MassMutual Private Wealth & Trust
SUI icon

MassMutual Private Wealth & Trust’s Sun Communities SUI Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.98K Sell
63
-35
-36% -$4.18K ﹤0.01% 1483
2026
Q2 		$11.8K Sell
98
-45
-31% -$5.63K ﹤0.01% 1329
2026
Q1 		$18K Hold
143
– – ﹤0.01% 1123
2025
Q4 		$17.7K Sell
143
-17
-11% -$2.13K ﹤0.01% 1167
2025
Q3 		$20.6K Sell
160
-1
-0.6% -$126 ﹤0.01% 1107
2025
Q2 		$20.4K Sell
161
-7
-4% -$868 ﹤0.01% 1100
2025
Q1 		$21.6K Buy
168
+13
+8% +$1.66K ﹤0.01% 1000
2024
Q4 		$19.1K Buy
155
+69
+80% +$8.83K ﹤0.01% 1025
2024
Q3 		$11.6K Hold
86
– – ﹤0.01% 1087
2024
Q2 		$10.3K Buy
86
+14
+19% +$1.66K ﹤0.01% 1079
2024
Q1 		$9.26K Buy
72
+2
+3% +$260 ﹤0.01% 1063
2023
Q4 		$9.36K Buy
70
+16
+30% +$1.93K ﹤0.01% 1046
2023
Q3 		$6.39K Sell
54
-8
-13% -$1.02K ﹤0.01% 1166
2023
Q2 		$8.09K Buy
62
+8
+15% +$1.07K ﹤0.01% 1029
2023
Q1 		$7.61K Sell
54
-3
-5% -$438 ﹤0.01% 1024
2022
Q4 		$8K Buy
+57
New +$7.78K ﹤0.01% 859
2022
Q3 		– Sell
-1
Closed – – 1807
2022
Q2 		$0 Sell
1
-17
-94% -$2.85K ﹤0.01% 1702
2022
Q1 		$3K Buy
+18
New +$3.35K ﹤0.01% 1093
2021
Q2 		– Sell
-19
Closed -$3K – 1294
2021
Q1 		$3K Buy
+19
New +$2.81K ﹤0.01% 821

Other funds holding SUI

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's SUI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Sun Communities (SUI) stake by 36% in Q3 2026, selling an estimated $4.18K and leaving 63 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

MassMutual Private Wealth & Trust first reported a position in SUI in Q1 2021 and has held it in 19 quarters since. The position peaked at $21.6K in Q1 2025. 222 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 63 shares of Sun Communities worth $6.98K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 35 Sun Communities shares in Q3 2026, an estimated $4.18K.
  • Sun Communities made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1483 holding.
  • MassMutual Private Wealth & Trust first reported a position in Sun Communities in Q1 2021 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's Sun Communities position peaked at $21.6K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.