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, Q4 2021
Institutional positions in Sun Communities Inc as of Dec 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
- 527
- +41 vs. Q3 2021
- Shares held
- 116.7M
- +7.10M (+6.5%) vs. Q3 2021
- Total value
- $24.5B
- +$4.20B (+20.7%) vs. Q3 2021
- New holders
- 86
- 246 more added
- Sold out
- 45
- 135 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 2 | $0 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Sandy Spring Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Snowden Capital Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Koshinski Asset Management, Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $3.00K | 0.00% | +12 | New |
| McCarthy Grittinger Financial Group, LLC | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $3.36K | 0.00% | −1−5.9% | Reduced |
| West Paces Advisors Inc. | 18 | $3.78K | 0.00% | +2+12.5% | Added |
| FinTrust Capital Advisors, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $4.00K | 0.00% | +8+66.7% | Added |
| CVA Family Office, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Surevest, LLC | 24 | $5.00K | 0.00% | +24 | New |
| Wagner Wealth Management, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 29 | $6.00K | 0.00% | +29 | New |
| Zions Bancorporation, N.A. | 33 | $7.00K | 0.00% | −2−5.7% | Reduced |
| Vigilant Capital Management, LLC | 40 | $8.00K | 0.00% | −45−52.9% | Reduced |
| Ancora Advisors, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 36 | $8.00K | 0.00% | +18+100.0% | Added |
| Washington Trust Advisors, Inc. | 36 | $8.00K | 0.00% | +36 | New |
| Quent Capital, LLC | 37 | $8.00K | 0.00% | +37 | New |
| Front Row Advisors LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 41 | $9.00K | 0.00% | +41 | New |
| Earnest Partners LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $10.0K | 0.00% | +20+66.7% | Added |
| Northwest Investment Counselors, LLC | 48 | $10.0K | 0.00% | +48 | New |
| Covestor Ltd | 48 | $10.0K | 0.01% | +48 | New |
| Huntington National Bank | 53 | $11.0K | 0.00% | −1−1.9% | Reduced |
| Carolina Wealth Advisors, LLC | 51 | $11.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $11.0K | 0.00% | +52 | New |
| Institutional & Family Asset Management, LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $14.0K | 0.00% | −97−58.4% | Reduced |
| JJJ Advisors Inc. | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 65 | $14.0K | 0.00% | +6+10.2% | Added |
| West Branch Capital LLC | 70 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $15.0K | 0.00% | +73 | New |
| Pin Oak Investment Advisors Inc | 75 | $16.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 77 | $16.2K | 0.00% | +4+5.5% | Added |
| Fortitude Advisory Group L.L.C. | 79 | $17.0K | 0.01% | +79 | New |
| SJS Investment Consulting Inc. | 94 | $20.0K | 0.01% | +94 | New |
| Glassman Wealth Services | 101 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $22.0K | 0.00% | +105 | New |
| Eagle Bay Advisors LLC | 116 | $24.0K | 0.02% | +11+10.5% | Added |
| Dark Forest Capital Management LP | 116 | $24.0K | 0.01% | +96+480.0% | Added |
| Fieldpoint Private Securities, LLC | 126 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 134 | $28.0K | 0.00% | +134 | New |
| AIA Group Ltd | 180 | $38.0K | 0.00% | +180 | New |
| Charter Oak Capital Management, LLC | 216 | $45.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $45.0K | 0.01% | +24+12.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 215 | $45.0K | 0.04% | +215 | New |
| TD Waterhouse Canada Inc. | 241 | $50.0K | 0.00% | +241 | New |
| Spire Wealth Management | 273 | $57.0K | 0.00% | +237+658.3% | Added |
| MUFG Americas Holdings Corp | 288 | $60.0K | 0.00% | +104+56.5% | Added |
| Private Capital Group, LLC | 291 | $61.0K | 0.01% | −2−0.7% | Reduced |
| Community Bank, N.A. | 301 | $63.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 299 | $63.0K | 0.00% | +56+23.0% | Added |
| Simplex Trading, LLC | 308 | $64.0K | 0.00% | −1,252−80.3% | Reduced |
| Manchester Capital Management LLC | 311 | $65.0K | 0.01% | +37+13.5% | Added |
| First Horizon Advisors, Inc. | 318 | $67.0K | 0.00% | +120+60.6% | Added |
| CWM, LLC | 317 | $67.0K | 0.00% | +317 | New |
| Northwestern Mutual Wealth Management Co | 332 | $69.0K | 0.00% | −489−59.6% | Reduced |
| Tobam | 329 | $69.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 369 | $77.0K | 0.00% | −74−16.7% | Reduced |
| Acadian Asset Management LLC | 423 | $87.0K | 0.00% | −1,909−81.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 443 | $93.0K | 0.00% | +188+73.7% | Added |
| Centaurus Financial, Inc. | 497 | $104.0K | 0.01% | +497 | New |
| High Net Worth Advisory Group LLC | 494 | $104.0K | 0.04% | +494 | New |
| Plante Moran Financial Advisors, LLC | 509 | $107.0K | 0.02% | +500+5,555.6% | Added |
| FourThought Financial, LLC | 564 | $118.0K | 0.01% | −48−7.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $119.0K | 0.00% | −2,011−78.0% | Reduced |
| Neo Ivy Capital Management | 565 | $119.0K | 0.17% | +565 | New |
| Farmers & Merchants Investments Inc | 647 | $136.0K | 0.01% | −44−6.4% | Reduced |
| Optimum Investment Advisors | 775 | $163.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $168.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 887 | $186.0K | 0.11% | +370+71.6% | Added |
| Rosenberg Matthew Hamilton | 936 | $197.0K | 0.07% | −579−38.2% | Reduced |
| BDO Wealth Advisors, LLC | 936 | $197.0K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 964 | $202.0K | 0.07% | +964 | New |
| Beacon Pointe Advisors, LLC | 970 | $204.0K | 0.01% | +970 | New |
| Raymond James Trust N.A. | 983 | $206.0K | 0.01% | +983 | New |
| Charter Research & Investment Group, Inc. | 1,000 | $210.0K | 0.17% | +1,000 | New |
| MBA Advisors LLC | 1,000 | $210.0K | 0.13% | +1,000 | New |
| Cresset Asset Management, LLC | 1,011 | $213.0K | 0.00% | −1,457−59.0% | Reduced |
| HighTower Trust Services, LTA | 1,021 | $214.0K | 0.02% | +1,021 | New |
| Blueprint Investment Partners LLC | 1,038 | $217.9K | 0.05% | +314+43.4% | Added |
| All Terrain Financial Advisors, LLC | 1,039 | $218.0K | 0.09% | +1,039 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,068 | $224.0K | 0.00% | +1,068 | New |
| Quadrant Capital Group LLC | 1,083 | $227.0K | 0.03% | +158+17.1% | Added |
| Stratos Wealth Partners, LTD. | 1,089 | $229.0K | 0.01% | +8+0.7% | Added |
| Zullo Investment Group, Inc. | 1,100 | $231.0K | 0.12% | +1,100 | New |
| MBB Public Markets I LLC | 1,106 | $232.0K | 0.00% | +1,106 | New |
| Wealth Alliance | 1,120 | $235.0K | 0.05% | +15+1.4% | Added |
| Moody Aldrich Partners LLC | 1,143 | $240.0K | 0.03% | −17−1.5% | Reduced |
| Pluribus Labs, LLC | 1,146 | $241.0K | 0.25% | +1,146 | New |