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, Q1 2024
Institutional positions in Sun Communities Inc as of Mar 31, 2024. 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
- 501
- −24 vs. Q4 2023
- Shares held
- 121.9M
- −1.07M (−0.9%) vs. Q4 2023
- Total value
- $15.6B
- −$853.7M (−5.2%) vs. Q4 2023
- New holders
- 52
- 174 more added
- Sold out
- 76
- 199 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adelante Capital Management LLC | 272,209 | $0 | 0.00% | +701+0.3% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $129 | 0.00% | +1 | New |
| Quest Partners LLC | 3 | $386 | 0.00% | −377−99.2% | Reduced |
| Quent Capital, LLC | 3 | $423 | 0.00% | −36−92.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $514 | 0.00% | −1−20.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $515 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $515 | 0.00% | +1+33.3% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $771 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.03K | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15 | $1.93K | 0.00% | +1+7.1% | Added |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +5+33.3% | Added |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.06K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.31K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $2.47K | 0.00% | +21 | New |
| Geneos Wealth Management Inc. | 20 | $2.57K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.83K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $3.05K | 0.00% | +23+2,300.0% | Added |
| Proequities, Inc. | 24 | $3.11K | 0.00% | −325−93.1% | Reduced |
| Gradient Investments LLC | 26 | $3.34K | 0.00% | −6−18.8% | Reduced |
| Global Retirement Partners, LLC | 27 | $3.47K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $4.24K | 0.00% | −89−73.0% | Reduced |
| Salem Investment Counselors Inc | 34 | $4.40K | 0.00% | +34 | New |
| Private Trust Co NA | 35 | $4.50K | 0.00% | −9−20.5% | Reduced |
| Oakworth Capital, Inc. | 35 | $4.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $4.76K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 37 | $4.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $5.14K | 0.00% | +40 | New |
| Harbour Investments, Inc. | 43 | $5.56K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.17K | 0.00% | +48 | New |
| JJJ Advisors Inc. | 48 | $6.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $6.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $6.43K | 0.00% | +50 | New |
| Carolina Wealth Advisors, LLC | 51 | $6.56K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 53 | $6.82K | 0.00% | −339−86.5% | Reduced |
| Gen-Wealth Partners Inc | 55 | $7.07K | 0.00% | +55 | New |
| Front Row Advisors LLC | 59 | $7.64K | 0.00% | +59 | New |
| EverSource Wealth Advisors, LLC | 75 | $8.35K | 0.00% | +31+70.5% | Added |
| HHM Wealth Advisors, LLC | 65 | $8.36K | 0.00% | −18−21.7% | Reduced |
| Bruce G. Allen Investments, LLC | 66 | $8.49K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $8.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $8.98K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $9.26K | 0.00% | +2+2.9% | Added |
| Smartleaf Asset Management LLC | 74 | $9.35K | 0.00% | +74 | New |
| Trust Co of Vermont | 73 | $9.39K | 0.00% | +73 | New |
| Valued Wealth Advisors LLC | 78 | $10.0K | 0.01% | +1+1.3% | Added |
| Operose Advisors LLC | 81 | $10.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 91 | $11.7K | 0.00% | −16−15.0% | Reduced |
| NBC Securities, Inc. | 94 | $12.0K | 0.00% | −51−35.2% | Reduced |
| Capital Advisors, Ltd. LLC | 94 | $12.0K | 0.00% | −3−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $12.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $13.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 114 | $14.7K | 0.00% | +50+78.1% | Added |
| Jones Financial Companies LLLP | 115 | $14.8K | 0.00% | +68+144.7% | Added |
| Capital Analysts, LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 131 | $16.8K | 0.00% | +131 | New |
| Riverview Trust Co | 133 | $17.1K | 0.01% | +133 | New |
| Indiana Trust & Investment Management CO | 150 | $19.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 179 | $23.0K | 0.00% | −1−0.6% | Reduced |
| Salomon & Ludwin, LLC | 190 | $24.4K | 0.00% | −200−51.3% | Reduced |
| Farmers & Merchants Investments Inc | 203 | $26.1K | 0.00% | +203 | New |
| Farther Finance Advisors, LLC | 219 | $27.5K | 0.00% | +28+14.7% | Added |
| V-Square Quantitative Management LLC | 240 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 261 | $33.8K | 0.00% | −200−43.4% | Reduced |
| Lindbrook Capital, LLC | 273 | $35.1K | 0.00% | +8+3.0% | Added |
| State of Wyoming | 283 | $36.4K | 0.01% | +5+1.8% | Added |
| Huntington National Bank | 289 | $37.2K | 0.00% | +117+68.0% | Added |
| CKW Financial Group | 300 | $38.0K | 0.00% | +300 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $41.1K | 0.02% | +170+113.3% | Added |
| Rosenberg Matthew Hamilton | 332 | $41.6K | 0.01% | −206−38.3% | Reduced |
| Wiser Advisor Group LLC | 328 | $42.3K | 0.07% | +1+0.3% | Added |
| Parallel Advisors, LLC | 417 | $53.6K | 0.00% | +70+20.2% | Added |
| SYSTM Wealth Solutions LLC | 445 | $57.6K | 0.01% | −163−26.8% | Reduced |
| Alta Advisers Ltd | 500 | $64.3K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 500 | $64.3K | 0.00% | +500 | New |
| Spire Wealth Management | 505 | $64.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 555 | $65.4K | 0.00% | +75+15.6% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $65.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 519 | $66.7K | 0.03% | +385+287.3% | Added |
| GAMMA Investing LLC | 562 | $72.3K | 0.01% | −80−12.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 598 | $76.9K | 0.02% | +598 | New |
| Covestor Ltd | 632 | $81.0K | 0.05% | −3−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 660 | $84.7K | 0.00% | −237−26.4% | Reduced |
| Crewe Advisors LLC | 700 | $90.0K | 0.01% | +700 | New |
| Tobam | 716 | $92.0K | 0.01% | −27−3.6% | Reduced |
| Optimum Investment Advisors | 775 | $99.7K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 867 | $111.5K | 0.00% | −421−32.7% | Reduced |
| First Manhattan Co | 890 | $114.4K | 0.00% | −56−5.9% | Reduced |