Penn Mutual Asset Management’s Sun Communities SUI Stock Holding History

Penn Mutual Asset Management’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 Q4	–	Sell	-2,785	Closed	-$359K	–	60
2025 Q3	$359K	Hold	2,785	–	–	0.7%	45
2025 Q2	$352K	Hold	2,785	–	–	0.62%	52
2025 Q1	$358K	Buy	+2,785	New	+$356K	0.69%	46

Other funds holding SUI

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Penn Mutual Asset Management's SUI Position: Q4 2025 in Review

Penn Mutual Asset Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 2,785 shares — an estimated $359K sold.

Penn Mutual Asset Management first reported a position in SUI in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 539 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

Penn Mutual Asset Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
Penn Mutual Asset Management sold 2,785 Sun Communities shares in Q4 2025, an estimated $359K.
Penn Mutual Asset Management first reported a position in Sun Communities in Q1 2025 and held it in 3 quarters.
Penn Mutual Asset Management's Sun Communities position peaked at $359K in Q3 2025.
539 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Penn Mutual Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.