Northwest & Ethical Investments L.P. Sun Communities Inc Transaction History

Northwest & Ethical Investments L.P.

$4.24 Trillion
Q3 2025

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jul 09, 2025	SELL	$118.38 - $147.09 $893,058 - $1.11 Million	-7,544 Closed	0 $0
Q2 2022 Jul 09, 2025	SELL	$150.91 - $191.53 $1.94 Million - $2.46 Million	-12,867 Reduced 63.04%	7,544 $1.2 Billion
Q1 2022 Jul 09, 2025	BUY	$170.97 - $207.64 $3.49 Million - $4.24 Million	20,411 New	20,411 $3.58 Billion
Q4 2021 Jul 09, 2025	BUY	$185.36 - $210.41 $1.73 Million - $1.96 Million	9,330 Added 66.42%	23,376 $4.91 Billion
Q3 2021 Jul 09, 2025	SELL	$171.83 - $209.33 $228,533 - $278,408	-1,330 Reduced 8.65%	14,046 $2.6 Billion

Q2 2021 Jul 09, 2025	BUY	$152.43 - $177.6 $734,712 - $856,032	4,820 Added 45.66%	15,376 $2.64 Billion
Q1 2021 Jul 09, 2025	BUY	$139.0 - $155.6 $1.47 Million - $1.64 Million	10,556 New	10,556 $1.58 Billion
Q2 2020 Jul 08, 2025	SELL	$106.75 - $147.74 $1.47 Million - $2.04 Million	-13,800 Reduced 66.94%	6,816 $925 Million
Q1 2020 Jul 08, 2025	BUY	$101.94 - $172.66 $737,026 - $1.25 Million	7,230 Added 54.01%	20,616 $2.57 Billion
Q4 2019 Jul 08, 2025	BUY	$147.7 - $165.29 $128,498 - $143,802	870 Added 6.95%	13,386 $2.01 Billion
Q2 2019 Jul 08, 2025	SELL	$116.56 - $129.96 $2,331 - $2,599	-20 Reduced 0.16%	12,516 $1.6 Billion
Q4 2018 Jul 08, 2025	BUY	$95.6 - $108.32 $1.2 Million - $1.36 Million	12,536 New	12,536 $1.28 Billion
Q3 2018 Jul 08, 2025	BUY	$95.4 - $103.18 $55,332 - $59,844	580 Added 10.03%	6,360 $646 Million
Q1 2018 Jul 08, 2025	SELL	$83.96 - $91.76 $53,734 - $58,726	-640 Reduced 9.97%	5,780 $528 Million
Q4 2017 Jul 08, 2025	BUY	$85.85 - $95.6 $1,717 - $1,912	20 Added 0.31%	6,420 $596 Million
Q2 2017 Jul 08, 2025	SELL	N/A	-670 Reduced 9.48%	6,400 $561 Million
Q1 2017 Jul 08, 2025	BUY	N/A	7,070	7,070 $568 Million

Others Institutions Holding SUI

# of Institutions

554

Shares Held

112M

Call Options Held

92.8K

Put Options Held

124K

Vanguard Group Inc Valley Forge, PA

18.3M
Shares

$2.32 Billion
0.04% of portfolio
Dodge & Cox San Francisco, CA

14.5M
Shares

$1.84 Billion
1.08% of portfolio
Black Rock Inc. New York, NY

11.2M
Shares

$1.42 Billion
0.03% of portfolio
Cohen & Steers, Inc. New York, NY

11M
Shares

$1.39 Billion
2.55% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.37M
Shares

$808 Million
0.09% of portfolio

View Full List

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.7B
Description
Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.

More about SUI

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