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, Q2 2025
Institutional positions in Sun Communities Inc as of Jun 30, 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
- 468
- −23 vs. Q1 2025
- Shares held
- 130.3M
- −75.2K (−0.1%) vs. Q1 2025
- Total value
- $16.5B
- −$289.6M (−1.7%) vs. Q1 2025
- New holders
- 38
- 190 more added
- Sold out
- 61
- 172 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 154 | $19.5K | 0.01% | −191−55.4% | Reduced |
| Financial Network Wealth Advisors LLC | 143 | $18.1K | 0.02% | −2−1.4% | Reduced |
| Capital Analysts, LLC | 119 | $15.0K | 0.00% | +3+2.6% | Added |
| AdvisorNet Financial, Inc | 117 | $14.8K | 0.00% | −50−29.9% | Reduced |
| Farther Finance Advisors, LLC | 112 | $14.2K | 0.00% | −225−66.8% | Reduced |
| Meeder Asset Management Inc | 112 | $14.2K | 0.00% | +66+143.5% | Added |
| JFS Wealth Advisors, LLC | 83 | $10.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.82K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 76 | $9.61K | 0.00% | +30+65.2% | Added |
| Geneos Wealth Management Inc. | 75 | $9.49K | 0.00% | −40−34.8% | Reduced |
| Trust Co of Vermont | 73 | $9.23K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 59 | $7.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $7.04K | 0.00% | −1−1.8% | Reduced |
| Truvestments Capital LLC | 55 | $6.96K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 55 | $6.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $6.33K | 0.00% | +7+16.3% | Added |
| Golden State Wealth Management, LLC | 46 | $5.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $5.69K | 0.00% | −20−30.8% | Reduced |
| TCTC Holdings, LLC | 45 | $5.69K | 0.00% | −45−50.0% | Reduced |
| IMG Wealth Management, Inc. | 44 | $5.57K | 0.00% | +44 | New |
| Bruce G. Allen Investments, LLC | 42 | $5.31K | 0.00% | −24−36.4% | Reduced |
| CVA Family Office, LLC | 41 | $5.19K | 0.00% | −30−42.3% | Reduced |
| North Star Investment Management Corp. | 38 | $4.81K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $4.58K | 0.00% | +36 | New |
| Headlands Technologies LLC | 35 | $4.43K | 0.00% | +35 | New |
| CX Institutional | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $3.92K | 0.00% | −4−11.4% | Reduced |
| High Note Wealth, LLC | 27 | $3.42K | 0.00% | −1−3.6% | Reduced |
| Investors Research Corp | 22 | $2.78K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.40K | 0.00% | −10−34.5% | Reduced |
| Private Trust Co NA | 18 | $2.21K | 0.00% | −17−48.6% | Reduced |
| Raffa Wealth Management, LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | −62−83.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 15 | $1.91K | 0.00% | −14−48.3% | Reduced |
| UMA Financial Services, Inc. | 15 | $1.90K | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 15 | $1.90K | 0.00% | −1,077−98.6% | Reduced |
| Sound Income Strategies, LLC | 15 | $1.90K | 0.00% | +15 | New |
| Cromwell Holdings LLC | 14 | $1.78K | 0.00% | +8+133.3% | Added |
| Cornerstone Planning Group LLC | 13 | $1.65K | 0.00% | +4+44.4% | Added |
| South State Corp. | 13 | $1.65K | 0.00% | −5−27.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.39K | 0.00% | +11 | New |
| Rothschild Investment LLC | 11 | $1.39K | 0.00% | +9+450.0% | Added |
| Provenance Wealth Advisors, LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $1.01K | 0.00% | −5−38.5% | Reduced |
| Bell Investment Advisors, Inc | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.01K | 0.00% | −35−81.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $759 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $759 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $633 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $506 | 0.00% | −9−69.2% | Reduced |
| Rialto Wealth Management, LLC | 4 | $506 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $506 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $506 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $501 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $380 | 0.00% | −7−70.0% | Reduced |
| Pacer Advisors, Inc. | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $379 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $295 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $253 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $252 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $127 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | – | – | −8−15.4% | Reduced |
| PGGM Investments | 0 | $0 | 0.00% | −432,595−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −296,135−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −283,344−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −261,514−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −242,151−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −155,294−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −116,013−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,851−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −22,990−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −21,187−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −19,246−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −18,271−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,627−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,741−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −6,110−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,219−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |