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 |
|---|---|---|---|---|---|
| SWAN Capital LLC | 9 | $1.22K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 8 | $1.08K | 0.00% | +4+100.0% | Added |
| Dunhill Financial, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Coppell Advisory Solutions LLC | 6 | $816 | 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 |
| Carolinas Wealth Consulting LLC | 5 | $681 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $675 | 0.00% | +5 | New |
| Pacer Advisors, Inc. | 4 | $541 | 0.00% | +4 | New |
| Quent Capital, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $406 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 3 | $394 | 0.00% | +3 | New |
| Bokf, NA | 2 | $262 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $135 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −249,384−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −217,724−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −215,641−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −104,295−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −100,264−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −33,944−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −15,190−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,309−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −13,856−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,609−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,108−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,972−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| LifePlan Financial, LLC | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hazelview Securities Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Permanent Capital Management, LP | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |