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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 32 | $4.28K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $3.60K | 0.00% | +6+28.6% | Added |
| Investors Research Corp | 22 | $2.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.67K | 0.00% | −20−50.0% | Reduced |
| Central Trust Co | 19 | $2.54K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.54K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.41K | 0.00% | +14+350.0% | Added |
| Brown Brothers Harriman & Co | 17 | $2.27K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +15 | New |
| Castleview Partners, LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.74K | 0.00% | −4−23.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $1.34K | 0.00% | +10 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.20K | 0.00% | −1−10.0% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $802 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $535 | 0.00% | −8−66.7% | Reduced |
| MV Capital Management, Inc. | 3 | $401 | 0.00% | +3 | New |
| Motco | 1 | $134 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $133 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −915,942−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −232,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −153,770−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −80,742−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −40,722−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| GP Brinson Investments LLC | 0 | $0 | 0.00% | −28,985−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −21,252−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −19,478−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −15,816−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,335−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −10,867−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Aristotle Capital Management, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Country Club Bank | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |