9,500,781 shares, representing 7.7% of the outstanding common stock as of June 30, 2026. Dodge & Cox has sole voting power over 9,095,325 shares and sole dispositive power over all 9,500,781 shares, with no shared voting or dispositive power.

The clients of Dodge & Cox, including registered investment companies and other managed accounts, are entitled to receive dividends and sale proceeds from these securities. Dodge & Cox Stock Fund, a registered investment company, holds 6,736,000 shares, representing 5.5% of Sun Communities’ common stock within the total reported position.

Key Figures

Beneficial ownership: 9,500,781 shares Percent of class: 7.7% Sole voting power: 9,095,325 shares +5 more

8 metrics

Beneficial ownership 9,500,781 shares Sun Communities, Inc. common stock beneficially owned by Dodge & Cox

Percent of class 7.7% Portion of Sun Communities, Inc. common stock class held by Dodge & Cox

Sole voting power 9,095,325 shares Shares of Sun Communities, Inc. over which Dodge & Cox has sole voting power

Sole dispositive power 9,500,781 shares Shares of Sun Communities, Inc. over which Dodge & Cox has sole dispositive power

Dodge & Cox Stock Fund holdings 6,736,000 shares Sun Communities, Inc. shares held by Dodge & Cox Stock Fund

Dodge & Cox Stock Fund percent 5.5% Percentage of Sun Communities, Inc. common stock held by Dodge & Cox Stock Fund

Amendment number 3 Amendment No. 3 to Schedule 13G/A for Sun Communities, Inc.

Event date 06/30/2026 Date associated with reported ownership information

Key Terms

beneficially owned, sole dispositive power, sole voting power, Schedule 13G, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 9,500,781"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power financial

"sole power to dispose or to direct the disposition of: 9,500,781"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

sole voting power financial

"Sole Voting Power 9,095,325.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Schedule 13G regulatory

"Ownership of more than 5 Percent on Behalf of Another Person."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

investment company registered under the Investment Company Act of 1940 regulatory

"investment company registered under the Investment Company Act of 1940"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/07/2026 - 01:23 PM Accepted by SEC EDGAR 08/07/2026 - 01:22 PM Learn about SEC filing dates

FAQ

How much of Sun Communities, Inc. (SUI) stock does Dodge & Cox beneficially own?

Dodge & Cox beneficially owns 9,500,781 shares of Sun Communities, Inc. common stock, representing 7.7% of the class. It reports sole dispositive power over all these shares and sole voting power over 9,095,325 of them.

What voting power does Dodge & Cox report over Sun Communities, Inc. (SUI) shares?

Dodge & Cox reports sole voting power over 9,095,325 shares of Sun Communities common stock and no shared voting power. It also has sole dispositive power over 9,500,781 shares with no shared dispositive power.

What percentage of Sun Communities, Inc. (SUI) does Dodge & Cox hold through Dodge & Cox Stock Fund?

Dodge & Cox Stock Fund holds 6,736,000 shares of Sun Communities, Inc., representing 5.5% of the common stock class. This position is part of the overall 9,500,781 shares reported by Dodge & Cox.

Who is entitled to dividends and sale proceeds from Dodge & Cox’s Sun Communities (SUI) holdings?

The clients of Dodge & Cox, including registered investment companies and other managed accounts, have the right to receive dividends and proceeds from the sale of Sun Communities, Inc. shares beneficially owned and managed by Dodge & Cox.

Why did Dodge & Cox file an amended Schedule 13G/A for Sun Communities, Inc. (SUI)?

Dodge & Cox filed Amendment No. 3 to update its beneficial ownership in Sun Communities, Inc. The filing reports ownership of 9,500,781 shares, equal to 7.7% of the outstanding common stock as of June 30, 2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

SUN COMMUNITIES, INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

866674104

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 866674104

1

Names of Reporting Persons

Dodge & Cox

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 9,095,325.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 9,500,781.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,500,781.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: SUN COMMUNITIES, INC
(b)	Address of issuer's principal executive offices: 27777 Franklin Rd, Suite 300, Southfield, Michigan 48034
Item 2.
(a)	Name of person filing: Dodge & Cox
(b)	Address or principal business office or, if none, residence: 555 California Street 40th Floor, San Francisco, CA 94104
(c)	Citizenship: California, USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 866674104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 9,500,781
(b)	Percent of class: 7.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 9,095,325
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 9,500,781
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The clients of Dodge & Cox, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or power to direct the receipt of dividends from, and the proceeds from the sale of, SUN COMMUNITIES, INC. Dodge & Cox Stock Fund, an investment company registered under the Investment Company Act of 1940, has an interest of 6,736,000 or 5.5%, of the class of securities reported herein.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Dodge & Cox

Signature:	/S/ Katherine M. Primas
Name/Title:	Chief Compliance Officer
Date:	08/07/2026