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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 4,373 | $616.0K | 0.00% | −484−10.0% | Reduced |
| Xponance, Inc. | 4,318 | $608.3K | 0.01% | +36+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,308 | $606.9K | 0.07% | +115+2.7% | Added |
| Penserra Capital Management LLC | 4,211 | $591.0K | 0.01% | +58+1.4% | Added |
| Banco Santander, S.A. | 4,190 | $590.3K | 0.01% | +1,630+63.7% | Added |
| CIBC Asset Management Inc | 4,173 | $587.9K | 0.00% | +131+3.2% | Added |
| Atom Investors LP | 4,114 | $579.6K | 0.32% | +4,114 | New |
| Mercer Global Advisors Inc | 4,096 | $577.0K | 0.00% | +670+19.6% | Added |
| Tributary Capital Management, LLC | 4,045 | $569.9K | 0.05% | −100−2.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,989 | $562.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,824 | $538.7K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,820 | $538.2K | 0.03% | −16−0.4% | Reduced |
| Fifth Third Bancorp | 3,756 | $529.1K | 0.00% | +92+2.5% | Added |
| Man Group plc | – | $522.4K | 0.00% | – | New |
| Veritable, L.P. | 3,654 | $514.8K | 0.01% | −2−0.1% | Reduced |
| Bristlecone Advisors, LLC | 3,635 | $512.1K | 0.06% | −10.0% | Reduced |
| Wealthfront Advisers LLC | 3,611 | $508.7K | 0.00% | +206+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,433 | $484.0K | 0.00% | −26−0.8% | Reduced |
| XTX Topco Ltd | 3,422 | $482.1K | 0.10% | +1,091+46.8% | Added |
| Algert Global LLC | 3,412 | $480.7K | 0.02% | +3,412 | New |
| Cetera Advisor Networks LLC | 3,408 | $480.1K | 0.00% | +232+7.3% | Added |
| Cerity Partners LLC | 3,371 | $474.9K | 0.00% | +1,306+63.2% | Added |
| Captrust Financial Advisors | 3,320 | $467.7K | 0.00% | −45−1.3% | Reduced |
| Keybank National Association | 3,311 | $466.5K | 0.00% | +289+9.6% | Added |
| We Are One Seven, LLC | 3,239 | $456.3K | 0.03% | +157+5.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,232 | $455.3K | 0.03% | +447+16.1% | Added |
| Pettee Investors, Inc. | 3,220 | $453.6K | 0.22% | +3,220 | New |
| New York Life Investment Management LLC | 3,142 | $442.6K | 0.00% | −507−13.9% | Reduced |
| Signaturefd, LLC | 3,139 | $442.2K | 0.01% | +98+3.2% | Added |
| Wetherby Asset Management Inc | 3,120 | $439.5K | 0.03% | −308−9.0% | Reduced |
| Pensionmark Financial Group, LLC | 3,066 | $434.8K | 0.09% | −590−16.1% | Reduced |
| Aptus Capital Advisors, LLC | 2,983 | $423.0K | 0.01% | +1,203+67.6% | Added |
| AE Wealth Management LLC | 2,990 | $421.3K | 0.00% | −37−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,953 | $416.0K | 0.01% | −3,244−52.3% | Reduced |
| Commerce Bank | 2,901 | $408.7K | 0.00% | +151+5.5% | Added |
| AdvisorNet Financial, Inc | 2,889 | $407.0K | 0.04% | −95−3.2% | Reduced |
| Bank of Nova Scotia | 2,877 | $405.3K | 0.00% | −853−22.9% | Reduced |
| Mutual of America Capital Management LLC | 2,863 | $403.3K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,827 | $399.0K | 0.00% | +70+2.5% | Added |
| Vontobel Holding Ltd. | 2,811 | $396.0K | 0.00% | −968−25.6% | Reduced |
| Avestar Capital, LLC | 2,774 | $393.4K | 0.08% | +129+4.9% | Added |
| Agf Management Ltd | 2,705 | $381.1K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,655 | $374.1K | 0.04% | −86−3.1% | Reduced |
| Apollon Wealth Management, LLC | 2,655 | $374.0K | 0.02% | −12−0.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,604 | $366.8K | 0.18% | −296−10.2% | Reduced |
| Ossiam | 2,571 | $362.2K | 0.01% | +1,393+118.3% | Added |
| MQS Management LLC | 2,563 | $361.1K | 0.23% | +2,563 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,562 | $360.9K | 0.11% | −22−0.9% | Reduced |
| MetLife Investment Management | 2,520 | $355.0K | 0.00% | +5+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,511 | $354.0K | 0.01% | −653−20.6% | Reduced |
| 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 |
| Banque Cantonale Vaudoise | 2,400 | $339.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,400 | $338.1K | 0.20% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 2,384 | $335.9K | 0.16% | +2,384 | New |
| Aristotle Capital Management, LLC | 2,377 | $334.9K | 0.00% | −448−15.9% | Reduced |
| Atria Wealth Solutions, Inc. | 2,359 | $334.5K | 0.00% | −8−0.3% | Reduced |
| Nebula Research & Development LLC | 2,278 | $320.9K | 0.57% | +2,278 | New |
| Moody Aldrich Partners LLC | 2,265 | $319.1K | 0.06% | −2−0.1% | Reduced |
| Metis Global Partners, LLC | 2,228 | $313.9K | 0.02% | +2,228 | New |
| PFG Advisors | 2,227 | $313.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,184 | $307.7K | 0.03% | +83+4.0% | Added |
| Principal Street Partners, LLC | 2,113 | $297.7K | 0.08% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 2,100 | $295.8K | 0.62% | −800−27.6% | Reduced |
| Virtus ETF Advisers LLC | 2,081 | $293.2K | 0.16% | +2,081 | New |
| Amica Retiree Medical Trust | 2,062 | $291.0K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,013 | $283.6K | 0.02% | +169+9.2% | Added |
| Wealth Alliance | 2,001 | $281.9K | 0.05% | +296+17.4% | Added |
| Trustmark National Bank Trust Department | 2,000 | $281.8K | 0.03% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,971 | $277.6K | 0.03% | +6+0.3% | Added |
| Exencial Wealth Advisors, LLC | 1,955 | $275.4K | 0.01% | −32,745−94.4% | Reduced |
| Commerzbank Aktiengesellschaft | 1,940 | $274.0K | 0.01% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 1,941 | $273.4K | 0.03% | −241−11.0% | Reduced |
| Alliance Wealth Advisors, LLC | 1,925 | $271.2K | 0.11% | +35+1.9% | Added |
| IFP Advisors, Inc | 6,437 | $270.4K | 0.01% | −131−2.0% | Reduced |
| Summit Global Investments | 1,915 | $270.0K | 0.02% | −41−2.1% | Reduced |
| ZWJ Investment Counsel Inc | 1,900 | $267.7K | 0.01% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 1,958 | $262.4K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,796 | $253.0K | 0.00% | +786+77.8% | Added |
| D. E. Shaw & Co., Inc. | 1,792 | $252.5K | 0.00% | −13,317−88.1% | Reduced |
| Family Management Corp | 1,745 | $245.8K | 0.06% | −12,704−87.9% | Reduced |
| Somerset Trust Co | 1,743 | $245.6K | 0.11% | −177−9.2% | Reduced |
| National Asset Management, Inc. | 1,725 | $244.6K | 0.01% | +222+14.8% | Added |
| SG Americas Securities, LLC | 1,710 | $241.0K | 0.00% | −1,390−44.8% | Reduced |
| Bailard, Inc. | 1,700 | $239.5K | 0.01% | −50−2.9% | Reduced |
| Capital International Inc | 1,694 | $238.7K | 0.00% | +33+2.0% | Added |
| Stratos Wealth Partners, LTD. | 1,691 | $238.3K | 0.01% | +1,691 | New |
| Cypress Capital Group | 1,655 | $233.2K | 0.04% | −266−13.8% | Reduced |
| LGT Financial Advisors LLC | 1,654 | $233.1K | 0.43% | +218+15.2% | Added |
| Kula Investments, LLC | 1,652 | $232.7K | 0.06% | +1,652 | New |
| Colony Group LLC | 1,638 | $231.0K | 0.00% | +1,638 | New |
| Prudent Man Advisors, LLC | 1,633 | $230.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,625 | $228.9K | 0.00% | −814−33.4% | Reduced |
| Intrust Bank NA | 1,566 | $220.6K | 0.03% | +36+2.4% | Added |
| CIBC Private Wealth Group, LLC | 1,552 | $218.6K | 0.00% | −300−16.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,515 | $213.4K | 0.02% | −15−1.0% | Reduced |
| Raymond James Trust N.A. | 1,506 | $212.0K | 0.01% | +1,506 | New |
| Fund Management at Engine No. 1 LLC | 1,503 | $211.7K | 0.04% | +1,503 | New |
| Buckhead Capital Management LLC | 1,500 | $211.3K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,498 | $211.1K | 0.02% | +1,498 | New |