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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 269 | $33.0K | 0.07% | −69−20.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 261 | $32.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 254 | $31.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 248 | $30.5K | 0.00% | +19+8.3% | Added |
| Truvestments Capital LLC | 235 | $28.9K | 0.01% | +38+19.3% | Added |
| Key Financial Inc | 195 | $24.0K | 0.01% | +189+3,150.0% | Added |
| Salomon & Ludwin, LLC | 190 | $23.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 155 | $19.1K | 0.00% | +69+80.2% | Added |
| Riverview Trust Co | 133 | $16.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 116 | $14.0K | 0.00% | +2+1.8% | Added |
| Group One Trading, L.P. | 109 | $13.4K | 0.00% | +109 | New |
| MAI Capital Management | 106 | $13.0K | 0.00% | +106 | New |
| Criterion Capital Advisors, LLC | 101 | $12.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $12.0K | 0.00% | +57+129.5% | Added |
| Ronald Blue Trust, Inc. | 96 | $11.8K | 0.00% | −529−84.6% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $10.2K | 0.00% | −7−7.8% | Reduced |
| Covestor Ltd | 78 | $10.0K | 0.01% | +1+1.3% | Added |
| UMA Financial Services, Inc. | 79 | $9.71K | 0.00% | +79 | New |
| Valued Wealth Advisors LLC | 77 | $9.54K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $9.26K | 0.00% | +72+2,400.0% | Added |
| Trust Co of Vermont | 73 | $8.98K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $8.61K | 0.00% | −1−1.4% | Reduced |
| Meeder Asset Management Inc | 69 | $8.48K | 0.00% | −3−4.2% | Reduced |
| Bruce G. Allen Investments, LLC | 66 | $8.12K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $7.50K | 0.00% | −46−43.0% | Reduced |
| Bryn Mawr Trust Co | 59 | $7.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $7.02K | 0.00% | −1−1.7% | Reduced |
| Sachetta, LLC | 57 | $7.01K | 0.00% | +6+11.8% | Added |
| 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 |
| Continuum Advisory, LLC | 46 | $5.66K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $5.66K | 0.00% | +46 | New |
| TCTC Holdings, LLC | 45 | $5.53K | 0.00% | +45 | New |
| 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 |
| Umb Bank N A | 40 | $4.92K | 0.00% | +23+135.3% | Added |
| Proequities, Inc. | 39 | $4.88K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $4.80K | 0.00% | +39 | New |
| North Star Investment Management Corp. | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.30K | 0.00% | −5−12.5% | Reduced |
| High Note Wealth, LLC | 27 | $3.32K | 0.00% | +27 | New |
| Eagle Bay Advisors LLC | 23 | $2.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $2.09K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 16 | $1.98K | 0.00% | −2−11.1% | Reduced |
| Assetmark, Inc | 16 | $1.97K | 0.00% | −183−92.0% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 15 | $1.84K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.12K | 0.00% | −25−73.5% | Reduced |
| SWAN Capital LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $1.10K | 0.00% | +3+50.0% | Added |
| 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 |
| Dunhill Financial, LLC | 8 | $979 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $861 | 0.00% | +4+133.3% | Added |
| Cornerstone Planning Group LLC | 6 | $787 | 0.00% | +3+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $738 | 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 |
| Pacer Advisors, Inc. | 4 | $492 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $491 | 0.00% | −4,324−99.9% | Reduced |
| Winnow Wealth LLC | 3 | $259 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $246 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 1 | $158 | 0.00% | −578−99.8% | Reduced |
| 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 |
| Retirement Wealth Solutions LLC | 1 | $106 | 0.00% | +1 | New |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −959,879−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −430,996−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −374,577−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −213,100−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −207,268−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −133,109−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −125,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −107,113−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −106,464−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −104,467−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −101,607−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −85,798−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −66,863−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −32,262−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,251−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −27,531−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −26,388−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −24,275−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −24,140−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −23,028−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,394−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,566−100.0% | Sold out |