Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SUN CMNTYS INC (SUI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,024 | -73 | -6.7% | 0.00% | $132K | $127.93 |
| 2025 Q1 | REDUCED | 1,097 | -1 | -0.1% | 0.00% | $141K | $121.47 |
| 2024 Q4 | ADDED | 1,098 | +4 | +0.4% | 0.00% | $135K | $115.28 |
| 2024 Q3 | REDUCED | 1,094 | -66 | -5.7% | 0.00% | $148K | $125.72 |
As of 2025 Q4 — sorted by position size