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, Q4 2024
Institutional positions in Sun Communities Inc as of Dec 31, 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
- 476
- −33 vs. Q3 2024
- Shares held
- 128.9M
- +6.24M (+5.1%) vs. Q3 2024
- Total value
- $15.9B
- −$720.0M (−4.3%) vs. Q3 2024
- New holders
- 56
- 162 more added
- Sold out
- 89
- 194 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $106 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $123 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $158 | 0.00% | −578−99.8% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $246 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $259 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $491 | 0.00% | −4,324−99.9% | Reduced |
| Pacer Advisors, Inc. | 4 | $492 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $615 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $615 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 6 | $738 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $787 | 0.00% | +3+100.0% | Added |
| MV Capital Management, Inc. | 7 | $861 | 0.00% | +4+133.3% | Added |
| Dunhill Financial, LLC | 8 | $979 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $984 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $984 | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 8 | $984 | 0.00% | +8 | New |
| Coppell Advisory Solutions LLC | 9 | $1.10K | 0.00% | +3+50.0% | Added |
| Provenance Wealth Advisors, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.12K | 0.00% | −25−73.5% | Reduced |
| First Horizon Advisors, Inc. | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 15 | $1.84K | 0.00% | +15 | New |
| Assetmark, Inc | 16 | $1.97K | 0.00% | −183−92.0% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $1.98K | 0.00% | −2−11.1% | Reduced |
| Venturi Wealth Management, LLC | 17 | $2.09K | 0.00% | +17 | New |
| Central Trust Co | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $2.80K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $3.32K | 0.00% | +27 | New |
| Private Trust Co NA | 35 | $4.30K | 0.00% | −5−12.5% | Reduced |
| North Star Investment Management Corp. | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $4.80K | 0.00% | +39 | New |
| Proequities, Inc. | 39 | $4.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $4.92K | 0.00% | +23+135.3% | Added |
| Fortitude Family Office, LLC | 42 | $5.17K | 0.00% | −5−10.6% | Reduced |
| Brown Brothers Harriman & Co | 42 | $5.17K | 0.00% | +15+55.6% | Added |
| SRS Capital Advisors, Inc. | 42 | $5.17K | 0.00% | +42 | New |
| TCTC Holdings, LLC | 45 | $5.53K | 0.00% | +45 | New |
| Continuum Advisory, LLC | 46 | $5.66K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $5.66K | 0.00% | +46 | New |
| Gen-Wealth Partners Inc | 55 | $6.76K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $6.76K | 0.00% | +18+48.6% | Added |
| Sachetta, LLC | 57 | $7.01K | 0.00% | +6+11.8% | Added |
| Harbour Investments, Inc. | 57 | $7.02K | 0.00% | −1−1.7% | Reduced |
| Bryn Mawr Trust Co | 59 | $7.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $7.50K | 0.00% | −46−43.0% | Reduced |
| Bruce G. Allen Investments, LLC | 66 | $8.12K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $8.48K | 0.00% | −3−4.2% | Reduced |
| West Branch Capital LLC | 70 | $8.61K | 0.00% | −1−1.4% | Reduced |
| Trust Co of Vermont | 73 | $8.98K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $9.26K | 0.00% | +72+2,400.0% | Added |
| Valued Wealth Advisors LLC | 77 | $9.54K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 79 | $9.71K | 0.00% | +79 | New |
| Covestor Ltd | 78 | $10.0K | 0.01% | +1+1.3% | Added |
| JFS Wealth Advisors, LLC | 83 | $10.2K | 0.00% | −7−7.8% | Reduced |
| Ronald Blue Trust, Inc. | 96 | $11.8K | 0.00% | −529−84.6% | Reduced |
| Capital Advisors, Ltd. LLC | 101 | $12.0K | 0.00% | +57+129.5% | Added |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 106 | $13.0K | 0.00% | +106 | New |
| Group One Trading, L.P. | 109 | $13.4K | 0.00% | +109 | New |
| Capital Analysts, LLC | 116 | $14.0K | 0.00% | +2+1.8% | Added |
| Geneos Wealth Management Inc. | 115 | $14.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 133 | $16.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 155 | $19.1K | 0.00% | +69+80.2% | Added |
| Salomon & Ludwin, LLC | 190 | $23.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $24.0K | 0.01% | +189+3,150.0% | Added |
| Truvestments Capital LLC | 235 | $28.9K | 0.01% | +38+19.3% | Added |
| Lindbrook Capital, LLC | 248 | $30.5K | 0.00% | +19+8.3% | Added |
| Ransom Advisory, Ltd | 254 | $31.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 261 | $32.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 269 | $33.0K | 0.07% | −69−20.4% | Reduced |
| Allworth Financial LP | 275 | $34.4K | 0.00% | +20+7.8% | Added |
| Parallel Advisors, LLC | 286 | $35.2K | 0.00% | −109−27.6% | Reduced |
| Skopos Labs, Inc. | 290 | $35.7K | 0.01% | −15−4.9% | Reduced |
| Independence Bank of Kentucky | 295 | $36.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $39.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 320 | $39.4K | 0.02% | +232+263.6% | Added |
| Huntington National Bank | 322 | $39.6K | 0.00% | −18−5.3% | Reduced |
| Global Retirement Partners, LLC | 330 | $40.6K | 0.00% | +43+15.0% | Added |
| Rosenberg Matthew Hamilton | 332 | $40.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 337 | $41.4K | 0.06% | +3+0.9% | Added |
| Spire Wealth Management | 351 | $43.1K | 0.00% | +1+0.3% | Added |
| 1620 Investment Advisors, Inc. | 352 | $43.3K | 0.03% | −24−6.4% | Reduced |
| Smartleaf Asset Management LLC | 399 | $49.0K | 0.00% | +124+45.1% | Added |
| AdvisorNet Financial, Inc | 405 | $49.8K | 0.00% | +3+0.7% | Added |
| CKW Financial Group | 435 | $53.0K | 0.01% | +135+45.0% | Added |
| Farther Finance Advisors, LLC | 443 | $54.5K | 0.00% | −58−11.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 509 | $62.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 545 | $67.0K | 0.00% | −244−30.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 513 | $69.6K | 0.00% | −2,541−83.2% | Reduced |
| CIBC Private Wealth Group, LLC | 591 | $72.5K | 0.00% | −823−58.2% | Reduced |
| National Bank of Canada | 645 | $79.4K | 0.00% | +39+6.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $86.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 729 | $89.6K | 0.00% | −54−6.9% | Reduced |
| Natixis | 732 | $90.0K | 0.00% | +732 | New |