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, Q2 2022
Institutional positions in Sun Communities Inc as of Jun 30, 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
- 503
- −10 vs. Q1 2022
- Shares held
- 118.2M
- +1.09M (+0.9%) vs. Q1 2022
- Total value
- $18.8B
- −$1.70B (−8.3%) vs. Q1 2022
- New holders
- 53
- 200 more added
- Sold out
- 63
- 171 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| Neo Ivy Capital Management | 10 | $1.00K | 0.00% | −576−98.3% | Reduced |
| Private Trust Co NA | 9 | $1.00K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| Heritage Financial Services, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Ancora Advisors, LLC | 13 | $2.00K | 0.00% | −27−67.5% | Reduced |
| HM Payson & Co | 14 | $2.00K | 0.00% | +14 | New |
| Horan Securities, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Activest Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 16 | $2.55K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $2.87K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Fieldpoint Private Securities, LLC | 26 | $4.00K | 0.00% | −115−81.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $4.00K | 0.00% | −8−22.9% | Reduced |
| Surevest, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $4.00K | 0.00% | +22 | New |
| Sargent Bickham Lagudis LLC | 28 | $4.00K | 0.00% | +28 | New |
| Wagner Wealth Management, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Castle Wealth Management LLC | 22 | $4.00K | 0.00% | +22 | New |
| American National Bank | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $5.00K | 0.00% | +30 | New |
| CX Institutional | 29 | $5.00K | 0.00% | +29 | New |
| Vigilant Capital Management, LLC | 40 | $6.00K | 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 |
| CVA Family Office, LLC | 35 | $6.00K | 0.00% | +15+75.0% | Added |
| Bell Investment Advisors, Inc | 38 | $6.00K | 0.00% | +38 | New |
| Centerpoint Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $8.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $8.00K | 0.00% | +7+15.9% | Added |
| Better Money Decisions, LLC | 55 | $9.00K | 0.01% | +55 | New |
| Spire Wealth Management | 63 | $10.0K | 0.00% | −153−70.8% | Reduced |
| Institutional & Family Asset Management, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $10.0K | 0.00% | +58 | New |
| Parkside Financial Bank & Trust | 72 | $11.0K | 0.00% | −18−20.0% | Reduced |
| JJJ Advisors Inc. | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $11.0K | 0.00% | +66 | New |
| Pin Oak Investment Advisors Inc | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 77 | $12.0K | 0.01% | +77 | New |
| Covestor Ltd | 83 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $13.0K | 0.00% | +39+88.6% | Added |
| Trustcore Financial Services, LLC | 90 | $14.0K | 0.00% | +90 | New |
| Newbridge Financial Services Group, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 112 | $18.0K | 0.00% | −15−11.8% | Reduced |
| CoreCap Advisors, LLC | 131 | $21.0K | 0.00% | +131 | New |
| MUFG Americas Holdings Corp | 139 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 148 | $24.0K | 0.00% | +22+17.5% | Added |
| Lindbrook Capital, LLC | 159 | $25.0K | 0.00% | +10+6.7% | Added |
| Trust Co of Vermont | 161 | $26.0K | 0.00% | +161 | New |
| Eagle Bay Advisors LLC | 170 | $27.0K | 0.02% | +170 | New |
| TD Private Client Wealth LLC | 197 | $31.4K | 0.00% | +16+8.8% | Added |
| Community Bank, N.A. | 221 | $35.0K | 0.01% | −80−26.6% | Reduced |
| Harvest Fund Management Co., Ltd | 227 | $36.0K | 0.01% | +227 | New |
| TD Waterhouse Canada Inc. | 228 | $36.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 233 | $37.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 241 | $39.0K | 0.00% | −17−6.6% | Reduced |
| Charter Oak Capital Management, LLC | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 253 | $40.0K | 0.01% | +253 | New |
| Quent Capital, LLC | 265 | $42.0K | 0.01% | +147+124.6% | Added |
| Private Capital Group, LLC | 279 | $45.0K | 0.03% | −9−3.1% | Reduced |
| First Horizon Advisors, Inc. | 310 | $49.0K | 0.00% | −35−10.1% | Reduced |
| Prospera Financial Services Inc | 356 | $57.0K | 0.00% | +27+8.2% | Added |
| Parallel Advisors, LLC | 376 | $60.0K | 0.00% | +129+52.2% | Added |
| Lazard Asset Management LLC | 395 | $62.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $64.0K | 0.01% | −1,000−71.4% | Reduced |
| National Bank of Canada | 429 | $68.0K | 0.00% | −48,992−99.1% | Reduced |
| Venture Visionary Partners LLC | 468 | $74.6K | 0.01% | +468 | New |
| High Net Worth Advisory Group LLC | 494 | $79.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 522 | $83.0K | 0.01% | −707−57.5% | Reduced |
| Farmers & Merchants Investments Inc | 521 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $90.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 562 | $90.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 585 | $93.0K | 0.00% | −17−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 585 | $93.2K | 0.00% | −17−2.8% | Reduced |
| Tobam | 622 | $99.0K | 0.01% | +622 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 665 | $106.0K | 0.00% | −1,842−73.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 671 | $106.9K | 0.00% | +228+51.5% | Added |
| NuWave Investment Management, LLC | 691 | $110.0K | 0.15% | +28+4.2% | Added |
| Wolverine Asset Management LLC | 707 | $112.0K | 0.00% | −8,431−92.3% | Reduced |
| CWM, LLC | 701 | $112.0K | 0.00% | +243+53.1% | Added |
| Northwestern Mutual Wealth Management Co | 715 | $114.0K | 0.00% | +406+131.4% | Added |
| First Manhattan Co | 750 | $119.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $124.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $127.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 936 | $149.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 936 | $151.0K | 0.06% | 00.0% | Unchanged |
| River & Mercantile Investments Ltd | 1,080 | $172.0K | 0.05% | −618−36.4% | Reduced |
| Stephenson National Bank & Trust | 1,077 | $172.0K | 0.10% | +190+21.4% | Added |