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, Q4 2023
Institutional positions in Sun Communities Inc as of Dec 31, 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
- 529
- +34 vs. Q3 2023
- Shares held
- 123.1M
- +178.6K (+0.1%) vs. Q3 2023
- Total value
- $16.5B
- +$1.93B (+13.3%) vs. Q3 2023
- New holders
- 90
- 186 more added
- Sold out
- 56
- 190 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Eagle Bay Advisors LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $133 | 0.00% | +1 | New |
| Motco | 1 | $134 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $401 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $535 | 0.00% | −8−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $802 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Provenance Wealth Advisors, LLC | 9 | $1.20K | 0.00% | −1−10.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $1.34K | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 13 | $1.74K | 0.00% | −4−23.5% | Reduced |
| Castleview Partners, LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +15 | New |
| Turtle Creek Wealth Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $2.27K | 0.00% | +17 | New |
| CNB Bank | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.41K | 0.00% | +14+350.0% | Added |
| Central Trust Co | 19 | $2.54K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.67K | 0.00% | −20−50.0% | Reduced |
| Investors Research Corp | 22 | $2.94K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $3.60K | 0.00% | +6+28.6% | Added |
| Tradition Wealth Management, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $4.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $4.68K | 0.00% | +35 | New |
| CVA Family Office, LLC | 37 | $4.95K | 0.00% | +37 | New |
| Washington Trust Advisors, Inc. | 37 | $4.95K | 0.00% | +2+5.7% | Added |
| Quent Capital, LLC | 39 | $5.21K | 0.00% | −84−68.3% | Reduced |
| Harbour Investments, Inc. | 43 | $5.75K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 44 | $5.88K | 0.00% | −9−17.0% | Reduced |
| Private Trust Co NA | 44 | $5.88K | 0.00% | +35+388.9% | Added |
| Jones Financial Companies LLLP | 47 | $6.28K | 0.00% | +34+261.5% | Added |
| JJJ Advisors Inc. | 48 | $6.46K | 0.00% | +48 | New |
| North Star Investment Management Corp. | 50 | $6.68K | 0.00% | +10+25.0% | Added |
| Carolina Wealth Advisors, LLC | 51 | $6.82K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $8.28K | 0.00% | +70 | New |
| Allworth Financial LP | 64 | $8.55K | 0.00% | −92−59.0% | Reduced |
| Advisory Services Network, LLC | 65 | $8.69K | 0.00% | +65 | New |
| Bruce G. Allen Investments, LLC | 66 | $8.82K | 0.01% | +66 | New |
| Sachetta, LLC | 67 | $8.98K | 0.00% | +67 | New |
| Valued Wealth Advisors LLC | 77 | $9.18K | 0.01% | +77 | New |
| Umb Bank N A | 69 | $9.22K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $9.36K | 0.00% | +16+29.6% | Added |
| Glassman Wealth Services | 76 | $10.2K | 0.00% | −70−47.9% | Reduced |
| Operose Advisors LLC | 81 | $10.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $11.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 97 | $13.0K | 0.00% | −64−39.8% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $13.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 100 | $13.4K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $13.5K | 0.01% | +101 | New |
| Ronald Blue Trust, Inc. | 122 | $14.0K | 0.00% | +29+31.2% | Added |
| Parkside Financial Bank & Trust | 107 | $14.4K | 0.00% | +5+4.9% | Added |
| Capital Analysts, LLC | 116 | $16.0K | 0.00% | +116 | New |
| Quarry LP | 134 | $17.9K | 0.01% | −4−2.9% | Reduced |
| NBC Securities, Inc. | 145 | $19.0K | 0.00% | −15−9.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $20.0K | 0.01% | +150 | New |
| Indiana Trust & Investment Management CO | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 172 | $23.0K | 0.00% | +4+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 180 | $24.0K | 0.00% | +180 | New |
| Exchange Traded Concepts, LLC | 180 | $24.1K | 0.00% | −106−37.1% | Reduced |
| Farther Finance Advisors, LLC | 191 | $25.5K | 0.00% | +77+67.5% | Added |
| Community Bank, N.A. | 221 | $29.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 240 | $32.1K | 0.01% | +240 | New |
| Lindbrook Capital, LLC | 265 | $35.4K | 0.00% | +36+15.7% | Added |
| State of Wyoming | 278 | $37.2K | 0.01% | +90+47.9% | Added |
| Wiser Advisor Group LLC | 327 | $43.7K | 0.07% | +327 | New |
| Salomon & Ludwin, LLC | 390 | $46.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 347 | $46.4K | 0.00% | +52+17.6% | Added |
| Proequities, Inc. | 349 | $47.0K | 0.00% | +49+16.3% | Added |
| Federation des caisses Desjardins du Quebec | 354 | $47.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 380 | $50.8K | 0.01% | +380 | New |
| Park Place Capital Corp | 392 | $52.4K | 0.02% | −145−27.0% | Reduced |
| Rogco, LP | 415 | $55.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 461 | $62.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 461 | $63.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 480 | $64.2K | 0.00% | −13−2.6% | Reduced |
| Spire Wealth Management | 505 | $65.2K | 0.00% | +40+8.6% | Added |
| Alta Advisers Ltd | 500 | $66.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $68.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 538 | $71.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 642 | $80.5K | 0.02% | +642 | New |
| SYSTM Wealth Solutions LLC | 608 | $81.8K | 0.01% | +608 | New |
| Stephenson National Bank & Trust | 625 | $83.5K | 0.04% | −846−57.5% | Reduced |
| Covestor Ltd | 635 | $85.0K | 0.06% | +64+11.2% | Added |
| Natixis | 655 | $87.5K | 0.00% | −9,899−93.8% | Reduced |
| EntryPoint Capital, LLC | 740 | $98.9K | 0.09% | +740 | New |
| Tobam | 743 | $99.0K | 0.01% | +290+64.0% | Added |
| Optimum Investment Advisors | 775 | $103.6K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 852 | $113.9K | 0.00% | +852 | New |
| Northwestern Mutual Wealth Management Co | 897 | $119.8K | 0.00% | −77−7.9% | Reduced |
| Desjardins Global Asset Management Inc. | 920 | $122.9K | 0.01% | +13+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 927 | $123.9K | 0.03% | +78+9.2% | Added |
| First Manhattan Co | 946 | $126.4K | 0.00% | 00.0% | Unchanged |