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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 1,468 | $209.9K | 0.01% | +1,468 | New |
| Vestmark Advisory Solutions, Inc. | 1,456 | $208.3K | 0.01% | +1,456 | New |
| Legacy Wealth Asset Management, LLC | 1,437 | $205.5K | 0.08% | +1,437 | New |
| LGT Financial Advisors LLC | 1,436 | $205.4K | 0.24% | +1,436 | New |
| Greenleaf Trust | 1,426 | $204.0K | 0.00% | +1,426 | New |
| West Family Investments, Inc. | 1,413 | $202.1K | 0.07% | −254−15.2% | Reduced |
| Stephenson National Bank & Trust | 1,342 | $192.0K | 0.12% | +234+21.1% | Added |
| American International Group, Inc. | 1,251 | $178.9K | 0.00% | −25−2.0% | Reduced |
| Ossiam | 1,178 | $168.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,146 | $163.9K | 0.21% | +1,146 | New |
| Lazard Asset Management LLC | 1,127 | $161.0K | 0.00% | +1,127 | New |
| Thompson Siegel & Walmsley LLC | 1,107 | $158.0K | 0.00% | −30−2.6% | Reduced |
| Zullo Investment Group, Inc. | 1,100 | $157.3K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 1,069 | $153.0K | 0.00% | +422+65.2% | Added |
| Exos TFP Holdings LLC | 1,021 | $146.0K | 0.04% | +50+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,010 | $144.3K | 0.00% | +344+51.7% | Added |
| Picton Mahoney Asset Management | 1,000 | $143.0K | 0.01% | −24,590−96.1% | Reduced |
| Rosenberg Matthew Hamilton | 941 | $134.6K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 936 | $133.8K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 897 | $128.3K | 0.07% | −831−48.1% | Reduced |
| Heritage Wealth Advisors | 800 | $114.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 790 | $113.0K | 0.00% | +40+5.3% | Added |
| Optimum Investment Advisors | 775 | $110.8K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 671 | $96.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 666 | $95.2K | 0.00% | −7,089−91.4% | Reduced |
| Tobam | 622 | $89.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 585 | $84.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 585 | $84.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 563 | $81.0K | 0.01% | +563 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $81.0K | 0.00% | +9+1.6% | Added |
| Park Place Capital Corp | 532 | $76.0K | 0.02% | +532 | New |
| Covestor Ltd | 517 | $74.0K | 0.06% | −33−6.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 509 | $72.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 494 | $70.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 455 | $65.1K | 0.00% | +139+44.0% | Added |
| National Bank of Canada | 455 | $65.1K | 0.00% | +26+6.1% | Added |
| Farmers & Merchants Investments Inc | 385 | $55.1K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 352 | $47.0K | 0.00% | −9,945−96.6% | Reduced |
| Proequities, Inc. | 301 | $43.3K | 0.00% | +23+8.3% | Added |
| Sugarloaf Wealth Management, LLC | 292 | $41.8K | 0.01% | +23+8.6% | Added |
| 3Chopt Investment Partners, LLC | 283 | $40.7K | 0.02% | +283 | New |
| First Horizon Advisors, Inc. | 278 | $39.8K | 0.00% | −7−2.5% | Reduced |
| TD Private Client Wealth LLC | 256 | $36.6K | 0.00% | +24+10.3% | Added |
| Spire Wealth Management | 235 | $34.0K | 0.00% | +90+62.1% | Added |
| Harvest Fund Management Co., Ltd | 227 | $32.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $31.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $29.5K | 0.00% | +170+485.7% | Added |
| GWM Advisors LLC | 376 | $29.1K | 0.00% | +376 | New |
| Lindbrook Capital, LLC | 197 | $28.2K | 0.00% | −136−40.8% | Reduced |
| Accurate Wealth Management, LLC | 190 | $27.3K | 0.01% | +190 | New |
| Quent Capital, LLC | 182 | $26.2K | 0.00% | −83−31.3% | Reduced |
| Glassman Wealth Services | 182 | $26.0K | 0.00% | +97+114.1% | Added |
| Belpointe Asset Management LLC | 150 | $21.4K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 131 | $18.7K | 0.00% | +131 | New |
| Allworth Financial LP | 128 | $18.3K | 0.00% | +118+1,180.0% | Added |
| Bessemer Group Inc | 120 | $17.0K | 0.00% | −156−56.5% | Reduced |
| Ronald Blue Trust, Inc. | 121 | $16.0K | 0.00% | −1−0.8% | Reduced |
| CVA Family Office, LLC | 105 | $15.0K | 0.00% | −130−55.3% | Reduced |
| Parkside Financial Bank & Trust | 105 | $15.0K | 0.00% | +30+40.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $14.2K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 98 | $14.0K | 0.01% | +14+16.7% | Added |
| HHM Wealth Advisors, LLC | 91 | $13.0K | 0.00% | +29+46.8% | Added |
| State of Wyoming | 82 | $11.7K | 0.00% | −1−1.2% | Reduced |
| Advisory Services Network, LLC | 78 | $11.2K | 0.00% | +78 | New |
| Trust Co of Vermont | 73 | $10.4K | 0.00% | −88−54.7% | Reduced |
| West Branch Capital LLC | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $9.29K | 0.00% | +26+66.7% | Added |
| Twin Tree Management, LP | 63 | $9.01K | 0.00% | +63 | New |
| Clearstead Advisors, LLC | 58 | $8.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $8.00K | 0.00% | +57 | New |
| Front Row Advisors LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.86K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 46 | $6.58K | 0.00% | +46 | New |
| Cary Street Partner Investment Advisory LLC | 45 | $6.43K | 0.00% | +45 | New |
| Washington Trust Advisors, Inc. | 44 | $6.29K | 0.00% | +7+18.9% | Added |
| Zions Bancorporation, N.A. | 43 | $6.15K | 0.00% | +10+30.3% | Added |
| Assetmark, Inc | 36 | $5.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $5.00K | 0.00% | −174−83.3% | Reduced |
| American National Bank | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $5.00K | 0.00% | +32 | New |
| Fiduciary Alliance LLC | 34 | $4.86K | 0.00% | +34 | New |
| 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 |
| Crewe Advisors LLC | 25 | $3.58K | 0.00% | −62−71.3% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $3.45K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 23 | $3.29K | 0.00% | −36−61.0% | Reduced |
| Investors Research Corp | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.84K | 0.00% | +20 | New |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.57K | 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 |
| 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 |
| Cornerstone Planning Group LLC | 11 | $1.61K | 0.00% | +11 | New |