URS
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Utah Retirement Systems’s Sun Communities SUI Stock Holding History

Utah Retirement Systems’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 		$2.51M Sell
19,902
-23,771
-54% -$3.07M 0.03% 504
2025
Q4 		$5.41M Buy
43,673
+22,882
+110% +$2.86M 0.05% 321
2025
Q3 		$2.68M Hold
20,791
– – 0.03% 492
2025
Q2 		$2.63M Hold
20,791
– – 0.03% 485
2025
Q1 		$2.67M Buy
20,791
+288
+1% +$36.8K 0.03% 467
2024
Q4 		$2.52M Buy
20,503
+100
+0.5% +$12.8K 0.03% 492
2024
Q3 		$2.76M Sell
20,403
-18,729
-48% -$2.46M 0.03% 470
2024
Q2 		$4.71M Sell
39,132
-900
-2% -$107K 0.06% 315
2024
Q1 		$5.15M Hold
40,032
– – 0.06% 310
2023
Q4 		$5.35M Buy
40,032
+8,444
+27% +$1.02M 0.07% 286
2023
Q3 		$3.74M Buy
31,588
+100
+0.3% +$12.7K 0.05% 345
2023
Q2 		$4.11M Sell
31,488
-600
-2% -$80.3K 0.06% 339
2023
Q1 		$4.52M Buy
32,088
+100
+0.3% +$14.6K 0.07% 317
2022
Q4 		$4.57M Buy
31,988
+5,300
+20% +$724K 0.07% 286
2022
Q3 		$3.61M Buy
26,688
+400
+2% +$63.3K 0.06% 322
2022
Q2 		$4.19M Buy
26,288
+5,885
+29% +$988K 0.07% 290
2022
Q1 		$3.58M Sell
20,403
-300
-1% -$55.8K 0.05% 376
2021
Q4 		$4.35M Hold
20,703
– – 0.05% 347
2021
Q3 		$3.83M Sell
20,703
-300
-1% -$57.9K 0.05% 368
2021
Q2 		$3.6M Buy
21,003
+700
+3% +$116K 0.05% 400
2021
Q1 		$3.05M Sell
20,303
-900
-4% -$133K 0.04% 427
2020
Q4 		$3.22M Buy
21,203
+450
+2% +$65.1K 0.05% 383
2020
Q3 		$2.92M Buy
20,753
+100
+0.5% +$14.3K 0.05% 360
2020
Q2 		$2.8M Buy
20,653
+900
+5% +$119K 0.05% 342
2020
Q1 		$2.47M Hold
19,753
– – 0.05% 328
2019
Q4 		$2.96M Buy
19,753
+300
+2% +$46.7K 0.05% 350
2019
Q3 		$2.89M Buy
19,453
+900
+5% +$127K 0.06% 341
2019
Q2 		$2.38M Sell
18,553
-99
-0.5% -$12.3K 0.05% 406
2019
Q1 		$2.21M Buy
18,652
+554
+3% +$61.6K 0.04% 420
2018
Q4 		$1.84M Buy
18,098
+100
+0.6% +$10.2K 0.04% 431
2018
Q3 		$1.83M Buy
17,998
+1,100
+7% +$110K 0.04% 493
2018
Q2 		$1.65M Buy
16,898
+300
+2% +$28.2K 0.03% 519
2018
Q1 		$1.52M Buy
16,598
+100
+0.6% +$8.83K 0.03% 542
2017
Q4 		$1.53M Buy
16,498
+500
+3% +$45.8K 0.03% 543
2017
Q3 		$1.37M Buy
15,998
+900
+6% +$79.6K 0.03% 551
2017
Q2 		$1.32M Buy
15,098
+811
+6% +$69.5K 0.03% 553
2017
Q1 		$1.15M Buy
14,287
+200
+1% +$15.9K 0.03% 599
2016
Q4 		$1.08M Buy
14,087
+1,000
+8% +$74.8K 0.03% 609
2016
Q3 		$1.03M Buy
13,087
+200
+2% +$15.5K 0.03% 609
2016
Q2 		$988K Buy
+12,887
New +$909K 0.03% 611

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

Utah Retirement Systems's SUI Position: Q1 2026 in Review

Utah Retirement Systems reduced its Sun Communities (SUI) stake by 54% in Q1 2026, selling an estimated $3.07M and leaving 19,902 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #504.

Utah Retirement Systems first reported a position in SUI in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.41M in Q4 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Utah Retirement Systems held 19,902 shares of Sun Communities worth $2.51M as of Q1 2026.
  • Utah Retirement Systems sold 23,771 Sun Communities shares in Q1 2026, an estimated $3.07M.
  • Sun Communities made up 0.03% of Utah Retirement Systems's portfolio in Q1 2026, its #504 holding.
  • Utah Retirement Systems first reported a position in Sun Communities in Q2 2016 and has held it in 40 quarters since.
  • Utah Retirement Systems's Sun Communities position peaked at $5.41M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.