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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 431 | $55.4K | 0.00% | −1,183−73.3% | Reduced |
| Spire Wealth Management | 416 | $53.5K | 0.00% | +65+18.5% | Added |
| Smartleaf Asset Management LLC | 405 | $52.8K | 0.01% | +6+1.5% | Added |
| 1620 Investment Advisors, Inc. | 345 | $44.4K | 0.03% | −7−2.0% | Reduced |
| Wiser Advisor Group LLC | 339 | $43.7K | 0.06% | +2+0.6% | Added |
| Farther Finance Advisors, LLC | 337 | $43.3K | 0.00% | −106−23.9% | Reduced |
| Rosenberg Matthew Hamilton | 333 | $42.8K | 0.01% | +1+0.3% | Added |
| Lindbrook Capital, LLC | 331 | $42.6K | 0.00% | +83+33.5% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $42.5K | 0.04% | +330 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $41.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 318 | $40.9K | 0.00% | −4−1.2% | Reduced |
| Allworth Financial LP | 297 | $36.3K | 0.00% | +22+8.0% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $33.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $32.2K | 0.01% | −45−15.3% | Reduced |
| Ransom Advisory, Ltd | 239 | $30.7K | 0.02% | −15−5.9% | Reduced |
| Opal Wealth Advisors, LLC | 227 | $29.2K | 0.01% | +227 | New |
| Twin Tree Management, LP | 226 | $29.1K | 0.00% | +226 | New |
| Key Financial Inc | 195 | $25.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 191 | $24.6K | 0.01% | −99−34.1% | Reduced |
| Salomon & Ludwin, LLC | 190 | $24.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 177 | $22.0K | 0.00% | +177 | New |
| Massmutual Trust Co FSB | 168 | $21.6K | 0.00% | +13+8.4% | Added |
| AdvisorNet Financial, Inc | 167 | $21.5K | 0.00% | −238−58.8% | Reduced |
| Financial Network Wealth Advisors LLC | 145 | $18.7K | 0.02% | +145 | New |
| Riverview Trust Co | 133 | $17.1K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 115 | $14.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 101 | $13.0K | 0.00% | −5−4.7% | Reduced |
| TCTC Holdings, LLC | 90 | $11.6K | 0.00% | +45+100.0% | Added |
| Bayforest Capital Ltd | 89 | $11.4K | 0.00% | −2,007−95.8% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $10.7K | 0.00% | 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 |
| Valued Wealth Advisors LLC | 77 | $9.98K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $9.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $9.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $9.13K | 0.00% | +16+29.1% | Added |
| West Branch Capital LLC | 70 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 66 | $8.49K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $8.36K | 0.00% | +4+6.6% | Added |
| Bryn Mawr Trust Co | 59 | $7.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $7.38K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 55 | $7.08K | 0.00% | −180−76.6% | Reduced |
| Gen-Wealth Partners Inc | 55 | $7.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $6.69K | 0.00% | +10+23.8% | Added |
| Larson Financial Group LLC | 50 | $6.43K | 0.00% | +49+4,900.0% | Added |
| Saudi Central Bank | 50 | $6.43K | 0.03% | +50 | New |
| Atlantic Trust, LLC | 46 | $5.92K | 0.00% | +46 | New |
| 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 |
| Umb Bank N A | 43 | $5.53K | 0.00% | +3+7.5% | 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 |
| Fortitude Family Office, LLC | 36 | $4.63K | 0.00% | −6−14.3% | Reduced |
| Assetmark, Inc | 36 | $4.63K | 0.00% | +20+125.0% | Added |
| Sachetta, LLC | 35 | $4.50K | 0.00% | −22−38.6% | Reduced |
| Private Trust Co NA | 35 | $4.50K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| CX Institutional | 29 | $4.00K | 0.00% | +29 | New |
| CBIZ Investment Advisory Services, LLC | 29 | $3.76K | 0.00% | +13+81.3% | Added |
| Central Trust Co | 29 | $3.73K | 0.00% | +10+52.6% | Added |
| High Note Wealth, LLC | 28 | $3.60K | 0.00% | +1+3.7% | Added |
| Investors Research Corp | 22 | $2.83K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $2.32K | 0.00% | +18 | New |
| Blume Capital Management, Inc. | 16 | $2.06K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 16 | $2.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.29K | 0.00% | +3+42.9% | Added |
| Salem Investment Counselors Inc | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.10K | 0.00% | +3+50.0% | Added |
| Bell Investment Advisors, Inc | 8 | $1.03K | 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 |
| Dunhill Financial, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $900 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 6 | $777 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 6 | $772 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $644 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $515 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $515 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $514 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $399 | 0.00% | +1+33.3% | Added |
| Pacer Advisors, Inc. | 3 | $386 | 0.00% | −1−25.0% | Reduced |
| Clearstead Advisors, LLC | 3 | $386 | 0.00% | +2+200.0% | Added |
| Rothschild Investment LLC | 2 | $257 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $243 | 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 |
| Retirement Wealth Solutions LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −592,367−100.0% | Sold out |
| SW Investment Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −159,147−100.0% | Sold out |