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, Q3 2021
Institutional positions in Sun Communities Inc as of Sep 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
- 492
- +41 vs. Q2 2021
- Shares held
- 109.7M
- −1.97M (−1.8%) vs. Q2 2021
- Total value
- $20.3B
- +$1.17B (+6.1%) vs. Q2 2021
- New holders
- 68
- 206 more added
- Sold out
- 27
- 150 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $0 | 0.00% | +1 | New |
| Sandy Spring Bank | 5 | $1.00K | 0.00% | −9−64.3% | Reduced |
| TCI Wealth Advisors, Inc. | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Exane Derivatives | 6 | $1.11K | 0.00% | −852−99.3% | Reduced |
| Koshinski Asset Management, Inc. | 6 | $1.11K | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 9 | $2.00K | 0.00% | −16−64.0% | Reduced |
| Brown Brothers Harriman & Co | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| Howe & Rusling Inc | 12 | $2.00K | 0.00% | +12 | New |
| McCarthy Grittinger Financial Group, LLC | 15 | $2.78K | 0.00% | +15 | New |
| West Paces Advisors Inc. | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $3.00K | 0.00% | +18 | New |
| Sonora Investment Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $3.15K | 0.00% | +1+6.3% | Added |
| Dark Forest Capital Management LP | 20 | $4.00K | 0.00% | −74−78.7% | Reduced |
| FinTrust Capital Advisors, LLC | 19 | $4.00K | 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% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $6.00K | 0.00% | +2+6.1% | Added |
| Bell Investment Advisors, Inc | 30 | $6.00K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 40 | $7.00K | 0.00% | −100−71.4% | Reduced |
| Meeder Asset Management Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 42 | $8.00K | 0.00% | +42 | New |
| Carroll Financial Associates, Inc. | 50 | $9.00K | 0.00% | −156−75.7% | Reduced |
| Earnest Partners LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $9.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 54 | $10.0K | 0.00% | +54 | New |
| Allworth Financial LP | 59 | $11.0K | 0.00% | +59 | New |
| JJJ Advisors Inc. | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $13.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $13.5K | 0.00% | +24+49.0% | Added |
| Pin Oak Investment Advisors Inc | 75 | $14.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 85 | $16.0K | 0.00% | +85 | New |
| Eagle Bay Advisors LLC | 105 | $19.0K | 0.01% | +15+16.7% | Added |
| Glassman Wealth Services | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 115 | $21.0K | 0.00% | +112+3,733.3% | Added |
| Fieldpoint Private Securities, LLC | 126 | $23.0K | 0.01% | −14−10.0% | Reduced |
| Achmea Investment Management B.V. | 139 | $25.0K | 0.00% | +139 | New |
| Parkside Financial Bank & Trust | 166 | $31.0K | 0.01% | +1+0.6% | Added |
| MUFG Americas Holdings Corp | 184 | $34.0K | 0.00% | +169+1,126.7% | Added |
| Lindbrook Capital, LLC | 189 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 198 | $37.0K | 0.00% | +136+219.4% | Added |
| Berman Capital Advisors, LLC | 214 | $39.0K | 0.01% | +71+49.7% | Added |
| Charter Oak Capital Management, LLC | 216 | $40.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 243 | $45.0K | 0.00% | +42+20.9% | Added |
| Federation des caisses Desjardins du Quebec | 255 | $47.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 274 | $51.0K | 0.01% | +274 | New |
| Private Capital Group, LLC | 293 | $55.0K | 0.01% | −1−0.3% | Reduced |
| Community Bank, N.A. | 301 | $56.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 300 | $56.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 307 | $57.0K | 0.00% | +184+149.6% | Added |
| Tobam | 329 | $61.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 388 | $71.0K | 0.00% | +34+9.6% | Added |
| Parallel Advisors, LLC | 443 | $82.0K | 0.00% | +164+58.8% | Added |
| BBVA USA | 518 | $96.0K | 0.01% | +26+5.3% | Added |
| Stephenson National Bank & Trust | 517 | $96.0K | 0.06% | +517 | New |
| Bartlett & Co. LLC | 602 | $111.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 602 | $111.9K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 612 | $113.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 680 | $126.0K | 0.00% | +1+0.1% | Added |
| Farmers & Merchants Investments Inc | 691 | $128.0K | 0.01% | +660+2,129.0% | Added |
| Blueprint Investment Partners LLC | 724 | $134.0K | 0.07% | +724 | New |
| Optimum Investment Advisors | 775 | $143.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $148.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 821 | $152.0K | 0.00% | +111+15.6% | Added |
| Quadrant Capital Group LLC | 925 | $171.0K | 0.02% | −65−6.6% | Reduced |
| BDO Wealth Advisors, LLC | 936 | $173.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,000 | $185.0K | 0.02% | +762+320.2% | Added |
| Sofos Investments, Inc. | 0 | $185.0K | 0.13% | 0 | New |
| West Family Investments, Inc. | 1,083 | $200.0K | 0.05% | +1,083 | New |
| Stratos Wealth Partners, LTD. | 1,081 | $200.0K | 0.01% | +1,081 | New |
| Wealth Alliance | 1,105 | $204.0K | 0.05% | +1,105 | New |
| Walleye Trading LLC | 1,110 | $205.0K | 0.00% | +1,110 | New |
| Ninepoint Partners LP | 1,117 | $207.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,121 | $207.0K | 0.02% | +1,121 | New |
| Tokio Marine Asset Management Co Ltd | 1,132 | $210.0K | 0.02% | +1,132 | New |
| Prudent Man Advisors, LLC | 1,142 | $211.0K | 0.08% | +1,142 | New |
| Sigma Planning Corp | 1,155 | $214.0K | 0.01% | +1,155 | New |
| Moody Aldrich Partners LLC | 1,160 | $215.0K | 0.03% | +1,160 | New |
| Canandaigua National Corp | 1,178 | $218.0K | 0.04% | −181−13.3% | Reduced |
| Boston Private Wealth LLC | 1,196 | $222.0K | 0.00% | −212−15.1% | Reduced |
| Hayden Royal, LLC | 1,202 | $223.0K | 0.36% | +1,202 | New |
| Xponance, Inc. | 1,231 | $228.0K | 0.00% | −412−25.1% | Reduced |
| Independent Advisor Alliance | 1,231 | $228.0K | 0.01% | +42+3.5% | Added |
| First Affirmative Financial Network | 1,245 | $230.0K | 0.24% | +1,245 | New |
| Qtron Investments LLC | 1,260 | $233.0K | 0.06% | +1,260 | New |
| Ethic Inc. | 1,262 | $234.0K | 0.02% | +1,262 | New |
| American International Group, Inc. | 1,276 | $236.0K | 0.00% | −106−7.7% | Reduced |
| National Asset Management, Inc. | 1,274 | $236.0K | 0.01% | −96−7.0% | Reduced |
| Pearl River Capital, LLC | 1,282 | $237.0K | 0.06% | −4,782−78.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,305 | $242.0K | 0.11% | −18−1.4% | Reduced |
| American Investment Services, Inc. | 1,321 | $245.0K | 0.05% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,328 | $247.0K | 0.02% | +16+1.2% | Added |