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 |
|---|---|---|---|---|---|
| Mendota Financial Group, LLC | 1,021 | $136.5K | 0.11% | −125−10.9% | Reduced |
| Bessemer Group Inc | 1,032 | $138.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,107 | $148.0K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,212 | $162.0K | 0.02% | −33−2.7% | Reduced |
| LGT Financial Advisors LLC | 1,213 | $162.1K | 0.20% | +22+1.8% | Added |
| American International Group, Inc. | 1,243 | $166.1K | 0.00% | −34−2.7% | Reduced |
| Centaurus Financial, Inc. | 1,274 | $170.0K | 0.01% | +145+12.8% | Added |
| Principal Securities, Inc. | 1,288 | $172.1K | 0.01% | +1,288 | New |
| Quadrant Capital Group LLC | 1,365 | $182.4K | 0.02% | −171−11.1% | Reduced |
| GWM Advisors LLC | 1,479 | $197.7K | 0.00% | +146+11.0% | Added |
| Buckhead Capital Management LLC | 1,500 | $200.5K | 0.07% | +1,500 | New |
| Raymond James Trust N.A. | 1,521 | $203.3K | 0.01% | +1,521 | New |
| National Asset Management, Inc. | 1,518 | $204.3K | 0.01% | −234−13.4% | Reduced |
| Centiva Capital, LP | 1,530 | $204.5K | 0.01% | +1,530 | New |
| HighPoint Advisor Group LLC | 1,654 | $208.0K | 0.01% | +1,654 | New |
| Canandaigua National Bank & Trust Co | 1,578 | $210.9K | 0.03% | +1,578 | New |
| CWM, LLC | 1,590 | $213.0K | 0.00% | +598+60.3% | Added |
| BFSG, LLC | 1,610 | $215.2K | 0.03% | +1,610 | New |
| Virtus ETF Advisers LLC | 1,637 | $218.8K | 0.14% | +97+6.3% | Added |
| Cypress Capital Group | 1,655 | $221.2K | 0.03% | +1,655 | New |
| Cetera Trust Company, N.A | 1,685 | $225.2K | 0.14% | +1,685 | New |
| Bailard, Inc. | 1,700 | $227.2K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,727 | $230.8K | 0.03% | +1,727 | New |
| American Assets Investment Management, LLC | 1,743 | $233.0K | 0.02% | −898−34.0% | Reduced |
| Foster & Motley Inc | 1,748 | $234.0K | 0.02% | −1,976−53.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,760 | $235.2K | 0.00% | +1,760 | New |
| Greenleaf Trust | 1,763 | $235.6K | 0.00% | +1,763 | New |
| Checchi Capital Advisers, LLC | 1,774 | $237.1K | 0.02% | −73−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,790 | $239.2K | 0.00% | +55+3.2% | Added |
| Landscape Capital Management, L.L.C. | 1,835 | $245.2K | 0.02% | −361−16.4% | Reduced |
| Signaturefd, LLC | 1,853 | $247.7K | 0.01% | −1,024−35.6% | Reduced |
| Prudent Man Advisors, LLC | 1,865 | $249.3K | 0.09% | −16−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 1,905 | $254.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,910 | $255.3K | 0.02% | +40+2.1% | Added |
| Alliance Wealth Advisors, LLC | 1,954 | $261.2K | 0.09% | −51−2.5% | Reduced |
| Norden Group LLC | 2,025 | $270.7K | 0.05% | −672−24.9% | Reduced |
| Snowden Capital Advisors LLC | 2,059 | $275.2K | 0.01% | −66−3.1% | Reduced |
| Magnetar Financial LLC | 2,078 | $277.7K | 0.01% | +2,078 | New |
| CIBC World Markets Inc. | 2,079 | $278.0K | 0.00% | −848−29.0% | Reduced |
| LifePlan Financial, LLC | 2,085 | $278.7K | 0.28% | +2,085 | New |
| Portside Wealth Group, LLC | 2,141 | $286.2K | 0.05% | −98−4.4% | Reduced |
| Vestcor Inc | 2,151 | $287.0K | 0.01% | −34−1.6% | Reduced |
| Wolverine Trading, LLC | 2,168 | $289.8K | 0.00% | −625−22.4% | Reduced |
| Colonial River Wealth Management, LLC | 2,186 | $292.2K | 0.17% | +21+1.0% | Added |
| FDx Advisors, Inc. | 2,218 | $296.0K | 0.02% | +224+11.2% | Added |
| NewEdge Wealth, LLC | 2,232 | $298.3K | 0.01% | +2,232 | New |
| Atria Wealth Solutions, Inc. | 2,238 | $301.1K | 0.00% | −62−2.7% | Reduced |
| PFG Advisors | 2,257 | $301.6K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 2,262 | $302.3K | 0.06% | −6,008−72.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,275 | $304.1K | 0.10% | +2,275 | New |
| Truvestments Capital LLC | 2,340 | $312.7K | 0.14% | +2,340 | New |
| Napa Wealth Management | 2,373 | $317.1K | 0.17% | +2,373 | New |
| Yorktown Management & Research Co Inc | 2,400 | $320.8K | 0.33% | +2,400 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,410 | $322.0K | 0.01% | −1,335−35.6% | Reduced |
| Gsa Capital Partners LLP | 2,421 | $324.0K | 0.03% | +2,421 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,467 | $329.7K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 2,535 | $338.8K | 0.01% | −503−16.6% | Reduced |
| Regions Financial Corp | 2,637 | $352.4K | 0.00% | −118−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,637 | $352.4K | 0.06% | −88−3.2% | Reduced |
| We Are One Seven, LLC | 2,649 | $354.1K | 0.02% | −215−7.5% | Reduced |
| Wetherby Asset Management Inc | 2,696 | $360.3K | 0.02% | +159+6.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,700 | $360.9K | 0.02% | −34,568−92.8% | Reduced |
| Nixon Peabody Trust Co | 2,700 | $360.9K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,712 | $362.5K | 0.01% | +866+46.9% | Added |
| Argonautica Private Wealth Management, Inc | 2,738 | $365.9K | 0.15% | +4+0.1% | Added |
| Well Done, LLC | 2,819 | $376.8K | 0.07% | −593−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,836 | $379.0K | 0.00% | +661+30.4% | Added |
| Vontobel Holding Ltd. | 2,875 | $384.2K | 0.00% | −188−6.1% | Reduced |
| Investment Management Corp of Ontario | 2,882 | $385.2K | 0.01% | −34,818−92.4% | Reduced |
| Corton Capital Inc. | 2,896 | $387.1K | 0.12% | +2,896 | New |
| Degroof Petercam Asset Management | 2,900 | $387.6K | 0.01% | +2,900 | New |
| Simplex Trading, LLC | 2,927 | $391.0K | 0.01% | +2,927 | New |
| Apollon Wealth Management, LLC | 2,936 | $392.4K | 0.01% | +147+5.3% | Added |
| Prime Capital Investment Advisors, LLC | 2,944 | $393.4K | 0.01% | +138+4.9% | Added |
| Pensionmark Financial Group, LLC | 2,988 | $402.1K | 0.05% | −78−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,027 | $405.0K | 0.00% | −392−11.5% | Reduced |
| Lantern Wealth Advisors, LLC | 3,100 | $414.3K | 0.32% | +3,100 | New |
| Kovitz Investment Group Partners, LLC | 3,133 | $418.7K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,159 | $422.2K | 0.00% | +2,586+451.3% | Added |
| Aptus Capital Advisors, LLC | 3,206 | $428.5K | 0.01% | −242−7.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,268 | $436.8K | 0.04% | −1,218−27.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,296 | $440.5K | 0.11% | +240+7.9% | Added |
| Alberta Investment Management Corp | 3,300 | $441.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,559 | $441.6K | 0.00% | +388+12.2% | Added |
| Canal Capital Management, LLC | 3,336 | $445.9K | 0.08% | +3,336 | New |
| Baird Financial Group, Inc. | 3,388 | $452.8K | 0.00% | +972+40.2% | Added |
| Jump Financial, LLC | 3,411 | $455.9K | 0.01% | −5,039−59.6% | Reduced |
| Commerce Bank | 3,415 | $456.4K | 0.00% | +185+5.7% | Added |
| MetLife Investment Management | 3,494 | $467.0K | 0.00% | −58−1.6% | Reduced |
| Bristlecone Advisors, LLC | 3,579 | $478.3K | 0.05% | +13+0.4% | Added |
| Mackenzie Financial Corp | 3,648 | $487.6K | 0.00% | −1,334−26.8% | Reduced |
| Cresset Asset Management, LLC | 3,631 | $488.6K | 0.00% | −873−19.4% | Reduced |
| Cerity Partners LLC | 3,696 | $494.0K | 0.00% | +3,696 | New |
| Tributary Capital Management, LLC | 3,785 | $505.9K | 0.04% | −100−2.6% | Reduced |
| Keybank National Association | 3,786 | $506.0K | 0.00% | +54+1.4% | Added |
| Metropolitan Life Insurance Co | 3,810 | $509.2K | 0.02% | −11−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,816 | $510.0K | 0.03% | +3,816 | New |
| CIBC Asset Management Inc | 3,990 | $533.3K | 0.00% | −316−7.3% | Reduced |
| Cetera Investment Advisers | 4,009 | $535.8K | 0.00% | −387−8.8% | Reduced |
| Mercer Global Advisors Inc | 4,018 | $537.0K | 0.00% | −208−4.9% | Reduced |