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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,245 | $230.0K | 0.24% | +1,245 | 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 |
| Hayden Royal, LLC | 1,202 | $223.0K | 0.36% | +1,202 | New |
| Boston Private Wealth LLC | 1,196 | $222.0K | 0.00% | −212−15.1% | Reduced |
| Canandaigua National Corp | 1,178 | $218.0K | 0.04% | −181−13.3% | Reduced |
| Moody Aldrich Partners LLC | 1,160 | $215.0K | 0.03% | +1,160 | New |
| Sigma Planning Corp | 1,155 | $214.0K | 0.01% | +1,155 | New |
| Prudent Man Advisors, LLC | 1,142 | $211.0K | 0.08% | +1,142 | New |
| Tokio Marine Asset Management Co Ltd | 1,132 | $210.0K | 0.02% | +1,132 | 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 |
| Walleye Trading LLC | 1,110 | $205.0K | 0.00% | +1,110 | New |
| Wealth Alliance | 1,105 | $204.0K | 0.05% | +1,105 | 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 |
| Ellevest, Inc. | 1,000 | $185.0K | 0.02% | +762+320.2% | Added |
| Sofos Investments, Inc. | 0 | $185.0K | 0.13% | 0 | New |
| BDO Wealth Advisors, LLC | 936 | $173.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 925 | $171.0K | 0.02% | −65−6.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 821 | $152.0K | 0.00% | +111+15.6% | Added |
| Heritage Wealth Advisors | 800 | $148.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $143.0K | 0.06% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 724 | $134.0K | 0.07% | +724 | New |
| Farmers & Merchants Investments Inc | 691 | $128.0K | 0.01% | +660+2,129.0% | Added |
| Harbour Investments, Inc. | 680 | $126.0K | 0.00% | +1+0.1% | Added |
| FourThought Financial, LLC | 612 | $113.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 602 | $111.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 602 | $111.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 518 | $96.0K | 0.01% | +26+5.3% | Added |
| Stephenson National Bank & Trust | 517 | $96.0K | 0.06% | +517 | New |
| Parallel Advisors, LLC | 443 | $82.0K | 0.00% | +164+58.8% | Added |
| Lazard Asset Management LLC | 388 | $71.0K | 0.00% | +34+9.6% | Added |
| Tobam | 329 | $61.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 307 | $57.0K | 0.00% | +184+149.6% | Added |
| 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 |
| Private Capital Group, LLC | 293 | $55.0K | 0.01% | −1−0.3% | Reduced |
| Manchester Capital Management LLC | 274 | $51.0K | 0.01% | +274 | New |
| Federation des caisses Desjardins du Quebec | 255 | $47.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 243 | $45.0K | 0.00% | +42+20.9% | Added |
| Charter Oak Capital Management, LLC | 216 | $40.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 214 | $39.0K | 0.01% | +71+49.7% | Added |
| First Horizon Advisors, Inc. | 198 | $37.0K | 0.00% | +136+219.4% | Added |
| Lindbrook Capital, LLC | 189 | $35.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 184 | $34.0K | 0.00% | +169+1,126.7% | Added |
| Parkside Financial Bank & Trust | 166 | $31.0K | 0.01% | +1+0.6% | Added |
| Achmea Investment Management B.V. | 139 | $25.0K | 0.00% | +139 | New |
| Fieldpoint Private Securities, LLC | 126 | $23.0K | 0.01% | −14−10.0% | Reduced |
| Clearstead Advisors, LLC | 115 | $21.0K | 0.00% | +112+3,733.3% | Added |
| Eagle Bay Advisors LLC | 105 | $19.0K | 0.01% | +15+16.7% | Added |
| Glassman Wealth Services | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 85 | $16.0K | 0.00% | +85 | New |
| Pin Oak Investment Advisors Inc | 75 | $14.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $13.5K | 0.00% | +24+49.0% | Added |
| JJJ Advisors Inc. | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $13.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $11.0K | 0.00% | +59 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 17 | $3.15K | 0.00% | +1+6.3% | Added |
| 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 |
| West Paces Advisors Inc. | 16 | $2.96K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 15 | $2.78K | 0.00% | +15 | 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 |
| Exane Derivatives | 6 | $1.11K | 0.00% | −852−99.3% | Reduced |
| Koshinski Asset Management, Inc. | 6 | $1.11K | 0.00% | +6 | 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 |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | +1 | New |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −661,324−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,420−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,963−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −5,121−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |