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 |
|---|---|---|---|---|---|
| Freestone Grove Partners LP | 5,821 | $715.8K | 0.01% | +5,821 | New |
| Penserra Capital Management LLC | 5,860 | $719.0K | 0.01% | +83+1.4% | Added |
| Arkadios Wealth Advisors | 5,847 | $719.0K | 0.04% | +678+13.1% | Added |
| Advisor Group Holdings, Inc. | 6,046 | $743.5K | 0.00% | +94+1.6% | Added |
| Bank of Nova Scotia | 6,075 | $746.9K | 0.00% | −408−6.3% | Reduced |
| Catalytic Wealth RIA, LLC | 6,112 | $751.6K | 0.13% | +3,140+105.7% | Added |
| Walleye Trading LLC | 6,118 | $752.3K | 0.01% | +5,785+1,737.2% | Added |
| Boothbay Fund Management, LLC | 6,134 | $754.3K | 0.02% | −59,933−90.7% | Reduced |
| GeoWealth Management, LLC | 6,179 | $759.8K | 0.02% | +3,294+114.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,179 | $761.5K | 0.00% | −159−2.5% | Reduced |
| Blair William & Co | 6,206 | $763.2K | 0.00% | −22−0.4% | Reduced |
| Cetera Investment Advisers | 6,271 | $771.2K | 0.00% | −273−4.2% | Reduced |
| Amalgamated Bank | 6,293 | $774.0K | 0.01% | −188−2.9% | Reduced |
| Yousif Capital Management, LLC | 6,312 | $776.2K | 0.01% | −133−2.1% | Reduced |
| Federated Hermes, Inc. | 6,502 | $799.6K | 0.00% | −51−0.8% | Reduced |
| Fifth Third Bancorp | 6,544 | $804.7K | 0.00% | +996+18.0% | Added |
| Maryland State Retirement & Pension System | 6,585 | $809.8K | 0.02% | −461−6.5% | Reduced |
| Swiss Life Asset Management Ltd | 6,601 | $810.4K | 0.01% | +4,612+231.9% | Added |
| Avantax Advisory Services, Inc. | 6,856 | $843.1K | 0.01% | −10,963−61.5% | Reduced |
| US Bancorp | 6,931 | $852.4K | 0.00% | −144−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,973 | $857.5K | 0.06% | −5,833−45.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,001 | $861.0K | 0.01% | +5,721+447.0% | Added |
| Naviter Wealth, LLC | 6,961 | $862.5K | 0.10% | −1,975−22.1% | Reduced |
| Tacita Capital Inc | 7,259 | $892.6K | 0.64% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,310 | $898.9K | 0.01% | −19,219−72.4% | Reduced |
| Ethic Inc. | 7,346 | $903.3K | 0.02% | +863+13.3% | Added |
| Mackenzie Financial Corp | 7,383 | $907.9K | 0.00% | +765+11.6% | Added |
| Candriam Luxembourg S.C.A. | 7,390 | $908.7K | 0.01% | +1,798+32.2% | Added |
| Vident Advisory, LLC | 7,432 | $913.9K | 0.02% | −5,157−41.0% | Reduced |
| Intech Investment Management LLC | 7,456 | $916.9K | 0.01% | +1,712+29.8% | Added |
| Commonwealth Equity Services, LLC | 8,006 | $985.0K | 0.00% | −166−2.0% | Reduced |
| Pathstone Holdings, LLC | 8,175 | $1.01M | 0.00% | +263+3.3% | Added |
| Mercer Global Advisors Inc | 8,196 | $1.01M | 0.00% | +4,342+112.7% | Added |
| Cannon Global Investment Management, LLC | 8,300 | $1.02M | 2.53% | +8,300 | New |
| Parr McKnight Wealth Management Group, LLC | 8,306 | $1.02M | 0.15% | +8,306 | New |
| Allstate Corp | 8,383 | $1.03M | 0.03% | +2,346+38.9% | Added |
| Ossiam | 8,408 | $1.03M | 0.02% | −1,168−12.2% | Reduced |
| DoubleLine ETF Adviser LP | 8,443 | $1.04M | 0.28% | +74+0.9% | Added |
| JustInvest LLC | 8,447 | $1.04M | 0.02% | +655+8.4% | Added |
| Wealthfront Advisers LLC | 8,463 | $1.04M | 0.00% | −425−4.8% | Reduced |
| Quantinno Capital Management LP | 8,650 | $1.06M | 0.01% | +955+12.4% | Added |
| Ostrum Asset Management | 8,841 | $1.09M | 0.09% | −365−4.0% | Reduced |
| Capital Group Private Client Services, Inc. | 9,073 | $1.12M | 0.01% | +9,073 | New |
| Brinker Capital Investments, LLC | 9,076 | $1.12M | 0.01% | −1,216−11.8% | Reduced |
| Orion Portfolio Solutions, LLC | 9,076 | $1.12M | 0.01% | −1,216−11.8% | Reduced |
| Bristlecone Advisors, LLC | 9,120 | $1.12M | 0.09% | +3,565+64.2% | Added |
| Vanderbilt University | 9,125 | $1.12M | 0.22% | +9,125 | New |
| Brasada Capital Management, LP | 9,360 | $1.14M | 0.20% | −1,500−13.8% | Reduced |
| Gulf International Bank (UK) Ltd | 9,717 | $1.19M | 0.03% | −216−2.2% | Reduced |
| Tredje AP-fonden | 9,854 | $1.21M | 0.01% | −9,853−50.0% | Reduced |
| AQR Capital Management LLC | 10,249 | $1.26M | 0.00% | −4,599−31.0% | Reduced |
| Paralel Advisors LLC | 10,314 | $1.27M | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10,373 | $1.28M | 0.82% | +85+0.8% | Added |
| Nordea Investment Management AB | 10,633 | $1.31M | 0.00% | +756+7.7% | Added |
| VCI Wealth Management LLC | 10,670 | $1.31M | 0.56% | +10,670 | New |
| Creative Planning | 10,928 | $1.34M | 0.00% | +1,437+15.1% | Added |
| Spirit of America Management Corp | 11,000 | $1.35M | 0.27% | 00.0% | Unchanged |
| WBH Advisory Inc | 11,092 | $1.36M | 0.13% | −492−4.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,187 | $1.38M | 0.04% | +637+6.0% | Added |
| Illinois Municipal Retirement Fund | 11,320 | $1.39M | 0.02% | +3,619+47.0% | Added |
| Burns Matteson Capital Management, LLC | 11,411 | $1.40M | 0.79% | −581−4.8% | Reduced |
| Buckingham Strategic Partners | 11,455 | $1.41M | 0.02% | −3,476−23.3% | Reduced |
| Vestcor Inc | 11,539 | $1.42M | 0.05% | +8,624+295.8% | Added |
| Mariner, LLC | 11,601 | $1.43M | 0.00% | +556+5.0% | Added |
| First National Advisers, LLC | 11,689 | $1.44M | 0.23% | +134+1.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,700 | $1.44M | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 11,862 | $1.46M | 0.02% | +40+0.3% | Added |
| Xponance, Inc. | 12,383 | $1.52M | 0.01% | +1,530+14.1% | Added |
| AMG National Trust Bank | 12,429 | $1.53M | 0.04% | −74−0.6% | Reduced |
| Nicola Wealth Management Ltd. | 8,684 | $1.54M | 0.15% | −97,500−91.8% | Reduced |
| Elo Mutual Pension Insurance Co | 12,570 | $1.55M | 0.03% | +1,499+13.5% | Added |
| Public Employees Retirement Association of Colorado | 12,598 | $1.55M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,657 | $1.56M | 0.00% | −5,305−29.5% | Reduced |
| Stifel Financial Corp | 12,670 | $1.56M | 0.00% | −536−4.1% | Reduced |
| Peapack Gladstone Financial Corp | 12,823 | $1.58M | 0.02% | −520−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,978 | $1.60M | 0.00% | +68+0.5% | Added |
| Nomura Holdings Inc | 13,005 | $1.60M | 0.01% | +13,005 | New |
| Sig Brokerage, LP | 13,085 | $1.61M | 0.75% | +13,085 | New |
| CWM Advisors, LLC | 13,368 | $1.64M | 0.18% | −1,256−8.6% | Reduced |
| Integrated Investment Consultants, LLC | 13,458 | $1.65M | 0.34% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,500 | $1.66M | 0.02% | −3,000−18.2% | Reduced |
| Capital Square, LLC | 13,081 | $1.67M | 0.95% | −2,031−13.4% | Reduced |
| Neo Ivy Capital Management | 14,718 | $1.81M | 0.36% | +14,718 | New |
| Advisors Asset Management, Inc. | 14,858 | $1.83M | 0.03% | +1,181+8.6% | Added |
| Voya Investment Management LLC | 14,998 | $1.84M | 0.00% | −1,037−6.5% | Reduced |
| Metis Global Partners, LLC | 15,124 | $1.86M | 0.06% | +1,484+10.9% | Added |
| Janney Montgomery Scott LLC | 15,273 | $1.88M | 0.01% | −512−3.2% | Reduced |
| M&T Bank Corp | 15,347 | $1.89M | 0.01% | −550−3.5% | Reduced |
| First National Bank of Omaha | 15,664 | $1.93M | 0.13% | −1,258−7.4% | Reduced |
| LRT Capital Management, LLC | 15,862 | $1.95M | 1.52% | +15,862 | New |
| Clarkston Capital Partners, LLC | 16,000 | $1.97M | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 16,743 | $2.06M | 0.00% | +1,061+6.8% | Added |
| Kennedy Capital Management, Inc. | 17,460 | $2.15M | 0.05% | −608−3.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,807 | $2.19M | 0.02% | +17,807 | New |
| Mutual of America Capital Management LLC | 18,451 | $2.27M | 0.02% | +772+4.4% | Added |
| New Age Alpha Advisors, LLC | 18,672 | $2.30M | 0.09% | +18,672 | New |
| Freestone Capital Holdings, LLC | 19,778 | $2.43M | 0.08% | +3,969+25.1% | Added |
| First Trust Advisors LP | 19,845 | $2.44M | 0.00% | +1,594+8.7% | Added |
| Agf Management Ltd | 19,966 | $2.46M | 0.01% | +19,966 | New |
| Michelson Medical Research Foundation, Inc. | 20,000 | $2.46M | 2.06% | −30,000−60.0% | Reduced |