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, Q3 2023
Institutional positions in Sun Communities Inc as of Sep 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
- 499
- −2 vs. Q2 2023
- Shares held
- 123.0M
- +2.89M (+2.4%) vs. Q2 2023
- Total value
- $14.5B
- −$1.13B (−7.2%) vs. Q2 2023
- New holders
- 56
- 204 more added
- Sold out
- 58
- 168 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adelante Capital Management LLC | 177,856 | $0 | 0.00% | +147,874+493.2% | Added |
| Motco | 1 | $118 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $473 | 0.00% | +2+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $710 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $710 | 0.00% | +6 | New |
| Pin Oak Investment Advisors Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Private Trust Co NA | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $1.18K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 12 | $1.42K | 0.00% | +8+200.0% | Added |
| Jones Financial Companies LLLP | 13 | $1.54K | 0.00% | +13 | New |
| Castleview Partners, LLC | 14 | $1.66K | 0.00% | +4+40.0% | Added |
| Raffa Wealth Management, LLC | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 17 | $2.01K | 0.00% | +17 | New |
| CNB Bank | 18 | $2.13K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.25K | 0.00% | +19 | New |
| Zions Bancorporation, N.A. | 20 | $2.37K | 0.00% | −13−39.4% | Reduced |
| Global Retirement Partners, LLC | 21 | $2.42K | 0.00% | +10+90.9% | Added |
| Investors Research Corp | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $3.55K | 0.00% | +30 | New |
| Gradient Investments LLC | 32 | $3.79K | 0.00% | +6+23.1% | Added |
| Tradition Wealth Management, LLC | 31 | $4.00K | 0.00% | +1+3.3% | Added |
| American National Bank | 34 | $4.02K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 35 | $4.13K | 0.00% | +4+12.9% | Added |
| Geneos Wealth Management Inc. | 40 | $4.72K | 0.00% | +20+100.0% | Added |
| North Star Investment Management Corp. | 40 | $4.73K | 0.00% | +40 | New |
| Cary Street Partner Investment Advisory LLC | 45 | $5.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $5.56K | 0.00% | +47 | New |
| Northwest Investment Counselors, LLC | 48 | $5.68K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $5.84K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $6.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $6.27K | 0.00% | +14+35.9% | Added |
| Baker Avenue Asset Management, LP | 53 | $6.27K | 0.00% | +45+562.5% | Added |
| Massmutual Trust Co FSB | 54 | $6.39K | 0.00% | −8−12.9% | Reduced |
| Umb Bank N A | 69 | $8.16K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $8.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $8.64K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 81 | $9.59K | 0.00% | +81 | New |
| HHM Wealth Advisors, LLC | 83 | $9.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $10.4K | 0.00% | +88 | New |
| JFS Wealth Advisors, LLC | 99 | $11.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $12.0K | 0.00% | +6+6.9% | Added |
| Parkside Financial Bank & Trust | 102 | $12.1K | 0.00% | +3+3.0% | Added |
| Farther Finance Advisors, LLC | 114 | $13.5K | 0.00% | +111+3,700.0% | Added |
| Quent Capital, LLC | 123 | $14.5K | 0.00% | −60−32.8% | Reduced |
| Quarry LP | 138 | $16.3K | 0.01% | +93+206.7% | Added |
| Glassman Wealth Services | 146 | $17.3K | 0.00% | −38−20.7% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $17.8K | 0.01% | +150 | New |
| NBC Securities, Inc. | 160 | $18.0K | 0.00% | +160 | New |
| Allworth Financial LP | 156 | $18.5K | 0.00% | +3+2.0% | Added |
| Capital Advisors, Ltd. LLC | 161 | $19.0K | 0.00% | +48+42.5% | Added |
| Huntington National Bank | 168 | $19.9K | 0.00% | +62+58.5% | Added |
| State of Wyoming | 188 | $22.2K | 0.00% | +69+58.0% | Added |
| Community Bank, N.A. | 221 | $26.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 229 | $27.1K | 0.00% | +125+120.2% | Added |
| Exchange Traded Concepts, LLC | 286 | $33.8K | 0.00% | +10+3.6% | Added |
| Parallel Advisors, LLC | 295 | $34.9K | 0.00% | −54−15.5% | Reduced |
| Proequities, Inc. | 300 | $35.8K | 0.00% | +19+6.8% | Added |
| Federation des caisses Desjardins du Quebec | 354 | $41.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 390 | $46.2K | 0.00% | +390 | New |
| Heritage Wealth Advisors | 400 | $47.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 415 | $49.1K | 0.02% | +415 | New |
| National Bank of Canada | 446 | $51.7K | 0.00% | −3−0.7% | Reduced |
| Tobam | 453 | $54.0K | 0.00% | −416−47.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 461 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 461 | $55.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 465 | $55.0K | 0.00% | +235+102.2% | Added |
| Clearstead Advisors, LLC | 493 | $58.3K | 0.00% | −230−31.8% | Reduced |
| Alta Advisers Ltd | 500 | $59.2K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $60.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 537 | $63.5K | 0.02% | +28+5.5% | Added |
| Rosenberg Matthew Hamilton | 538 | $63.7K | 0.02% | −5−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 573 | $68.0K | 0.00% | +17+3.1% | Added |
| Covestor Ltd | 571 | $68.0K | 0.05% | +68+13.5% | Added |
| Optimum Investment Advisors | 775 | $91.7K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 849 | $100.4K | 0.03% | +215+33.9% | Added |
| Desjardins Global Asset Management Inc. | 907 | $107.3K | 0.01% | +907 | New |
| First Manhattan Co | 946 | $111.9K | 0.00% | +56+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 974 | $115.1K | 0.00% | −606−38.4% | Reduced |
| Picton Mahoney Asset Management | 980 | $116.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 992 | $117.0K | 0.00% | −98−9.0% | Reduced |
| Bessemer Group Inc | 1,032 | $122.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,107 | $131.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,129 | $134.0K | 0.01% | +101+9.8% | Added |
| Mendota Financial Group, LLC | 1,146 | $135.6K | 0.14% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,191 | $140.9K | 0.18% | +1,191 | New |
| Blue Chip Partners, Inc. | 1,245 | $147.4K | 0.02% | −46−3.6% | Reduced |
| American International Group, Inc. | 1,277 | $151.1K | 0.00% | −78−5.8% | Reduced |
| GWM Advisors LLC | 1,333 | $157.7K | 0.00% | −26−1.9% | Reduced |
| Stephenson National Bank & Trust | 1,471 | $174.1K | 0.10% | +66+4.7% | Added |
| Quadrant Capital Group LLC | 1,536 | $181.8K | 0.02% | −64−4.0% | Reduced |