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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 925 | $111.3K | 0.03% | +925 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 857 | $103.1K | 0.00% | +857 | New |
| Optimum Investment Advisors | 775 | $93.3K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 761 | $91.6K | 0.00% | −106−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 762 | $91.6K | 0.00% | +102+15.5% | Added |
| Quadrant Capital Group LLC | 760 | $91.5K | 0.01% | −492−39.3% | Reduced |
| GAMMA Investing LLC | 635 | $76.4K | 0.01% | +73+13.0% | Added |
| LGT Financial Advisors LLC | 617 | $74.2K | 0.16% | −545−46.9% | Reduced |
| Jones Financial Companies LLLP | 593 | $71.4K | 0.00% | +478+415.7% | Added |
| National Bank of Canada | 582 | $69.1K | 0.00% | −157,395−99.6% | Reduced |
| Lazard Asset Management LLC | 574 | $69.0K | 0.00% | +574 | 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 |
| 1620 Investment Advisors, Inc. | 513 | $61.7K | 0.05% | +513 | New |
| Plante Moran Financial Advisors, LLC | 509 | $61.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $60.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $57.8K | 0.00% | −25−5.0% | Reduced |
| SYSTM Wealth Solutions LLC | 445 | $53.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 384 | $46.2K | 0.01% | +381+12,700.0% | Added |
| Wiser Advisor Group LLC | 332 | $39.9K | 0.06% | +4+1.2% | Added |
| Ransom Advisory, Ltd | 324 | $39.0K | 0.02% | +324 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $38.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 319 | $38.4K | 0.00% | +30+10.4% | Added |
| State of Wyoming | 311 | $37.4K | 0.01% | +28+9.9% | Added |
| CKW Financial Group | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 298 | $35.9K | 0.00% | −119−28.5% | Reduced |
| Rosenberg Matthew Hamilton | 298 | $35.4K | 0.01% | −34−10.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 261 | $31.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 265 | $31.5K | 0.00% | +46+21.0% | Added |
| Allworth Financial LP | 243 | $30.8K | 0.00% | +129+113.2% | Added |
| Exchange Traded Concepts, LLC | 240 | $28.9K | 0.00% | +61+34.1% | Added |
| Lindbrook Capital, LLC | 226 | $27.2K | 0.00% | −47−17.2% | Reduced |
| Ronald Blue Trust, Inc. | 189 | $24.3K | 0.00% | +156+472.7% | Added |
| Tobam | 192 | $23.0K | 0.00% | −524−73.2% | Reduced |
| Salomon & Ludwin, LLC | 190 | $22.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 175 | $21.1K | 0.00% | +175 | New |
| Benjamin F. Edwards & Company, Inc. | 162 | $19.0K | 0.00% | −18−10.0% | Reduced |
| Financial Network Wealth Advisors LLC | 154 | $18.5K | 0.01% | +154 | New |
| International Assets Investment Management, LLC | 134 | $16.1K | 0.00% | +134 | New |
| Riverview Trust Co | 133 | $16.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 115 | $14.0K | 0.00% | −1−0.9% | Reduced |
| Smartleaf Asset Management LLC | 109 | $13.1K | 0.00% | +35+47.3% | Added |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $12.1K | 0.00% | +9+9.9% | Added |
| JFS Wealth Advisors, LLC | 99 | $11.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $10.3K | 0.00% | +14+19.4% | Added |
| EverSource Wealth Advisors, LLC | 80 | $10.1K | 0.00% | +5+6.7% | Added |
| Covestor Ltd | 79 | $10.0K | 0.01% | −553−87.5% | Reduced |
| Opal Wealth Advisors, LLC | 83 | $9.99K | 0.00% | +83 | New |
| Operose Advisors LLC | 81 | $9.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.34K | 0.01% | −1−1.3% | Reduced |
| 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 |
| West Branch Capital LLC | 70 | $8.42K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $8.30K | 0.00% | +69 | New |
| Quarry LP | 67 | $8.06K | 0.00% | −452−87.1% | Reduced |
| NBC Securities, Inc. | 72 | $8.00K | 0.00% | −22−23.4% | Reduced |
| Bruce G. Allen Investments, LLC | 66 | $7.94K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 60 | $7.22K | 0.00% | +60 | New |
| Gen-Wealth Partners Inc | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $6.49K | 0.00% | −16−23.9% | Reduced |
| Front Row Advisors LLC | 51 | $6.18K | 0.00% | −8−13.6% | Reduced |
| Carolina Wealth Advisors, LLC | 51 | $6.14K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 48 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $5.54K | 0.00% | −23−33.3% | Reduced |
| Harbour Investments, Inc. | 44 | $5.24K | 0.00% | +1+2.3% | Added |
| CVA Family Office, LLC | 41 | $4.93K | 0.00% | +4+10.8% | Added |
| LRI Investments, LLC | 40 | $4.81K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 39 | $4.73K | 0.00% | +15+62.5% | Added |
| Fortitude Family Office, LLC | 36 | $4.33K | 0.00% | +36 | New |
| Private Trust Co NA | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $4.12K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 32 | $3.85K | 0.00% | +32 | New |
| Global Retirement Partners, LLC | 27 | $3.25K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 26 | $3.13K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $3.00K | 0.00% | +10+50.0% | Added |
| Eagle Bay Advisors LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.65K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $2.53K | 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 |
| CNB Bank | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15 | $1.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 15 | $1.80K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 14 | $1.69K | 0.00% | +14 | New |
| First Horizon Advisors, Inc. | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| 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 |
| Johnson Financial Group, Inc. | 8 | $971 | 0.00% | +8 | 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 |
| Carolinas Wealth Consulting LLC | 5 | $602 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $482 | 0.00% | 00.0% | Unchanged |