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Livermore
ZHEN

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.

Institutional holdersQ4 2022: 511 institutions
Q1 2021: 459 institutionsQ2 2021: 456 institutionsQ3 2021: 492 institutionsQ4 2021: 527 institutionsQ1 2022: 525 institutionsQ2 2022: 503 institutionsQ3 2022: 509 institutionsQ4 2022: 511 institutionsQ1 2023: 506 institutionsQ2 2023: 504 institutionsQ3 2023: 499 institutionsQ4 2023: 529 institutionsQ1 2024: 501 institutionsQ2 2024: 508 institutionsQ3 2024: 518 institutionsQ4 2024: 476 institutionsQ1 2025: 496 institutionsQ2 2025: 468 institutionsQ3 2025: 506 institutionsQ4 2025: 540 institutionsQ1 2026: 517 institutionsQ2 2026: 534 institutions
Value heldQ4 2022: $17.2B
Q1 2021: $16.8BQ2 2021: $19.2BQ3 2021: $20.3BQ4 2021: $24.5BQ1 2022: $20.6BQ2 2022: $18.8BQ3 2022: $16.0BQ4 2022: $17.2BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $14.5BQ4 2023: $16.5BQ1 2024: $15.6BQ2 2024: $14.5BQ3 2024: $16.6BQ4 2024: $15.9BQ1 2025: $16.8BQ2 2025: $16.5BQ3 2025: $15.0BQ4 2025: $15.1BQ1 2026: $14.8BQ2 2026: $14.9B
Institutions holding SUI and their total value by quarter
QuarterHoldersValue
Q2 2026534$14.9B
Q1 2026517$14.8B
Q4 2025540$15.1B
Q3 2025506$15.0B
Q2 2025468$16.5B
Q1 2025496$16.8B
Q4 2024476$15.9B
Q3 2024518$16.6B
Q2 2024508$14.5B
Q1 2024501$15.6B
Q4 2023529$16.5B
Q3 2023499$14.5B
Q2 2023504$15.7B
Q1 2023506$17.0B
Q4 2022511$17.2B
Q3 2022509$16.0B
Q2 2022503$18.8B
Q1 2022525$20.6B
Q4 2021527$24.5B
Q3 2021492$20.3B
Q2 2021456$19.2B
Q1 2021459$16.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2022.

Institutions holding SUI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Naviter Wealth, LLC4,506$676.8K0.19%+1,271+39.3%Added
Lee Financial Co4,637$663.1K0.11%+782+20.3%Added
Cetera Investment Advisers4,483$641.0K0.01%+989+28.3%Added
FDx Advisors, Inc.4,469$639.0K0.03%+11+0.2%Added
Xponance, Inc.4,282$612.3K0.01%+1,920+81.3%Added
Mount Yale Investment Advisors, LLC4,193$599.6K0.07%−371−8.1%Reduced
Tributary Capital Management, LLC4,145$593.0K0.06%−50−1.2%Reduced
Penserra Capital Management LLC4,153$592.0K0.01%−78−1.8%Reduced
CIBC Asset Management Inc4,042$578.0K0.00%−1,141−22.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,989$570.4K0.04%+942+30.9%Added
CIBC World Markets Inc.3,876$554.0K0.00%+1,953+101.6%Added
Metropolitan Life Insurance Co3,836$548.5K0.02%00.0%Unchanged
Crawford Investment Counsel Inc3,824$546.9K0.01%−106−2.7%Reduced
Vontobel Holding Ltd.3,779$540.4K0.01%−176−4.5%Reduced
Bank of Nova Scotia3,730$533.4K0.00%+1,086+41.1%Added
Foster & Motley Inc3,693$528.0K0.05%−1,143−23.6%Reduced
Pensionmark Financial Group, LLC3,656$526.0K0.12%+364+11.1%Added
Fifth Third Bancorp3,664$524.0K0.00%+420+12.9%Added
Veritable, L.P.3,656$522.8K0.01%+35+1.0%Added
New York Life Investment Management LLC3,649$521.8K0.01%−116−3.1%Reduced
Bristlecone Advisors, LLC3,636$519.9K0.06%+410+12.7%Added
Cambridge Investment Research Advisors, Inc.3,459$495.0K0.00%+89+2.6%Added
Wetherby Asset Management Inc3,428$490.2K0.03%−39−1.1%Reduced
Mercer Global Advisors Inc3,426$490.0K0.00%+266+8.4%Added
Wealthfront Advisers LLC3,405$486.9K0.00%+3,405New
Captrust Financial Advisors3,365$481.2K0.00%+251+8.1%Added
Prime Capital Investment Advisors, LLC3,214$459.6K0.02%+3,214New
Cetera Advisor Networks LLC3,176$454.2K0.00%+3,176New
BI Asset Management Fondsmaeglerselskab A/S3,164$452.0K0.01%+2,499+375.8%Added
SG Americas Securities, LLC3,100$443.0K0.01%−6,590−68.0%Reduced
We Are One Seven, LLC3,082$440.7K0.04%−369−10.7%Reduced
Signaturefd, LLC3,041$434.9K0.01%+974+47.1%Added
AE Wealth Management LLC3,027$432.9K0.00%−2,298−43.2%Reduced
Keybank National Association3,022$432.1K0.00%−173−5.4%Reduced
AdvisorNet Financial, Inc2,984$426.7K0.04%−7−0.2%Reduced
Vestcor Inc2,926$418.0K0.02%+65+2.3%Added
Argonautica Private Wealth Management, Inc2,900$414.8K0.21%+2,900New
CTC Capital Management, LLC2,900$414.7K0.51%+2,900New
Mutual of America Capital Management LLC2,863$409.4K0.01%−1,219−29.9%Reduced
Aristotle Capital Management, LLC2,825$404.0K0.00%−88,632−96.9%Reduced
Tokio Marine Asset Management Co Ltd2,785$398.3K0.03%+670+31.7%Added
PEAK6 Investments LLC2,778$397.2K0.02%+179+6.9%Added
Regions Financial Corp2,757$394.0K0.00%−77−2.7%Reduced
Commerce Bank2,750$393.3K0.00%−396−12.6%Reduced
Arkadios Wealth Advisors2,741$392.0K0.05%+5+0.2%Added
Agf Management Ltd2,705$386.8K0.00%+2,705New
Apollon Wealth Management, LLC2,667$381.4K0.03%+38+1.4%Added
Avestar Capital, LLC2,645$378.2K0.08%−189−6.7%Reduced
Cipher Capital LP2,644$378.1K0.07%−28,780−91.6%Reduced
Global Wealth Management Investment Advisory, Inc.2,584$369.5K0.12%+203+8.5%Added
Mitchell McLeod Pugh & Williams Inc2,571$367.7K0.12%−13−0.5%Reduced
Banco Santander, S.A.2,560$366.1K0.01%+2,560New
MetLife Investment Management2,515$359.6K0.00%+12+0.5%Added
Raymond James Financial Services Advisors, Inc.2,439$348.8K0.00%−502−17.1%Reduced
Two Sigma Securities, LLC2,410$344.6K0.05%−28−1.1%Reduced
Colonial River Wealth Management, LLC2,400$343.2K0.22%00.0%Unchanged
Yorktown Management & Research Co Inc2,400$343.2K0.42%+2,400New
Banque Cantonale Vaudoise2,400$343.0K0.02%00.0%Unchanged
Baker Tilly Wealth Management, LLC2,382$340.6K0.04%−1,509−38.8%Reduced
Atria Wealth Solutions, Inc.2,367$340.5K0.01%−19−0.8%Reduced
XTX Topco Ltd2,331$333.3K0.07%+2,331New
Moody Aldrich Partners LLC2,267$324.2K0.07%−28−1.2%Reduced
PFG Advisors2,227$318.5K0.03%+20+0.9%Added
American Assets Investment Management, LLC2,182$312.0K0.04%00.0%Unchanged
Principal Street Partners, LLC2,113$302.2K0.08%00.0%Unchanged
Quadrant Capital Group LLC2,101$300.4K0.03%+1,113+112.7%Added
Versor Investments LP2,100$300.3K0.03%+2,100New
Cerity Partners LLC2,065$295.3K0.00%+2,065New
Amica Retiree Medical Trust2,062$295.0K0.38%−287−12.2%Reduced
Exchange Traded Concepts, LLC2,052$293.4K0.01%+433+26.7%Added
Fox Run Management, L.L.C.2,038$291.4K0.12%−2,696−56.9%Reduced
Trustmark National Bank Trust Department2,000$286.0K0.03%00.0%Unchanged
Worldquant Millennium Advisors LLC1,979$283.0K0.01%+1,979New
Blue Chip Partners, Inc.1,965$281.0K0.03%+7+0.4%Added
Summit Global Investments1,956$280.0K0.02%−5,948−75.3%Reduced
Commerzbank Aktiengesellschaft1,940$278.0K0.02%00.0%Unchanged
IFP Advisors, Inc6,568$277.0K0.01%−466−6.6%Reduced
HighTower Trust Services, LTA1,958$276.9K0.03%+18+0.9%Added
Somerset Trust Co1,920$275.0K0.12%00.0%Unchanged
Cypress Capital Group1,921$274.7K0.04%+101+5.5%Added
ZWJ Investment Counsel Inc1,900$271.7K0.02%00.0%Unchanged
Alliance Wealth Advisors, LLC1,890$270.3K0.12%+1,890New
CIBC Private Wealth Group, LLC1,852$264.8K0.00%−17−0.9%Reduced
Ellevest, Inc.1,844$263.7K0.02%+230+14.3%Added
Aptus Capital Advisors, LLC1,780$254.5K0.01%−26,288−93.7%Reduced
Bailard, Inc.1,750$250.3K0.01%+150+9.4%Added
YorkBridge Wealth Partners, LLC1,739$248.7K0.06%−161−8.5%Reduced
Wealth Alliance1,705$243.9K0.04%+1,705New
Capital International Inc1,661$237.5K0.01%+1,661New
Prudent Man Advisors, LLC1,633$234.0K0.09%+154+10.4%Added
Balyasny Asset Management LLC1,633$233.5K0.00%−99,343−98.4%Reduced
Menard Financial Group LLC1,608$229.9K0.55%+1,608New
Profund Advisors LLC1,604$229.4K0.01%−101−5.9%Reduced
Checchi Capital Advisers, LLC1,530$218.8K0.02%−164−9.7%Reduced
Intrust Bank NA1,530$218.8K0.03%−43−2.7%Reduced
National Asset Management, Inc.1,503$216.2K0.01%−221−12.8%Reduced
Assenagon Asset Management S.A.1,505$215.0K0.00%−285−15.9%Reduced
Buckhead Capital Management LLC1,500$214.5K0.05%00.0%Unchanged
Curi Capital1,500$214.5K0.03%+1,500New
Maple Capital Management, Inc.1,483$212.1K0.03%−283−16.0%Reduced