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, Q2 2021
Institutional positions in Sun Communities Inc as of Jun 30, 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
- 456
- −2 vs. Q1 2021
- Shares held
- 111.8M
- +202.3K (+0.2%) vs. Q1 2021
- Total value
- $19.2B
- +$2.43B (+14.5%) vs. Q1 2021
- New holders
- 47
- 172 more added
- Sold out
- 49
- 168 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 534 | $14.9B |
| Q1 2026 | 517 | $14.8B |
| Q4 2025 | 540 | $15.1B |
| Q3 2025 | 506 | $15.0B |
| Q2 2025 | 468 | $16.5B |
| Q1 2025 | 496 | $16.8B |
| Q4 2024 | 476 | $15.9B |
| Q3 2024 | 518 | $16.6B |
| Q2 2024 | 508 | $14.5B |
| Q1 2024 | 501 | $15.6B |
| Q4 2023 | 529 | $16.5B |
| Q3 2023 | 499 | $14.5B |
| Q2 2023 | 504 | $15.7B |
| Q1 2023 | 506 | $17.0B |
| Q4 2022 | 511 | $17.2B |
| Q3 2022 | 509 | $16.0B |
| Q2 2022 | 503 | $18.8B |
| Q1 2022 | 525 | $20.6B |
| Q4 2021 | 527 | $24.5B |
| Q3 2021 | 492 | $20.3B |
| Q2 2021 | 456 | $19.2B |
| Q1 2021 | 459 | $16.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 3 | $1.00K | 0.00% | −56−94.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Brown Brothers Harriman & Co | 12 | $2.00K | 0.00% | +9+300.0% | Added |
| Sandy Spring Bank | 14 | $2.00K | 0.00% | +14 | New |
| Trustcore Financial Services, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 16 | $2.74K | 0.00% | −28−63.6% | Reduced |
| West Paces Advisors Inc. | 16 | $2.74K | 0.00% | +16 | New |
| FinTrust Capital Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 15 | $3.00K | 0.00% | +15 | New |
| Assetmark, Inc | 18 | $3.00K | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 24 | $4.00K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 29 | $5.00K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 35 | $6.00K | 0.00% | −286−89.1% | Reduced |
| Spire Wealth Management | 36 | $6.00K | 0.00% | −76−67.9% | Reduced |
| Zions Bancorporation, N.A. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $8.40K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $9.00K | 0.00% | −6−12.0% | Reduced |
| Carolina Wealth Advisors, LLC | 51 | $9.00K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 61 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 62 | $11.0K | 0.00% | −6−8.8% | Reduced |
| JJJ Advisors Inc. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $12.0K | 0.01% | +70 | New |
| Pin Oak Investment Advisors Inc | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 94 | $16.0K | 0.01% | +94 | New |
| Glassman Wealth Services | 101 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 90 | $18.0K | 0.01% | +90 | New |
| O'Shaughnessy Asset Management, LLC | 123 | $21.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 143 | $24.0K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 140 | $24.0K | 0.00% | +40+40.0% | Added |
| Fieldpoint Private Securities, LLC | 140 | $27.0K | 0.01% | +14+11.1% | Added |
| Parkside Financial Bank & Trust | 165 | $28.0K | 0.01% | +1+0.6% | Added |
| Lindbrook Capital, LLC | 189 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 198 | $33.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 201 | $35.0K | 0.00% | −15−6.9% | Reduced |
| Carroll Financial Associates, Inc. | 206 | $35.0K | 0.00% | +38+22.6% | Added |
| Charter Oak Capital Management, LLC | 216 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 238 | $41.0K | 0.00% | −201−45.8% | Reduced |
| CWM, LLC | 249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 255 | $43.7K | 0.00% | +255 | New |
| Parallel Advisors, LLC | 279 | $48.0K | 0.00% | −129−31.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 300 | $51.0K | 0.00% | −733−71.0% | Reduced |
| Private Capital Group, LLC | 294 | $51.0K | 0.01% | +11+3.9% | Added |
| Community Bank, N.A. | 301 | $52.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 329 | $56.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 354 | $60.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 403 | $69.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 485 | $83.0K | 0.00% | −30−5.8% | Reduced |
| BBVA USA | 492 | $84.0K | 0.00% | +492 | New |
| Standard Family Office LLC | 565 | $97.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 597 | $102.0K | 0.00% | +597 | New |
| Bartlett & Co. LLC | 602 | $103.0K | 0.00% | −20−3.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 602 | $103.7K | 0.00% | −20−3.2% | Reduced |
| FourThought Financial, LLC | 612 | $104.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 679 | $116.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 686 | $118.0K | 0.13% | −373−35.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 710 | $122.0K | 0.00% | +272+62.1% | Added |
| Selective Wealth Management, Inc. | 725 | $124.0K | 0.10% | +725 | New |
| Optimum Investment Advisors | 775 | $133.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $137.1K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 858 | $154.0K | 0.04% | −23−2.6% | Reduced |
| BDO Wealth Advisors, LLC | 936 | $160.0K | 0.02% | −70−7.0% | Reduced |
| Wolverine Asset Management LLC | 967 | $165.0K | 0.00% | +967 | New |
| Quadrant Capital Group LLC | 990 | $170.0K | 0.02% | +74+8.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,021 | $176.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,106 | $190.0K | 0.06% | +440+66.1% | Added |
| Ninepoint Partners LP | 1,117 | $191.0K | 0.08% | +37+3.4% | Added |
| Advisors Asset Management, Inc. | 1,136 | $195.0K | 0.00% | +530+87.5% | Added |
| Wolverine Trading, LLC | 1,166 | $201.0K | 0.01% | +1,166 | New |
| Independent Advisor Alliance | 1,189 | $204.0K | 0.01% | +1,189 | New |
| Ground Swell Capital, LLC | 1,258 | $216.0K | 1.17% | +1,258 | New |
| Vestmark Advisory Solutions, Inc. | 1,290 | $221.0K | 0.02% | +1,290 | New |
| Snowden Capital Advisors LLC | 1,303 | $223.3K | 0.01% | +1,303 | New |
| American Investment Services, Inc. | 1,321 | $226.0K | 0.05% | −245−15.6% | Reduced |
| NEXT Financial Group, Inc | 1,312 | $226.0K | 0.02% | +1+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 1,323 | $227.0K | 0.10% | −19−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 1,325 | $227.0K | 0.00% | +1,325 | New |
| Signaturefd, LLC | 1,349 | $231.0K | 0.01% | +70+5.5% | Added |
| Gyon Technologies Capital Management, LP | 1,348 | $231.0K | 0.08% | +1,348 | New |
| Jaffetilchin Investment Partners, LLC | 1,353 | $232.0K | 0.02% | +10+0.7% | Added |
| Canandaigua National Corp | 1,359 | $233.0K | 0.04% | −144−9.6% | Reduced |
| National Asset Management, Inc. | 1,370 | $235.0K | 0.01% | −203−12.9% | Reduced |
| Franklin Resources Inc | 1,373 | $236.0K | 0.00% | −154−10.1% | Reduced |
| American International Group, Inc. | 1,382 | $237.0K | 0.00% | −657−32.2% | Reduced |
| Boston Private Wealth LLC | 1,408 | $241.0K | 0.00% | −42−2.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,446 | $248.0K | 0.00% | 00.0% | Unchanged |
| Leisure Capital Management | 1,461 | $250.0K | 0.14% | −78−5.1% | Reduced |