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, Q4 2022
Institutional positions in Sun Communities Inc as of Dec 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
- 511
- +12 vs. Q3 2022
- Shares held
- 120.5M
- +2.73M (+2.3%) vs. Q3 2022
- Total value
- $17.2B
- +$1.28B (+8.0%) vs. Q3 2022
- New holders
- 69
- 196 more added
- Sold out
- 57
- 182 more reduced
10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 113 | $0 | 0.00% | +95+527.8% | Added |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 1 | $77 | 0.00% | −173−99.4% | Reduced |
| PSI Advisors, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $429 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3 | $429 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 4 | $572 | 0.00% | +4 | New |
| BerganKDV Wealth Management, LLC | 5 | $715 | 0.00% | +5 | New |
| Glass Jacobson Investment Advisors llc | 6 | $858 | 0.00% | +6 | New |
| Private Trust Co NA | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.29K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 11 | $1.61K | 0.00% | +11 | New |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.84K | 0.00% | +20 | New |
| Investors Research Corp | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $3.29K | 0.00% | −36−61.0% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $3.45K | 0.00% | +24 | New |
| Crewe Advisors LLC | 25 | $3.58K | 0.00% | −62−71.3% | Reduced |
| Cambridge Trust Co | 25 | $4.00K | 0.00% | −54−68.4% | Reduced |
| Tradition Wealth Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $4.86K | 0.00% | +34 | New |
| American National Bank | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $5.00K | 0.00% | +32 | New |
| Huntington National Bank | 35 | $5.00K | 0.00% | −174−83.3% | Reduced |
| Assetmark, Inc | 36 | $5.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $6.15K | 0.00% | +10+30.3% | Added |
| Washington Trust Advisors, Inc. | 44 | $6.29K | 0.00% | +7+18.9% | Added |
| Cary Street Partner Investment Advisory LLC | 45 | $6.43K | 0.00% | +45 | New |
| McElhenny Sheffield Capital Management, LLC | 46 | $6.58K | 0.00% | +46 | New |
| Northwest Investment Counselors, LLC | 48 | $6.86K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $8.00K | 0.00% | +57 | New |
| Clearstead Advisors, LLC | 58 | $8.29K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 63 | $9.01K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 65 | $9.29K | 0.00% | +26+66.7% | Added |
| Umb Bank N A | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $10.4K | 0.00% | −88−54.7% | Reduced |
| Advisory Services Network, LLC | 78 | $11.2K | 0.00% | +78 | New |
| State of Wyoming | 82 | $11.7K | 0.00% | −1−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $13.0K | 0.00% | +29+46.8% | Added |
| Win Advisors, Inc | 98 | $14.0K | 0.01% | +14+16.7% | Added |
| JFS Wealth Advisors, LLC | 99 | $14.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $15.0K | 0.00% | +30+40.0% | Added |
| CVA Family Office, LLC | 105 | $15.0K | 0.00% | −130−55.3% | Reduced |
| Ronald Blue Trust, Inc. | 121 | $16.0K | 0.00% | −1−0.8% | Reduced |
| Bessemer Group Inc | 120 | $17.0K | 0.00% | −156−56.5% | Reduced |
| Allworth Financial LP | 128 | $18.3K | 0.00% | +118+1,180.0% | Added |
| CoreCap Advisors, LLC | 131 | $18.7K | 0.00% | +131 | New |
| Belpointe Asset Management LLC | 150 | $21.4K | 0.00% | +150 | New |
| Glassman Wealth Services | 182 | $26.0K | 0.00% | +97+114.1% | Added |
| Quent Capital, LLC | 182 | $26.2K | 0.00% | −83−31.3% | Reduced |
| Accurate Wealth Management, LLC | 190 | $27.3K | 0.01% | +190 | New |
| Lindbrook Capital, LLC | 197 | $28.2K | 0.00% | −136−40.8% | Reduced |
| GWM Advisors LLC | 376 | $29.1K | 0.00% | +376 | New |
| Johnson Financial Group, Inc. | 205 | $29.5K | 0.00% | +170+485.7% | Added |
| Community Bank, N.A. | 221 | $31.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $32.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 235 | $34.0K | 0.00% | +90+62.1% | Added |
| TD Private Client Wealth LLC | 256 | $36.6K | 0.00% | +24+10.3% | Added |
| First Horizon Advisors, Inc. | 278 | $39.8K | 0.00% | −7−2.5% | Reduced |
| 3Chopt Investment Partners, LLC | 283 | $40.7K | 0.02% | +283 | New |
| Sugarloaf Wealth Management, LLC | 292 | $41.8K | 0.01% | +23+8.6% | Added |
| Proequities, Inc. | 301 | $43.3K | 0.00% | +23+8.3% | Added |
| Achmea Investment Management B.V. | 352 | $47.0K | 0.00% | −9,945−96.6% | Reduced |
| Farmers & Merchants Investments Inc | 385 | $55.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 455 | $65.1K | 0.00% | +26+6.1% | Added |
| Parallel Advisors, LLC | 455 | $65.1K | 0.00% | +139+44.0% | Added |
| High Net Worth Advisory Group LLC | 494 | $70.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $72.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 517 | $74.0K | 0.06% | −33−6.0% | Reduced |
| Park Place Capital Corp | 532 | $76.0K | 0.02% | +532 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $81.0K | 0.00% | +9+1.6% | Added |
| Comerica Securities,inc. | 563 | $81.0K | 0.01% | +563 | New |
| Bartlett & Co. LLC | 585 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 585 | $84.2K | 0.00% | 00.0% | Unchanged |
| Tobam | 622 | $89.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 666 | $95.2K | 0.00% | −7,089−91.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 671 | $96.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $110.8K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 790 | $113.0K | 0.00% | +40+5.3% | Added |
| Heritage Wealth Advisors | 800 | $114.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 897 | $128.3K | 0.07% | −831−48.1% | Reduced |
| BDO Wealth Advisors, LLC | 936 | $133.8K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 941 | $134.6K | 0.05% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,000 | $143.0K | 0.01% | −24,590−96.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,010 | $144.3K | 0.00% | +344+51.7% | Added |
| Exos TFP Holdings LLC | 1,021 | $146.0K | 0.04% | +50+5.1% | Added |
| CWM, LLC | 1,069 | $153.0K | 0.00% | +422+65.2% | Added |
| Zullo Investment Group, Inc. | 1,100 | $157.3K | 0.10% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,107 | $158.0K | 0.00% | −30−2.6% | Reduced |