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, Q1 2025
Institutional positions in Sun Communities Inc as of Mar 31, 2025. 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
- 496
- +26 vs. Q4 2024
- Shares held
- 130.5M
- +2.54M (+2.0%) vs. Q4 2024
- Total value
- $16.8B
- +$1.05B (+6.7%) vs. Q4 2024
- New holders
- 65
- 184 more added
- Sold out
- 39
- 182 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $129 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $129 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $257 | 0.00% | +2 | New |
| Pacer Advisors, Inc. | 3 | $386 | 0.00% | −1−25.0% | Reduced |
| Clearstead Advisors, LLC | 3 | $386 | 0.00% | +2+200.0% | Added |
| Winnow Wealth LLC | 4 | $399 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $514 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $515 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $515 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $644 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $772 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $777 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 7 | $900 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 43 | $1.03K | 0.00% | +35+437.5% | Added |
| Bell Investment Advisors, Inc | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.10K | 0.00% | +3+50.0% | Added |
| Provenance Wealth Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.29K | 0.00% | +3+42.9% | Added |
| First Horizon Advisors, Inc. | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $2.06K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 16 | $2.06K | 0.00% | +16 | New |
| South State Corp. | 18 | $2.32K | 0.00% | +18 | New |
| Investors Research Corp | 22 | $2.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $3.60K | 0.00% | +1+3.7% | Added |
| Central Trust Co | 29 | $3.73K | 0.00% | +10+52.6% | Added |
| CBIZ Investment Advisory Services, LLC | 29 | $3.76K | 0.00% | +13+81.3% | Added |
| NBC Securities, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| CX Institutional | 29 | $4.00K | 0.00% | +29 | New |
| Private Trust Co NA | 35 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $4.50K | 0.00% | −22−38.6% | Reduced |
| Fortitude Family Office, LLC | 36 | $4.63K | 0.00% | −6−14.3% | Reduced |
| Assetmark, Inc | 36 | $4.63K | 0.00% | +20+125.0% | Added |
| LGT Financial Advisors LLC | 38 | $4.89K | 0.01% | −231−85.9% | Reduced |
| North Star Investment Management Corp. | 38 | $4.89K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 43 | $5.53K | 0.00% | +3+7.5% | Added |
| Meeder Asset Management Inc | 46 | $5.92K | 0.00% | −23−33.3% | Reduced |
| Golden State Wealth Management, LLC | 46 | $5.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 46 | $5.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 46 | $5.92K | 0.00% | +46 | New |
| Larson Financial Group LLC | 50 | $6.43K | 0.00% | +49+4,900.0% | Added |
| Saudi Central Bank | 50 | $6.43K | 0.03% | +50 | New |
| SRS Capital Advisors, Inc. | 52 | $6.69K | 0.00% | +10+23.8% | Added |
| Truvestments Capital LLC | 55 | $7.08K | 0.00% | −180−76.6% | Reduced |
| Gen-Wealth Partners Inc | 55 | $7.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $7.38K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 59 | $7.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $8.36K | 0.00% | +4+6.6% | Added |
| Bruce G. Allen Investments, LLC | 66 | $8.49K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $9.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $9.13K | 0.00% | +16+29.1% | Added |
| Trust Co of Vermont | 73 | $9.39K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $9.69K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.98K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 74 | $10.0K | 0.00% | −27−26.7% | Reduced |
| Covestor Ltd | 77 | $10.0K | 0.01% | −1−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 89 | $11.4K | 0.00% | −2,007−95.8% | Reduced |
| TCTC Holdings, LLC | 90 | $11.6K | 0.00% | +45+100.0% | Added |
| MAI Capital Management | 101 | $13.0K | 0.00% | −5−4.7% | Reduced |
| Geneos Wealth Management Inc. | 115 | $14.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 133 | $17.1K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 145 | $18.7K | 0.02% | +145 | New |
| AdvisorNet Financial, Inc | 167 | $21.5K | 0.00% | −238−58.8% | Reduced |
| Massmutual Trust Co FSB | 168 | $21.6K | 0.00% | +13+8.4% | Added |
| Lazard Asset Management LLC | 177 | $22.0K | 0.00% | +177 | New |
| Salomon & Ludwin, LLC | 190 | $24.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 191 | $24.6K | 0.01% | −99−34.1% | Reduced |
| Key Financial Inc | 195 | $25.1K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 226 | $29.1K | 0.00% | +226 | New |
| Opal Wealth Advisors, LLC | 227 | $29.2K | 0.01% | +227 | New |
| Ransom Advisory, Ltd | 239 | $30.7K | 0.02% | −15−5.9% | Reduced |
| Independence Bank of Kentucky | 250 | $32.2K | 0.01% | −45−15.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 261 | $33.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 297 | $36.3K | 0.00% | +22+8.0% | Added |
| Huntington National Bank | 318 | $40.9K | 0.00% | −4−1.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $41.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $42.5K | 0.04% | +330 | New |
| Lindbrook Capital, LLC | 331 | $42.6K | 0.00% | +83+33.5% | Added |
| Rosenberg Matthew Hamilton | 333 | $42.8K | 0.01% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 337 | $43.3K | 0.00% | −106−23.9% | Reduced |
| Wiser Advisor Group LLC | 339 | $43.7K | 0.06% | +2+0.6% | Added |
| 1620 Investment Advisors, Inc. | 345 | $44.4K | 0.03% | −7−2.0% | Reduced |
| Smartleaf Asset Management LLC | 405 | $52.8K | 0.01% | +6+1.5% | Added |
| Spire Wealth Management | 416 | $53.5K | 0.00% | +65+18.5% | Added |
| EverSource Wealth Advisors, LLC | 431 | $55.4K | 0.00% | −1,183−73.3% | Reduced |
| National Pension Service | 448 | $57.6K | 0.00% | −192,289−99.8% | Reduced |
| CIBC Private Wealth Group, LLC | 531 | $60.9K | 0.00% | −60−10.2% | Reduced |
| Parallel Advisors, LLC | 476 | $61.2K | 0.00% | +190+66.4% | Added |
| Simplex Trading, LLC | 510 | $65.0K | 0.00% | −2,884−85.0% | Reduced |