Michelson Medical Research Foundation’s Sun Communities SUI Stock Holding History

Michelson Medical Research Foundation’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
2025 Q1	–	Sell	-20,000	Closed	-$2.46M	–	30
2024 Q4	$2.46M	Sell	20,000 -30,000	-60%	-$3.84M	2.06%	17
2024 Q3	$6.76M	Buy	50,000 +29,000	+138%	+$3.81M	4.76%	7
2024 Q2	$2.53M	Buy	+21,000	New	+$2.5M	2.17%	15

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Michelson Medical Research Foundation's SUI Position: Q1 2025 in Review

Michelson Medical Research Foundation sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 20,000 shares — an estimated $2.46M sold.

Michelson Medical Research Foundation first reported a position in SUI in Q2 2024 and held it in 3 quarters. The position peaked at $6.76M in Q3 2024. 496 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Michelson Medical Research Foundation reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Michelson Medical Research Foundation sold 20,000 Sun Communities shares in Q1 2025, an estimated $2.46M.
Michelson Medical Research Foundation first reported a position in Sun Communities in Q2 2024 and held it in 3 quarters.
Michelson Medical Research Foundation's Sun Communities position peaked at $6.76M in Q3 2024.
496 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q1 2025, filed 15 May 2025.