Mercer Global Advisors
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Mercer Global Advisors’s Sun Communities SUI Stock Holding History

Mercer Global Advisors’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
Q1 		$4.11M Sell
32,668
-1,190
-4% -$154K 0.01% 845
2025
Q4 		$4.2M Buy
33,858
+22,870
+208% +$2.86M 0.01% 780
2025
Q3 		$1.42M Sell
10,988
-35
-0.3% -$4.42K ﹤0.01% 1192
2025
Q2 		$1.39M Buy
11,023
+1,215
+12% +$151K ﹤0.01% 1046
2025
Q1 		$1.26M Buy
9,808
+1,612
+20% +$206K ﹤0.01% 1017
2024
Q4 		$1.01M Buy
8,196
+4,342
+113% +$556K ﹤0.01% 1116
2024
Q3 		$515K Buy
3,854
+208
+6% +$27.4K ﹤0.01% 1324
2024
Q2 		$439K Buy
3,646
+279
+8% +$33.1K ﹤0.01% 1372
2024
Q1 		$433K Sell
3,367
-651
-16% -$84.5K ﹤0.01% 1357
2023
Q4 		$537K Sell
4,018
-208
-5% -$25.1K ﹤0.01% 1280
2023
Q3 		$500K Buy
4,226
+729
+21% +$92.5K ﹤0.01% 1252
2023
Q2 		$456K Sell
3,497
-599
-15% -$80.1K ﹤0.01% 1270
2023
Q1 		$577K Buy
4,096
+670
+20% +$97.9K ﹤0.01% 1131
2022
Q4 		$490K Buy
3,426
+266
+8% +$36.3K ﹤0.01% 1214
2022
Q3 		$428K Sell
3,160
-964
-23% -$152K ﹤0.01% 1206
2022
Q2 		$657K Buy
4,124
+9
+0.2% +$1.51K ﹤0.01% 1022
2022
Q1 		$721K Sell
4,115
-1,346
-25% -$250K ﹤0.01% 1045
2021
Q4 		$1.15M Buy
5,461
+8
+0.1% +$1.58K 0.01% 823
2021
Q3 		$1.01M Sell
5,453
-891
-14% -$172K 0.01% 859
2021
Q2 		$1.09M Sell
6,344
-667
-10% -$111K 0.01% 795
2021
Q1 		$1.05M Buy
7,011
+1,880
+37% +$278K 0.01% 765
2020
Q4 		$780K Buy
5,131
+648
+14% +$93.8K 0.01% 698
2020
Q3 		$630K Sell
4,483
-186
-4% -$26.7K 0.01% 699
2020
Q2 		$633K Sell
4,669
-1,232
-21% -$164K 0.01% 603
2020
Q1 		$737K Buy
+5,901
New +$891K 0.02% 560

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's SUI Position: Q1 2026 in Review

Mercer Global Advisors reduced its Sun Communities (SUI) stake by 3.5% in Q1 2026, selling an estimated $154K and leaving 32,668 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #845.

Mercer Global Advisors first reported a position in SUI in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.2M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Mercer Global Advisors held 32,668 shares of Sun Communities worth $4.11M as of Q1 2026.
  • Mercer Global Advisors sold 1,190 Sun Communities shares in Q1 2026, an estimated $154K.
  • Sun Communities made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #845 holding.
  • Mercer Global Advisors first reported a position in Sun Communities in Q1 2020 and has held it in 25 quarters since.
  • Mercer Global Advisors's Sun Communities position peaked at $4.2M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.