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Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Sun Communities Inc as of Sep 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
506
+43 vs. Q2 2025
Shares held
116.2M
−6.77M (−5.5%) vs. Q2 2025
Total value
$15.0B
−$564.8M (−3.6%) vs. Q2 2025
New holders
82
163 more added
Sold out
39
177 more reduced

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 506 institutions
Q1 2021: 459 institutionsQ2 2021: 456 institutionsQ3 2021: 492 institutionsQ4 2021: 527 institutionsQ1 2022: 525 institutionsQ2 2022: 503 institutionsQ3 2022: 509 institutionsQ4 2022: 511 institutionsQ1 2023: 506 institutionsQ2 2023: 504 institutionsQ3 2023: 499 institutionsQ4 2023: 529 institutionsQ1 2024: 501 institutionsQ2 2024: 508 institutionsQ3 2024: 518 institutionsQ4 2024: 476 institutionsQ1 2025: 496 institutionsQ2 2025: 468 institutionsQ3 2025: 506 institutionsQ4 2025: 540 institutionsQ1 2026: 517 institutionsQ2 2026: 534 institutions
Value heldQ3 2025: $15.0B
Q1 2021: $16.8BQ2 2021: $19.2BQ3 2021: $20.3BQ4 2021: $24.5BQ1 2022: $20.6BQ2 2022: $18.8BQ3 2022: $16.0BQ4 2022: $17.2BQ1 2023: $17.0BQ2 2023: $15.7BQ3 2023: $14.5BQ4 2023: $16.5BQ1 2024: $15.6BQ2 2024: $14.5BQ3 2024: $16.6BQ4 2024: $15.9BQ1 2025: $16.8BQ2 2025: $16.5BQ3 2025: $15.0BQ4 2025: $15.1BQ1 2026: $14.8BQ2 2026: $14.9B
Institutions holding SUI and their total value by quarter
QuarterHoldersValue
Q2 2026534$14.9B
Q1 2026517$14.8B
Q4 2025540$15.1B
Q3 2025506$15.0B
Q2 2025468$16.5B
Q1 2025496$16.8B
Q4 2024476$15.9B
Q3 2024518$16.6B
Q2 2024508$14.5B
Q1 2024501$15.6B
Q4 2023529$16.5B
Q3 2023499$14.5B
Q2 2023504$15.7B
Q1 2023506$17.0B
Q4 2022511$17.2B
Q3 2022509$16.0B
Q2 2022503$18.8B
Q1 2022525$20.6B
Q4 2021527$24.5B
Q3 2021492$20.3B
Q2 2021456$19.2B
Q1 2021459$16.8B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2025.

Institutions holding SUI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management4$00.00%00.0%Unchanged
Cloud Capital Management, LLC2$00.00%+2New
Retirement Wealth Solutions LLC1$1170.00%00.0%Unchanged
TFC Financial Management1$1290.00%00.0%Unchanged
American Capital Advisory, LLC1$1290.00%00.0%Unchanged
TD Private Client Wealth LLC1$1290.00%00.0%Unchanged
Activest Wealth Management1$1290.00%+1New
Davis Capital Management1$1290.00%+1New
Winnow Wealth LLC1$1290.00%+1New
Principia Wealth Advisory, LLC2$2580.00%−2−50.0%Reduced
ZRC Wealth Management, LLC2$2580.00%+2New
MV Capital Management, Inc.3$3870.00%00.0%Unchanged
Pacer Advisors, Inc.3$3870.00%00.0%Unchanged
Hughes Financial Services, LLC4$5030.00%00.0%Unchanged
Rialto Wealth Management, LLC4$5160.00%00.0%Unchanged
Financial Consulate, Inc4$5160.00%+4New
Bogart Wealth, LLC4$5160.00%+4New
Rise Advisors, LLC4$5160.00%+4New
ESL Trust Services, LLC5$6450.00%+5New
Caldwell Sutter Capital, Inc.6$7740.00%00.0%Unchanged
Ancora Advisors, LLC6$7740.00%00.0%Unchanged
Manchester Capital Management LLC7$9030.00%+7New
Avion Wealth8$1.00K0.00%+4+100.0%Added
South State Corp.8$1.03K0.00%−5−38.5%Reduced
Rothschild Investment LLC8$1.03K0.00%−3−27.3%Reduced
Bell Investment Advisors, Inc8$1.03K0.00%00.0%Unchanged
Tortoise Investment Management, LLC8$1.03K0.00%+5+166.7%Added
Provenance Wealth Advisors, LLC9$1.16K0.00%00.0%Unchanged
Versant Capital Management, Inc9$1.16K0.00%+5+125.0%Added
Root Financial Partners, LLC10$1.29K0.00%+10New
Annis Gardner Whiting Capital Advisors, LLC11$1.42K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$1.55K0.00%−30−71.4%Reduced
Wealth Watch Advisors, INC12$1.55K0.00%+12New
Essential Partners LLC12$1.55K0.00%+12New
First Horizon Corp13$1.68K0.00%+13New
Aspect Partners, LLC13$1.68K0.00%+13New
Cromwell Holdings LLC14$1.82K0.00%00.0%Unchanged
Sound Income Strategies, LLC15$1.84K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.15$1.94K0.00%−1,111−98.7%Reduced
CBIZ Investment Advisory Services, LLC15$1.95K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC12$2.00K0.00%00.0%Unchanged
Umb Bank N A16$2.06K0.00%−34−68.0%Reduced
Raffa Wealth Management, LLC16$2.06K0.00%00.0%Unchanged
Sachetta, LLC17$2.19K0.00%−14−45.2%Reduced
True Wealth Design, LLC18$2.32K0.00%+18New
Central Trust Co19$2.45K0.00%00.0%Unchanged
Investors Research Corp22$2.84K0.00%00.0%Unchanged
CX Institutional29$4.00K0.00%00.0%Unchanged
Truvestments Capital LLC32$4.13K0.00%−23−41.8%Reduced
Dogwood Wealth Management LLC36$4.64K0.00%00.0%Unchanged
Clearstead Advisors, LLC36$4.64K0.00%+36New
North Star Investment Management Corp.38$4.90K0.00%00.0%Unchanged
Ransom Advisory, Ltd39$5.03K0.00%−200−83.7%Reduced
Fortitude Family Office, LLC40$5.16K0.00%−830−95.4%Reduced
Parkside Financial Bank & Trust41$5.29K0.00%−4−8.9%Reduced
CVA Family Office, LLC41$5.29K0.00%00.0%Unchanged
IMG Wealth Management, Inc.44$5.68K0.00%00.0%Unchanged
TCTC Holdings, LLC45$5.80K0.00%00.0%Unchanged
Golden State Wealth Management, LLC46$5.93K0.00%00.0%Unchanged
Brown Brothers Harriman & Co47$6.06K0.00%+47New
UMA Financial Services, Inc.51$6.58K0.00%+36+240.0%Added
Highline Wealth Partners LLC51$6.58K0.00%+51New
Gen-Wealth Partners Inc55$7.09K0.00%00.0%Unchanged
Harbour Investments, Inc.57$7.36K0.00%+1+1.8%Added
Atlantic Trust, LLC69$8.90K0.00%−7−9.2%Reduced
West Branch Capital LLC70$9.03K0.00%00.0%Unchanged
Trust Co of Vermont73$9.42K0.00%00.0%Unchanged
Geneos Wealth Management Inc.75$9.68K0.00%00.0%Unchanged
Valued Wealth Advisors LLC77$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC83$10.7K0.00%00.0%Unchanged
Abound Wealth Management102$13.2K0.00%+102New
Advisory Services Network, LLC104$13.5K0.00%+104New
Measured Wealth Private Client Group, LLC110$14.2K0.00%+110New
Group One Trading, L.P.113$14.6K0.00%+113New
AdvisorNet Financial, Inc117$15.1K0.00%00.0%Unchanged
Wealthspire Advisors, LLC121$15.6K0.00%+121New
Raiffeisen Bank International AG121$15.6K0.00%+121New
Quent Capital, LLC125$16.2K0.00%+125New
MAI Capital Management126$16.3K0.00%−141−52.8%Reduced
Capital Analysts, LLC137$18.0K0.00%+18+15.1%Added
Financial Network Wealth Advisors LLC145$18.6K0.02%+2+1.4%Added
1620 Investment Advisors, Inc.154$19.9K0.01%00.0%Unchanged
Massmutual Trust Co FSB160$20.6K0.00%−1−0.6%Reduced
Dynamic Wealth Strategies, LLC171$22.1K0.01%00.0%Unchanged
Larson Financial Group LLC174$22.4K0.00%+14+8.8%Added
Allworth Financial LP178$23.0K0.00%−96−35.0%Reduced
SJS Investment Consulting Inc.181$23.3K0.00%+181New
Cornerstone Planning Group LLC391$23.9K0.00%+378+2,907.7%Added
Key Financial Inc195$25.1K0.00%00.0%Unchanged
Fulcrum Asset Management LLP211$27.2K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd213$27.5K0.01%+213New
Global Retirement Partners, LLC234$30.2K0.00%−99−29.7%Reduced
Independence Bank of Kentucky250$32.3K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC261$33.9K0.00%00.0%Unchanged
Assetmark, Inc271$34.9K0.00%+97+55.7%Added
Salomon & Ludwin, LLC270$35.1K0.00%+80+42.1%Added
Harbor Capital Advisors, Inc.288$37.0K0.00%+288New
Farther Finance Advisors, LLC313$40.4K0.00%+201+179.5%Added
Rosenberg Matthew Hamilton333$43.0K0.01%00.0%Unchanged
Covestor Ltd338$44.0K0.02%−255−43.0%Reduced