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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 356 | $46.0K | 0.06% | +356 | New |
| Spire Wealth Management | 395 | $51.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $58.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 481 | $62.0K | 0.00% | −90−15.8% | Reduced |
| Huntington National Bank | 492 | $63.5K | 0.00% | +224+83.6% | Added |
| Avalon Trust Co | 507 | $65.4K | 0.00% | +507 | New |
| Plante Moran Financial Advisors, LLC | 509 | $65.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 523 | $67.5K | 0.00% | −37−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 550 | $71.0K | 0.00% | −8−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $73.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 585 | $75.5K | 0.00% | −88−13.1% | Reduced |
| Parallel Advisors, LLC | 587 | $75.7K | 0.00% | +347+144.6% | Added |
| Smartleaf Asset Management LLC | 665 | $85.9K | 0.01% | +109+19.6% | Added |
| EverSource Wealth Advisors, LLC | 683 | $88.1K | 0.00% | +68+11.1% | Added |
| Optimum Investment Advisors | 700 | $90.3K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $90.9K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 705 | $90.9K | 0.01% | +705 | New |
| Harvest Fund Management Co., Ltd | 808 | $104.0K | 0.00% | −971−54.6% | Reduced |
| National Bank of Canada | 909 | $117.3K | 0.00% | +72+8.6% | Added |
| GAMMA Investing LLC | 970 | $125.1K | 0.01% | −161−14.2% | Reduced |
| Mather Group, LLC. | 1,024 | $132.1K | 0.00% | +1,024 | New |
| BFSG, LLC | 1,075 | $138.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,087 | $140.2K | 0.00% | +84+8.4% | Added |
| Bessemer Group Inc | 1,224 | $157.0K | 0.00% | +38+3.2% | Added |
| Signaturefd, LLC | 1,359 | $175.3K | 0.00% | −39−2.8% | Reduced |
| Kempen Capital Management N.V. | 1,380 | $178.0K | 0.00% | −49,073−97.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,414 | $182.4K | 0.00% | −319−18.4% | Reduced |
| GWM Advisors LLC | 1,497 | $193.1K | 0.00% | −35−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,598 | $206.2K | 0.00% | −37−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,605 | $207.0K | 0.01% | +7+0.4% | Added |
| Bailard, Inc. | 1,605 | $207.0K | 0.00% | +5+0.3% | Added |
| Congress Asset Management Co | 1,653 | $213.2K | 0.00% | +1,653 | New |
| Envestnet Portfolio Solutions, Inc. | 1,670 | $215.5K | 0.00% | −697−29.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,677 | $216.3K | 0.00% | −157−8.6% | Reduced |
| Freestone Grove Partners LP | 1,728 | $222.9K | 0.00% | +1,728 | New |
| Siemens Fonds Invest GmbH | 1,751 | $225.9K | 0.01% | −1−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 1,758 | $226.8K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,793 | $231.3K | 0.01% | +5+0.3% | Added |
| ZWJ Investment Counsel Inc | 1,900 | $245.1K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,911 | $246.6K | 0.01% | +213+12.5% | Added |
| Cetera Trust Company, N.A | 1,915 | $247.0K | 0.14% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,956 | $252.3K | 0.00% | +1,495+324.3% | Added |
| Icapital Wealth LLC | 1,992 | $257.0K | 0.14% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,000 | $258.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,026 | $261.4K | 0.01% | −89−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,079 | $268.2K | 0.00% | +2,035+4,625.0% | Added |
| The PNC Financial Services Group, Inc. | 2,101 | $271.0K | 0.00% | −58−2.7% | Reduced |
| Regions Financial Corp | 2,135 | $275.4K | 0.00% | −140−6.2% | Reduced |
| GF Fund Management Co. Ltd. | 2,137 | $275.7K | 0.01% | −114−5.1% | Reduced |
| CoreCap Advisors, LLC | 2,146 | $276.8K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,165 | $284.1K | 0.01% | +2,165 | New |
| Panagora Asset Management Inc | 2,220 | $286.4K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,270 | $292.8K | 0.03% | −745−24.7% | Reduced |
| RB Capital Management, LLC | 2,280 | $294.2K | 0.06% | −211−8.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,438 | $298.3K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,338 | $301.6K | 0.01% | −82−3.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,354 | $303.7K | 0.00% | +3+0.1% | Added |
| HighTower Advisors, LLC | 2,355 | $304.0K | 0.00% | +409+21.0% | Added |
| M&T Bank Corp | 2,437 | $315.3K | 0.00% | −11,237−82.2% | Reduced |
| Summit Wealth Group LLC | 2,697 | $319.2K | 0.04% | +2,697 | New |
| Warwick Investment Management, Inc. | 2,483 | $320.3K | 0.06% | +2,483 | New |
| Lee Financial Co | 2,506 | $323.3K | 0.04% | +4+0.2% | Added |
| Bayesian Capital Management, LP | 2,522 | $325.3K | 0.07% | +2,522 | New |
| United Capital Financial Advisers, LLC | 2,544 | $328.2K | 0.00% | +30+1.2% | Added |
| EntryPoint Capital, LLC | 2,553 | $329.3K | 0.13% | +2,553 | New |
| Nomura Holdings Inc | 2,576 | $332.3K | 0.00% | +2,576 | New |
| Boothbay Fund Management, LLC | 2,700 | $348.3K | 0.01% | +2,700 | New |
| Canal Capital Management, LLC | 2,708 | $349.4K | 0.05% | +18+0.7% | Added |
| CWM, LLC | 2,736 | $353.0K | 0.00% | +280+11.4% | Added |
| Penn Mutual Asset Management, LLC | 2,785 | $359.3K | 0.70% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 2,794 | $360.4K | 0.00% | −32−1.1% | Reduced |
| Lantern Wealth Advisors, LLC | 2,800 | $361.2K | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,813 | $362.9K | 0.01% | −144−4.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,828 | $364.8K | 0.00% | +640+29.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,841 | $366.5K | 0.00% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 2,878 | $371.2K | 0.10% | +2,878 | New |
| Crawford Investment Counsel Inc | 2,934 | $378.5K | 0.01% | −19−0.6% | Reduced |
| Polymer Capital Management (US) LLC | 2,943 | $379.6K | 0.05% | +2,943 | New |
| Advisory Alpha, LLC | 3,000 | $386.1K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 3,000 | $387.0K | 0.04% | −2,500−45.5% | Reduced |
| Permanent Capital Management, LP | 3,000 | $390.1K | 0.07% | +3,000 | New |
| Commerce Bank | 3,102 | $400.2K | 0.00% | −13−0.4% | Reduced |
| Jones Financial Companies LLLP | 3,261 | $419.6K | 0.00% | +182+5.9% | Added |
| Empowered Funds, LLC | 3,257 | $420.2K | 0.00% | −86−2.6% | Reduced |
| D.A. Davidson & Co. | 3,316 | $427.8K | 0.00% | +1,431+75.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,325 | $428.9K | 0.03% | −103−3.0% | Reduced |
| Capital International Inc | 3,336 | $430.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 3,931 | $431.6K | 0.01% | −629−13.8% | Reduced |
| Wahed Invest LLC | 3,430 | $442.5K | 0.06% | +3,430 | New |
| Sequoia Financial Advisors, LLC | 3,437 | $443.4K | 0.00% | +3,437 | New |
| Captrust Financial Advisors | 3,490 | $450.2K | 0.00% | −394−10.1% | Reduced |
| 111 Capital | 3,519 | $454.0K | 0.09% | +3,519 | New |
| Thrivent Financial for Lutherans | 3,609 | $466.0K | 0.00% | −4,588−56.0% | Reduced |
| National Pension Service | 3,727 | $480.8K | 0.00% | +1,753+88.8% | Added |
| Prudential PLC | 3,769 | $486.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,793 | $489.0K | 0.01% | +2,233+143.1% | Added |
| Hunting Hill Global Capital, LLC | 3,825 | $493.4K | 0.19% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 3,876 | $500.0K | 0.00% | −1,644,202−99.8% | Reduced |
| Summit Wealth Group, LLC | 3,887 | $501.4K | 0.12% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,909 | $504.3K | 0.07% | +23+0.6% | Added |