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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 1,540 | $182.2K | 0.11% | −132−7.9% | Reduced |
| Banque Cantonale Vaudoise | 1,652 | $195.0K | 0.01% | −748−31.2% | Reduced |
| Bailard, Inc. | 1,700 | $201.2K | 0.01% | 00.0% | Unchanged |
| Somerset Trust Co | 1,712 | $202.6K | 0.09% | −21−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,735 | $205.3K | 0.00% | +85+5.2% | Added |
| National Asset Management, Inc. | 1,752 | $209.0K | 0.01% | +1,752 | New |
| Country Club Bank | 1,767 | $209.2K | 0.02% | −16,009−90.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,780 | $210.6K | 0.03% | +160+9.9% | Added |
| Intrust Bank NA | 1,804 | $213.5K | 0.03% | +1,804 | New |
| Worth Venture Partners, LLC | 1,825 | $216.0K | 0.13% | −459−20.1% | Reduced |
| Ellevest, Inc. | 1,843 | $218.1K | 0.02% | −108−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 1,846 | $218.6K | 0.00% | +155+9.2% | Added |
| Checchi Capital Advisers, LLC | 1,847 | $218.6K | 0.02% | +80+4.5% | Added |
| AdvisorNet Financial, Inc | 1,870 | $221.3K | 0.02% | −817−30.4% | Reduced |
| Prudent Man Advisors, LLC | 1,881 | $222.6K | 0.09% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,905 | $225.4K | 0.01% | +5+0.3% | Added |
| Amica Retiree Medical Trust | 1,938 | $229.0K | 0.27% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,938 | $229.3K | 0.03% | −170−8.1% | Reduced |
| Point72 Asset Management, L.P. | 1,994 | $236.0K | 0.00% | +1,994 | New |
| FDx Advisors, Inc. | 1,994 | $236.0K | 0.02% | −331−14.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,005 | $237.3K | 0.09% | +137+7.3% | Added |
| Snowden Capital Advisors LLC | 2,125 | $251.5K | 0.01% | +169+8.6% | Added |
| Aristotle Capital Management, LLC | 2,143 | $253.6K | 0.00% | −228−9.6% | Reduced |
| Colonial River Wealth Management, LLC | 2,165 | $256.2K | 0.17% | −125−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,175 | $257.4K | 0.00% | −58−2.6% | Reduced |
| Vestcor Inc | 2,185 | $259.0K | 0.01% | −719−24.8% | Reduced |
| Landscape Capital Management, L.L.C. | 2,196 | $259.9K | 0.03% | −3,734−63.0% | Reduced |
| Portside Wealth Group, LLC | 2,239 | $263.0K | 0.05% | +134+6.4% | Added |
| PFG Advisors | 2,257 | $267.1K | 0.02% | −20−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 2,300 | $274.3K | 0.00% | +148+6.9% | Added |
| Baird Financial Group, Inc. | 2,416 | $285.9K | 0.00% | +2,416 | New |
| Commerzbank Aktiengesellschaft | 2,437 | $289.0K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,467 | $291.9K | 0.09% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,481 | $293.6K | 0.01% | +2,481 | New |
| Wetherby Asset Management Inc | 2,537 | $300.2K | 0.02% | −254−9.1% | Reduced |
| Jefferies Financial Group Inc. | 2,569 | $304.0K | 0.01% | +2,569 | New |
| American Assets Investment Management, LLC | 2,641 | $312.5K | 0.03% | +700+36.1% | Added |
| Lloyd Advisory Services, LLC. | 2,697 | $319.2K | 0.11% | +2,697 | New |
| Norden Group LLC | 2,697 | $319.2K | 0.11% | +2,697 | New |
| Nixon Peabody Trust Co | 2,700 | $319.5K | 0.27% | +2,700 | New |
| Baker Tilly Wealth Management, LLC | 2,725 | $322.5K | 0.05% | +159+6.2% | Added |
| Virtu Financial LLC | 2,727 | $323.0K | 0.03% | +2,727 | New |
| Argonautica Private Wealth Management, Inc | 2,734 | $323.6K | 0.15% | +63+2.4% | Added |
| Regions Financial Corp | 2,755 | $326.0K | 0.00% | −33−1.2% | Reduced |
| Apollon Wealth Management, LLC | 2,789 | $330.1K | 0.02% | +214+8.3% | Added |
| Wolverine Trading, LLC | 2,793 | $330.5K | 0.00% | −5,261−65.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,806 | $332.0K | 0.01% | −197−6.6% | Reduced |
| Bokf, NA | 3,038 | $337.9K | 0.01% | −125−4.0% | Reduced |
| We Are One Seven, LLC | 2,864 | $339.0K | 0.03% | −155−5.1% | Reduced |
| Signaturefd, LLC | 2,877 | $340.5K | 0.01% | +484+20.2% | Added |
| Arkadios Wealth Advisors | 2,911 | $344.5K | 0.03% | +339+13.2% | Added |
| CIBC World Markets Inc. | 2,927 | $346.0K | 0.00% | −927−24.1% | Reduced |
| Mutual of America Capital Management LLC | 2,957 | $349.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,056 | $361.6K | 0.10% | +312+11.4% | Added |
| Vontobel Holding Ltd. | 3,063 | $362.5K | 0.00% | +7+0.2% | Added |
| Pensionmark Financial Group, LLC | 3,066 | $365.7K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,133 | $370.8K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,141 | $371.7K | 0.00% | −125−3.8% | Reduced |
| AE Wealth Management LLC | 3,171 | $375.3K | 0.00% | +259+8.9% | Added |
| Pettee Investors, Inc. | 3,220 | $381.1K | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 3,230 | $382.2K | 0.00% | +142+4.6% | Added |
| Alberta Investment Management Corp | 3,300 | $390.5K | 0.00% | −70,266−95.5% | Reduced |
| Fox Run Management, L.L.C. | 3,382 | $400.2K | 0.12% | −1,872−35.6% | Reduced |
| Well Done, LLC | 3,412 | $403.8K | 0.09% | −4,070−54.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,419 | $405.0K | 0.00% | +19+0.6% | Added |
| Aptus Capital Advisors, LLC | 3,448 | $408.0K | 0.01% | +772+28.8% | Added |
| Citadel Advisors LLC | 3,542 | $419.2K | 0.00% | −960,638−99.6% | Reduced |
| MetLife Investment Management | 3,552 | $420.3K | 0.00% | +2+0.1% | Added |
| Bristlecone Advisors, LLC | 3,566 | $422.0K | 0.05% | −69−1.9% | Reduced |
| Bank of Nova Scotia | 3,612 | $427.4K | 0.00% | +503+16.2% | Added |
| Tower Research Capital LLC (TRC) | 3,710 | $439.0K | 0.01% | −1,321−26.3% | Reduced |
| Foster & Motley Inc | 3,724 | $441.0K | 0.04% | −4,217−53.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,727 | $441.1K | 0.03% | +96+2.6% | Added |
| Keybank National Association | 3,732 | $441.6K | 0.00% | +384+11.5% | Added |
| Prospera Financial Services Inc | 3,740 | $442.5K | 0.02% | +3,740 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,745 | $443.0K | 0.01% | −860−18.7% | Reduced |
| Metropolitan Life Insurance Co | 3,821 | $452.2K | 0.02% | +20+0.5% | Added |
| Tributary Capital Management, LLC | 3,885 | $459.8K | 0.04% | −50−1.3% | Reduced |
| Quadrature Capital Ltd | 3,940 | $466.1K | 0.01% | +3,940 | New |
| Tokio Marine Asset Management Co Ltd | 3,941 | $466.4K | 0.03% | +224+6.0% | Added |
| Crawford Investment Counsel Inc | 3,948 | $467.2K | 0.01% | +124+3.2% | Added |
| Sherbrooke Park Advisers LLC | 3,963 | $469.0K | 0.15% | +3,963 | New |
| RSM US Wealth Management LLC | 3,962 | $472.5K | 0.02% | +62+1.6% | Added |
| Pathstone Family Office, LLC | 4,089 | $484.2K | 0.00% | +4,089 | New |
| Mercer Global Advisors Inc | 4,226 | $500.0K | 0.00% | +729+20.8% | Added |
| XTX Topco Ltd | 4,269 | $505.2K | 0.09% | +4,269 | New |
| CIBC Asset Management Inc | 4,306 | $509.6K | 0.00% | +130+3.1% | Added |
| Intech Investment Management LLC | 4,322 | $511.5K | 0.01% | −2,382−35.5% | Reduced |
| Cetera Investment Advisers | 4,396 | $520.2K | 0.00% | +59+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,486 | $530.9K | 0.06% | +345+8.3% | Added |
| Vanderbilt University | 4,532 | $536.3K | 0.14% | −1,349−22.9% | Reduced |
| Cresset Asset Management, LLC | 4,504 | $537.2K | 0.00% | +528+13.3% | Added |
| Formidable Asset Management, LLC | 4,651 | $550.4K | 0.12% | −677−12.7% | Reduced |
| Mackenzie Financial Corp | 4,982 | $565.5K | 0.00% | −864−14.8% | Reduced |
| First National Advisers, LLC | 4,782 | $565.9K | 0.25% | +4,782 | New |
| Wealthfront Advisers LLC | 4,894 | $579.2K | 0.00% | +805+19.7% | Added |
| Penserra Capital Management LLC | 4,978 | $588.0K | 0.01% | +211+4.4% | Added |
| Panagora Asset Management Inc | 4,973 | $588.5K | 0.00% | −597−10.7% | Reduced |
| Banco Santander, S.A. | 5,010 | $592.9K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 5,175 | $612.4K | 0.00% | 00.0% | Unchanged |