Elo Mutual Pension Insurance’s Sun Communities SUI Stock Holding History

Elo Mutual Pension Insurance’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,522	Closed	-$2M	–	719
2025 Q3	$2M	Buy	+15,522	New	+$1.96M	0.03%	370
2025 Q1	–	Sell	-12,570	Closed	-$1.55M	–	688
2024 Q4	$1.55M	Buy	12,570 +1,499	+14%	+$192K	0.03%	399
2024 Q3	$1.5M	Sell	11,071 -1,268	-10%	-$167K	0.03%	379
2024 Q2	$1.48M	Buy	12,339 +968	+9%	+$115K	0.03%	353
2024 Q1	$1.46M	Buy	11,371 +508	+5%	+$65.9K	0.03%	359
2023 Q4	$1.45M	Buy	10,863 +448	+4%	+$54K	0.04%	356
2023 Q3	$1.23M	Buy	10,415 +151	+1%	+$19.2K	0.04%	346
2023 Q2	$1.34M	Buy	+10,264	New	+$1.37M	0.04%	335

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elo Mutual Pension Insurance's SUI Position: Q4 2025 in Review

Elo Mutual Pension Insurance sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 15,522 shares — an estimated $2M sold.

Elo Mutual Pension Insurance first reported a position in SUI in Q2 2023 and held it in 8 quarters. The position peaked at $2M in Q3 2025. 538 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Elo Mutual Pension Insurance reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Elo Mutual Pension Insurance sold 15,522 Sun Communities shares in Q4 2025, an estimated $2M.
Elo Mutual Pension Insurance first reported a position in Sun Communities in Q2 2023 and held it in 8 quarters.
Elo Mutual Pension Insurance's Sun Communities position peaked at $2M in Q3 2025.
538 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2025, filed 12 Feb 2026.