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, Q3 2024
Institutional positions in Sun Communities Inc as of Sep 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
- 518
- +17 vs. Q2 2024
- Shares held
- 122.8M
- +13.7M (+12.5%) vs. Q2 2024
- Total value
- $16.6B
- +$3.47B (+26.4%) vs. Q2 2024
- New holders
- 70
- 176 more added
- Sold out
- 53
- 204 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $134 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $135 | 0.00% | +1 | New |
| Bokf, NA | 2 | $262 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $394 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $406 | 0.00% | +1+50.0% | Added |
| Quent Capital, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4 | $541 | 0.00% | +4 | New |
| Golden State Equity Partners | 5 | $675 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $681 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $811 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $811 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | $816 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $1.08K | 0.00% | +4+100.0% | Added |
| Provenance Wealth Advisors, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.22K | 0.00% | +9 | New |
| Capital Performance Advisors LLP | 9 | $1.25K | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.76K | 0.00% | +11+550.0% | Added |
| Private Wealth Management Group, LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 17 | $2.30K | 0.00% | −29−63.0% | Reduced |
| CNB Bank | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $2.45K | 0.00% | +18 | New |
| Central Trust Co | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $3.07K | 0.00% | −1−4.2% | Reduced |
| Brown Brothers Harriman & Co | 27 | $3.65K | 0.00% | +27 | New |
| Salem Investment Counselors Inc | 34 | $4.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $5.00K | 0.00% | −4−9.8% | Reduced |
| North Star Investment Management Corp. | 38 | $5.14K | 0.00% | −12−24.0% | Reduced |
| Proequities, Inc. | 39 | $5.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $5.41K | 0.00% | +5+14.3% | Added |
| Ashton Thomas Securities, LLC | 41 | $5.54K | 0.00% | +41 | New |
| Continuum Advisory, LLC | 46 | $5.71K | 0.00% | +25+119.0% | Added |
| Capital Advisors, Ltd. LLC | 44 | $6.00K | 0.00% | +42+2,100.0% | Added |
| DT Investment Partners, LLC | 45 | $6.08K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 47 | $6.35K | 0.00% | +11+30.6% | Added |
| Northwest Investment Counselors, LLC | 48 | $6.49K | 0.00% | +48 | New |
| Sachetta, LLC | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 55 | $7.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $7.82K | 0.00% | +14+31.8% | Added |
| Bryn Mawr Trust Co | 59 | $7.97K | 0.00% | +59 | New |
| NBC Securities, Inc. | 60 | $8.00K | 0.00% | −12−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 66 | $8.92K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 71 | $9.60K | 0.00% | +1+1.4% | Added |
| Meeder Asset Management Inc | 72 | $9.73K | 0.00% | +3+4.3% | Added |
| Trust Co of Vermont | 73 | $9.87K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $10.0K | 0.01% | −2−2.5% | Reduced |
| Valued Wealth Advisors LLC | 77 | $10.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 81 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $11.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $11.6K | 0.00% | +6+7.5% | Added |
| Aster Capital Management (DIFC) Ltd | 88 | $11.9K | 0.00% | +88 | New |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $12.2K | 0.00% | −9−9.1% | Reduced |
| Glassman Wealth Services | 91 | $12.3K | 0.00% | +91 | New |
| Parkside Financial Bank & Trust | 107 | $14.4K | 0.00% | +7+7.0% | Added |
| Capital Analysts, LLC | 114 | $15.0K | 0.00% | −1−0.9% | Reduced |
| Geneos Wealth Management Inc. | 115 | $15.5K | 0.00% | +42+57.5% | Added |
| Riverview Trust Co | 133 | $18.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 135 | $18.2K | 0.01% | +68+101.5% | Added |
| Financial Network Wealth Advisors LLC | 149 | $20.1K | 0.02% | −5−3.2% | Reduced |
| Salomon & Ludwin, LLC | 190 | $25.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 197 | $26.6K | 0.01% | −2,065−91.3% | Reduced |
| Assetmark, Inc | 199 | $26.9K | 0.00% | +190+2,111.1% | Added |
| Lindbrook Capital, LLC | 229 | $30.9K | 0.00% | +3+1.3% | Added |
| Dynamic Wealth Strategies, LLC | 236 | $32.0K | 0.03% | +236 | New |
| Ransom Advisory, Ltd | 254 | $34.3K | 0.02% | −70−21.6% | Reduced |
| Allworth Financial LP | 255 | $34.4K | 0.00% | +12+4.9% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $35.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 275 | $37.4K | 0.00% | +166+152.3% | Added |
| Global Retirement Partners, LLC | 287 | $38.8K | 0.00% | +260+963.0% | Added |
| Independence Bank of Kentucky | 295 | $39.9K | 0.01% | +295 | New |
| CKW Financial Group | 300 | $40.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 305 | $41.2K | 0.01% | +305 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $43.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 332 | $44.9K | 0.01% | +34+11.4% | Added |
| Walleye Trading LLC | 333 | $45.0K | 0.00% | +333 | New |
| Wiser Advisor Group LLC | 334 | $45.2K | 0.07% | +2+0.6% | Added |
| LGT Financial Advisors LLC | 338 | $45.7K | 0.11% | −279−45.2% | Reduced |
| Huntington National Bank | 340 | $46.0K | 0.00% | +21+6.6% | Added |
| Spire Wealth Management | 350 | $47.3K | 0.00% | −130−27.1% | Reduced |
| 1620 Investment Advisors, Inc. | 376 | $50.9K | 0.04% | −137−26.7% | Reduced |
| Quest Partners LLC | 384 | $51.9K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 385 | $52.0K | 0.01% | +385 | New |
| Parallel Advisors, LLC | 395 | $53.4K | 0.00% | +97+32.6% | Added |
| AdvisorNet Financial, Inc | 402 | $54.3K | 0.00% | −168−29.5% | Reduced |
| Point72 Hong Kong Ltd | 448 | $60.5K | 0.00% | +448 | New |
| Farther Finance Advisors, LLC | 501 | $67.7K | 0.00% | +236+89.1% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $68.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 625 | $75.2K | 0.00% | +436+230.7% | Added |
| Clearstead Advisors, LLC | 579 | $78.3K | 0.00% | +9+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 589 | $79.6K | 0.01% | +589 | New |
| National Bank of Canada | 606 | $81.9K | 0.00% | +24+4.1% | Added |