Sun Communities Inc

SUI

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000912593

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Sun Communities Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of SUI: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	529	4	501	−24
Shares	123.1M	131.0K	121.9M	−1.07M (−0.9%)
Value	$16.5B	$16.2M	$15.6B	−$853.7M (−5.2%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Sun Communities Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SUI in Q1 2024
Institution	Shares	Value	% of portfolio
Dodge & Cox	5,418,615	$696.7M	0.40%
Easterly Investment Partners LLC	128,229	$16.5M	1.26%
Citadel Advisors LLC	88,152	$11.3M	0.01%
Resona Asset Management Co.,Ltd.	68,842	$8.85M	0.05%
Danske Bank A/S	55,601	$7.15M	0.02%
Tudor Investment Corp Et Al	19,258	$2.48M	0.03%
Andra AP-fonden	19,200	$2.47M	0.04%
Bayesian Capital Management, LP	17,271	$2.22M	0.21%
Wealth Enhancement Advisory Services, LLC	11,698	$1.50M	0.00%
Two Sigma Investments, LP	10,800	$1.39M	0.00%
Rockefeller Capital Management L.P.	10,042	$1.29M	0.00%
Cubist Systematic Strategies, LLC	8,991	$1.16M	0.01%
Virtu Financial LLC	8,598	$1.11M	0.08%
Levin Capital Strategies, L.P.	8,500	$1.09M	0.11%
Genus Capital Management Inc.	7,860	$1.01M	0.13%
Advisory Alpha, LLC	6,000	$771.5K	0.03%
Point72 (DIFC) Ltd	5,547	$713.2K	0.06%
Inceptionr LLC	5,441	$699.6K	0.18%
Scientech Research LLC	4,976	$639.8K	0.34%
Capula Management Ltd	4,436	$570.4K	0.02%
Oak Thistle LLC	4,411	$567.2K	0.51%
SpiderRock Advisors, LLC	4,006	$522.4K	0.02%
Central Pacific Bank - Trust Division	4,050	$508.0K	0.06%
Boothbay Fund Management, LLC	3,892	$500.4K	0.01%
Hunting Hill Global Capital, LLC	3,825	$491.8K	0.29%
GeoWealth Management, LLC	2,653	$341.1K	0.01%
Sherbrooke Park Advisers LLC	2,647	$340.4K	0.07%
Dynasty Wealth Management, LLC	2,195	$282.2K	0.01%
Icapital Wealth LLC	1,992	$256.1K	0.15%
Empowered Funds, LLC	1,846	$237.4K	0.00%
Avestar Capital, LLC	1,680	$216.0K	0.02%
GTS Securities LLC	1,666	$214.2K	0.01%
Mather Group, LLC.	1,162	$155.3K	0.00%
Harvest Fund Management Co., Ltd	1,061	$136.0K	0.01%
Crewe Advisors LLC	700	$90.0K	0.01%
Point72 Asia (Singapore) Pte. Ltd.	598	$76.9K	0.02%
Point72 Hong Kong Ltd	500	$64.3K	0.00%
CKW Financial Group	300	$38.0K	0.00%
Farmers & Merchants Investments Inc	203	$26.1K	0.00%
Riverview Trust Co	133	$17.1K	0.01%
CoreCap Advisors, LLC	131	$16.8K	0.00%
Trust Co of Vermont	73	$9.39K	0.00%
Smartleaf Asset Management LLC	74	$9.35K	0.00%
Front Row Advisors LLC	59	$7.64K	0.00%
Gen-Wealth Partners Inc	55	$7.07K	0.00%
Anchor Investment Management, LLC	50	$6.43K	0.00%
Northwest Investment Counselors, LLC	48	$6.17K	0.00%
LRI Investments, LLC	40	$5.14K	0.00%
Salem Investment Counselors Inc	34	$4.40K	0.00%
Continuum Advisory, LLC	21	$2.47K	0.00%
True Wealth Design, LLC	8	$1.03K	0.00%
Colonial Trust Advisors	1	$129	0.00%

Sold out (76)

Institutions that held Sun Communities Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of SUI in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Northwood Liquid Management LP	433,913	$58.0M
Alyeska Investment Group, L.P.	194,088	$25.9M
Walleye Capital LLC	154,144	$20.6M
Point72 Asset Management, L.P.	152,612	$20.4M
V3 Capital Management, L.P.	148,500	$19.8M
Adage Capital Partners GP, L.L.C.	125,000	$16.7M
Congress Wealth Management LLC	63,040	$8.43M
Healthcare of Ontario Pension Plan Trust Fund	34,000	$4.54M
GSI Capital Advisors LLC	33,568	$4.49M
South Dakota Investment Council	32,701	$4.37M
ExodusPoint Capital Management, LP	22,064	$2.95M
Carlson Capital L P	21,957	$2.93M
Legacy Trust	21,040	$2.81M
Susquehanna Portfolio Strategies, LLC	18,526	$2.48M
HGI Capital Management, LLC	17,955	$2.40M
Pictet & Cie (Europe) SA	17,837	$2.38M
TownSquare Capital, LLC	16,742	$2.24M
Aurora Investment Counsel	10,329	$1.81M
LRT Capital Management, LLC	12,577	$1.68M
Vident Advisory, LLC	11,080	$1.48M
Brevan Howard Capital Management LP	9,739	$1.30M
Phocas Financial Corp.	8,981	$1.20M
Pearl River Capital, LLC	7,454	$996.2K
Cetera Advisor Networks LLC	5,916	$790.7K
Bridgewater Associates, LP	5,703	$762.2K
Prudential PLC	5,419	$724.2K
Fox Run Management, L.L.C.	5,224	$698.2K
Dynamic Technology Lab Private Ltd	4,850	$648.0K
Keybank National Association	3,786	$506.0K
AE Wealth Management LLC	3,559	$441.6K
Mount Yale Investment Advisors, LLC	3,268	$436.8K
Aptus Capital Advisors, LLC	3,206	$428.5K
Simplex Trading, LLC	2,927	$391.0K
Corton Capital Inc.	2,896	$387.1K
Well Done, LLC	2,819	$376.8K
We Are One Seven, LLC	2,649	$354.1K
Baker Tilly Wealth Management, LLC	2,637	$352.4K
Bokf, NA	2,535	$338.8K
Napa Wealth Management	2,373	$317.1K
Legacy Wealth Asset Management, LLC	2,275	$304.1K
Atria Wealth Solutions, Inc.	2,238	$301.1K
NewEdge Wealth, LLC	2,232	$298.3K
FDx Advisors, Inc.	2,218	$296.0K
Wolverine Trading, LLC	2,168	$289.8K
Portside Wealth Group, LLC	2,141	$286.2K
Magnetar Financial LLC	2,078	$277.7K
Norden Group LLC	2,025	$270.7K
Alliance Wealth Advisors, LLC	1,954	$261.2K
Greenleaf Trust	1,763	$235.6K
Foster & Motley Inc	1,748	$234.0K
American Assets Investment Management, LLC	1,743	$233.0K
Wealth Alliance	1,727	$230.8K
Cypress Capital Group	1,655	$221.2K
Virtus ETF Advisers LLC	1,637	$218.8K
Canandaigua National Bank & Trust Co	1,578	$210.9K
HighPoint Advisor Group LLC	1,654	$208.0K
Raymond James Trust N.A.	1,521	$203.3K
Buckhead Capital Management LLC	1,500	$200.5K
Centaurus Financial, Inc.	1,274	$170.0K
Thompson Siegel & Walmsley LLC	1,107	$148.0K
Mendota Financial Group, LLC	1,021	$136.5K
Sugarloaf Wealth Management, LLC	927	$123.9K
Group One Trading, L.P.	852	$113.9K
EntryPoint Capital, LLC	740	$98.9K
Natixis	655	$87.5K
Rogco, LP	415	$55.5K
Community Bank, N.A.	221	$29.5K
Scarborough Advisors, LLC	100	$13.4K
Glassman Wealth Services	76	$10.2K
Advisory Services Network, LLC	65	$8.69K
ZRC Wealth Management, LLC	70	$8.28K
Tradition Wealth Management, LLC	31	$4.00K
Brown Brothers Harriman & Co	17	$2.27K
Turtle Creek Wealth Advisors, LLC	15	$2.00K
Motco	1	$134
TD Waterhouse Canada Inc.	1	$133

Not filed for Q1 2024 yet (4)

Institutions that held Sun Communities Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUI in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Aware Super Pty Ltd as trustee of Aware Super	129,577	$16.1M
Desjardins Global Asset Management Inc.	920	$122.9K
Bartlett & Co. LLC	461	$63.0K
Coppell Advisory Solutions LLC	6	$802