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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 1,453 | $204.8K | 0.01% | −3−0.2% | Reduced |
| Greenleaf Trust | 1,468 | $206.8K | 0.00% | +42+2.9% | Added |
| Covenant Partners, LLC | 1,471 | $207.2K | 0.08% | +1,471 | New |
| Snowden Capital Advisors LLC | 1,478 | $208.2K | 0.01% | +10+0.7% | Added |
| Landscape Capital Management, L.L.C. | 1,479 | $208.4K | 0.03% | +1,479 | New |
| Maple Capital Management, Inc. | 1,483 | $208.9K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,498 | $211.1K | 0.02% | +1,498 | New |
| Buckhead Capital Management LLC | 1,500 | $211.3K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,503 | $211.7K | 0.04% | +1,503 | New |
| Raymond James Trust N.A. | 1,506 | $212.0K | 0.01% | +1,506 | New |
| Checchi Capital Advisers, LLC | 1,515 | $213.4K | 0.02% | −15−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,552 | $218.6K | 0.00% | −300−16.2% | Reduced |
| Intrust Bank NA | 1,566 | $220.6K | 0.03% | +36+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,625 | $228.9K | 0.00% | −814−33.4% | Reduced |
| Prudent Man Advisors, LLC | 1,633 | $230.0K | 0.09% | 00.0% | Unchanged |
| Colony Group LLC | 1,638 | $231.0K | 0.00% | +1,638 | New |
| Kula Investments, LLC | 1,652 | $232.7K | 0.06% | +1,652 | New |
| LGT Financial Advisors LLC | 1,654 | $233.1K | 0.43% | +218+15.2% | Added |
| Cypress Capital Group | 1,655 | $233.2K | 0.04% | −266−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 1,691 | $238.3K | 0.01% | +1,691 | New |
| Capital International Inc | 1,694 | $238.7K | 0.00% | +33+2.0% | Added |
| Bailard, Inc. | 1,700 | $239.5K | 0.01% | −50−2.9% | Reduced |
| SG Americas Securities, LLC | 1,710 | $241.0K | 0.00% | −1,390−44.8% | Reduced |
| National Asset Management, Inc. | 1,725 | $244.6K | 0.01% | +222+14.8% | Added |
| Somerset Trust Co | 1,743 | $245.6K | 0.11% | −177−9.2% | Reduced |
| Family Management Corp | 1,745 | $245.8K | 0.06% | −12,704−87.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,792 | $252.5K | 0.00% | −13,317−88.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,796 | $253.0K | 0.00% | +786+77.8% | Added |
| HighTower Trust Services, LTA | 1,958 | $262.4K | 0.03% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,900 | $267.7K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 1,915 | $270.0K | 0.02% | −41−2.1% | Reduced |
| IFP Advisors, Inc | 6,437 | $270.4K | 0.01% | −131−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 1,925 | $271.2K | 0.11% | +35+1.9% | Added |
| American Assets Investment Management, LLC | 1,941 | $273.4K | 0.03% | −241−11.0% | Reduced |
| Commerzbank Aktiengesellschaft | 1,940 | $274.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,955 | $275.4K | 0.01% | −32,745−94.4% | Reduced |
| Blue Chip Partners, Inc. | 1,971 | $277.6K | 0.03% | +6+0.3% | Added |
| Trustmark National Bank Trust Department | 2,000 | $281.8K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 2,001 | $281.9K | 0.05% | +296+17.4% | Added |
| Ellevest, Inc. | 2,013 | $283.6K | 0.02% | +169+9.2% | Added |
| Amica Retiree Medical Trust | 2,062 | $291.0K | 0.31% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,081 | $293.2K | 0.16% | +2,081 | New |
| CTC Capital Management, LLC | 2,100 | $295.8K | 0.62% | −800−27.6% | Reduced |
| Principal Street Partners, LLC | 2,113 | $297.7K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,184 | $307.7K | 0.03% | +83+4.0% | Added |
| PFG Advisors | 2,227 | $313.7K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,228 | $313.9K | 0.02% | +2,228 | New |
| Moody Aldrich Partners LLC | 2,265 | $319.1K | 0.06% | −2−0.1% | Reduced |
| Nebula Research & Development LLC | 2,278 | $320.9K | 0.57% | +2,278 | New |
| Atria Wealth Solutions, Inc. | 2,359 | $334.5K | 0.00% | −8−0.3% | Reduced |
| Aristotle Capital Management, LLC | 2,377 | $334.9K | 0.00% | −448−15.9% | Reduced |
| Worth Venture Partners, LLC | 2,384 | $335.9K | 0.16% | +2,384 | New |
| Colonial River Wealth Management, LLC | 2,400 | $338.1K | 0.20% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,400 | $339.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,499 | $352.1K | 0.11% | −72−2.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,499 | $352.1K | 0.04% | +117+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,511 | $354.0K | 0.01% | −653−20.6% | Reduced |
| MetLife Investment Management | 2,520 | $355.0K | 0.00% | +5+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,562 | $360.9K | 0.11% | −22−0.9% | Reduced |
| MQS Management LLC | 2,563 | $361.1K | 0.23% | +2,563 | New |
| Ossiam | 2,571 | $362.2K | 0.01% | +1,393+118.3% | Added |
| Argonautica Private Wealth Management, Inc | 2,604 | $366.8K | 0.18% | −296−10.2% | Reduced |
| Apollon Wealth Management, LLC | 2,655 | $374.0K | 0.02% | −12−0.4% | Reduced |
| Arkadios Wealth Advisors | 2,655 | $374.1K | 0.04% | −86−3.1% | Reduced |
| Agf Management Ltd | 2,705 | $381.1K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,774 | $393.4K | 0.08% | +129+4.9% | Added |
| Vontobel Holding Ltd. | 2,811 | $396.0K | 0.00% | −968−25.6% | Reduced |
| Regions Financial Corp | 2,827 | $399.0K | 0.00% | +70+2.5% | Added |
| Mutual of America Capital Management LLC | 2,863 | $403.3K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,877 | $405.3K | 0.00% | −853−22.9% | Reduced |
| AdvisorNet Financial, Inc | 2,889 | $407.0K | 0.04% | −95−3.2% | Reduced |
| Commerce Bank | 2,901 | $408.7K | 0.00% | +151+5.5% | Added |
| Tower Research Capital LLC (TRC) | 2,953 | $416.0K | 0.01% | −3,244−52.3% | Reduced |
| AE Wealth Management LLC | 2,990 | $421.3K | 0.00% | −37−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 2,983 | $423.0K | 0.01% | +1,203+67.6% | Added |
| Pensionmark Financial Group, LLC | 3,066 | $434.8K | 0.09% | −590−16.1% | Reduced |
| Wetherby Asset Management Inc | 3,120 | $439.5K | 0.03% | −308−9.0% | Reduced |
| Signaturefd, LLC | 3,139 | $442.2K | 0.01% | +98+3.2% | Added |
| New York Life Investment Management LLC | 3,142 | $442.6K | 0.00% | −507−13.9% | Reduced |
| Pettee Investors, Inc. | 3,220 | $453.6K | 0.22% | +3,220 | New |
| Tokio Marine Asset Management Co Ltd | 3,232 | $455.3K | 0.03% | +447+16.1% | Added |
| We Are One Seven, LLC | 3,239 | $456.3K | 0.03% | +157+5.1% | Added |
| Keybank National Association | 3,311 | $466.5K | 0.00% | +289+9.6% | Added |
| Captrust Financial Advisors | 3,320 | $467.7K | 0.00% | −45−1.3% | Reduced |
| Cerity Partners LLC | 3,371 | $474.9K | 0.00% | +1,306+63.2% | Added |
| Cetera Advisor Networks LLC | 3,408 | $480.1K | 0.00% | +232+7.3% | Added |
| Algert Global LLC | 3,412 | $480.7K | 0.02% | +3,412 | New |
| XTX Topco Ltd | 3,422 | $482.1K | 0.10% | +1,091+46.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,433 | $484.0K | 0.00% | −26−0.8% | Reduced |
| Wealthfront Advisers LLC | 3,611 | $508.7K | 0.00% | +206+6.0% | Added |
| Bristlecone Advisors, LLC | 3,635 | $512.1K | 0.06% | −10.0% | Reduced |
| Veritable, L.P. | 3,654 | $514.8K | 0.01% | −2−0.1% | Reduced |
| Man Group plc | – | $522.4K | 0.00% | – | New |
| Fifth Third Bancorp | 3,756 | $529.1K | 0.00% | +92+2.5% | Added |
| Metropolitan Life Insurance Co | 3,820 | $538.2K | 0.03% | −16−0.4% | Reduced |
| Crawford Investment Counsel Inc | 3,824 | $538.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,989 | $562.0K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,045 | $569.9K | 0.05% | −100−2.4% | Reduced |
| Mercer Global Advisors Inc | 4,096 | $577.0K | 0.00% | +670+19.6% | Added |
| Atom Investors LP | 4,114 | $579.6K | 0.32% | +4,114 | New |