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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.

Q4 2023 vs. Q3 2023

How the institutions holding Sun Communities Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SUI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4994529+34
Shares123.0M77.7K123.1M+178.6K (+0.1%)
Value$14.5B$9.19M$16.5B+$1.93B (+13.3%)

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Sun Communities Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SUI in Q4 2023
InstitutionSharesValue% of portfolio
Waterfront Capital Partners, LLC319,957$42.8M3.74%
Ceredex Value Advisors LLC280,873$37.8M0.65%
V3 Capital Management, L.P.148,500$19.8M5.46%
Heitman Real Estate Securities LLC133,004$17.8M0.96%
Aware Super Pty Ltd as trustee of Aware Super129,577$16.1M0.22%
Baillie Gifford & Co96,700$12.9M0.01%
Uniplan Investment Counsel, Inc.71,216$9.62M0.72%
Lighthouse Investment Partners, LLC67,500$9.02M0.66%
Poplar Forest Capital LLC58,895$7.87M1.14%
Bamco Inc49,625$6.63M0.02%
CIBC World Markets Corp44,748$5.98M0.03%
Healthcare of Ontario Pension Plan Trust Fund34,000$4.54M0.02%
Qube Research & Technologies Ltd26,649$3.56M0.01%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,340$2.99M0.02%
Anson Funds Management LP22,225$2.97M0.62%
Greenland Capital Management LP20,000$2.67M0.41%
Susquehanna Portfolio Strategies, LLC18,526$2.48M0.04%
Forsta Ap-Fonden17,400$2.33M0.02%
TCW Group Inc11,206$1.50M0.02%
Farrow Financial Inc.11,093$1.48M1.12%
Castle Hook Partners LP10,749$1.44M0.09%
Paralel Advisors LLC10,314$1.38M0.07%
Brevan Howard Capital Management LP9,739$1.30M0.13%
DoubleLine ETF Adviser LP8,558$1.14M0.33%
Pearl River Capital, LLC7,454$996.2K0.16%
Eisler Capital (UK) Ltd.6,621$884.9K0.08%
Quantinno Capital Management LP5,887$787.0K0.03%
Bridgewater Associates, LP5,703$762.2K0.00%
Pathstone Holdings, LLC5,624$751.9K0.00%
Dynamic Technology Lab Private Ltd4,850$648.0K0.07%
Handelsinvest Investeringsforvaltning4,697$628.0K0.26%
Pasadena Private Wealth, LLC4,425$591.4K0.14%
Atom Investors LP4,320$577.4K0.10%
Edgestream Partners, L.P.4,151$554.8K0.04%
Vestmark Advisory Solutions, Inc.3,816$510.0K0.03%
Cerity Partners LLC3,696$494.0K0.00%
Canal Capital Management, LLC3,336$445.9K0.08%
Lantern Wealth Advisors, LLC3,100$414.3K0.32%
Simplex Trading, LLC2,927$391.0K0.01%
Degroof Petercam Asset Management2,900$387.6K0.01%
Corton Capital Inc.2,896$387.1K0.12%
Gsa Capital Partners LLP2,421$324.0K0.03%
Yorktown Management & Research Co Inc2,400$320.8K0.33%
Napa Wealth Management2,373$317.1K0.17%
Truvestments Capital LLC2,340$312.7K0.14%
Legacy Wealth Asset Management, LLC2,275$304.1K0.10%
NewEdge Wealth, LLC2,232$298.3K0.01%
LifePlan Financial, LLC2,085$278.7K0.28%
Magnetar Financial LLC2,078$277.7K0.01%
Greenleaf Trust1,763$235.6K0.00%
CIBC Private Wealth Group, LLC1,760$235.2K0.00%
Wealth Alliance1,727$230.8K0.03%
Cetera Trust Company, N.A1,685$225.2K0.14%
Cypress Capital Group1,655$221.2K0.03%
BFSG, LLC1,610$215.2K0.03%
Canandaigua National Bank & Trust Co1,578$210.9K0.03%
HighPoint Advisor Group LLC1,654$208.0K0.01%
Centiva Capital, LP1,530$204.5K0.01%
Raymond James Trust N.A.1,521$203.3K0.01%
Buckhead Capital Management LLC1,500$200.5K0.07%
Principal Securities, Inc.1,288$172.1K0.01%
Group One Trading, L.P.852$113.9K0.00%
EntryPoint Capital, LLC740$98.9K0.09%
SYSTM Wealth Solutions LLC608$81.8K0.01%
GAMMA Investing LLC642$80.5K0.02%
Quest Partners LLC380$50.8K0.01%
Wiser Advisor Group LLC327$43.7K0.07%
V-Square Quantitative Management LLC240$32.1K0.01%
Benjamin F. Edwards & Company, Inc.180$24.0K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$20.0K0.01%
Capital Analysts, LLC116$16.0K0.00%
Criterion Capital Advisors, LLC101$13.5K0.01%
Scarborough Advisors, LLC100$13.4K0.00%
Valued Wealth Advisors LLC77$9.18K0.01%
Sachetta, LLC67$8.98K0.00%
Bruce G. Allen Investments, LLC66$8.82K0.01%
Advisory Services Network, LLC65$8.69K0.00%
ZRC Wealth Management, LLC70$8.28K0.00%
JJJ Advisors Inc.48$6.46K0.00%
Harbour Investments, Inc.43$5.75K0.00%
CVA Family Office, LLC37$4.95K0.00%
Oakworth Capital, Inc.35$4.68K0.00%
Brown Brothers Harriman & Co17$2.27K0.00%
Turtle Creek Wealth Advisors, LLC15$2.00K0.00%
Valley National Advisers Inc15$2.00K0.00%
Tidemark, LLC10$1.34K0.00%
Coppell Advisory Solutions LLC6$8020.00%
MV Capital Management, Inc.3$4010.00%
TD Waterhouse Canada Inc.1$1330.00%
Dogwood Wealth Management LLC0$30.00%

Sold out (56)

Institutions that held Sun Communities Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SUI in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC915,942$108.4M
Weiss Multi-Strategy Advisers LLC350,000$41.4M
Zimmer Partners, LP232,000$27.5M
Gillson Capital LP153,770$18.2M
Makena Capital Management LLC80,742$9.56M
Boothbay Fund Management, LLC40,722$4.82M
Caisse de Depot Et Placement du Quebec34,200$4.05M
Westwood Holdings Group Inc.32,000$3.79M
GP Brinson Investments LLC28,985$3.43M
Connor, Clark & Lunn Investment Management Ltd.21,252$2.51M
Elequin Capital LP19,478$2.31M
Amica Mutual Insurance Co15,816$1.87M
FORA Capital, LLC13,335$1.58M
Wolverine Asset Management LLC11,601$1.37M
D. E. Shaw & Co., Inc.11,235$1.33M
Loomis Sayles & Co L P10,867$1.29M
Fifth Lane Capital, LP9,000$1.07M
Garda Capital Partners LP6,352$751.7K
Azzad Asset Management Inc6,205$734.3K
Y-Intercept (Hong Kong) Ltd5,265$623.1K
Engineers Gate Manager LP5,200$615.4K
XTX Topco Ltd4,269$505.2K
Sherbrooke Park Advisers LLC3,963$469.0K
Quadrature Capital Ltd3,940$466.1K
Prospera Financial Services Inc3,740$442.5K
Citadel Advisors LLC3,542$419.2K
Pettee Investors, Inc.3,220$381.1K
Virtu Financial LLC2,727$323.0K
Lloyd Advisory Services, LLC.2,697$319.2K
Jefferies Financial Group Inc.2,569$304.0K
Aristotle Capital Management, LLC2,143$253.6K
Avestar Capital, LLC1,938$229.3K
Ellevest, Inc.1,843$218.1K
Worth Venture Partners, LLC1,825$216.0K
Intrust Bank NA1,804$213.5K
Fund Management at Engine No. 1 LLC1,780$210.6K
Country Club Bank1,767$209.2K
Somerset Trust Co1,712$202.6K
Banque Cantonale Vaudoise1,652$195.0K
Picton Mahoney Asset Management980$116.0K
Heritage Wealth Advisors400$47.3K
Harvest Fund Management Co., Ltd227$27.0K
Atlantic Trust, LLC88$10.4K
Trust Co of Vermont73$8.64K
Baker Avenue Asset Management, LP53$6.27K
Front Row Advisors LLC49$5.84K
Northwest Investment Counselors, LLC48$5.68K
Red Tortoise LLC47$5.56K
Cary Street Partner Investment Advisory LLC45$5.33K
American National Bank34$4.02K
NewSquare Capital LLC30$3.55K
Zions Bancorporation, N.A.20$2.37K
Milestone Investment Advisors LLC17$2.01K
Pin Oak Investment Advisors Inc12$1.00K
Farmers & Merchants Investments Inc6$710
Glass Jacobson Investment Advisors llc2$237

Not filed for Q4 2023 yet (4)

Institutions that held Sun Communities Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.56,969$6.74M
Virginia Retirement Systems Et Al14,680$1.74M
Pathstone Family Office, LLC4,089$484.2K
Amica Retiree Medical Trust1,938$229.0K