Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Sun Communities SUI Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q1 		$54.8M Buy
435,388
+16,185
+4% +$2.09M 0.04% 419
2025
Q4 		$51.9M Sell
419,203
-22,887
-5% -$2.86M 0.03% 451
2025
Q3 		$57M Sell
442,090
-425,949
-49% -$53.8M 0.03% 439
2025
Q2 		$110M Buy
868,039
+81,521
+10% +$10.1M 0.07% 267
2025
Q1 		$101M Buy
786,518
+6,774
+0.9% +$866K 0.07% 268
2024
Q4 		$95.9M Buy
779,744
+108,054
+16% +$13.8M 0.06% 288
2024
Q3 		$90.8M Sell
671,690
-31,125
-4% -$4.09M 0.06% 306
2024
Q2 		$84.6M Buy
702,815
+44,686
+7% +$5.31M 0.06% 299
2024
Q1 		$84.6M Sell
658,129
-15,086
-2% -$1.96M 0.06% 346
2023
Q4 		$90M Buy
673,215
+33,795
+5% +$4.07M 0.07% 318
2023
Q3 		$75.7M Buy
639,420
+208,401
+48% +$26.5M 0.06% 339
2023
Q2 		$56.2M Sell
431,019
-44,844
-9% -$6M 0.04% 436
2023
Q1 		$67M Sell
475,863
-3,805
-0.8% -$556K 0.05% 401
2022
Q4 		$68.6M Sell
479,668
-14,244
-3% -$1.95M 0.05% 404
2022
Q3 		$66.8M Sell
493,912
-46,624
-9% -$7.37M 0.05% 396
2022
Q2 		$86.1M Buy
540,536
+802
+0.1% +$135K 0.07% 331
2022
Q1 		$94.6M Sell
539,734
-57,497
-10% -$10.7M 0.06% 336
2021
Q4 		$125M Buy
597,231
+115,435
+24% +$22.7M 0.08% 283
2021
Q3 		$89.2M Sell
481,796
-4,676
-1% -$902K 0.06% 366
2021
Q2 		$83.4M Sell
486,472
-33,730
-6% -$5.59M 0.05% 395
2021
Q1 		$78.1M Sell
520,202
-5,597
-1% -$826K 0.05% 406
2020
Q4 		$79.9M Sell
525,799
-47,496
-8% -$6.87M 0.05% 392
2020
Q3 		$80.6M Sell
573,295
-46,453
-7% -$6.66M 0.05% 366
2020
Q2 		$84.1M Sell
619,748
-145,522
-19% -$19.3M 0.06% 350
2020
Q1 		$95.5M Buy
765,270
+299,562
+64% +$45.2M 0.08% 259
2019
Q4 		$69.9M Buy
465,708
+35,019
+8% +$5.45M 0.05% 366
2019
Q3 		$63.9M Buy
430,689
+30,303
+8% +$4.28M 0.06% 369
2019
Q2 		$51.3M Buy
400,386
+346,911
+649% +$43.1M 0.05% 429
2019
Q1 		$6.34M Sell
53,475
-35,812
-40% -$3.98M 0.01% 707
2018
Q4 		$8.99M Buy
89,287
+5,791
+7% +$590K 0.01% 668
2018
Q3 		$8.48M Buy
83,496
+1,255
+2% +$125K 0.01% 673
2018
Q2 		$8.05M Buy
82,241
+5,963
+8% +$561K 0.01% 679
2018
Q1 		$6.97M Buy
76,278
+3,539
+5% +$312K 0.01% 679
2017
Q4 		$6.75M Sell
72,739
-1,648
-2% -$151K 0.01% 682
2017
Q3 		$6.37M Buy
74,387
+7,573
+11% +$669K 0.01% 680
2017
Q2 		$5.86M Buy
66,814
+2,869
+4% +$246K 0.01% 681
2017
Q1 		$5.14M Sell
63,945
-1,161
-2% -$92.5K 0.01% 668
2016
Q4 		$4.99M Buy
65,106
+21,759
+50% +$1.63M 0.01% 670
2016
Q3 		$3.4M Sell
43,347
-4,390
-9% -$340K 0.01% 684
2016
Q2 		$3.66M Buy
47,737
+4,323
+10% +$305K 0.01% 669
2016
Q1 		$3.11M Buy
43,414
+2,001
+5% +$135K 0.01% 696
2015
Q4 		$2.87M Buy
41,413
+2,902
+8% +$196K 0.01% 704
2015
Q3 		$2.61M Buy
38,511
+3,528
+10% +$235K 0.01% 700
2015
Q2 		$2.16M Buy
34,983
+2,061
+6% +$131K ﹤0.01% 735
2015
Q1 		$2.2M Buy
32,922
+3,347
+11% +$225K ﹤0.01% 713
2014
Q4 		$1.82M Sell
29,575
-3,531
-11% -$201K ﹤0.01% 734
2014
Q3 		$1.67M Buy
33,106
+5,995
+22% +$314K ﹤0.01% 726
2014
Q2 		$1.35M Buy
27,111
+1,539
+6% +$72.5K ﹤0.01% 696
2014
Q1 		$1.15M Buy
25,572
+3,978
+18% +$179K ﹤0.01% 698
2013
Q4 		$919K Sell
21,594
-202
-0.9% -$8.59K ﹤0.01% 708
2013
Q3 		$929K Buy
21,796
+19
+0.1% +$897 ﹤0.01% 698
2013
Q2 		$1.08M Buy
+21,777
New +$1.1M ﹤0.01% 681

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

Sumitomo Mitsui Trust Group's SUI Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Sun Communities (SUI) stake by 3.9% in Q1 2026, buying an estimated $2.09M and bringing the position to 435,388 shares worth $54.8M. The position accounts for 0.04% of the portfolio, ranked #419.

Sumitomo Mitsui Trust Group first reported a position in SUI in Q2 2013 and has held it in 52 quarters since. The position peaked at $125M in Q4 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 435,388 shares of Sun Communities worth $54.8M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 16,185 Sun Communities shares in Q1 2026, an estimated $2.09M.
  • Sun Communities made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #419 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Sun Communities in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Sun Communities position peaked at $125M in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.