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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 754 | $92.7K | 0.00% | −9,598−92.7% | Reduced |
| Optimum Investment Advisors | 775 | $95.3K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 837 | $102.9K | 0.01% | +123+17.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 842 | $103.5K | 0.00% | +78+10.2% | Added |
| GAMMA Investing LLC | 846 | $104.0K | 0.01% | +19+2.3% | Added |
| Corebridge Financial, Inc. | 857 | $105.4K | 0.00% | −61−6.6% | Reduced |
| Hantz Financial Services, Inc. | 872 | $107.0K | 0.00% | −420−32.5% | Reduced |
| BFSG, LLC | 1,008 | $124.0K | 0.01% | −30−2.9% | Reduced |
| Bessemer Group Inc | 1,033 | $127.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,069 | $131.4K | 0.03% | +84+8.5% | Added |
| Mather Group, LLC. | 1,098 | $135.0K | 0.00% | +4+0.4% | Added |
| GWM Advisors LLC | 1,465 | $180.2K | 0.00% | −16−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,559 | $191.7K | 0.00% | +267+20.7% | Added |
| EverSource Wealth Advisors, LLC | 1,614 | $198.5K | 0.01% | +1,528+1,776.7% | Added |
| CWM, LLC | 1,633 | $201.0K | 0.00% | −23−1.4% | Reduced |
| Signaturefd, LLC | 1,639 | $201.6K | 0.00% | +205+14.3% | Added |
| Resources Investment Advisors, LLC. | 1,645 | $202.3K | 0.00% | −329−16.7% | Reduced |
| RNC Capital Management LLC | 1,650 | $202.9K | 0.01% | +1,650 | New |
| Bailard, Inc. | 1,654 | $203.4K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,785 | $225.3K | 0.01% | +37+2.1% | Added |
| Jones Financial Companies LLLP | 1,841 | $226.4K | 0.00% | +629+51.9% | Added |
| TownSquare Capital, LLC | 1,843 | $226.7K | 0.00% | −21−1.1% | Reduced |
| Cetera Trust Company, N.A | 1,865 | $229.3K | 0.15% | +105+6.0% | Added |
| ZWJ Investment Counsel Inc | 1,900 | $233.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,912 | $235.1K | 0.00% | −283−12.9% | Reduced |
| Phocas Financial Corp. | 1,934 | $238.0K | 0.03% | +1,934 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,921 | $239.1K | 0.00% | −11−0.6% | Reduced |
| Pensionmark Financial Group, LLC | 1,960 | $241.1K | 0.01% | +8+0.4% | Added |
| Checchi Capital Advisers, LLC | 1,975 | $242.9K | 0.02% | +230+13.2% | Added |
| Icapital Wealth LLC | 1,992 | $245.0K | 0.14% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,085 | $256.4K | 0.02% | −100−4.6% | Reduced |
| Bayforest Capital Ltd | 2,096 | $257.7K | 0.32% | +2,096 | New |
| Sanctuary Advisors, LLC | 2,088 | $263.0K | 0.00% | +180+9.4% | Added |
| Andra AP-fonden | 2,181 | $268.2K | 0.00% | −40,219−94.9% | Reduced |
| Panagora Asset Management Inc | 2,220 | $273.0K | 0.00% | −2,753−55.4% | Reduced |
| CoreCap Advisors, LLC | 2,263 | $278.3K | 0.01% | −14−0.6% | Reduced |
| GF Fund Management Co. Ltd. | 2,265 | $278.5K | 0.01% | +2,265 | New |
| Guggenheim Capital LLC | 2,381 | $292.8K | 0.00% | −30,224−92.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,402 | $295.4K | 0.00% | −147−5.8% | Reduced |
| Wetherby Asset Management Inc | 2,437 | $299.7K | 0.01% | +54+2.3% | Added |
| Snowden Capital Advisors LLC | 2,429 | $301.0K | 0.01% | +232+10.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,449 | $301.2K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 2,493 | $306.6K | 0.00% | −36−1.4% | Reduced |
| Canal Capital Management, LLC | 2,498 | $307.2K | 0.05% | −671−21.2% | Reduced |
| Lee Financial Co | 2,502 | $307.7K | 0.04% | −3,775−60.1% | Reduced |
| Empowered Funds, LLC | 2,547 | $313.2K | 0.00% | +526+26.0% | Added |
| Stratos Wealth Partners, LTD. | 2,680 | $329.6K | 0.00% | −481−15.2% | Reduced |
| Nixon Peabody Trust Co | 2,700 | $332.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,760 | $339.4K | 0.01% | −100−3.5% | Reduced |
| HighTower Advisors, LLC | 2,787 | $342.8K | 0.00% | −86−3.0% | Reduced |
| Lantern Wealth Advisors, LLC | 2,800 | $344.3K | 0.22% | −500−15.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,889 | $355.3K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,901 | $356.7K | 0.12% | +126+4.5% | Added |
| Crawford Investment Counsel Inc | 2,910 | $357.9K | 0.01% | −1,124−27.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,950 | $362.9K | 0.00% | −455−13.4% | Reduced |
| Advisory Alpha, LLC | 3,000 | $368.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,063 | $376.7K | 0.01% | −198−6.1% | Reduced |
| RB Capital Management, LLC | 3,142 | $386.4K | 0.09% | −585−15.7% | Reduced |
| State of Wyoming | 3,185 | $391.7K | 0.05% | +3,185 | New |
| Commerce Bank | 3,275 | $402.7K | 0.00% | −170−4.9% | Reduced |
| Farringdon Capital, Ltd. | 3,275 | $402.7K | 0.17% | +3,275 | New |
| Federation des caisses Desjardins du Quebec | 3,389 | $416.6K | 0.00% | +1,181+53.5% | Added |
| Simplex Trading, LLC | 3,394 | $417.0K | 0.01% | +3,394 | New |
| Versor Investments LP | 3,400 | $418.1K | 0.07% | +3,400 | New |
| Central Pacific Bank - Trust Division | 3,500 | $430.4K | 0.06% | +1,725+97.2% | Added |
| Banco Santander, S.A. | 3,509 | $431.5K | 0.01% | −2,203−38.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,618 | $444.9K | 0.02% | −100−2.7% | Reduced |
| Captrust Financial Advisors | 3,627 | $446.0K | 0.00% | +128+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,677 | $452.0K | 0.00% | +673+22.4% | Added |
| Hunting Hill Global Capital, LLC | 3,825 | $470.4K | 0.21% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,830 | $474.4K | 0.00% | +461+13.7% | Added |
| Summit Wealth Group, LLC | 3,887 | $478.0K | 0.14% | 00.0% | Unchanged |
| Credit Agricole S A | 4,068 | $500.2K | 0.00% | +958+30.8% | Added |
| Atria Investments LLC | 4,107 | $505.0K | 0.01% | −2,710−39.8% | Reduced |
| MML Investors Services, LLC | 4,165 | $512.0K | 0.00% | +556+15.4% | Added |
| Capital International Inc | 4,268 | $524.8K | 0.01% | +4,268 | New |
| Pasadena Private Wealth, LLC | 4,342 | $533.9K | 0.11% | −153−3.4% | Reduced |
| Baird Financial Group, Inc. | 4,381 | $538.7K | 0.00% | +238+5.7% | Added |
| Van Hulzen Asset Management, LLC | 4,395 | $540.5K | 0.04% | +975+28.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,398 | $540.8K | 0.02% | −65−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 4,405 | $541.7K | 0.00% | −245−5.3% | Reduced |
| EntryPoint Capital, LLC | 4,420 | $543.5K | 0.23% | −1,152−20.7% | Reduced |
| Aviva PLC | 4,589 | $564.3K | 0.00% | −100−2.1% | Reduced |
| Ofi Invest Asset Management | 4,775 | $567.1K | 0.01% | +4,775 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,760 | $585.0K | 0.00% | −2,127−30.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,774 | $587.1K | 0.12% | +585+14.0% | Added |
| Park Avenue Securities LLC | 4,811 | $592.0K | 0.01% | +203+4.4% | Added |
| SkyOak Wealth, LLC | 4,946 | $608.2K | 0.13% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,951 | $608.8K | 0.01% | −741−13.0% | Reduced |
| Commerzbank Aktiengesellschaft | 4,992 | $613.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,000 | $614.9K | 0.06% | +5,000 | New |
| CIBC Asset Management Inc | 5,007 | $615.7K | 0.00% | +606+13.8% | Added |
| Legacy Trust | 5,081 | $624.8K | 0.15% | +5,081 | New |
| HB Wealth Management, LLC | 5,183 | $637.4K | 0.01% | +207+4.2% | Added |
| Omers Administration Corp | 5,239 | $644.2K | 0.01% | +898+20.7% | Added |
| Norinchukin Bank, The | 5,351 | $658.0K | 0.01% | −13−0.2% | Reduced |
| One Capital Management, LLC | 5,488 | $674.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,612 | $690.1K | 0.00% | +76+1.4% | Added |
| MetLife Investment Management | 5,683 | $698.8K | 0.00% | −35−0.6% | Reduced |
| RSM US Wealth Management LLC | 5,741 | $704.7K | 0.01% | +1,553+37.1% | Added |