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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,694 | $229.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,696 | $229.0K | 0.00% | +1,696 | New |
| West Family Investments, Inc. | 1,667 | $226.0K | 0.10% | +1,667 | New |
| Exchange Traded Concepts, LLC | 1,619 | $219.0K | 0.01% | +61+3.9% | Added |
| Ellevest, Inc. | 1,614 | $218.0K | 0.02% | +435+36.9% | Added |
| Bailard, Inc. | 1,600 | $217.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 1,573 | $213.0K | 0.03% | −277−15.0% | Reduced |
| Buckhead Capital Management LLC | 1,500 | $203.0K | 0.05% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,479 | $200.0K | 0.09% | +1,479 | New |
| Selective Wealth Management, Inc. | 1,325 | $179.0K | 0.08% | −300−18.5% | Reduced |
| American International Group, Inc. | 1,276 | $173.0K | 0.00% | +21+1.7% | Added |
| Ossiam | 1,178 | $159.0K | 0.00% | +1,178 | New |
| Thompson Siegel & Walmsley LLC | 1,137 | $154.0K | 0.00% | −283−19.9% | Reduced |
| Stephenson National Bank & Trust | 1,108 | $150.0K | 0.10% | +31+2.9% | Added |
| Zullo Investment Group, Inc. | 1,100 | $149.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 988 | $134.0K | 0.02% | −483−32.8% | Reduced |
| Exos TFP Holdings LLC | 971 | $131.0K | 0.06% | +971 | New |
| Rosenberg Matthew Hamilton | 941 | $127.0K | 0.05% | +5+0.5% | Added |
| BDO Wealth Advisors, LLC | 936 | $127.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $108.3K | 0.01% | 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 |
| First Manhattan Co | 750 | $101.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 671 | $90.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 647 | $88.0K | 0.00% | −54−7.7% | Reduced |
| Tobam | 622 | $84.0K | 0.01% | 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 |
| Bartlett & Co. Wealth Management LLC | 585 | $78.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Plante Moran Financial Advisors, LLC | 509 | $69.0K | 0.01% | −13−2.5% | Reduced |
| Alta Advisers Ltd | 500 | $68.0K | 0.04% | +500 | New |
| Addison Advisors LLC | 500 | $68.0K | 0.04% | +500 | New |
| High Net Worth Advisory Group LLC | 494 | $67.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 429 | $58.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 385 | $52.0K | 0.00% | −136−26.1% | Reduced |
| Lindbrook Capital, LLC | 333 | $45.0K | 0.01% | +174+109.4% | Added |
| Parallel Advisors, LLC | 316 | $43.0K | 0.00% | −60−16.0% | Reduced |
| Standard Family Office LLC | 301 | $41.0K | 0.02% | +301 | New |
| First Horizon Advisors, Inc. | 285 | $39.0K | 0.00% | −25−8.1% | Reduced |
| Proequities, Inc. | 278 | $38.0K | 0.00% | +37+15.4% | Added |
| 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 |
| Quent Capital, LLC | 265 | $36.0K | 0.01% | 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 |
| TD Waterhouse Canada Inc. | 228 | $31.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 232 | $31.4K | 0.00% | +35+17.8% | Added |
| Harvest Fund Management Co., Ltd | 227 | $31.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 209 | $28.0K | 0.00% | +187+850.0% | Added |
| Eagle Bay Advisors LLC | 174 | $23.0K | 0.01% | +4+2.4% | Added |
| Trust Co of Vermont | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 145 | $20.0K | 0.00% | +82+130.2% | Added |
| 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 |
| 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 |
| JFS Wealth Advisors, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 85 | $12.0K | 0.00% | −27−24.1% | Reduced |
| Crewe Advisors LLC | 87 | $12.0K | 0.00% | +21+31.8% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| 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 |