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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 4,024 | $537.8K | 0.01% | +76+1.9% | Added |
| Tokio Marine Asset Management Co Ltd | 4,093 | $547.0K | 0.03% | +152+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,123 | $551.0K | 0.03% | +396+10.6% | Added |
| Edgestream Partners, L.P. | 4,151 | $554.8K | 0.04% | +4,151 | New |
| Swiss Life Asset Management Ltd | 4,204 | $563.5K | 0.01% | −13,140−75.8% | Reduced |
| Atom Investors LP | 4,320 | $577.4K | 0.10% | +4,320 | New |
| APG Asset Management N.V. | 4,856 | $587.5K | 0.00% | −319−6.2% | Reduced |
| Pasadena Private Wealth, LLC | 4,425 | $591.4K | 0.14% | +4,425 | New |
| Vanderbilt University | 4,530 | $605.4K | 0.15% | −20.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,697 | $628.0K | 0.26% | +4,697 | New |
| Penserra Capital Management LLC | 4,756 | $635.0K | 0.01% | −222−4.5% | Reduced |
| RSM US Wealth Management LLC | 4,766 | $641.4K | 0.02% | +804+20.3% | Added |
| Dynamic Technology Lab Private Ltd | 4,850 | $648.0K | 0.07% | +4,850 | New |
| Panagora Asset Management Inc | 4,973 | $664.6K | 0.00% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,992 | $668.0K | 0.03% | +2,555+104.8% | Added |
| Candriam Luxembourg S.C.A. | 5,053 | $675.4K | 0.00% | −774−13.3% | Reduced |
| Ofi Invest Asset Management | 5,654 | $684.1K | 0.02% | −1,251−18.1% | Reduced |
| HighTower Advisors, LLC | 5,234 | $697.0K | 0.00% | −301−5.4% | Reduced |
| Fox Run Management, L.L.C. | 5,224 | $698.2K | 0.18% | +1,842+54.5% | Added |
| Creative Planning | 5,302 | $708.6K | 0.00% | −2,220−29.5% | Reduced |
| Arkadios Wealth Advisors | 5,349 | $714.9K | 0.06% | +2,438+83.8% | Added |
| United Capital Financial Advisers, LLC | 5,380 | $719.1K | 0.01% | −285−5.0% | Reduced |
| Prudential PLC | 5,419 | $724.2K | 0.01% | −1,164−17.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,568 | $744.2K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,624 | $751.9K | 0.00% | +5,624 | New |
| Fifth Third Bancorp | 5,627 | $752.0K | 0.00% | +412+7.9% | Added |
| SkyOak Wealth, LLC | 5,650 | $755.1K | 0.20% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,703 | $762.2K | 0.00% | +5,703 | New |
| RB Capital Management, LLC | 5,784 | $773.0K | 0.22% | −165−2.8% | Reduced |
| IFP Advisors, Inc | 5,845 | $781.1K | 0.04% | −402−6.4% | Reduced |
| Quantinno Capital Management LP | 5,887 | $787.0K | 0.03% | +5,887 | New |
| Cetera Advisor Networks LLC | 5,916 | $790.7K | 0.00% | +336+6.0% | Added |
| Wealthfront Advisers LLC | 5,966 | $797.4K | 0.00% | +1,072+21.9% | Added |
| Banco Santander, S.A. | 5,992 | $800.8K | 0.01% | +982+19.6% | Added |
| Norinchukin Bank, The | 6,034 | $806.4K | 0.02% | −242−3.9% | Reduced |
| Ethic Inc. | 6,118 | $817.7K | 0.02% | −1,560−20.3% | Reduced |
| Yousif Capital Management, LLC | 6,236 | $833.4K | 0.01% | +105+1.7% | Added |
| Lee Financial Co | 6,237 | $833.6K | 0.15% | 00.0% | Unchanged |
| UBS Oconnor LLC | 6,379 | $852.6K | 0.03% | −40,122−86.3% | Reduced |
| Formidable Asset Management, LLC | 6,387 | $853.6K | 0.19% | +1,736+37.3% | Added |
| MML Investors Services, LLC | 6,442 | $861.0K | 0.00% | +1,005+18.5% | Added |
| Bank of Nova Scotia | 6,468 | $864.6K | 0.00% | +2,856+79.1% | Added |
| Eisler Capital (UK) Ltd. | 6,621 | $884.9K | 0.08% | +6,621 | New |
| JustInvest LLC | 6,750 | $902.1K | 0.02% | +748+12.5% | Added |
| Intech Investment Management LLC | 6,858 | $916.6K | 0.01% | +2,536+58.7% | Added |
| Blair William & Co | 7,067 | $944.5K | 0.00% | +219+3.2% | Added |
| Park Avenue Securities LLC | 7,072 | $945.0K | 0.01% | +358+5.3% | Added |
| Xponance, Inc. | 7,265 | $971.0K | 0.01% | −112−1.5% | Reduced |
| Pearl River Capital, LLC | 7,454 | $996.2K | 0.16% | +7,454 | New |
| Nordea Investment Management AB | 7,594 | $1.02M | 0.00% | −69,371−90.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,701 | $1.03M | 0.02% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 7,301 | $1.04M | 0.07% | −2,000−21.5% | Reduced |
| Toroso Investments, LLC | 8,106 | $1.08M | 0.03% | −182−2.2% | Reduced |
| AQR Capital Management LLC | 8,165 | $1.09M | 0.00% | −3,841−32.0% | Reduced |
| Cascade Investment Advisors, Inc. | 8,223 | $1.10M | 0.78% | +55+0.7% | Added |
| Aurora Investment Managers, LLC. | 8,280 | $1.11M | 0.84% | +1,226+17.4% | Added |
| First National Advisers, LLC | 8,283 | $1.11M | 0.32% | +3,501+73.2% | Added |
| Commonwealth Equity Services, LLC | 8,318 | $1.11M | 0.00% | +216+2.7% | Added |
| SG Americas Securities, LLC | 8,399 | $1.12M | 0.01% | −1,962−18.9% | Reduced |
| Ossiam | 8,552 | $1.14M | 0.02% | +1,163+15.7% | Added |
| DoubleLine ETF Adviser LP | 8,558 | $1.14M | 0.33% | +8,558 | New |
| Naviter Wealth, LLC | 8,587 | $1.16M | 0.23% | +980+12.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,944 | $1.20M | 0.00% | +75+0.8% | Added |
| Phocas Financial Corp. | 8,981 | $1.20M | 0.16% | −1,854−17.1% | Reduced |
| Maryland State Retirement & Pension System | 9,565 | $1.28M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 9,587 | $1.28M | 0.02% | +651+7.3% | Added |
| Brevan Howard Capital Management LP | 9,739 | $1.30M | 0.13% | +9,739 | New |
| Ostrum Asset Management | 9,802 | $1.31M | 0.11% | +42+0.4% | Added |
| Franklin Resources Inc | 10,060 | $1.34M | 0.00% | −1,183−10.5% | Reduced |
| Gulf International Bank (UK) Ltd | 10,257 | $1.37M | 0.04% | −979−8.7% | Reduced |
| Metis Global Partners, LLC | 10,289 | $1.38M | 0.05% | +602+6.2% | Added |
| Federated Hermes, Inc. | 10,304 | $1.38M | 0.00% | +1,513+17.2% | Added |
| Paralel Advisors LLC | 10,314 | $1.38M | 0.07% | +10,314 | New |
| Mutual of America Capital Management LLC | 10,658 | $1.42M | 0.02% | +7,701+260.4% | Added |
| Castle Hook Partners LP | 10,749 | $1.44M | 0.09% | +10,749 | New |
| Tower Research Capital LLC (TRC) | 10,795 | $1.44M | 0.02% | +7,085+191.0% | Added |
| Amalgamated Bank | 10,824 | $1.45M | 0.01% | −1,261−10.4% | Reduced |
| Elo Mutual Pension Insurance Co | 10,863 | $1.45M | 0.04% | +448+4.3% | Added |
| Captrust Financial Advisors | 10,916 | $1.46M | 0.01% | +2,892+36.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,993 | $1.47M | 0.06% | −103−0.9% | Reduced |
| Vident Advisory, LLC | 11,080 | $1.48M | 0.04% | −360−3.1% | Reduced |
| Farrow Financial Inc. | 11,093 | $1.48M | 1.12% | +11,093 | New |
| TCW Group Inc | 11,206 | $1.50M | 0.02% | +11,206 | New |
| Perpetual Ltd | 11,812 | $1.58M | 0.02% | −4,090−25.7% | Reduced |
| Public Sector Pension Investment Board | 12,098 | $1.62M | 0.01% | +119+1.0% | Added |
| GEM Realty Capital | 12,400 | $1.66M | 0.27% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 12,577 | $1.68M | 1.59% | −14,747−54.0% | Reduced |
| Advisors Asset Management, Inc. | 12,584 | $1.68M | 0.03% | +373+3.1% | Added |
| Mariner, LLC | 12,626 | $1.69M | 0.00% | +1,335+11.8% | Added |
| WBH Advisory Inc | 12,705 | $1.70M | 0.19% | −828−6.1% | Reduced |
| Walleye Trading LLC | 12,935 | $1.73M | 0.03% | −4,071−23.9% | Reduced |
| Brinker Capital Investments, LLC | 13,127 | $1.77M | 0.02% | −2,216−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 13,127 | $1.77M | 0.02% | −2,216−14.4% | Reduced |
| Peapack Gladstone Financial Corp | 13,376 | $1.79M | 0.03% | −495−3.6% | Reduced |
| First Hawaiian Bank | 13,379 | $1.79M | 0.06% | −530−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 13,458 | $1.80M | 0.57% | −617−4.4% | Reduced |
| Aurora Investment Counsel | 10,329 | $1.81M | 1.18% | −3,588−25.8% | Reduced |
| Janney Montgomery Scott LLC | 13,597 | $1.82M | 0.01% | −734−5.1% | Reduced |
| Brasada Capital Management, LP | 14,010 | $1.87M | 0.37% | −1,600−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 14,068 | $1.88M | 0.00% | −6,951−33.1% | Reduced |