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, Q1 2022
Institutional positions in Sun Communities Inc as of Mar 31, 2022. 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
- 525
- +3 vs. Q4 2021
- Shares held
- 117.6M
- +864.0K (+0.7%) vs. Q4 2021
- Total value
- $20.6B
- −$3.88B (−15.8%) vs. Q4 2021
- New holders
- 60
- 211 more added
- Sold out
- 57
- 180 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $351 | 0.00% | +2 | New |
| Sandy Spring Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4 | $1.00K | 0.00% | +4 | New |
| Koshinski Asset Management, Inc. | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $3.00K | 0.00% | +11+220.0% | Added |
| Massmutual Trust Co FSB | 18 | $3.00K | 0.00% | +18 | New |
| West Paces Advisors Inc. | 18 | $3.15K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $4.00K | 0.00% | +18+900.0% | Added |
| Investors Research Corp | 22 | $4.00K | 0.00% | +22 | New |
| Cullen/Frost Bankers, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $5.00K | 0.00% | +1+3.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $6.00K | 0.00% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $6.00K | 0.00% | +35 | New |
| IndexIQ Advisors LLC | 38 | $7.00K | 0.00% | −19,436−99.8% | Reduced |
| Centerpoint Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 44 | $8.00K | 0.00% | +44 | New |
| Carolina Wealth Advisors, LLC | 51 | $9.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $11.0K | 0.00% | +5+9.1% | Added |
| Fortitude Advisory Group L.L.C. | 67 | $12.0K | 0.01% | −12−15.2% | Reduced |
| West Branch Capital LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 79 | $14.0K | 0.00% | +79 | New |
| Covestor Ltd | 83 | $15.0K | 0.01% | +35+72.9% | Added |
| Parkside Financial Bank & Trust | 90 | $16.0K | 0.00% | +21+30.4% | Added |
| SJS Investment Consulting Inc. | 94 | $17.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $17.0K | 0.00% | +99 | New |
| Umb Bank N A | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $18.0K | 0.01% | +93+1,328.6% | Added |
| TCWP LLC | 116 | $20.0K | 0.00% | +116 | New |
| Quent Capital, LLC | 118 | $21.0K | 0.00% | +81+218.9% | Added |
| Glassman Wealth Services | 127 | $22.0K | 0.00% | +26+25.7% | Added |
| Allworth Financial LP | 126 | $22.0K | 0.00% | +61+93.8% | Added |
| MUFG Americas Holdings Corp | 139 | $24.0K | 0.00% | −149−51.7% | Reduced |
| Fieldpoint Private Securities, LLC | 141 | $25.0K | 0.01% | +15+11.9% | Added |
| Lindbrook Capital, LLC | 149 | $26.0K | 0.00% | −64−30.0% | Reduced |
| Riverview Trust Co | 157 | $28.0K | 0.02% | +157 | New |
| TD Private Client Wealth LLC | 181 | $31.7K | 0.00% | +104+135.1% | Added |
| AIA Group Ltd | 180 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 216 | $38.0K | 0.00% | −57−20.9% | Reduced |
| Meeder Asset Management Inc | 233 | $41.0K | 0.00% | +233 | New |
| TD Waterhouse Canada Inc. | 228 | $41.3K | 0.00% | −13−5.4% | Reduced |
| Parallel Advisors, LLC | 247 | $44.0K | 0.00% | −122−33.1% | Reduced |
| Charter Oak Capital Management, LLC | 250 | $44.0K | 0.01% | +34+15.7% | Added |
| Proequities, Inc. | 258 | $45.0K | 0.00% | −41−13.7% | Reduced |
| Private Capital Group, LLC | 288 | $51.0K | 0.01% | −3−1.0% | Reduced |
| Community Bank, N.A. | 301 | $53.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 309 | $54.0K | 0.00% | −23−6.9% | Reduced |
| Manchester Capital Management LLC | 311 | $55.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 329 | $58.0K | 0.00% | +329 | New |
| First Horizon Advisors, Inc. | 345 | $61.0K | 0.00% | +27+8.5% | Added |
| Lazard Asset Management LLC | 395 | $69.0K | 0.00% | −3,473−89.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 443 | $77.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 458 | $80.0K | 0.00% | +141+44.5% | Added |
| High Net Worth Advisory Group LLC | 494 | $87.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 521 | $91.0K | 0.00% | −126−19.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $99.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 562 | $99.0K | 0.01% | −2−0.4% | Reduced |
| Neo Ivy Capital Management | 586 | $102.0K | 0.09% | +21+3.7% | Added |
| Bartlett & Co. LLC | 602 | $106.0K | 0.00% | +602 | New |
| Bartlett & Co. Wealth Management LLC | 602 | $106.1K | 0.00% | +602 | New |
| NuWave Investment Management, LLC | 663 | $116.0K | 0.16% | +663 | New |
| Blueprint Investment Partners LLC | 665 | $117.0K | 0.03% | −373−35.9% | Reduced |
| Aaron Wealth Advisors | 21,034 | $120.0K | 0.00% | +21,034 | New |
| First Manhattan Co | 750 | $131.0K | 0.00% | +750 | New |
| Optimum Investment Advisors | 775 | $136.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $140.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 849 | $149.0K | 0.03% | +733+631.9% | Added |
| Stephenson National Bank & Trust | 887 | $155.0K | 0.09% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 936 | $164.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 936 | $164.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,007 | $177.0K | 0.01% | +1,007 | New |
| Quadrant Capital Group LLC | 1,045 | $183.0K | 0.02% | −38−3.5% | Reduced |
| CenterStar Asset Management, LLC | – | $188.0K | 0.13% | – | New |
| Zullo Investment Group, Inc. | 1,100 | $193.0K | 0.10% | 00.0% | Unchanged |
| Canandaigua National Corp | 1,160 | $203.0K | 0.03% | −5−0.4% | Reduced |
| Raymond James Trust N.A. | 1,190 | $208.0K | 0.01% | +207+21.1% | Added |
| Stratos Wealth Partners, LTD. | 1,193 | $209.0K | 0.00% | +104+9.6% | Added |
| American International Group, Inc. | 1,198 | $210.0K | 0.00% | −33−2.7% | Reduced |
| American Assets Investment Management, LLC | 1,204 | $211.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,212 | $212.0K | 0.03% | +1,212 | New |
| Plante Moran Financial Advisors, LLC | 1,229 | $215.0K | 0.04% | +720+141.5% | Added |
| XTX Topco Ltd | 1,228 | $215.0K | 0.09% | +1,228 | New |
| Independent Advisor Alliance | 1,236 | $217.0K | 0.01% | +1+0.1% | Added |