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, Q3 2022
Institutional positions in Sun Communities Inc as of Sep 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
- 509
- +10 vs. Q2 2022
- Shares held
- 118.0M
- −196.9K (−0.2%) vs. Q2 2022
- Total value
- $16.0B
- −$2.86B (−15.2%) vs. Q2 2022
- New holders
- 65
- 200 more added
- Sold out
- 55
- 175 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Allworth Financial LP | 10 | $1.00K | 0.00% | −138−93.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $1.00K | 0.00% | −18−66.7% | Reduced |
| Tortoise Investment Management, LLC | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| Private Trust Co NA | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | −63−84.0% | Reduced |
| JJJ Advisors Inc. | 14 | $2.00K | 0.00% | −54−79.4% | Reduced |
| TCI Wealth Advisors, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.00K | 0.00% | −2−10.0% | Reduced |
| Ancora Advisors, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | +9+100.0% | Added |
| Kathleen S. Wright Associates Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25 | $3.00K | 0.00% | −15−37.5% | Reduced |
| Surevest, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 37 | $5.00K | 0.00% | +1+2.8% | Added |
| American National Bank | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Northwest Investment Counselors, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $6.00K | 0.00% | +39 | New |
| 1832 Asset Management L.P. | 55 | $7.00K | 0.00% | −57,757−99.9% | Reduced |
| Front Row Advisors LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $7.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $8.00K | 0.00% | +21+55.3% | Added |
| Clearstead Advisors, LLC | 58 | $8.00K | 0.00% | +58 | New |
| HHM Wealth Advisors, LLC | 62 | $8.00K | 0.00% | +62 | New |
| Umb Bank N A | 69 | $9.00K | 0.00% | −36−34.3% | Reduced |
| West Branch Capital LLC | 70 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 79 | $11.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 83 | $11.0K | 0.01% | +6+7.8% | Added |
| Parkside Financial Bank & Trust | 75 | $11.0K | 0.00% | +3+4.2% | Added |
| Riverview Trust Co | 79 | $11.0K | 0.01% | +79 | New |
| Win Advisors, Inc | 84 | $11.0K | 0.00% | +84 | New |
| Glassman Wealth Services | 85 | $12.0K | 0.00% | −27−24.1% | Reduced |
| Crewe Advisors LLC | 87 | $12.0K | 0.00% | +21+31.8% | Added |
| JFS Wealth Advisors, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.0K | 0.00% | −300−75.0% | Reduced |
| MUFG Americas Holdings Corp | 106 | $14.0K | 0.00% | −33−23.7% | Reduced |
| Trustcore Financial Services, LLC | 138 | $19.0K | 0.00% | +48+53.3% | Added |
| Ronald Blue Trust, Inc. | 122 | $19.0K | 0.00% | +64+110.3% | Added |
| Spire Wealth Management | 145 | $20.0K | 0.00% | +82+130.2% | Added |
| Trust Co of Vermont | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 174 | $23.0K | 0.01% | +4+2.4% | Added |
| Huntington National Bank | 209 | $28.0K | 0.00% | +187+850.0% | Added |
| Community Bank, N.A. | 221 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $31.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 232 | $31.4K | 0.00% | +35+17.8% | Added |
| TD Waterhouse Canada Inc. | 228 | $31.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 233 | $32.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $32.0K | 0.01% | +200+571.4% | Added |
| Quent Capital, LLC | 265 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 269 | $37.0K | 0.01% | +16+6.3% | Added |
| Bessemer Group Inc | 276 | $37.0K | 0.00% | +246+820.0% | Added |
| Proequities, Inc. | 278 | $38.0K | 0.00% | +37+15.4% | Added |
| First Horizon Advisors, Inc. | 285 | $39.0K | 0.00% | −25−8.1% | Reduced |
| Standard Family Office LLC | 301 | $41.0K | 0.02% | +301 | New |
| Parallel Advisors, LLC | 316 | $43.0K | 0.00% | −60−16.0% | Reduced |
| Lindbrook Capital, LLC | 333 | $45.0K | 0.01% | +174+109.4% | Added |
| Farmers & Merchants Investments Inc | 385 | $52.0K | 0.00% | −136−26.1% | Reduced |
| National Bank of Canada | 429 | $58.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 494 | $67.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $68.0K | 0.04% | +500 | New |
| Addison Advisors LLC | 500 | $68.0K | 0.04% | +500 | New |
| Plante Moran Financial Advisors, LLC | 509 | $69.0K | 0.01% | −13−2.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 557 | $75.0K | 0.00% | −9−1.6% | Reduced |
| Covestor Ltd | 550 | $75.0K | 0.07% | +467+562.7% | Added |
| Bartlett & Co. Wealth Management LLC | 585 | $78.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 585 | $79.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 586 | $79.0K | 0.01% | +24+4.3% | Added |
| Tobam | 622 | $84.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 647 | $88.0K | 0.00% | −54−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 666 | $90.0K | 0.00% | −49−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 665 | $90.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 671 | $90.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 750 | $101.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $105.0K | 0.06% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 770 | $105.0K | 0.01% | +770 | New |
| Heritage Wealth Advisors | 800 | $108.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 941 | $127.0K | 0.05% | +5+0.5% | Added |
| BDO Wealth Advisors, LLC | 936 | $127.0K | 0.02% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 971 | $131.0K | 0.06% | +971 | New |
| Quadrant Capital Group LLC | 988 | $134.0K | 0.02% | −483−32.8% | Reduced |
| Zullo Investment Group, Inc. | 1,100 | $149.0K | 0.10% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,108 | $150.0K | 0.10% | +31+2.9% | Added |
| Thompson Siegel & Walmsley LLC | 1,137 | $154.0K | 0.00% | −283−19.9% | Reduced |
| Ossiam | 1,178 | $159.0K | 0.00% | +1,178 | New |
| American International Group, Inc. | 1,276 | $173.0K | 0.00% | +21+1.7% | Added |
| Selective Wealth Management, Inc. | 1,325 | $179.0K | 0.08% | −300−18.5% | Reduced |