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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1,292 | $175.0K | 0.00% | −2,310−64.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,292 | $174.6K | 0.00% | +1,052+438.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,280 | $173.0K | 0.00% | −2,139−62.6% | Reduced |
| Jones Financial Companies LLLP | 1,212 | $164.7K | 0.00% | +619+104.4% | Added |
| Blue Chip Partners, Inc. | 1,192 | $161.1K | 0.01% | +7+0.6% | Added |
| Mather Group, LLC. | 1,094 | $147.9K | 0.00% | −66−5.7% | Reduced |
| BFSG, LLC | 1,038 | $140.3K | 0.02% | −398−27.7% | Reduced |
| Bessemer Group Inc | 1,033 | $139.0K | 0.00% | +1+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 985 | $133.1K | 0.04% | +60+6.5% | Added |
| International Assets Investment Management, LLC | 17,975 | $133.0K | 0.00% | +17,841+13,314.2% | Added |
| Corebridge Financial, Inc. | 918 | $124.1K | 0.00% | −30−3.2% | Reduced |
| GAMMA Investing LLC | 827 | $111.8K | 0.01% | +192+30.2% | Added |
| Principal Securities, Inc. | 789 | $106.6K | 0.00% | +28+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 783 | $105.8K | 0.00% | +21+2.8% | Added |
| Optimum Investment Advisors | 775 | $104.7K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 764 | $103.3K | 0.00% | −93−10.9% | Reduced |
| Quadrant Capital Group LLC | 714 | $96.5K | 0.01% | −46−6.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $95.1K | 0.01% | +600+600.0% | Added |
| National Bank of Canada | 606 | $81.9K | 0.00% | +24+4.1% | Added |
| Jaffetilchin Investment Partners, LLC | 589 | $79.6K | 0.01% | +589 | New |
| Clearstead Advisors, LLC | 579 | $78.3K | 0.00% | +9+1.6% | Added |
| Ronald Blue Trust, Inc. | 625 | $75.2K | 0.00% | +436+230.7% | Added |
| Plante Moran Financial Advisors, LLC | 509 | $68.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 501 | $67.7K | 0.00% | +236+89.1% | Added |
| Point72 Hong Kong Ltd | 448 | $60.5K | 0.00% | +448 | New |
| AdvisorNet Financial, Inc | 402 | $54.3K | 0.00% | −168−29.5% | Reduced |
| Parallel Advisors, LLC | 395 | $53.4K | 0.00% | +97+32.6% | Added |
| Alpine Bank Wealth Management | 385 | $52.0K | 0.01% | +385 | New |
| Quest Partners LLC | 384 | $51.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 376 | $50.9K | 0.04% | −137−26.7% | Reduced |
| Spire Wealth Management | 350 | $47.3K | 0.00% | −130−27.1% | Reduced |
| Huntington National Bank | 340 | $46.0K | 0.00% | +21+6.6% | Added |
| LGT Financial Advisors LLC | 338 | $45.7K | 0.11% | −279−45.2% | Reduced |
| Wiser Advisor Group LLC | 334 | $45.2K | 0.07% | +2+0.6% | Added |
| Walleye Trading LLC | 333 | $45.0K | 0.00% | +333 | New |
| Rosenberg Matthew Hamilton | 332 | $44.9K | 0.01% | +34+11.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $43.2K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 305 | $41.2K | 0.01% | +305 | New |
| CKW Financial Group | 300 | $40.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 295 | $39.9K | 0.01% | +295 | New |
| Global Retirement Partners, LLC | 287 | $38.8K | 0.00% | +260+963.0% | Added |
| Smartleaf Asset Management LLC | 275 | $37.4K | 0.00% | +166+152.3% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $35.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 255 | $34.4K | 0.00% | +12+4.9% | Added |
| Ransom Advisory, Ltd | 254 | $34.3K | 0.02% | −70−21.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 236 | $32.0K | 0.03% | +236 | New |
| Lindbrook Capital, LLC | 229 | $30.9K | 0.00% | +3+1.3% | Added |
| Assetmark, Inc | 199 | $26.9K | 0.00% | +190+2,111.1% | Added |
| Truvestments Capital LLC | 197 | $26.6K | 0.01% | −2,065−91.3% | Reduced |
| Salomon & Ludwin, LLC | 190 | $25.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 149 | $20.1K | 0.02% | −5−3.2% | Reduced |
| Quarry LP | 135 | $18.2K | 0.01% | +68+101.5% | Added |
| Riverview Trust Co | 133 | $18.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $15.5K | 0.00% | +42+57.5% | Added |
| Capital Analysts, LLC | 114 | $15.0K | 0.00% | −1−0.9% | Reduced |
| Parkside Financial Bank & Trust | 107 | $14.4K | 0.00% | +7+7.0% | Added |
| Glassman Wealth Services | 91 | $12.3K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 90 | $12.2K | 0.00% | −9−9.1% | Reduced |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 88 | $11.9K | 0.00% | +88 | New |
| 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 |
| Operose Advisors LLC | 81 | $10.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $10.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $10.0K | 0.01% | −2−2.5% | Reduced |
| Trust Co of Vermont | 73 | $9.87K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 72 | $9.73K | 0.00% | +3+4.3% | Added |
| West Branch Capital LLC | 71 | $9.60K | 0.00% | +1+1.4% | Added |
| Bruce G. Allen Investments, LLC | 66 | $8.92K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 60 | $8.00K | 0.00% | −12−16.7% | Reduced |
| Bryn Mawr Trust Co | 59 | $7.97K | 0.00% | +59 | New |
| Harbour Investments, Inc. | 58 | $7.82K | 0.00% | +14+31.8% | Added |
| Gen-Wealth Partners Inc | 55 | $7.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $6.49K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 47 | $6.35K | 0.00% | +11+30.6% | Added |
| DT Investment Partners, LLC | 45 | $6.08K | 0.00% | +45 | New |
| Capital Advisors, Ltd. LLC | 44 | $6.00K | 0.00% | +42+2,100.0% | Added |
| Continuum Advisory, LLC | 46 | $5.71K | 0.00% | +25+119.0% | Added |
| Ashton Thomas Securities, LLC | 41 | $5.54K | 0.00% | +41 | New |
| Private Trust Co NA | 40 | $5.41K | 0.00% | +5+14.3% | Added |
| Proequities, Inc. | 39 | $5.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 38 | $5.14K | 0.00% | −12−24.0% | Reduced |
| CVA Family Office, LLC | 37 | $5.00K | 0.00% | −4−9.8% | Reduced |
| Salem Investment Counselors Inc | 34 | $4.63K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $3.65K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 23 | $3.07K | 0.00% | −1−4.2% | Reduced |
| Investors Research Corp | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $2.45K | 0.00% | +18 | New |
| CNB Bank | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 17 | $2.30K | 0.00% | −29−63.0% | Reduced |
| Raffa Wealth Management, LLC | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Performance Advisors LLP | 9 | $1.25K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |