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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 5,784 | $773.0K | 0.22% | −165−2.8% | Reduced |
| Bridgewater Associates, LP | 5,703 | $762.2K | 0.00% | +5,703 | New |
| SkyOak Wealth, LLC | 5,650 | $755.1K | 0.20% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,627 | $752.0K | 0.00% | +412+7.9% | Added |
| Pathstone Holdings, LLC | 5,624 | $751.9K | 0.00% | +5,624 | New |
| B. Metzler seel. Sohn & Co. AG | 5,568 | $744.2K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 5,419 | $724.2K | 0.01% | −1,164−17.7% | Reduced |
| United Capital Financial Advisers, LLC | 5,380 | $719.1K | 0.01% | −285−5.0% | Reduced |
| Arkadios Wealth Advisors | 5,349 | $714.9K | 0.06% | +2,438+83.8% | Added |
| Creative Planning | 5,302 | $708.6K | 0.00% | −2,220−29.5% | Reduced |
| Fox Run Management, L.L.C. | 5,224 | $698.2K | 0.18% | +1,842+54.5% | Added |
| HighTower Advisors, LLC | 5,234 | $697.0K | 0.00% | −301−5.4% | Reduced |
| Ofi Invest Asset Management | 5,654 | $684.1K | 0.02% | −1,251−18.1% | Reduced |
| Candriam Luxembourg S.C.A. | 5,053 | $675.4K | 0.00% | −774−13.3% | Reduced |
| Commerzbank Aktiengesellschaft | 4,992 | $668.0K | 0.03% | +2,555+104.8% | Added |
| Panagora Asset Management Inc | 4,973 | $664.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,850 | $648.0K | 0.07% | +4,850 | New |
| RSM US Wealth Management LLC | 4,766 | $641.4K | 0.02% | +804+20.3% | Added |
| Penserra Capital Management LLC | 4,756 | $635.0K | 0.01% | −222−4.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,697 | $628.0K | 0.26% | +4,697 | New |
| Vanderbilt University | 4,530 | $605.4K | 0.15% | −20.0% | Reduced |
| Pasadena Private Wealth, LLC | 4,425 | $591.4K | 0.14% | +4,425 | New |
| APG Asset Management N.V. | 4,856 | $587.5K | 0.00% | −319−6.2% | Reduced |
| Atom Investors LP | 4,320 | $577.4K | 0.10% | +4,320 | New |
| Swiss Life Asset Management Ltd | 4,204 | $563.5K | 0.01% | −13,140−75.8% | Reduced |
| Edgestream Partners, L.P. | 4,151 | $554.8K | 0.04% | +4,151 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,123 | $551.0K | 0.03% | +396+10.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,093 | $547.0K | 0.03% | +152+3.9% | Added |
| Crawford Investment Counsel Inc | 4,024 | $537.8K | 0.01% | +76+1.9% | Added |
| Mercer Global Advisors Inc | 4,018 | $537.0K | 0.00% | −208−4.9% | Reduced |
| Cetera Investment Advisers | 4,009 | $535.8K | 0.00% | −387−8.8% | Reduced |
| CIBC Asset Management Inc | 3,990 | $533.3K | 0.00% | −316−7.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,816 | $510.0K | 0.03% | +3,816 | New |
| Metropolitan Life Insurance Co | 3,810 | $509.2K | 0.02% | −11−0.3% | Reduced |
| Keybank National Association | 3,786 | $506.0K | 0.00% | +54+1.4% | Added |
| Tributary Capital Management, LLC | 3,785 | $505.9K | 0.04% | −100−2.6% | Reduced |
| Cerity Partners LLC | 3,696 | $494.0K | 0.00% | +3,696 | New |
| Cresset Asset Management, LLC | 3,631 | $488.6K | 0.00% | −873−19.4% | Reduced |
| Mackenzie Financial Corp | 3,648 | $487.6K | 0.00% | −1,334−26.8% | Reduced |
| Bristlecone Advisors, LLC | 3,579 | $478.3K | 0.05% | +13+0.4% | Added |
| MetLife Investment Management | 3,494 | $467.0K | 0.00% | −58−1.6% | Reduced |
| Commerce Bank | 3,415 | $456.4K | 0.00% | +185+5.7% | Added |
| Jump Financial, LLC | 3,411 | $455.9K | 0.01% | −5,039−59.6% | Reduced |
| Baird Financial Group, Inc. | 3,388 | $452.8K | 0.00% | +972+40.2% | Added |
| Canal Capital Management, LLC | 3,336 | $445.9K | 0.08% | +3,336 | New |
| AE Wealth Management LLC | 3,559 | $441.6K | 0.00% | +388+12.2% | Added |
| Alberta Investment Management Corp | 3,300 | $441.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,296 | $440.5K | 0.11% | +240+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,268 | $436.8K | 0.04% | −1,218−27.2% | Reduced |
| Aptus Capital Advisors, LLC | 3,206 | $428.5K | 0.01% | −242−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,159 | $422.2K | 0.00% | +2,586+451.3% | Added |
| Kovitz Investment Group Partners, LLC | 3,133 | $418.7K | 0.01% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,100 | $414.3K | 0.32% | +3,100 | New |
| Cambridge Investment Research Advisors, Inc. | 3,027 | $405.0K | 0.00% | −392−11.5% | Reduced |
| Pensionmark Financial Group, LLC | 2,988 | $402.1K | 0.05% | −78−2.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,944 | $393.4K | 0.01% | +138+4.9% | Added |
| Apollon Wealth Management, LLC | 2,936 | $392.4K | 0.01% | +147+5.3% | Added |
| Simplex Trading, LLC | 2,927 | $391.0K | 0.01% | +2,927 | New |
| Degroof Petercam Asset Management | 2,900 | $387.6K | 0.01% | +2,900 | New |
| Corton Capital Inc. | 2,896 | $387.1K | 0.12% | +2,896 | New |
| Investment Management Corp of Ontario | 2,882 | $385.2K | 0.01% | −34,818−92.4% | Reduced |
| Vontobel Holding Ltd. | 2,875 | $384.2K | 0.00% | −188−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,836 | $379.0K | 0.00% | +661+30.4% | Added |
| Well Done, LLC | 2,819 | $376.8K | 0.07% | −593−17.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,738 | $365.9K | 0.15% | +4+0.1% | Added |
| Stratos Wealth Partners, LTD. | 2,712 | $362.5K | 0.01% | +866+46.9% | 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 |
| Wetherby Asset Management Inc | 2,696 | $360.3K | 0.02% | +159+6.3% | Added |
| We Are One Seven, LLC | 2,649 | $354.1K | 0.02% | −215−7.5% | 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 |
| Bokf, NA | 2,535 | $338.8K | 0.01% | −503−16.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,467 | $329.7K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,421 | $324.0K | 0.03% | +2,421 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,410 | $322.0K | 0.01% | −1,335−35.6% | Reduced |
| Yorktown Management & Research Co Inc | 2,400 | $320.8K | 0.33% | +2,400 | New |
| Napa Wealth Management | 2,373 | $317.1K | 0.17% | +2,373 | New |
| Truvestments Capital LLC | 2,340 | $312.7K | 0.14% | +2,340 | New |
| Legacy Wealth Asset Management, LLC | 2,275 | $304.1K | 0.10% | +2,275 | New |
| Wexford Capital LP | 2,262 | $302.3K | 0.06% | −6,008−72.6% | Reduced |
| PFG Advisors | 2,257 | $301.6K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,238 | $301.1K | 0.00% | −62−2.7% | Reduced |
| NewEdge Wealth, LLC | 2,232 | $298.3K | 0.01% | +2,232 | New |
| FDx Advisors, Inc. | 2,218 | $296.0K | 0.02% | +224+11.2% | Added |
| Colonial River Wealth Management, LLC | 2,186 | $292.2K | 0.17% | +21+1.0% | Added |
| Wolverine Trading, LLC | 2,168 | $289.8K | 0.00% | −625−22.4% | Reduced |
| Vestcor Inc | 2,151 | $287.0K | 0.01% | −34−1.6% | Reduced |
| Portside Wealth Group, LLC | 2,141 | $286.2K | 0.05% | −98−4.4% | Reduced |
| LifePlan Financial, LLC | 2,085 | $278.7K | 0.28% | +2,085 | New |
| CIBC World Markets Inc. | 2,079 | $278.0K | 0.00% | −848−29.0% | Reduced |
| Magnetar Financial LLC | 2,078 | $277.7K | 0.01% | +2,078 | New |
| Snowden Capital Advisors LLC | 2,059 | $275.2K | 0.01% | −66−3.1% | Reduced |
| Norden Group LLC | 2,025 | $270.7K | 0.05% | −672−24.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,954 | $261.2K | 0.09% | −51−2.5% | Reduced |
| AdvisorNet Financial, Inc | 1,910 | $255.3K | 0.02% | +40+2.1% | Added |
| ZWJ Investment Counsel Inc | 1,905 | $254.6K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,865 | $249.3K | 0.09% | −16−0.9% | Reduced |
| Signaturefd, LLC | 1,853 | $247.7K | 0.01% | −1,024−35.6% | Reduced |
| Landscape Capital Management, L.L.C. | 1,835 | $245.2K | 0.02% | −361−16.4% | Reduced |