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, Q4 2025
Institutional positions in Sun Communities Inc as of Dec 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
- 540
- +41 vs. Q3 2025
- Shares held
- 121.9M
- +5.99M (+5.2%) vs. Q3 2025
- Total value
- $15.1B
- +$151.6M (+1.0%) vs. Q3 2025
- New holders
- 98
- 168 more added
- Sold out
- 57
- 190 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $124 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $124 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $248 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $248 | 0.00% | +1+100.0% | Added |
| Pacer Advisors, Inc. | 3 | $372 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $372 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 3 | $372 | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $408 | 0.00% | +3 | New |
| South State Corp. | 4 | $496 | 0.00% | −4−50.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $496 | 0.00% | −4−50.0% | Reduced |
| Bogart Wealth, LLC | 4 | $496 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $496 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $496 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $496 | 0.00% | +4 | New |
| NorthAvenue LLC | 4 | $496 | 0.00% | +4 | New |
| Fideuram Asset Management (Ireland) dac | 5 | $611 | 0.00% | +5 | New |
| First Horizon Corp | 5 | $620 | 0.00% | −8−61.5% | Reduced |
| Dunhill Financial, LLC | 6 | $716 | 0.00% | +6 | New |
| Root Financial Partners, LLC | 6 | $743 | 0.00% | −4−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $743 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6 | $744 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 7 | $868 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $1.61K | 0.00% | +11+550.0% | Added |
| Cromwell Holdings LLC | 14 | $1.75K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $1.75K | 0.00% | +14 | New |
| CBIZ Investment Advisory Services, LLC | 15 | $1.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $1.98K | 0.00% | +16 | New |
| Rossby Financial, LCC | 16 | $1.98K | 0.00% | +16 | New |
| Sachetta, LLC | 17 | $2.11K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $2.35K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $2.35K | 0.00% | +15+375.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.48K | 0.00% | +20 | New |
| Leonteq Securities AG | 21 | $2.60K | 0.00% | +21 | New |
| International Assets Investment Management, LLC | 21 | $2.60K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 23 | $2.85K | 0.00% | −28−54.9% | Reduced |
| Umb Bank N A | 24 | $2.97K | 0.00% | +8+50.0% | Added |
| Sound Income Strategies, LLC | 24 | $3.13K | 0.00% | +9+60.0% | Added |
| Activest Wealth Management | 31 | $3.84K | 0.00% | +30+3,000.0% | Added |
| Truvestments Capital LLC | 32 | $3.96K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $4.46K | 0.00% | −4−10.0% | Reduced |
| Clearstead Advisors, LLC | 36 | $4.46K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 39 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $5.08K | 0.00% | −350−89.5% | Reduced |
| ORG Partners LLC | 44 | $5.45K | 0.00% | +44 | New |
| Brown Brothers Harriman & Co | 44 | $5.45K | 0.00% | −3−6.4% | Reduced |
| IMG Wealth Management, Inc. | 44 | $5.45K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 45 | $5.58K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 45 | $5.58K | 0.00% | +45 | New |
| SageView Advisory Group, LLC | 47 | $5.82K | 0.00% | +47 | New |
| Highline Wealth Partners LLC | 51 | $6.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 52 | $6.44K | 0.00% | −17−24.6% | Reduced |
| Gen-Wealth Partners Inc | 55 | $6.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $6.82K | 0.00% | +17+44.7% | Added |
| Strategic Wealth Partners, Ltd. | 57 | $7.06K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 63 | $7.81K | 0.00% | +22+53.7% | Added |
| Harbour Investments, Inc. | 69 | $8.59K | 0.00% | +12+21.1% | Added |
| West Branch Capital LLC | 70 | $8.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $8.67K | 0.00% | +29+70.7% | Added |
| Covestor Ltd | 74 | $9.00K | 0.00% | −264−78.1% | Reduced |
| Trust Co of Vermont | 73 | $9.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 77 | $9.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $9.79K | 0.00% | −4−4.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 84 | $10.4K | 0.00% | −129−60.6% | Reduced |
| Spire Wealth Management | 95 | $11.8K | 0.00% | −300−75.9% | Reduced |
| Larson Financial Group LLC | 106 | $13.1K | 0.00% | −68−39.1% | Reduced |
| True Wealth Design, LLC | 107 | $13.3K | 0.00% | +89+494.4% | Added |
| Measured Wealth Private Client Group, LLC | 110 | $13.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 121 | $15.0K | 0.01% | +121 | New |
| Raiffeisen Bank International AG | 121 | $15.2K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 125 | $15.5K | 0.00% | +125 | New |
| MAI Capital Management | 131 | $16.2K | 0.00% | +5+4.0% | Added |
| Capital Analysts, LLC | 136 | $17.0K | 0.00% | −1−0.7% | Reduced |
| Zions Bancorporation, National Association | 140 | $17.3K | 0.00% | +140 | New |
| 1620 Investment Advisors, Inc. | 142 | $17.6K | 0.01% | −12−7.8% | Reduced |
| Quent Capital, LLC | 142 | $17.6K | 0.00% | +17+13.6% | Added |
| Massmutual Trust Co FSB | 143 | $17.7K | 0.00% | −17−10.6% | Reduced |
| Financial Network Wealth Advisors LLC | 146 | $18.1K | 0.02% | +1+0.7% | Added |
| Assetmark, Inc | 159 | $19.6K | 0.00% | −112−41.3% | Reduced |
| Blueline Advisors LLC | 165 | $20.4K | 0.02% | +165 | New |
| Dynamic Wealth Strategies, LLC | 171 | $21.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 187 | $23.2K | 0.00% | +181+3,016.7% | Added |
| Bessemer Group Inc | 192 | $24.0K | 0.00% | −1,032−84.3% | Reduced |
| Key Financial Inc | 195 | $24.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $24.7K | 0.01% | +184+1,226.7% | Added |
| Fulcrum Asset Management LLP | 211 | $26.5K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 227 | $28.1K | 0.02% | +227 | New |
| Salomon & Ludwin, LLC | 238 | $28.8K | 0.00% | −32−11.9% | Reduced |
| Independence Bank of Kentucky | 250 | $31.0K | 0.00% | 00.0% | Unchanged |