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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 1,620 | $211.3K | 0.04% | +117+7.8% | Added |
| Quadrant Capital Group LLC | 1,600 | $208.7K | 0.02% | −584−26.7% | Reduced |
| Quantinno Capital Management LP | 1,594 | $208.0K | 0.01% | +1,594 | New |
| Northwestern Mutual Wealth Management Co | 1,580 | $206.1K | 0.00% | −216−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,555 | $202.9K | 0.00% | +3+0.2% | Added |
| Raymond James Trust N.A. | 1,540 | $201.0K | 0.01% | +34+2.3% | Added |
| Wealth Alliance | 1,536 | $200.4K | 0.03% | −465−23.2% | Reduced |
| Stephenson National Bank & Trust | 1,405 | $183.3K | 0.10% | +63+4.7% | Added |
| GWM Advisors LLC | 1,359 | $177.3K | 0.00% | +4+0.3% | Added |
| American International Group, Inc. | 1,355 | $176.8K | 0.00% | +130+10.6% | Added |
| Blue Chip Partners, Inc. | 1,291 | $168.4K | 0.02% | −680−34.5% | Reduced |
| Quantbot Technologies LP | 1,215 | $158.5K | 0.01% | +1,215 | New |
| Mendota Financial Group, LLC | 1,146 | $149.5K | 0.17% | +433+60.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,107 | $144.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,090 | $142.0K | 0.00% | −1−0.1% | Reduced |
| Bessemer Group Inc | 1,032 | $135.0K | 0.00% | +1,032 | New |
| Centaurus Financial, Inc. | 1,028 | $134.0K | 0.01% | +1,028 | New |
| Picton Mahoney Asset Management | 980 | $128.0K | 0.01% | −20−2.0% | Reduced |
| Wolverine Asset Management LLC | 976 | $127.3K | 0.00% | +976 | New |
| First Manhattan Co | 890 | $116.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 869 | $113.0K | 0.01% | −238−21.5% | Reduced |
| BDO Wealth Advisors, LLC | 866 | $113.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 775 | $101.1K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 723 | $94.3K | 0.01% | +240+49.7% | Added |
| Sugarloaf Wealth Management, LLC | 634 | $82.7K | 0.02% | +146+29.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 556 | $72.0K | 0.00% | −10−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 543 | $70.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 509 | $66.4K | 0.02% | −23−4.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 509 | $66.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 503 | $66.0K | 0.05% | +103+25.8% | Added |
| Alta Advisers Ltd | 500 | $65.2K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 461 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 461 | $60.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 449 | $58.6K | 0.00% | −100−18.2% | Reduced |
| Heritage Wealth Advisors | 400 | $52.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 354 | $46.2K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 352 | $46.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 349 | $45.6K | 0.00% | −81−18.8% | Reduced |
| Proequities, Inc. | 281 | $36.9K | 0.00% | −2−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 276 | $36.0K | 0.00% | −181−39.6% | Reduced |
| V-Square Quantitative Management LLC | 240 | $31.3K | 0.02% | +240 | New |
| Spire Wealth Management | 230 | $30.0K | 0.00% | −4−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 227 | $30.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $28.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 184 | $24.0K | 0.00% | −6−3.2% | Reduced |
| Quent Capital, LLC | 183 | $23.9K | 0.00% | −36−16.4% | Reduced |
| Allworth Financial LP | 153 | $20.0K | 0.00% | −9−5.6% | Reduced |
| State of Wyoming | 119 | $15.5K | 0.00% | +29+32.2% | Added |
| Capital Advisors, Ltd. LLC | 113 | $15.0K | 0.00% | +113 | New |
| Huntington National Bank | 106 | $13.8K | 0.00% | −36−25.4% | Reduced |
| Lindbrook Capital, LLC | 104 | $13.6K | 0.00% | −50−32.5% | Reduced |
| Riverview Trust Co | 101 | $13.2K | 0.01% | +101 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $13.0K | 0.00% | −2−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 87 | $12.0K | 0.00% | −31−26.3% | Reduced |
| HHM Wealth Advisors, LLC | 83 | $10.8K | 0.00% | −21−20.2% | Reduced |
| Trust Co of Vermont | 73 | $9.52K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.13K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $8.09K | 0.00% | +8+14.8% | Added |
| Carolina Wealth Advisors, LLC | 51 | $6.65K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.26K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $6.00K | 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 |
| EverSource Wealth Advisors, LLC | 39 | $5.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $4.83K | 0.00% | +32+640.0% | Added |
| Grove Bank & Trust | 36 | $4.70K | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $4.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $4.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 31 | $4.04K | 0.00% | −13−29.5% | Reduced |
| Tradition Wealth Management, LLC | 30 | $4.00K | 0.00% | −77−72.0% | Reduced |
| TD Private Client Wealth LLC | 30 | $3.91K | 0.00% | −226−88.3% | Reduced |
| Gradient Investments LLC | 26 | $3.39K | 0.00% | +26 | New |
| Investors Research Corp | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.59K | 0.00% | +20 | New |
| CNB Bank | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 18 | $2.35K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 17 | $2.22K | 0.00% | −289−94.4% | Reduced |
| 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 |
| Pin Oak Investment Advisors Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $1.44K | 0.00% | −6−35.3% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.44K | 0.00% | +11 | New |
| Castleview Partners, LLC | 10 | $1.30K | 0.00% | +4+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $1.30K | 0.00% | +10 | New |
| Private Trust Co NA | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $1.04K | 0.00% | +2+33.3% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $783 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $771 | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 5 | $653 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $652 | 0.00% | +4+400.0% | Added |
| Bell Investment Advisors, Inc | 4 | $522 | 0.00% | −22−84.6% | Reduced |
| Farther Finance Advisors, LLC | 3 | $391 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 2 | $261 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $261 | 0.00% | +2 | New |