Mackenzie Financial
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Mackenzie Financial’s Sun Communities SUI Stock Holding History

Mackenzie Financial’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
2026
Q3 		$3.87M Buy
34,942
+719
+2% +$85.9K ﹤0.01% 886
2026
Q2 		$4.1M Buy
34,223
+25,363
+286% +$3.17M ﹤0.01% 872
2026
Q1 		$1.12M Sell
8,860
-9,323
-51% -$1.2M ﹤0.01% 1059
2025
Q4 		$2.28M Buy
18,183
+5,988
+49% +$749K ﹤0.01% 821
2025
Q3 		$1.57M Buy
12,195
+73
+0.6% +$9.23K ﹤0.01% 925
2025
Q2 		$1.53M Buy
12,122
+3,676
+44% +$456K ﹤0.01% 885
2025
Q1 		$1.09M Buy
8,446
+1,063
+14% +$136K ﹤0.01% 954
2024
Q4 		$908K Buy
7,383
+765
+12% +$97.9K ﹤0.01% 966
2024
Q3 		$894K Sell
6,618
-437
-6% -$57.5K ﹤0.01% 892
2024
Q2 		$849K Buy
7,055
+3,821
+118% +$454K ﹤0.01% 892
2024
Q1 		$416K Sell
3,234
-414
-11% -$53.7K ﹤0.01% 1065
2023
Q4 		$488K Sell
3,648
-1,334
-27% -$161K ﹤0.01% 998
2023
Q3 		$565K Sell
4,982
-864
-15% -$110K ﹤0.01% 974
2023
Q2 		$771K Sell
5,846
-1,770
-23% -$237K ﹤0.01% 912
2023
Q1 		$1.07M Buy
7,616
+333
+5% +$48.7K ﹤0.01% 846
2022
Q4 		$1.04M Sell
7,283
-24,354
-77% -$3.33M ﹤0.01% 780
2022
Q3 		$4.28M Buy
31,637
+585
+2% +$92.5K 0.01% 555
2022
Q2 		$4.95M Buy
31,052
+679
+2% +$114K 0.01% 537
2022
Q1 		$5.32M Buy
30,373
+1,456
+5% +$271K 0.01% 565
2021
Q4 		$6.07M Buy
28,917
+1,505
+5% +$296K 0.01% 555
2021
Q3 		$5.07M Sell
27,412
-47
-0.2% -$9.07K 0.01% 567
2021
Q2 		$4.71M Sell
27,459
-3,974
-13% -$659K 0.01% 575
2021
Q1 		$4.72M Buy
31,433
+14,125
+82% +$2.09M 0.01% 545
2020
Q4 		$2.63M Buy
17,308
+14,322
+480% +$2.07M 0.01% 561
2020
Q3 		$420K Buy
2,986
+373
+14% +$53.5K ﹤0.01% 816
2020
Q2 		$355K Buy
2,613
+114
+5% +$15.1K ﹤0.01% 839
2020
Q1 		$312K Buy
2,499
+296
+13% +$44.7K ﹤0.01% 896
2019
Q4 		$331K Buy
+2,203
New +$343K ﹤0.01% 942

Other funds holding SUI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Mackenzie Financial's SUI Position: Q3 2026 in Review

Mackenzie Financial increased its Sun Communities (SUI) stake by 2.1% in Q3 2026, buying an estimated $85.9K and bringing the position to 34,942 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Mackenzie Financial first reported a position in SUI in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.07M in Q4 2021. 300 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Mackenzie Financial held 34,942 shares of Sun Communities worth $3.87M as of Q3 2026.
  • Mackenzie Financial bought 719 Sun Communities shares in Q3 2026, an estimated $85.9K.
  • Sun Communities made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #886 holding.
  • Mackenzie Financial first reported a position in Sun Communities in Q4 2019 and has held it in 28 quarters since.
  • Mackenzie Financial's Sun Communities position peaked at $6.07M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.