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Mather Group’s Sun Communities SUI Stock Holding History

Mather Group’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
Q2 		$131K Sell
1,091
-77
-7% -$9.63K ﹤0.01% 873
2026
Q1 		$147K Buy
+1,168
New +$151K ﹤0.01% 802
2025
Q4 		– Sell
-1,024
Closed -$132K – 1533
2025
Q3 		$132K Buy
+1,024
New +$129K ﹤0.01% 715
2025
Q2 		– Sell
-1,097
Closed -$141K – 1595
2025
Q1 		$141K Sell
1,097
-1
-0.1% -$128 ﹤0.01% 680
2024
Q4 		$135K Buy
1,098
+4
+0.4% +$512 ﹤0.01% 676
2024
Q3 		$148K Sell
1,094
-66
-6% -$8.68K ﹤0.01% 657
2024
Q2 		$149K Sell
1,160
-2
-0.2% -$238 ﹤0.01% 692
2024
Q1 		$155K Buy
+1,162
New +$151K ﹤0.01% 589

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mather Group's SUI Position: Q2 2026 in Review

Mather Group reduced its Sun Communities (SUI) stake by 6.6% in Q2 2026, selling an estimated $9.63K and leaving 1,091 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Mather Group first reported a position in SUI in Q1 2024 and has held it in 8 quarters since. The position peaked at $155K in Q1 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Mather Group held 1,091 shares of Sun Communities worth $131K as of Q2 2026.
  • Mather Group sold 77 Sun Communities shares in Q2 2026, an estimated $9.63K.
  • Sun Communities made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #873 holding.
  • Mather Group first reported a position in Sun Communities in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Sun Communities position peaked at $155K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.