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, Q1 2023
Institutional positions in Sun Communities Inc as of Mar 31, 2023. 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
- 506
- +6 vs. Q4 2022
- Shares held
- 122.2M
- +2.20M (+1.8%) vs. Q4 2022
- Total value
- $17.0B
- −$149.2M (−0.9%) vs. Q4 2022
- New holders
- 56
- 202 more added
- Sold out
- 50
- 173 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 547,601 | $4 | 0.10% | +547,601 | New |
| Eagle Bay Advisors LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $140 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $141 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 0 | $191 | 0.00% | −205−100.0% | Reduced |
| Versant Capital Management, Inc | 2 | $279 | 0.00% | −7−77.8% | Reduced |
| CVA Family Office, LLC | 5 | $704 | 0.00% | −100−95.2% | Reduced |
| BerganKDV Wealth Management, LLC | 5 | $705 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $845 | 0.00% | +2+50.0% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $845 | 0.00% | +6 | New |
| Castleview Partners, LLC | 6 | $845 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Private Trust Co NA | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $1.69K | 0.00% | −373−96.9% | Reduced |
| WealthPLAN Partners, LLC | 13 | $1.83K | 0.00% | +13 | New |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $2.27K | 0.00% | +14+466.7% | Added |
| Milestone Investment Advisors LLC | 17 | $2.40K | 0.00% | +17 | New |
| CNB Bank | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Investors Research Corp | 22 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $3.66K | 0.00% | +3+13.0% | Added |
| Bogart Wealth, LLC | 30 | $4.23K | 0.00% | +30 | New |
| Zions Bancorporation, N.A. | 33 | $4.65K | 0.00% | −10−23.3% | Reduced |
| TD Waterhouse Canada Inc. | 25 | $4.68K | 0.00% | +25 | New |
| American National Bank | 34 | $4.79K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 36 | $5.07K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 39 | $5.50K | 0.00% | −26−40.0% | Reduced |
| Washington Trust Advisors, Inc. | 44 | $6.20K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 45 | $6.34K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.76K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $7.00K | 0.00% | −2−3.9% | Reduced |
| Carolina Wealth Advisors, LLC | 51 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,048,429 | $7.44K | 0.04% | +1,048,429 | New |
| Massmutual Trust Co FSB | 54 | $7.61K | 0.00% | −3−5.3% | Reduced |
| Rain Capital Management, LLC | 65 | $9.16K | 0.01% | +65 | New |
| Umb Bank N A | 69 | $9.72K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.86K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $10.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 82 | $11.6K | 0.00% | +82 | New |
| State of Wyoming | 90 | $12.7K | 0.00% | +8+9.8% | Added |
| JFS Wealth Advisors, LLC | 99 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $14.1K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $14.2K | 0.00% | −4−3.8% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $14.7K | 0.00% | +13+14.3% | Added |
| Tradition Wealth Management, LLC | 107 | $15.0K | 0.00% | +77+256.7% | Added |
| Ronald Blue Trust, Inc. | 118 | $17.0K | 0.00% | −3−2.5% | Reduced |
| Huntington National Bank | 142 | $20.0K | 0.00% | +107+305.7% | Added |
| Belpointe Asset Management LLC | 152 | $21.5K | 0.00% | +2+1.3% | Added |
| Lindbrook Capital, LLC | 154 | $21.7K | 0.00% | −43−21.8% | Reduced |
| Allworth Financial LP | 162 | $22.8K | 0.00% | +34+26.6% | Added |
| Glassman Wealth Services | 190 | $26.8K | 0.00% | +8+4.4% | Added |
| Quent Capital, LLC | 219 | $30.9K | 0.01% | +37+20.3% | Added |
| Community Bank, N.A. | 221 | $31.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $32.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 234 | $33.0K | 0.00% | −1−0.4% | Reduced |
| TD Private Client Wealth LLC | 256 | $36.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 276 | $38.9K | 0.03% | +276 | New |
| Proequities, Inc. | 283 | $40.1K | 0.00% | −18−6.0% | Reduced |
| First Horizon Advisors, Inc. | 306 | $43.1K | 0.00% | +28+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 354 | $49.9K | 0.00% | −317−47.2% | Reduced |
| Achmea Investment Management B.V. | 352 | $50.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 400 | $56.0K | 0.05% | −117−22.6% | Reduced |
| Heritage Wealth Advisors | 400 | $56.4K | 0.00% | −400−50.0% | Reduced |
| Parallel Advisors, LLC | 430 | $60.6K | 0.00% | −25−5.5% | Reduced |
| Exchange Traded Concepts, LLC | 457 | $64.4K | 0.00% | −1,595−77.7% | Reduced |
| Bartlett & Co. LLC | 461 | $65.0K | 0.00% | −124−21.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 461 | $65.4K | 0.00% | −124−21.2% | Reduced |
| Exos TFP Holdings LLC | 470 | $66.2K | 0.02% | −551−54.0% | Reduced |
| Clearstead Advisors, LLC | 483 | $68.0K | 0.00% | +425+732.8% | Added |
| Sugarloaf Wealth Management, LLC | 488 | $68.8K | 0.02% | +196+67.1% | Added |
| Alta Advisers Ltd | 500 | $70.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $71.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 532 | $74.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 543 | $76.5K | 0.02% | −398−42.3% | Reduced |
| National Bank of Canada | 549 | $77.3K | 0.00% | +94+20.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $80.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $109.2K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 866 | $122.0K | 0.01% | −70−7.5% | Reduced |
| Mendota Financial Group, LLC | 713 | $125.0K | 0.13% | −433−37.8% | Reduced |
| First Manhattan Co | 890 | $125.4K | 0.00% | +100+12.7% | Added |
| Picton Mahoney Asset Management | 1,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,076 | $151.6K | 0.04% | −7,622−87.6% | Reduced |
| CWM, LLC | 1,091 | $154.0K | 0.00% | +22+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,107 | $156.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,107 | $156.0K | 0.01% | +485+78.0% | Added |
| American International Group, Inc. | 1,225 | $172.6K | 0.00% | −26−2.1% | Reduced |
| Stephenson National Bank & Trust | 1,342 | $189.1K | 0.12% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,355 | $190.9K | 0.00% | +979+260.4% | Added |
| Legacy Wealth Asset Management, LLC | 1,437 | $202.4K | 0.07% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,448 | $204.0K | 0.01% | +1,448 | New |
| Bleakley Financial Group, LLC | 1,448 | $204.0K | 0.01% | +1,448 | New |