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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 1,534 | $322.0K | 0.01% | −255−14.3% | Reduced |
| Buckhead Capital Management LLC | 1,500 | $315.0K | 0.07% | +1,500 | New |
| Jump Financial, LLC | 1,479 | $311.0K | 0.02% | −1,293−46.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,468 | $308.0K | 0.02% | +90+6.5% | Added |
| CIBC Private Wealth Group, LLC | 1,462 | $307.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,443 | $303.0K | 0.06% | −577−28.6% | Reduced |
| CIBC World Markets Inc. | 1,443 | $303.0K | 0.00% | +1,443 | New |
| Exchange Traded Concepts, LLC | 1,445 | $303.0K | 0.01% | +1,445 | New |
| Ashton Thomas Private Wealth, LLC | 1,439 | $302.1K | 0.03% | +45+3.2% | Added |
| Thompson Siegel & Walmsley LLC | 1,420 | $298.0K | 0.00% | −26−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $294.0K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,353 | $284.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,341 | $282.0K | 0.01% | +67+5.3% | Added |
| Hayden Royal, LLC | 1,334 | $281.0K | 0.66% | +132+11.0% | Added |
| American Investment Services, Inc. | 1,321 | $277.0K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,303 | $274.0K | 0.25% | +58+4.7% | Added |
| Cetera Advisors LLC | 1,300 | $273.0K | 0.01% | +1,300 | New |
| Legacy Wealth Asset Management, LLC | 1,263 | $265.0K | 0.09% | −42−3.2% | Reduced |
| Xponance, Inc. | 1,245 | $261.0K | 0.00% | +14+1.1% | Added |
| Independent Advisor Alliance | 1,235 | $259.0K | 0.01% | +4+0.3% | Added |
| American International Group, Inc. | 1,231 | $258.0K | 0.00% | −45−3.5% | Reduced |
| Ellevest, Inc. | 1,221 | $256.0K | 0.02% | +221+22.1% | Added |
| Personal Cfo Solutions, LLC | 1,209 | $254.0K | 0.05% | +1,209 | New |
| American Assets Investment Management, LLC | 1,204 | $253.0K | 0.03% | +1,204 | New |
| Tokio Marine Asset Management Co Ltd | 1,189 | $250.0K | 0.02% | +57+5.0% | Added |
| Coldstream Capital Management Inc | 1,191 | $250.0K | 0.01% | +1,191 | New |
| Canandaigua National Corp | 1,165 | $245.0K | 0.04% | −13−1.1% | Reduced |
| Pluribus Labs, LLC | 1,146 | $241.0K | 0.25% | +1,146 | New |
| Moody Aldrich Partners LLC | 1,143 | $240.0K | 0.03% | −17−1.5% | Reduced |
| Wealth Alliance | 1,120 | $235.0K | 0.05% | +15+1.4% | Added |
| MBB Public Markets I LLC | 1,106 | $232.0K | 0.00% | +1,106 | New |
| Zullo Investment Group, Inc. | 1,100 | $231.0K | 0.12% | +1,100 | New |
| Stratos Wealth Partners, LTD. | 1,089 | $229.0K | 0.01% | +8+0.7% | Added |
| Quadrant Capital Group LLC | 1,083 | $227.0K | 0.03% | +158+17.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,068 | $224.0K | 0.00% | +1,068 | New |
| All Terrain Financial Advisors, LLC | 1,039 | $218.0K | 0.09% | +1,039 | New |
| Blueprint Investment Partners LLC | 1,038 | $217.9K | 0.05% | +314+43.4% | Added |
| HighTower Trust Services, LTA | 1,021 | $214.0K | 0.02% | +1,021 | New |
| Cresset Asset Management, LLC | 1,011 | $213.0K | 0.00% | −1,457−59.0% | Reduced |
| 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 |
| Raymond James Trust N.A. | 983 | $206.0K | 0.01% | +983 | New |
| Beacon Pointe Advisors, LLC | 970 | $204.0K | 0.01% | +970 | New |
| Covenant Partners, LLC | 964 | $202.0K | 0.07% | +964 | New |
| Rosenberg Matthew Hamilton | 936 | $197.0K | 0.07% | −579−38.2% | Reduced |
| BDO Wealth Advisors, LLC | 936 | $197.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 887 | $186.0K | 0.11% | +370+71.6% | Added |
| Heritage Wealth Advisors | 800 | $168.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $163.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 647 | $136.0K | 0.01% | −44−6.4% | 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 |
| FourThought Financial, LLC | 564 | $118.0K | 0.01% | −48−7.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 509 | $107.0K | 0.02% | +500+5,555.6% | Added |
| Centaurus Financial, Inc. | 497 | $104.0K | 0.01% | +497 | New |
| High Net Worth Advisory Group LLC | 494 | $104.0K | 0.04% | +494 | New |
| Federation des caisses Desjardins du Quebec | 443 | $93.0K | 0.00% | +188+73.7% | Added |
| Acadian Asset Management LLC | 423 | $87.0K | 0.00% | −1,909−81.9% | Reduced |
| Parallel Advisors, LLC | 369 | $77.0K | 0.00% | −74−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 332 | $69.0K | 0.00% | −489−59.6% | Reduced |
| Tobam | 329 | $69.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 318 | $67.0K | 0.00% | +120+60.6% | Added |
| CWM, LLC | 317 | $67.0K | 0.00% | +317 | New |
| Manchester Capital Management LLC | 311 | $65.0K | 0.01% | +37+13.5% | Added |
| Simplex Trading, LLC | 308 | $64.0K | 0.00% | −1,252−80.3% | Reduced |
| Community Bank, N.A. | 301 | $63.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 299 | $63.0K | 0.00% | +56+23.0% | Added |
| Private Capital Group, LLC | 291 | $61.0K | 0.01% | −2−0.7% | Reduced |
| MUFG Americas Holdings Corp | 288 | $60.0K | 0.00% | +104+56.5% | Added |
| Spire Wealth Management | 273 | $57.0K | 0.00% | +237+658.3% | Added |
| TD Waterhouse Canada Inc. | 241 | $50.0K | 0.00% | +241 | 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 |
| AIA Group Ltd | 180 | $38.0K | 0.00% | +180 | New |
| CoreCap Advisors, LLC | 134 | $28.0K | 0.00% | +134 | New |
| Fieldpoint Private Securities, LLC | 126 | $26.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 105 | $22.0K | 0.00% | +105 | New |
| Glassman Wealth Services | 101 | $21.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $20.0K | 0.01% | +94 | New |
| Fortitude Advisory Group L.L.C. | 79 | $17.0K | 0.01% | +79 | New |
| TD Private Client Wealth LLC | 77 | $16.2K | 0.00% | +4+5.5% | Added |
| Pin Oak Investment Advisors Inc | 75 | $16.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $15.0K | 0.00% | +73 | New |
| 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 |
| Institutional & Family Asset Management, LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Front Row Advisors LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |