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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 1,483 | $208.9K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,479 | $208.4K | 0.03% | +1,479 | New |
| Snowden Capital Advisors LLC | 1,478 | $208.2K | 0.01% | +10+0.7% | Added |
| Covenant Partners, LLC | 1,471 | $207.2K | 0.08% | +1,471 | New |
| Greenleaf Trust | 1,468 | $206.8K | 0.00% | +42+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,453 | $204.8K | 0.01% | −3−0.2% | Reduced |
| 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 |
| Legacy Wealth Asset Management, LLC | 1,437 | $202.4K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,355 | $190.9K | 0.00% | +979+260.4% | Added |
| Stephenson National Bank & Trust | 1,342 | $189.1K | 0.12% | 00.0% | Unchanged |
| American International Group, Inc. | 1,225 | $172.6K | 0.00% | −26−2.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,107 | $156.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,107 | $156.0K | 0.01% | +485+78.0% | Added |
| CWM, LLC | 1,091 | $154.0K | 0.00% | +22+2.1% | Added |
| Dark Forest Capital Management LP | 1,076 | $151.6K | 0.04% | −7,622−87.6% | Reduced |
| Picton Mahoney Asset Management | 1,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 890 | $125.4K | 0.00% | +100+12.7% | Added |
| Mendota Financial Group, LLC | 713 | $125.0K | 0.13% | −433−37.8% | Reduced |
| BDO Wealth Advisors, LLC | 866 | $122.0K | 0.01% | −70−7.5% | Reduced |
| Optimum Investment Advisors | 775 | $109.2K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $80.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 549 | $77.3K | 0.00% | +94+20.7% | Added |
| Rosenberg Matthew Hamilton | 543 | $76.5K | 0.02% | −398−42.3% | Reduced |
| Park Place Capital Corp | 532 | $74.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $71.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $70.4K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 488 | $68.8K | 0.02% | +196+67.1% | Added |
| Clearstead Advisors, LLC | 483 | $68.0K | 0.00% | +425+732.8% | Added |
| Exos TFP Holdings LLC | 470 | $66.2K | 0.02% | −551−54.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 461 | $65.4K | 0.00% | −124−21.2% | Reduced |
| Bartlett & Co. LLC | 461 | $65.0K | 0.00% | −124−21.2% | Reduced |
| Exchange Traded Concepts, LLC | 457 | $64.4K | 0.00% | −1,595−77.7% | Reduced |
| Parallel Advisors, LLC | 430 | $60.6K | 0.00% | −25−5.5% | Reduced |
| Heritage Wealth Advisors | 400 | $56.4K | 0.00% | −400−50.0% | Reduced |
| Covestor Ltd | 400 | $56.0K | 0.05% | −117−22.6% | Reduced |
| Achmea Investment Management B.V. | 352 | $50.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 354 | $49.9K | 0.00% | −317−47.2% | Reduced |
| First Horizon Advisors, Inc. | 306 | $43.1K | 0.00% | +28+10.1% | Added |
| Proequities, Inc. | 283 | $40.1K | 0.00% | −18−6.0% | Reduced |
| Headlands Technologies LLC | 276 | $38.9K | 0.03% | +276 | New |
| TD Private Client Wealth LLC | 256 | $36.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 234 | $33.0K | 0.00% | −1−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 227 | $32.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $31.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 219 | $30.9K | 0.01% | +37+20.3% | Added |
| Glassman Wealth Services | 190 | $26.8K | 0.00% | +8+4.4% | Added |
| Allworth Financial LP | 162 | $22.8K | 0.00% | +34+26.6% | Added |
| Lindbrook Capital, LLC | 154 | $21.7K | 0.00% | −43−21.8% | Reduced |
| Belpointe Asset Management LLC | 152 | $21.5K | 0.00% | +2+1.3% | Added |
| Huntington National Bank | 142 | $20.0K | 0.00% | +107+305.7% | Added |
| Ronald Blue Trust, Inc. | 118 | $17.0K | 0.00% | −3−2.5% | Reduced |
| Tradition Wealth Management, LLC | 107 | $15.0K | 0.00% | +77+256.7% | Added |
| HHM Wealth Advisors, LLC | 104 | $14.7K | 0.00% | +13+14.3% | Added |
| Parkside Financial Bank & Trust | 101 | $14.2K | 0.00% | −4−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $14.1K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 99 | $13.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 90 | $12.7K | 0.00% | +8+9.8% | Added |
| International Assets Investment Management, LLC | 82 | $11.6K | 0.00% | +82 | New |
| Advisory Services Network, LLC | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.86K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $9.72K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 65 | $9.16K | 0.01% | +65 | New |
| Massmutual Trust Co FSB | 54 | $7.61K | 0.00% | −3−5.3% | Reduced |
| Ofi Invest Asset Management | 1,048,429 | $7.44K | 0.04% | +1,048,429 | New |
| Carolina Wealth Advisors, LLC | 51 | $7.18K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $7.00K | 0.00% | −2−3.9% | Reduced |
| Northwest Investment Counselors, LLC | 48 | $6.76K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 45 | $6.34K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 44 | $6.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $5.50K | 0.00% | −26−40.0% | Reduced |
| Grove Bank & Trust | 36 | $5.07K | 0.00% | +36 | New |
| American National Bank | 34 | $4.79K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $4.68K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 33 | $4.65K | 0.00% | −10−23.3% | Reduced |
| Bogart Wealth, LLC | 30 | $4.23K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 26 | $3.66K | 0.00% | +3+13.0% | Added |
| Investors Research Corp | 22 | $3.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | +21 | New |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 17 | $2.40K | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 17 | $2.27K | 0.00% | +14+466.7% | Added |
| TCI Wealth Advisors, Inc. | 16 | $2.25K | 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 |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $1.83K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 12 | $1.69K | 0.00% | −373−96.9% | Reduced |
| Private Trust Co NA | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| 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 |
| BerganKDV Wealth Management, LLC | 5 | $705 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $704 | 0.00% | −100−95.2% | Reduced |
| Versant Capital Management, Inc | 2 | $279 | 0.00% | −7−77.8% | Reduced |
| Johnson Financial Group, Inc. | 0 | $191 | 0.00% | −205−100.0% | Reduced |