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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 1,255 | $200.0K | 0.00% | +57+4.8% | Added |
| Ellevest, Inc. | 1,179 | $188.0K | 0.02% | −437−27.0% | Reduced |
| Zullo Investment Group, Inc. | 1,100 | $175.0K | 0.11% | 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 |
| Rosenberg Matthew Hamilton | 936 | $151.0K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 936 | $149.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $127.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $124.0K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 750 | $119.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 715 | $114.0K | 0.00% | +406+131.4% | 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 |
| NuWave Investment Management, LLC | 691 | $110.0K | 0.15% | +28+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 671 | $106.9K | 0.00% | +228+51.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 665 | $106.0K | 0.00% | −1,842−73.5% | Reduced |
| Tobam | 622 | $99.0K | 0.01% | +622 | New |
| Bartlett & Co. Wealth Management LLC | 585 | $93.2K | 0.00% | −17−2.8% | Reduced |
| Bartlett & Co. LLC | 585 | $93.0K | 0.00% | −17−2.8% | Reduced |
| 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 |
| 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 |
| High Net Worth Advisory Group LLC | 494 | $79.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 468 | $74.6K | 0.01% | +468 | New |
| National Bank of Canada | 429 | $68.0K | 0.00% | −48,992−99.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $64.0K | 0.01% | −1,000−71.4% | Reduced |
| Lazard Asset Management LLC | 395 | $62.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 376 | $60.0K | 0.00% | +129+52.2% | Added |
| Prospera Financial Services Inc | 356 | $57.0K | 0.00% | +27+8.2% | Added |
| First Horizon Advisors, Inc. | 310 | $49.0K | 0.00% | −35−10.1% | Reduced |
| Private Capital Group, LLC | 279 | $45.0K | 0.03% | −9−3.1% | Reduced |
| Quent Capital, LLC | 265 | $42.0K | 0.01% | +147+124.6% | Added |
| Charter Oak Capital Management, LLC | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 253 | $40.0K | 0.01% | +253 | New |
| Proequities, Inc. | 241 | $39.0K | 0.00% | −17−6.6% | Reduced |
| Meeder Asset Management Inc | 233 | $37.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 228 | $36.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $36.0K | 0.01% | +227 | New |
| Community Bank, N.A. | 221 | $35.0K | 0.01% | −80−26.6% | Reduced |
| TD Private Client Wealth LLC | 197 | $31.4K | 0.00% | +16+8.8% | Added |
| Eagle Bay Advisors LLC | 170 | $27.0K | 0.02% | +170 | New |
| Trust Co of Vermont | 161 | $26.0K | 0.00% | +161 | New |
| Lindbrook Capital, LLC | 159 | $25.0K | 0.00% | +10+6.7% | Added |
| Allworth Financial LP | 148 | $24.0K | 0.00% | +22+17.5% | Added |
| MUFG Americas Holdings Corp | 139 | $22.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 131 | $21.0K | 0.00% | +131 | New |
| Glassman Wealth Services | 112 | $18.0K | 0.00% | −15−11.8% | Reduced |
| Umb Bank N A | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Trustcore Financial Services, LLC | 90 | $14.0K | 0.00% | +90 | 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 |
| Pin Oak Investment Advisors Inc | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 77 | $12.0K | 0.01% | +77 | 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 |
| 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 |
| Better Money Decisions, LLC | 55 | $9.00K | 0.01% | +55 | New |
| 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 |
| Centerpoint Advisors, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| West Paces Advisors Inc. | 18 | $2.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| Neo Ivy Capital Management | 10 | $1.00K | 0.00% | −576−98.3% | Reduced |
| Private Trust Co NA | 9 | $1.00K | 0.00% | +9 | New |