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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,471 | $174.1K | 0.10% | +66+4.7% | Added |
| GWM Advisors LLC | 1,333 | $157.7K | 0.00% | −26−1.9% | Reduced |
| American International Group, Inc. | 1,277 | $151.1K | 0.00% | −78−5.8% | Reduced |
| Blue Chip Partners, Inc. | 1,245 | $147.4K | 0.02% | −46−3.6% | Reduced |
| LGT Financial Advisors LLC | 1,191 | $140.9K | 0.18% | +1,191 | New |
| Mendota Financial Group, LLC | 1,146 | $135.6K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,129 | $134.0K | 0.01% | +101+9.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,107 | $131.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,032 | $122.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 992 | $117.0K | 0.00% | −98−9.0% | Reduced |
| Picton Mahoney Asset Management | 980 | $116.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 974 | $115.1K | 0.00% | −606−38.4% | Reduced |
| First Manhattan Co | 946 | $111.9K | 0.00% | +56+6.3% | Added |
| Desjardins Global Asset Management Inc. | 907 | $107.3K | 0.01% | +907 | New |
| Sugarloaf Wealth Management, LLC | 849 | $100.4K | 0.03% | +215+33.9% | Added |
| Optimum Investment Advisors | 775 | $91.7K | 0.05% | 00.0% | Unchanged |
| 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 |
| Rosenberg Matthew Hamilton | 538 | $63.7K | 0.02% | −5−0.9% | Reduced |
| Park Place Capital Corp | 537 | $63.5K | 0.02% | +28+5.5% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $60.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $59.2K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 493 | $58.3K | 0.00% | −230−31.8% | Reduced |
| Spire Wealth Management | 465 | $55.0K | 0.00% | +235+102.2% | Added |
| Bartlett & Co. LLC | 461 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 461 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 453 | $54.0K | 0.00% | −416−47.9% | Reduced |
| National Bank of Canada | 446 | $51.7K | 0.00% | −3−0.7% | Reduced |
| Rogco, LP | 415 | $49.1K | 0.02% | +415 | New |
| Heritage Wealth Advisors | 400 | $47.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 390 | $46.2K | 0.00% | +390 | New |
| Federation des caisses Desjardins du Quebec | 354 | $41.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 300 | $35.8K | 0.00% | +19+6.8% | Added |
| Parallel Advisors, LLC | 295 | $34.9K | 0.00% | −54−15.5% | Reduced |
| Exchange Traded Concepts, LLC | 286 | $33.8K | 0.00% | +10+3.6% | Added |
| Lindbrook Capital, LLC | 229 | $27.1K | 0.00% | +125+120.2% | Added |
| Harvest Fund Management Co., Ltd | 227 | $27.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $26.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 188 | $22.2K | 0.00% | +69+58.0% | Added |
| Huntington National Bank | 168 | $19.9K | 0.00% | +62+58.5% | Added |
| Capital Advisors, Ltd. LLC | 161 | $19.0K | 0.00% | +48+42.5% | Added |
| Allworth Financial LP | 156 | $18.5K | 0.00% | +3+2.0% | Added |
| NBC Securities, Inc. | 160 | $18.0K | 0.00% | +160 | New |
| Indiana Trust & Investment Management CO | 150 | $17.8K | 0.01% | +150 | New |
| Glassman Wealth Services | 146 | $17.3K | 0.00% | −38−20.7% | Reduced |
| Quarry LP | 138 | $16.3K | 0.01% | +93+206.7% | Added |
| Quent Capital, LLC | 123 | $14.5K | 0.00% | −60−32.8% | Reduced |
| Farther Finance Advisors, LLC | 114 | $13.5K | 0.00% | +111+3,700.0% | Added |
| Parkside Financial Bank & Trust | 102 | $12.1K | 0.00% | +3+3.0% | Added |
| Ronald Blue Trust, Inc. | 93 | $12.0K | 0.00% | +6+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $11.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $10.4K | 0.00% | +88 | New |
| HHM Wealth Advisors, LLC | 83 | $9.82K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 81 | $9.59K | 0.00% | +81 | New |
| Trust Co of Vermont | 73 | $8.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $8.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $8.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $6.39K | 0.00% | −8−12.9% | Reduced |
| 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 |
| Carolina Wealth Advisors, LLC | 51 | $6.04K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $5.84K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $5.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $5.56K | 0.00% | +47 | New |
| Cary Street Partner Investment Advisory LLC | 45 | $5.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $4.73K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 40 | $4.72K | 0.00% | +20+100.0% | Added |
| Washington Trust Advisors, Inc. | 35 | $4.13K | 0.00% | +4+12.9% | Added |
| American National Bank | 34 | $4.02K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 31 | $4.00K | 0.00% | +1+3.3% | Added |
| Gradient Investments LLC | 32 | $3.79K | 0.00% | +6+23.1% | Added |
| NewSquare Capital LLC | 30 | $3.55K | 0.00% | +30 | New |
| Investors Research Corp | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $2.42K | 0.00% | +10+90.9% | Added |
| Zions Bancorporation, N.A. | 20 | $2.37K | 0.00% | −13−39.4% | Reduced |
| FinTrust Capital Advisors, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.25K | 0.00% | +19 | New |
| CNB Bank | 18 | $2.13K | 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 |
| Raffa Wealth Management, LLC | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 14 | $1.66K | 0.00% | +4+40.0% | Added |
| Jones Financial Companies LLLP | 13 | $1.54K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 12 | $1.42K | 0.00% | +8+200.0% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $1.18K | 0.00% | +10 | New |
| Private Trust Co NA | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $710 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $710 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $473 | 0.00% | +2+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $118 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Adelante Capital Management LLC | 177,856 | $0 | 0.00% | +147,874+493.2% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −1,014,342−100.0% | Sold out |