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, Q2 2023
Institutional positions in Sun Communities Inc as of Jun 30, 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
- 504
- +1 vs. Q1 2023
- Shares held
- 120.2M
- −1.98M (−1.6%) vs. Q1 2023
- Total value
- $15.7B
- −$1.33B (−7.8%) vs. Q1 2023
- New holders
- 55
- 161 more added
- Sold out
- 54
- 210 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $130 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $131 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $261 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $261 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 3 | $391 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $522 | 0.00% | −22−84.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $652 | 0.00% | +4+400.0% | Added |
| BerganKDV Wealth Management, LLC | 5 | $653 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $771 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 6 | $783 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 8 | $1.04K | 0.00% | +2+33.3% | Added |
| Private Trust Co NA | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.30K | 0.00% | +4+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $1.30K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 11 | $1.44K | 0.00% | −6−35.3% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.44K | 0.00% | +11 | New |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.09K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 16 | $2.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $2.22K | 0.00% | −289−94.4% | Reduced |
| CNB Bank | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 18 | $2.35K | 0.00% | +18 | New |
| Geneos Wealth Management Inc. | 20 | $2.59K | 0.00% | +20 | New |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 26 | $3.39K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 30 | $3.91K | 0.00% | −226−88.3% | Reduced |
| Tradition Wealth Management, LLC | 30 | $4.00K | 0.00% | −77−72.0% | Reduced |
| Washington Trust Advisors, Inc. | 31 | $4.04K | 0.00% | −13−29.5% | Reduced |
| Zions Bancorporation, N.A. | 33 | $4.30K | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $4.44K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 36 | $4.70K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $4.83K | 0.00% | +32+640.0% | Added |
| EverSource Wealth Advisors, LLC | 39 | $5.09K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 45 | $5.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 45 | $5.87K | 0.00% | +45 | New |
| Front Row Advisors LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.26K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $6.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $8.09K | 0.00% | +8+14.8% | Added |
| Umb Bank N A | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.13K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $9.52K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $10.8K | 0.00% | −21−20.2% | Reduced |
| Ronald Blue Trust, Inc. | 87 | $12.0K | 0.00% | −31−26.3% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $12.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $13.0K | 0.00% | −2−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $13.2K | 0.01% | +101 | New |
| Lindbrook Capital, LLC | 104 | $13.6K | 0.00% | −50−32.5% | Reduced |
| Huntington National Bank | 106 | $13.8K | 0.00% | −36−25.4% | Reduced |
| Capital Advisors, Ltd. LLC | 113 | $15.0K | 0.00% | +113 | New |
| State of Wyoming | 119 | $15.5K | 0.00% | +29+32.2% | Added |
| Allworth Financial LP | 153 | $20.0K | 0.00% | −9−5.6% | Reduced |
| Quent Capital, LLC | 183 | $23.9K | 0.00% | −36−16.4% | Reduced |
| Glassman Wealth Services | 184 | $24.0K | 0.00% | −6−3.2% | Reduced |
| Community Bank, N.A. | 221 | $28.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $30.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 230 | $30.0K | 0.00% | −4−1.7% | Reduced |
| V-Square Quantitative Management LLC | 240 | $31.3K | 0.02% | +240 | New |
| Exchange Traded Concepts, LLC | 276 | $36.0K | 0.00% | −181−39.6% | Reduced |
| Proequities, Inc. | 281 | $36.9K | 0.00% | −2−0.7% | Reduced |
| Parallel Advisors, LLC | 349 | $45.6K | 0.00% | −81−18.8% | Reduced |
| Achmea Investment Management B.V. | 352 | $46.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 354 | $46.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $52.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 449 | $58.6K | 0.00% | −100−18.2% | Reduced |
| Bartlett & Co. LLC | 461 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 461 | $60.6K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $65.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 503 | $66.0K | 0.05% | +103+25.8% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $66.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 509 | $66.4K | 0.02% | −23−4.3% | Reduced |
| Rosenberg Matthew Hamilton | 543 | $70.8K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 556 | $72.0K | 0.00% | −10−1.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 634 | $82.7K | 0.02% | +146+29.9% | Added |
| Clearstead Advisors, LLC | 723 | $94.3K | 0.01% | +240+49.7% | Added |
| Optimum Investment Advisors | 775 | $101.1K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 866 | $113.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 869 | $113.0K | 0.01% | −238−21.5% | Reduced |
| First Manhattan Co | 890 | $116.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 976 | $127.3K | 0.00% | +976 | New |
| Picton Mahoney Asset Management | 980 | $128.0K | 0.01% | −20−2.0% | Reduced |
| Centaurus Financial, Inc. | 1,028 | $134.0K | 0.01% | +1,028 | New |
| Bessemer Group Inc | 1,032 | $135.0K | 0.00% | +1,032 | New |
| CWM, LLC | 1,090 | $142.0K | 0.00% | −1−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,107 | $144.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,146 | $149.5K | 0.17% | +433+60.7% | Added |
| Quantbot Technologies LP | 1,215 | $158.5K | 0.01% | +1,215 | New |
| Blue Chip Partners, Inc. | 1,291 | $168.4K | 0.02% | −680−34.5% | Reduced |
| American International Group, Inc. | 1,355 | $176.8K | 0.00% | +130+10.6% | Added |
| GWM Advisors LLC | 1,359 | $177.3K | 0.00% | +4+0.3% | Added |
| Stephenson National Bank & Trust | 1,405 | $183.3K | 0.10% | +63+4.7% | Added |
| Wealth Alliance | 1,536 | $200.4K | 0.03% | −465−23.2% | Reduced |
| Raymond James Trust N.A. | 1,540 | $201.0K | 0.01% | +34+2.3% | Added |
| CIBC Private Wealth Group, LLC | 1,555 | $202.9K | 0.00% | +3+0.2% | Added |