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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 12,978 | $1.60M | 0.00% | +68+0.5% | Added |
| Peapack Gladstone Financial Corp | 12,823 | $1.58M | 0.02% | −520−3.9% | Reduced |
| Stifel Financial Corp | 12,670 | $1.56M | 0.00% | −536−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 12,657 | $1.56M | 0.00% | −5,305−29.5% | Reduced |
| Public Employees Retirement Association of Colorado | 12,598 | $1.55M | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,570 | $1.55M | 0.03% | +1,499+13.5% | Added |
| Nicola Wealth Management Ltd. | 8,684 | $1.54M | 0.15% | −97,500−91.8% | Reduced |
| AMG National Trust Bank | 12,429 | $1.53M | 0.04% | −74−0.6% | Reduced |
| Xponance, Inc. | 12,383 | $1.52M | 0.01% | +1,530+14.1% | Added |
| Gateway Investment Advisers LLC | 11,862 | $1.46M | 0.02% | +40+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,700 | $1.44M | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 11,689 | $1.44M | 0.23% | +134+1.2% | Added |
| Mariner, LLC | 11,601 | $1.43M | 0.00% | +556+5.0% | Added |
| Vestcor Inc | 11,539 | $1.42M | 0.05% | +8,624+295.8% | Added |
| Buckingham Strategic Partners | 11,455 | $1.41M | 0.02% | −3,476−23.3% | Reduced |
| Burns Matteson Capital Management, LLC | 11,411 | $1.40M | 0.79% | −581−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 11,320 | $1.39M | 0.02% | +3,619+47.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,187 | $1.38M | 0.04% | +637+6.0% | Added |
| WBH Advisory Inc | 11,092 | $1.36M | 0.13% | −492−4.2% | Reduced |
| Spirit of America Management Corp | 11,000 | $1.35M | 0.27% | 00.0% | Unchanged |
| Creative Planning | 10,928 | $1.34M | 0.00% | +1,437+15.1% | Added |
| VCI Wealth Management LLC | 10,670 | $1.31M | 0.56% | +10,670 | New |
| Nordea Investment Management AB | 10,633 | $1.31M | 0.00% | +756+7.7% | Added |
| Cascade Investment Advisors, Inc. | 10,373 | $1.28M | 0.82% | +85+0.8% | Added |
| Paralel Advisors LLC | 10,314 | $1.27M | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,249 | $1.26M | 0.00% | −4,599−31.0% | Reduced |
| Tredje AP-fonden | 9,854 | $1.21M | 0.01% | −9,853−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 9,717 | $1.19M | 0.03% | −216−2.2% | Reduced |
| Brasada Capital Management, LP | 9,360 | $1.14M | 0.20% | −1,500−13.8% | Reduced |
| Vanderbilt University | 9,125 | $1.12M | 0.22% | +9,125 | New |
| Bristlecone Advisors, LLC | 9,120 | $1.12M | 0.09% | +3,565+64.2% | Added |
| 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 |
| Capital Group Private Client Services, Inc. | 9,073 | $1.12M | 0.01% | +9,073 | New |
| Ostrum Asset Management | 8,841 | $1.09M | 0.09% | −365−4.0% | Reduced |
| Quantinno Capital Management LP | 8,650 | $1.06M | 0.01% | +955+12.4% | Added |
| Wealthfront Advisers LLC | 8,463 | $1.04M | 0.00% | −425−4.8% | Reduced |
| JustInvest LLC | 8,447 | $1.04M | 0.02% | +655+8.4% | Added |
| DoubleLine ETF Adviser LP | 8,443 | $1.04M | 0.28% | +74+0.9% | Added |
| Ossiam | 8,408 | $1.03M | 0.02% | −1,168−12.2% | Reduced |
| Allstate Corp | 8,383 | $1.03M | 0.03% | +2,346+38.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 8,306 | $1.02M | 0.15% | +8,306 | New |
| Cannon Global Investment Management, LLC | 8,300 | $1.02M | 2.53% | +8,300 | New |
| Mercer Global Advisors Inc | 8,196 | $1.01M | 0.00% | +4,342+112.7% | Added |
| Pathstone Holdings, LLC | 8,175 | $1.01M | 0.00% | +263+3.3% | Added |
| Commonwealth Equity Services, LLC | 8,006 | $985.0K | 0.00% | −166−2.0% | Reduced |
| Intech Investment Management LLC | 7,456 | $916.9K | 0.01% | +1,712+29.8% | Added |
| Vident Advisory, LLC | 7,432 | $913.9K | 0.02% | −5,157−41.0% | Reduced |
| Candriam Luxembourg S.C.A. | 7,390 | $908.7K | 0.01% | +1,798+32.2% | Added |
| Mackenzie Financial Corp | 7,383 | $907.9K | 0.00% | +765+11.6% | Added |
| Ethic Inc. | 7,346 | $903.3K | 0.02% | +863+13.3% | Added |
| Sterling Capital Management LLC | 7,310 | $898.9K | 0.01% | −19,219−72.4% | Reduced |
| Tacita Capital Inc | 7,259 | $892.6K | 0.64% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,961 | $862.5K | 0.10% | −1,975−22.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,001 | $861.0K | 0.01% | +5,721+447.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,973 | $857.5K | 0.06% | −5,833−45.5% | Reduced |
| US Bancorp | 6,931 | $852.4K | 0.00% | −144−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 6,856 | $843.1K | 0.01% | −10,963−61.5% | Reduced |
| Swiss Life Asset Management Ltd | 6,601 | $810.4K | 0.01% | +4,612+231.9% | Added |
| Maryland State Retirement & Pension System | 6,585 | $809.8K | 0.02% | −461−6.5% | Reduced |
| Fifth Third Bancorp | 6,544 | $804.7K | 0.00% | +996+18.0% | Added |
| Federated Hermes, Inc. | 6,502 | $799.6K | 0.00% | −51−0.8% | Reduced |
| Yousif Capital Management, LLC | 6,312 | $776.2K | 0.01% | −133−2.1% | Reduced |
| Amalgamated Bank | 6,293 | $774.0K | 0.01% | −188−2.9% | Reduced |
| Cetera Investment Advisers | 6,271 | $771.2K | 0.00% | −273−4.2% | Reduced |
| Blair William & Co | 6,206 | $763.2K | 0.00% | −22−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,179 | $761.5K | 0.00% | −159−2.5% | Reduced |
| GeoWealth Management, LLC | 6,179 | $759.8K | 0.02% | +3,294+114.2% | Added |
| Boothbay Fund Management, LLC | 6,134 | $754.3K | 0.02% | −59,933−90.7% | Reduced |
| Walleye Trading LLC | 6,118 | $752.3K | 0.01% | +5,785+1,737.2% | Added |
| Catalytic Wealth RIA, LLC | 6,112 | $751.6K | 0.13% | +3,140+105.7% | Added |
| Bank of Nova Scotia | 6,075 | $746.9K | 0.00% | −408−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,046 | $743.5K | 0.00% | +94+1.6% | Added |
| Arkadios Wealth Advisors | 5,847 | $719.0K | 0.04% | +678+13.1% | Added |
| Penserra Capital Management LLC | 5,860 | $719.0K | 0.01% | +83+1.4% | Added |
| Freestone Grove Partners LP | 5,821 | $715.8K | 0.01% | +5,821 | New |
| RSM US Wealth Management LLC | 5,741 | $704.7K | 0.01% | +1,553+37.1% | Added |
| MetLife Investment Management | 5,683 | $698.8K | 0.00% | −35−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,612 | $690.1K | 0.00% | +76+1.4% | Added |
| One Capital Management, LLC | 5,488 | $674.9K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,351 | $658.0K | 0.01% | −13−0.2% | Reduced |
| Omers Administration Corp | 5,239 | $644.2K | 0.01% | +898+20.7% | Added |
| HB Wealth Management, LLC | 5,183 | $637.4K | 0.01% | +207+4.2% | Added |
| Legacy Trust | 5,081 | $624.8K | 0.15% | +5,081 | New |
| CIBC Asset Management Inc | 5,007 | $615.7K | 0.00% | +606+13.8% | Added |
| Levin Capital Strategies, L.P. | 5,000 | $614.9K | 0.06% | +5,000 | New |
| Commerzbank Aktiengesellschaft | 4,992 | $613.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,951 | $608.8K | 0.01% | −741−13.0% | Reduced |
| SkyOak Wealth, LLC | 4,946 | $608.2K | 0.13% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,811 | $592.0K | 0.01% | +203+4.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,774 | $587.1K | 0.12% | +585+14.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,760 | $585.0K | 0.00% | −2,127−30.9% | Reduced |
| Ofi Invest Asset Management | 4,775 | $567.1K | 0.01% | +4,775 | New |
| Aviva PLC | 4,589 | $564.3K | 0.00% | −100−2.1% | Reduced |
| EntryPoint Capital, LLC | 4,420 | $543.5K | 0.23% | −1,152−20.7% | Reduced |
| United Capital Financial Advisers, LLC | 4,405 | $541.7K | 0.00% | −245−5.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,398 | $540.8K | 0.02% | −65−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 4,395 | $540.5K | 0.04% | +975+28.5% | Added |
| Baird Financial Group, Inc. | 4,381 | $538.7K | 0.00% | +238+5.7% | Added |
| Pasadena Private Wealth, LLC | 4,342 | $533.9K | 0.11% | −153−3.4% | Reduced |