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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
Enterprise Financial Services Corp403$60.0K0.01%––
Lazard Asset Management LLC354$53.0K0.00%––
Simplex Trading, LLC328$49.0K0.00%––
Tobam329$49.0K0.00%––
Creative Financial Designs Inc321$48.0K0.01%––
Harvest Fund Management Co., Ltd315$47.0K0.00%––
Community Bank, N.A.301$45.0K0.01%––
CWM, LLC249$43.0K0.00%––
Private Capital Group, LLC283$43.0K0.01%––
Proequities, Inc.216$33.0K0.00%––
Charter Oak Capital Management, LLC216$32.0K0.00%––
Reilly Financial Advisors, LLC200$30.0K0.00%––
First Horizon Corp198$29.0K0.00%––
Lindbrook Capital, LLC189$28.0K0.01%––
Parkside Financial Bank & Trust164$25.0K0.01%––
Carroll Financial Associates, Inc.168$25.0K0.00%––
Certified Advisory Corp146$22.0K0.01%––
Berman Capital Advisors, LLC142$21.0K0.00%––
Fieldpoint Private Securities, LLC126$19.0K0.00%––
O'Shaughnessy Asset Management, LLC123$18.0K0.00%––
Spire Wealth Management112$17.0K0.00%––
Ancora Advisors, LLC100$15.0K0.00%––
Glassman Wealth Services101$15.0K0.00%––
Pin Oak Investment Advisors Inc75$11.0K0.01%––
Trust Co of Vermont73$11.0K0.00%––
First Horizon Advisors, Inc.68$10.0K0.00%––
JJJ Advisors Inc.68$10.0K0.00%––
Clearstead Advisors, LLC59$9.00K0.00%––
Savior LLC61$9.00K0.01%––
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%––
TD Private Client Wealth LLC49$7.35K0.00%––
Northwest Investment Counselors, LLC48$7.00K0.00%––
Evolution Wealth Advisors, LLC44$7.00K0.00%––
Raffa Wealth Management, LLC44$6.60K0.00%––
Meeder Asset Management Inc40$6.00K0.00%––
Centerpoint Advisors, LLC42$6.00K0.00%––
Farmers & Merchants Investments Inc31$5.00K0.00%––
Zions Bancorporation, N.A.33$5.00K0.00%––
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%––
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%––
Sowell Financial Services LLC15$2.00K0.00%––
TCI Wealth Advisors, Inc.4$1.00K0.00%––
Jackson, Grant Investment Advisers, Inc.7$1.00K0.00%––
ShoreHaven Wealth Partners, LLC8$1.00K0.00%––
Brown Brothers Harriman & Co3$00.00%––