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, Q2 2024
Institutional positions in Sun Communities Inc as of Jun 30, 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
- 508
- +12 vs. Q1 2024
- Shares held
- 120.4M
- −1.20M (−1.0%) vs. Q1 2024
- Total value
- $14.5B
- −$1.06B (−6.8%) vs. Q1 2024
- New holders
- 68
- 158 more added
- Sold out
- 56
- 210 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 26,670 | $0 | 0.00% | −22,070−45.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −92−97.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $119 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $241 | 0.00% | −16−88.9% | Reduced |
| MV Capital Management, Inc. | 2 | $241 | 0.00% | −2−50.0% | Reduced |
| Quent Capital, LLC | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $482 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $602 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $722 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $722 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 6 | $722 | 0.00% | +6 | New |
| Johnson Financial Group, Inc. | 8 | $971 | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.08K | 0.00% | +9 | New |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $1.08K | 0.00% | +9 | New |
| Concord Wealth Partners | 9 | $1.08K | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.69K | 0.00% | +14 | New |
| Castleview Partners, LLC | 15 | $1.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 15 | $1.80K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $2.53K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.65K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $3.00K | 0.00% | +10+50.0% | Added |
| Gradient Investments LLC | 26 | $3.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $3.25K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 32 | $3.85K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 34 | $4.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $4.33K | 0.00% | +36 | New |
| Proequities, Inc. | 39 | $4.73K | 0.00% | +15+62.5% | Added |
| LRI Investments, LLC | 40 | $4.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $4.93K | 0.00% | +4+10.8% | Added |
| Harbour Investments, Inc. | 44 | $5.24K | 0.00% | +1+2.3% | Added |
| Umb Bank N A | 46 | $5.54K | 0.00% | −23−33.3% | Reduced |
| JJJ Advisors Inc. | 48 | $5.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $6.14K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $6.18K | 0.00% | −8−13.6% | Reduced |
| Sachetta, LLC | 51 | $6.49K | 0.00% | −16−23.9% | Reduced |
| Gen-Wealth Partners Inc | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 60 | $7.22K | 0.00% | +60 | New |
| Bruce G. Allen Investments, LLC | 66 | $7.94K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 72 | $8.00K | 0.00% | −22−23.4% | Reduced |
| Quarry LP | 67 | $8.06K | 0.00% | −452−87.1% | Reduced |
| Meeder Asset Management Inc | 69 | $8.30K | 0.00% | +69 | New |
| West Branch Capital LLC | 70 | $8.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $8.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 73 | $8.79K | 0.00% | +53+265.0% | Added |
| Valued Wealth Advisors LLC | 77 | $9.34K | 0.01% | −1−1.3% | Reduced |
| Operose Advisors LLC | 81 | $9.75K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 83 | $9.99K | 0.00% | +83 | New |
| Covestor Ltd | 79 | $10.0K | 0.01% | −553−87.5% | Reduced |
| EverSource Wealth Advisors, LLC | 80 | $10.1K | 0.00% | +5+6.7% | Added |
| Massmutual Trust Co FSB | 86 | $10.3K | 0.00% | +14+19.4% | Added |
| JFS Wealth Advisors, LLC | 99 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $12.1K | 0.00% | +9+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 109 | $13.1K | 0.00% | +35+47.3% | Added |
| Capital Analysts, LLC | 115 | $14.0K | 0.00% | −1−0.9% | Reduced |
| Riverview Trust Co | 133 | $16.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 134 | $16.1K | 0.00% | +134 | New |
| Financial Network Wealth Advisors LLC | 154 | $18.5K | 0.01% | +154 | New |
| Benjamin F. Edwards & Company, Inc. | 162 | $19.0K | 0.00% | −18−10.0% | Reduced |
| Headlands Technologies LLC | 175 | $21.1K | 0.00% | +175 | New |
| Salomon & Ludwin, LLC | 190 | $22.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 192 | $23.0K | 0.00% | −524−73.2% | Reduced |
| Ronald Blue Trust, Inc. | 189 | $24.3K | 0.00% | +156+472.7% | Added |
| Lindbrook Capital, LLC | 226 | $27.2K | 0.00% | −47−17.2% | Reduced |
| Exchange Traded Concepts, LLC | 240 | $28.9K | 0.00% | +61+34.1% | Added |
| Allworth Financial LP | 243 | $30.8K | 0.00% | +129+113.2% | Added |
| Farther Finance Advisors, LLC | 265 | $31.5K | 0.00% | +46+21.0% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $31.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 298 | $35.4K | 0.01% | −34−10.2% | Reduced |
| Parallel Advisors, LLC | 298 | $35.9K | 0.00% | −119−28.5% | Reduced |
| CKW Financial Group | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 311 | $37.4K | 0.01% | +28+9.9% | Added |
| Huntington National Bank | 319 | $38.4K | 0.00% | +30+10.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $38.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 324 | $39.0K | 0.02% | +324 | New |
| Wiser Advisor Group LLC | 332 | $39.9K | 0.06% | +4+1.2% | Added |
| Quest Partners LLC | 384 | $46.2K | 0.01% | +381+12,700.0% | Added |
| SYSTM Wealth Solutions LLC | 445 | $53.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $57.8K | 0.00% | −25−5.0% | Reduced |
| Alta Advisers Ltd | 500 | $60.2K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 509 | $61.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 513 | $61.7K | 0.05% | +513 | New |
| AdvisorNet Financial, Inc | 570 | $68.6K | 0.01% | −1,150−66.9% | Reduced |
| Clearstead Advisors, LLC | 570 | $68.6K | 0.00% | +15+2.7% | Added |
| Lazard Asset Management LLC | 574 | $69.0K | 0.00% | +574 | New |
| National Bank of Canada | 582 | $69.1K | 0.00% | −157,395−99.6% | Reduced |
| Jones Financial Companies LLLP | 593 | $71.4K | 0.00% | +478+415.7% | Added |