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NFJ Investment Group’s Sun Communities SUI Stock Holding History

NFJ Investment 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
2025
Q3 		– Sell
-53,234
Closed -$6.73M – 289
2025
Q2 		$6.73M Sell
53,234
-4,954
-9% -$614K 0.23% 115
2025
Q1 		$7.49M Sell
58,188
-136,296
-70% -$17.4M 0.25% 100
2024
Q4 		$23.9M Sell
194,484
-13,739
-7% -$1.76M 0.77% 42
2024
Q3 		$28.1M Sell
208,223
-12,458
-6% -$1.64M 0.82% 35
2024
Q2 		$26.6M Sell
220,681
-7,885
-3% -$937K 0.82% 40
2024
Q1 		$29.4M Sell
228,566
-1,278
-0.6% -$166K 0.8% 40
2023
Q4 		$30.7M Sell
229,844
-20,887
-8% -$2.52M 0.85% 41
2023
Q3 		$29.7M Buy
250,731
+7,544
+3% +$958K 0.86% 43
2023
Q2 		$31.7M Buy
243,187
+26,461
+12% +$3.54M 0.84% 36
2023
Q1 		$30.5M Sell
216,726
-10,881
-5% -$1.59M 0.82% 34
2022
Q4 		$32.5M Buy
227,607
+52,434
+30% +$7.16M 0.85% 31
2022
Q3 		$23.6M Sell
175,173
-32,411
-16% -$5.13M 0.62% 42
2022
Q2 		$33.1M Sell
207,584
-8,752
-4% -$1.47M 0.79% 28
2022
Q1 		$37.9M Sell
216,336
-4,512
-2% -$839K 0.77% 34
2021
Q4 		$46.4M Sell
220,848
-14,763
-6% -$2.91M 0.85% 21
2021
Q3 		$43.6M Sell
235,611
-11,741
-5% -$2.27M 0.85% 23
2021
Q2 		$42.4M Sell
247,352
-21,339
-8% -$3.54M 0.8% 24
2021
Q1 		$40.3M Buy
+268,691
New +$39.7M 0.81% 19

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

NFJ Investment Group's SUI Position: Q3 2025 in Review

NFJ Investment Group sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 53,234 shares — an estimated $6.73M sold.

NFJ Investment Group first reported a position in SUI in Q1 2021 and held it in 18 quarters. The position peaked at $46.4M in Q4 2021. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • NFJ Investment Group reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 53,234 Sun Communities shares in Q3 2025, an estimated $6.73M.
  • NFJ Investment Group first reported a position in Sun Communities in Q1 2021 and held it in 18 quarters.
  • NFJ Investment Group's Sun Communities position peaked at $46.4M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.