NEI
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Northwest & Ethical Investments’s Sun Communities SUI Stock Holding History

Northwest & Ethical Investments’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 		$1.14M Sell
9,545
-7,561
-44% -$946K 0.03% 270
2026
Q1 		$2.15M Buy
+17,106
New +$2.21M 0.05% 253
2022
Q4 		– Sell
-7,544
Closed -$1.02M – 425
2022
Q3 		$1.02M Hold
7,544
– – 0.04% 287
2022
Q2 		$1.2M Sell
7,544
-12,867
-63% -$2.16M 0.05% 281
2022
Q1 		$3.58M Sell
20,411
-2,965
-13% -$551K 0.11% 204
2021
Q4 		$4.91M Buy
23,376
+9,330
+66% +$1.84M 0.15% 167
2021
Q3 		$2.6M Sell
14,046
-1,330
-9% -$257K 0.08% 220
2021
Q2 		$2.64M Buy
15,376
+4,820
+46% +$799K 0.09% 214
2021
Q1 		$1.58M Buy
10,556
+3,740
+55% +$552K 0.06% 291
2020
Q4 		$1.04M Hold
6,816
– – 0.04% 326
2020
Q3 		$958K Hold
6,816
– – 0.04% 314
2020
Q2 		$925K Sell
6,816
-13,800
-67% -$1.83M 0.04% 309
2020
Q1 		$2.57M Buy
20,616
+7,230
+54% +$1.09M 0.15% 178
2019
Q4 		$2.01M Buy
13,386
+870
+7% +$135K 0.09% 267
2019
Q3 		$1.86M Hold
12,516
– – 0.09% 258
2019
Q2 		$1.6M Sell
12,516
-20
-0.2% -$2.48K 0.08% 281
2019
Q1 		$1.49M Hold
12,536
– – 0.08% 286
2018
Q4 		$1.28M Buy
12,536
+6,176
+97% +$629K 0.08% 289
2018
Q3 		$646K Buy
6,360
+580
+10% +$57.9K 0.04% 313
2018
Q2 		$566K Hold
5,780
– – 0.04% 309
2018
Q1 		$528K Sell
5,780
-640
-10% -$56.5K 0.04% 306
2017
Q4 		$596K Buy
6,420
+20
+0.3% +$1.83K 0.04% 304
2017
Q3 		$548K Hold
6,400
– – 0.03% 313
2017
Q2 		$561K Sell
6,400
-670
-9% -$57.4K 0.04% 313
2017
Q1 		$568K Buy
+7,070
New +$563K 0.04% 320

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwest & Ethical Investments's SUI Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Sun Communities (SUI) stake by 44% in Q2 2026, selling an estimated $946K and leaving 9,545 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #270.

Northwest & Ethical Investments first reported a position in SUI in Q1 2017 and has held it in 25 quarters since. The position peaked at $4.91M in Q4 2021. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Northwest & Ethical Investments held 9,545 shares of Sun Communities worth $1.14M as of Q2 2026.
  • Northwest & Ethical Investments sold 7,561 Sun Communities shares in Q2 2026, an estimated $946K.
  • Sun Communities made up 0.03% of Northwest & Ethical Investments's portfolio in Q2 2026, its #270 holding.
  • Northwest & Ethical Investments first reported a position in Sun Communities in Q1 2017 and has held it in 25 quarters since.
  • Northwest & Ethical Investments's Sun Communities position peaked at $4.91M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.