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 Q3	$122K	Buy	1,100 +9	+0.8%	+$1.08K	﹤0.01%	909
2026 Q2	$131K	Sell	1,091 -77	-7%	-$9.6K	﹤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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mather Group's SUI Position: Q3 2026 in Review

Mather Group increased its Sun Communities (SUI) stake by 0.82% in Q3 2026, buying an estimated $1.08K and bringing the position to 1,100 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Mather Group first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $155K in Q1 2024. 82 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

Mather Group held 1,100 shares of Sun Communities worth $122K as of Q3 2026.
Mather Group bought 9 Sun Communities shares in Q3 2026, an estimated $1.08K.
Sun Communities made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #909 holding.
Mather Group first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
Mather Group's Sun Communities position peaked at $155K in Q1 2024.
82 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.