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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,032 | $133.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 890 | $114.4K | 0.00% | −56−5.9% | Reduced |
| Principal Securities, Inc. | 867 | $111.5K | 0.00% | −421−32.7% | Reduced |
| Optimum Investment Advisors | 775 | $99.7K | 0.05% | 00.0% | Unchanged |
| Tobam | 716 | $92.0K | 0.01% | −27−3.6% | Reduced |
| Crewe Advisors LLC | 700 | $90.0K | 0.01% | +700 | New |
| Northwestern Mutual Wealth Management Co | 660 | $84.7K | 0.00% | −237−26.4% | Reduced |
| Covestor Ltd | 632 | $81.0K | 0.05% | −3−0.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 598 | $76.9K | 0.02% | +598 | New |
| GAMMA Investing LLC | 562 | $72.3K | 0.01% | −80−12.5% | Reduced |
| Quarry LP | 519 | $66.7K | 0.03% | +385+287.3% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $65.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 555 | $65.4K | 0.00% | +75+15.6% | Added |
| Spire Wealth Management | 505 | $64.9K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $64.3K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 500 | $64.3K | 0.00% | +500 | New |
| SYSTM Wealth Solutions LLC | 445 | $57.6K | 0.01% | −163−26.8% | Reduced |
| Parallel Advisors, LLC | 417 | $53.6K | 0.00% | +70+20.2% | Added |
| Wiser Advisor Group LLC | 328 | $42.3K | 0.07% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 332 | $41.6K | 0.01% | −206−38.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $41.1K | 0.02% | +170+113.3% | Added |
| CKW Financial Group | 300 | $38.0K | 0.00% | +300 | New |
| Huntington National Bank | 289 | $37.2K | 0.00% | +117+68.0% | Added |
| State of Wyoming | 283 | $36.4K | 0.01% | +5+1.8% | Added |
| Lindbrook Capital, LLC | 273 | $35.1K | 0.00% | +8+3.0% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $33.8K | 0.00% | −200−43.4% | Reduced |
| V-Square Quantitative Management LLC | 240 | $30.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $27.5K | 0.00% | +28+14.7% | Added |
| Farmers & Merchants Investments Inc | 203 | $26.1K | 0.00% | +203 | New |
| Salomon & Ludwin, LLC | 190 | $24.4K | 0.00% | −200−51.3% | Reduced |
| Exchange Traded Concepts, LLC | 179 | $23.0K | 0.00% | −1−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $19.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 133 | $17.1K | 0.01% | +133 | New |
| CoreCap Advisors, LLC | 131 | $16.8K | 0.00% | +131 | New |
| Capital Analysts, LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 115 | $14.8K | 0.00% | +68+144.7% | Added |
| Allworth Financial LP | 114 | $14.7K | 0.00% | +50+78.1% | Added |
| Criterion Capital Advisors, LLC | 101 | $13.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $12.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 91 | $11.7K | 0.00% | −16−15.0% | Reduced |
| Operose Advisors LLC | 81 | $10.4K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $10.0K | 0.01% | +1+1.3% | Added |
| Trust Co of Vermont | 73 | $9.39K | 0.00% | +73 | New |
| Smartleaf Asset Management LLC | 74 | $9.35K | 0.00% | +74 | New |
| Massmutual Trust Co FSB | 72 | $9.26K | 0.00% | +2+2.9% | Added |
| West Branch Capital LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $8.98K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $8.87K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 66 | $8.49K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $8.36K | 0.00% | −18−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $8.35K | 0.00% | +31+70.5% | Added |
| Front Row Advisors LLC | 59 | $7.64K | 0.00% | +59 | New |
| Gen-Wealth Partners Inc | 55 | $7.07K | 0.00% | +55 | New |
| Park Place Capital Corp | 53 | $6.82K | 0.00% | −339−86.5% | Reduced |
| Carolina Wealth Advisors, LLC | 51 | $6.56K | 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 |
| JJJ Advisors Inc. | 48 | $6.22K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.17K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 43 | $5.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $5.14K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 37 | $4.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $4.76K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.50K | 0.00% | −9−20.5% | Reduced |
| Oakworth Capital, Inc. | 35 | $4.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $4.40K | 0.00% | +34 | New |
| Ronald Blue Trust, Inc. | 33 | $4.24K | 0.00% | −89−73.0% | Reduced |
| Global Retirement Partners, LLC | 27 | $3.47K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 26 | $3.34K | 0.00% | −6−18.8% | Reduced |
| Proequities, Inc. | 24 | $3.11K | 0.00% | −325−93.1% | Reduced |
| Eagle Bay Advisors LLC | 24 | $3.05K | 0.00% | +23+2,300.0% | Added |
| Investors Research Corp | 22 | $2.83K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $2.57K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $2.47K | 0.00% | +21 | New |
| Central Trust Co | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.44K | 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 |
| Raffa Wealth Management, LLC | 16 | $2.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +5+33.3% | Added |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15 | $1.93K | 0.00% | +1+7.1% | Added |
| First Horizon Advisors, Inc. | 13 | $1.67K | 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 |
| Provenance Wealth Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.03K | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 6 | $771 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $515 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $515 | 0.00% | +1+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $514 | 0.00% | −1−20.0% | Reduced |
| Quent Capital, LLC | 3 | $423 | 0.00% | −36−92.3% | Reduced |
| Quest Partners LLC | 3 | $386 | 0.00% | −377−99.2% | Reduced |
| PSI Advisors, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $129 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |