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Sun Communities Inc

SUI
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000912593

No open-market purchases or sales by Sun Communities Inc insiders were filed in the last 90 days; 534 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Sun Communities Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
459
No complete 13F data for Q4 2020
Shares held
111.8M
No complete 13F data for Q4 2020
Total value
$16.8B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SUI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 459 institutions
Q1 2021: 459 institutionsQ2 2021: 456 institutionsQ3 2021: 492 institutionsQ4 2021: 527 institutionsQ1 2022: 525 institutionsQ2 2022: 503 institutionsQ3 2022: 509 institutionsQ4 2022: 511 institutionsQ1 2023: 506 institutionsQ2 2023: 504 institutionsQ3 2023: 499 institutionsQ4 2023: 529 institutionsQ1 2024: 501 institutionsQ2 2024: 508 institutionsQ3 2024: 518 institutionsQ4 2024: 476 institutionsQ1 2025: 496 institutionsQ2 2025: 468 institutionsQ3 2025: 506 institutionsQ4 2025: 540 institutionsQ1 2026: 517 institutionsQ2 2026: 534 institutions
Value heldQ1 2021: $16.8B
Q1 2021: $16.8BQ2 2021: $19.2BQ3 2021: $20.3BQ4 2021: $24.5BQ1 2022: $20.6BQ2 2022: $18.8BQ3 2022: $16.0BQ4 2022: $17.2BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $14.5BQ4 2023: $16.5BQ1 2024: $15.6BQ2 2024: $14.5BQ3 2024: $16.6BQ4 2024: $15.9BQ1 2025: $16.8BQ2 2025: $16.5BQ3 2025: $15.0BQ4 2025: $15.1BQ1 2026: $14.8BQ2 2026: $14.9B
Institutions holding SUI and their total value by quarter
QuarterHoldersValue
Q2 2026534$14.9B
Q1 2026517$14.8B
Q4 2025540$15.1B
Q3 2025506$15.0B
Q2 2025468$16.5B
Q1 2025496$16.8B
Q4 2024476$15.9B
Q3 2024518$16.6B
Q2 2024508$14.5B
Q1 2024501$15.6B
Q4 2023529$16.5B
Q3 2023499$14.5B
Q2 2023504$15.7B
Q1 2023506$17.0B
Q4 2022511$17.2B
Q3 2022509$16.0B
Q2 2022503$18.8B
Q1 2022525$20.6B
Q4 2021527$24.5B
Q3 2021492$20.3B
Q2 2021456$19.2B
Q1 2021459$16.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sun Communities Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SUI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Brown Brothers Harriman & Co3$00.00%––
TCI Wealth Advisors, Inc.4$1.00K0.00%––
Jackson, Grant Investment Advisers, Inc.7$1.00K0.00%––
ShoreHaven Wealth Partners, LLC8$1.00K0.00%––
Sowell Financial Services LLC15$2.00K0.00%––
Massmutual Trust Co FSB19$3.00K0.00%––
FinTrust Capital Advisors, LLC19$3.00K0.00%––
Wealthcare Advisory Partners LLC19$3.00K0.00%––
Valeo Financial Advisors, LLC23$3.00K0.00%––
CVA Family Office, LLC20$3.00K0.00%––
Jones Financial Companies LLLP24$4.00K0.00%––
Plante Moran Financial Advisors, LLC25$4.00K0.00%––
Wealthcare Capital Management LLC24$4.00K0.00%––
Sterling Investment Advisors, Ltd.25$4.00K0.00%––
Wagner Wealth Management, LLC27$4.00K0.00%––
CX Institutional29$4.00K0.00%––
Farmers & Merchants Investments Inc31$5.00K0.00%––
Zions Bancorporation, N.A.33$5.00K0.00%––
Meeder Asset Management Inc40$6.00K0.00%––
Centerpoint Advisors, LLC42$6.00K0.00%––
Raffa Wealth Management, LLC44$6.60K0.00%––
Northwest Investment Counselors, LLC48$7.00K0.00%––
Evolution Wealth Advisors, LLC44$7.00K0.00%––
TD Private Client Wealth LLC49$7.35K0.00%––
Earnest Partners LLC50$8.00K0.00%––
Institutional & Family Asset Management, LLC55$8.00K0.00%––
Front Row Advisors LLC50$8.00K0.00%––
Canton Hathaway, LLC53$8.00K0.00%––
Carolina Wealth Advisors, LLC51$8.00K0.01%––
Better Money Decisions, LLC55$8.00K0.01%––
Clearstead Advisors, LLC59$9.00K0.00%––
Savior LLC61$9.00K0.01%––
First Horizon Advisors, Inc.68$10.0K0.00%––
JJJ Advisors Inc.68$10.0K0.00%––
Pin Oak Investment Advisors Inc75$11.0K0.01%––
Trust Co of Vermont73$11.0K0.00%––
Ancora Advisors, LLC100$15.0K0.00%––
Glassman Wealth Services101$15.0K0.00%––
Spire Wealth Management112$17.0K0.00%––
O'Shaughnessy Asset Management, LLC123$18.0K0.00%––
Fieldpoint Private Securities, LLC126$19.0K0.00%––
Berman Capital Advisors, LLC142$21.0K0.00%––
Certified Advisory Corp146$22.0K0.01%––
Parkside Financial Bank & Trust164$25.0K0.01%––
Carroll Financial Associates, Inc.168$25.0K0.00%––
Lindbrook Capital, LLC189$28.0K0.01%––
First Horizon Corp198$29.0K0.00%––
Reilly Financial Advisors, LLC200$30.0K0.00%––
Charter Oak Capital Management, LLC216$32.0K0.00%––
Proequities, Inc.216$33.0K0.00%––
CWM, LLC249$43.0K0.00%––
Private Capital Group, LLC283$43.0K0.01%––
Community Bank, N.A.301$45.0K0.01%––
Harvest Fund Management Co., Ltd315$47.0K0.00%––
Creative Financial Designs Inc321$48.0K0.01%––
Simplex Trading, LLC328$49.0K0.00%––
Tobam329$49.0K0.00%––
Lazard Asset Management LLC354$53.0K0.00%––
Enterprise Financial Services Corp403$60.0K0.01%––
Parallel Advisors, LLC408$61.0K0.00%––
Northwestern Mutual Wealth Management Co438$66.0K0.00%––
Ellevest, Inc.439$66.0K0.01%––
Shell Asset Management Co515$77.0K0.00%––
Standard Family Office LLC565$85.0K0.02%––
Advisors Asset Management, Inc.606$90.9K0.00%––
FourThought Financial, LLC612$91.0K0.01%––
Bartlett & Co. LLC622$93.0K0.00%––
Bartlett & Co. Wealth Management LLC622$93.8K0.00%––
Global Wealth Management Investment Advisory, Inc.666$100.0K0.04%––
Harbour Investments, Inc.679$102.0K0.00%––
Optimum Investment Advisors775$116.0K0.03%––
Banque Cantonale Vaudoise800$120.0K0.01%––
Heritage Wealth Advisors800$120.0K0.01%––
Rockefeller Capital Management L.P.820$123.0K0.00%––
Exane Derivatives881$132.2K0.04%––
Federated Hermes, Inc.900$135.0K0.00%––
Quadrant Capital Group LLC916$137.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt1,000$150.0K0.01%––
BDO Wealth Advisors, LLC1,006$151.0K0.02%––
Clal Insurance Enterprises Holdings Ltd1,021$154.0K0.00%––
Robeco Institutional Asset Management B.V.1,033$155.0K0.00%––
NuWave Investment Management, LLC1,059$159.0K0.20%––
Ninepoint Partners LP1,080$162.0K0.12%––
Signaturefd, LLC1,279$192.0K0.01%––
NEXT Financial Group, Inc1,311$198.0K0.02%––
Legacy Wealth Asset Management, LLC1,342$201.0K0.09%––
Jaffetilchin Investment Partners, LLC1,343$202.0K0.02%––
B. Metzler seel. Sohn & Co. Holding AG1,344$202.0K0.00%––
Symmetry Partners, LLC1,389$208.0K0.01%––
Y-Intercept (Hong Kong) Ltd1,441$216.0K0.06%––
Thompson Siegel & Walmsley LLC1,446$217.0K0.00%––
Boston Private Wealth LLC1,450$218.0K0.00%––
Wedbush Securities Inc1,459$219.0K0.01%––
Cetera Investment Advisers1,465$220.0K0.00%––
Canandaigua National Corp1,503$226.0K0.04%––
Rosenberg Matthew Hamilton1,515$227.0K0.13%––
Franklin Resources Inc1,527$229.0K0.00%––
Covenant Partners, LLC1,526$229.0K0.09%––
Leisure Capital Management1,539$231.0K0.14%––
American Investment Services, Inc.1,566$235.0K0.06%––