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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 1,790 | $239.2K | 0.00% | +55+3.2% | Added |
| Checchi Capital Advisers, LLC | 1,774 | $237.1K | 0.02% | −73−4.0% | Reduced |
| Greenleaf Trust | 1,763 | $235.6K | 0.00% | +1,763 | New |
| CIBC Private Wealth Group, LLC | 1,760 | $235.2K | 0.00% | +1,760 | New |
| Foster & Motley Inc | 1,748 | $234.0K | 0.02% | −1,976−53.1% | Reduced |
| American Assets Investment Management, LLC | 1,743 | $233.0K | 0.02% | −898−34.0% | Reduced |
| Wealth Alliance | 1,727 | $230.8K | 0.03% | +1,727 | New |
| Bailard, Inc. | 1,700 | $227.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,685 | $225.2K | 0.14% | +1,685 | New |
| Cypress Capital Group | 1,655 | $221.2K | 0.03% | +1,655 | New |
| Virtus ETF Advisers LLC | 1,637 | $218.8K | 0.14% | +97+6.3% | Added |
| BFSG, LLC | 1,610 | $215.2K | 0.03% | +1,610 | New |
| CWM, LLC | 1,590 | $213.0K | 0.00% | +598+60.3% | Added |
| Canandaigua National Bank & Trust Co | 1,578 | $210.9K | 0.03% | +1,578 | New |
| HighPoint Advisor Group LLC | 1,654 | $208.0K | 0.01% | +1,654 | New |
| Centiva Capital, LP | 1,530 | $204.5K | 0.01% | +1,530 | New |
| National Asset Management, Inc. | 1,518 | $204.3K | 0.01% | −234−13.4% | Reduced |
| Raymond James Trust N.A. | 1,521 | $203.3K | 0.01% | +1,521 | New |
| Buckhead Capital Management LLC | 1,500 | $200.5K | 0.07% | +1,500 | New |
| GWM Advisors LLC | 1,479 | $197.7K | 0.00% | +146+11.0% | Added |
| Quadrant Capital Group LLC | 1,365 | $182.4K | 0.02% | −171−11.1% | Reduced |
| Principal Securities, Inc. | 1,288 | $172.1K | 0.01% | +1,288 | New |
| Centaurus Financial, Inc. | 1,274 | $170.0K | 0.01% | +145+12.8% | Added |
| American International Group, Inc. | 1,243 | $166.1K | 0.00% | −34−2.7% | Reduced |
| LGT Financial Advisors LLC | 1,213 | $162.1K | 0.20% | +22+1.8% | Added |
| Blue Chip Partners, Inc. | 1,212 | $162.0K | 0.02% | −33−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,107 | $148.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,032 | $138.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,021 | $136.5K | 0.11% | −125−10.9% | Reduced |
| First Manhattan Co | 946 | $126.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 927 | $123.9K | 0.03% | +78+9.2% | Added |
| Desjardins Global Asset Management Inc. | 920 | $122.9K | 0.01% | +13+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 897 | $119.8K | 0.00% | −77−7.9% | Reduced |
| Group One Trading, L.P. | 852 | $113.9K | 0.00% | +852 | New |
| Optimum Investment Advisors | 775 | $103.6K | 0.05% | 00.0% | Unchanged |
| Tobam | 743 | $99.0K | 0.01% | +290+64.0% | Added |
| EntryPoint Capital, LLC | 740 | $98.9K | 0.09% | +740 | New |
| Natixis | 655 | $87.5K | 0.00% | −9,899−93.8% | Reduced |
| Covestor Ltd | 635 | $85.0K | 0.06% | +64+11.2% | Added |
| Stephenson National Bank & Trust | 625 | $83.5K | 0.04% | −846−57.5% | Reduced |
| SYSTM Wealth Solutions LLC | 608 | $81.8K | 0.01% | +608 | New |
| GAMMA Investing LLC | 642 | $80.5K | 0.02% | +642 | New |
| Rosenberg Matthew Hamilton | 538 | $71.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $68.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $66.8K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 505 | $65.2K | 0.00% | +40+8.6% | Added |
| Clearstead Advisors, LLC | 480 | $64.2K | 0.00% | −13−2.6% | Reduced |
| Bartlett & Co. LLC | 461 | $63.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 461 | $62.7K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 415 | $55.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 392 | $52.4K | 0.02% | −145−27.0% | Reduced |
| Quest Partners LLC | 380 | $50.8K | 0.01% | +380 | New |
| Federation des caisses Desjardins du Quebec | 354 | $47.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 349 | $47.0K | 0.00% | +49+16.3% | Added |
| Parallel Advisors, LLC | 347 | $46.4K | 0.00% | +52+17.6% | Added |
| Salomon & Ludwin, LLC | 390 | $46.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 327 | $43.7K | 0.07% | +327 | New |
| State of Wyoming | 278 | $37.2K | 0.01% | +90+47.9% | Added |
| Lindbrook Capital, LLC | 265 | $35.4K | 0.00% | +36+15.7% | Added |
| V-Square Quantitative Management LLC | 240 | $32.1K | 0.01% | +240 | New |
| Community Bank, N.A. | 221 | $29.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 191 | $25.5K | 0.00% | +77+67.5% | Added |
| Exchange Traded Concepts, LLC | 180 | $24.1K | 0.00% | −106−37.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 180 | $24.0K | 0.00% | +180 | New |
| Huntington National Bank | 172 | $23.0K | 0.00% | +4+2.4% | Added |
| Indiana Trust & Investment Management CO | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $20.0K | 0.01% | +150 | New |
| NBC Securities, Inc. | 145 | $19.0K | 0.00% | −15−9.4% | Reduced |
| Quarry LP | 134 | $17.9K | 0.01% | −4−2.9% | Reduced |
| Capital Analysts, LLC | 116 | $16.0K | 0.00% | +116 | New |
| Parkside Financial Bank & Trust | 107 | $14.4K | 0.00% | +5+4.9% | Added |
| Ronald Blue Trust, Inc. | 122 | $14.0K | 0.00% | +29+31.2% | Added |
| Criterion Capital Advisors, LLC | 101 | $13.5K | 0.01% | +101 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 100 | $13.4K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 99 | $13.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 97 | $13.0K | 0.00% | −64−39.8% | Reduced |
| HHM Wealth Advisors, LLC | 83 | $11.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 81 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 76 | $10.2K | 0.00% | −70−47.9% | Reduced |
| 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 |
| Umb Bank N A | 69 | $9.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.18K | 0.01% | +77 | New |
| Sachetta, LLC | 67 | $8.98K | 0.00% | +67 | New |
| Bruce G. Allen Investments, LLC | 66 | $8.82K | 0.01% | +66 | New |
| Advisory Services Network, LLC | 65 | $8.69K | 0.00% | +65 | New |
| Allworth Financial LP | 64 | $8.55K | 0.00% | −92−59.0% | Reduced |
| ZRC Wealth Management, LLC | 70 | $8.28K | 0.00% | +70 | New |
| Carolina Wealth Advisors, LLC | 51 | $6.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $6.68K | 0.00% | +10+25.0% | Added |
| JJJ Advisors Inc. | 48 | $6.46K | 0.00% | +48 | New |
| Jones Financial Companies LLLP | 47 | $6.28K | 0.00% | +34+261.5% | Added |
| 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 |
| Harbour Investments, Inc. | 43 | $5.75K | 0.00% | +43 | New |
| Quent Capital, LLC | 39 | $5.21K | 0.00% | −84−68.3% | Reduced |
| Washington Trust Advisors, Inc. | 37 | $4.95K | 0.00% | +2+5.7% | Added |
| CVA Family Office, LLC | 37 | $4.95K | 0.00% | +37 | New |
| Oakworth Capital, Inc. | 35 | $4.68K | 0.00% | +35 | New |