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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1,635 | $202.6K | 0.00% | −321−16.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,623 | $201.1K | 0.00% | −47−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,585 | $196.4K | 0.00% | +1,000+170.9% | Added |
| Smartleaf Asset Management LLC | 1,554 | $195.0K | 0.01% | +889+133.7% | Added |
| GWM Advisors LLC | 1,497 | $185.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,416 | $175.5K | 0.00% | −2,377−62.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,394 | $173.0K | 0.01% | +1,106+384.0% | Added |
| Quest Partners LLC | 1,319 | $163.4K | 0.01% | +1,319 | New |
| Signaturefd, LLC | 1,195 | $148.1K | 0.00% | −164−12.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,151 | $142.6K | 0.00% | +64+5.9% | Added |
| BFSG, LLC | 1,075 | $133.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 998 | $123.7K | 0.01% | +28+2.9% | Added |
| Global Retirement Partners, LLC | 924 | $114.5K | 0.00% | +690+294.9% | Added |
| EverSource Wealth Advisors, LLC | 773 | $95.8K | 0.00% | +90+13.2% | Added |
| Versant Capital Management, Inc | 744 | $92.2K | 0.01% | +735+8,166.7% | Added |
| Huntington National Bank | 719 | $89.1K | 0.00% | +227+46.1% | Added |
| Parallel Advisors, LLC | 718 | $89.0K | 0.00% | +131+22.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $87.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 604 | $74.8K | 0.00% | +596+7,450.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 590 | $73.1K | 0.02% | +140+31.1% | Added |
| Harvest Fund Management Co., Ltd | 588 | $73.0K | 0.00% | −220−27.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $70.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 550 | $68.2K | 0.00% | +550 | New |
| Plante Moran Financial Advisors, LLC | 509 | $63.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 508 | $62.9K | 0.00% | −42−7.6% | Reduced |
| Avalon Trust Co | 507 | $62.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 482 | $59.7K | 0.00% | +169+54.0% | Added |
| Eurizon SLJ Capital Ltd | 451 | $55.9K | 0.02% | +451 | New |
| Allworth Financial LP | 430 | $53.3K | 0.00% | +252+141.6% | Added |
| SJS Investment Consulting Inc. | 407 | $50.4K | 0.01% | +226+124.9% | Added |
| V-Square Quantitative Management LLC | 401 | $49.7K | 0.01% | +401 | New |
| Prosperity Bancshares Inc | 391 | $48.4K | 0.04% | +391 | New |
| Wiser Advisor Group LLC | 357 | $44.3K | 0.05% | +1+0.3% | Added |
| Basecamp Wealth Advisors LLC | 353 | $43.7K | 0.01% | +353 | New |
| Essential Partners LLC | 313 | $38.8K | 0.01% | +301+2,508.3% | Added |
| DV Trading LLC | 300 | $37.2K | 0.00% | +300 | New |
| Rosenberg Matthew Hamilton | 291 | $36.1K | 0.01% | −42−12.6% | Reduced |
| Hantz Financial Services, Inc. | 280 | $35.0K | 0.00% | −201−41.8% | Reduced |
| Global X Japan Co., Ltd. | 267 | $33.1K | 0.00% | +267 | New |
| Bartlett & Co. Wealth Management LLC | 261 | $32.6K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $31.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 238 | $28.8K | 0.00% | −32−11.9% | Reduced |
| Wellington-Altus USA Inc. | 227 | $28.1K | 0.02% | +227 | New |
| Fulcrum Asset Management LLP | 211 | $26.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $24.7K | 0.01% | +184+1,226.7% | Added |
| Key Financial Inc | 195 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 192 | $24.0K | 0.00% | −1,032−84.3% | Reduced |
| Ancora Advisors, LLC | 187 | $23.2K | 0.00% | +181+3,016.7% | Added |
| Dynamic Wealth Strategies, LLC | 171 | $21.2K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 165 | $20.4K | 0.02% | +165 | New |
| Assetmark, Inc | 159 | $19.6K | 0.00% | −112−41.3% | Reduced |
| Financial Network Wealth Advisors LLC | 146 | $18.1K | 0.02% | +1+0.7% | Added |
| Massmutual Trust Co FSB | 143 | $17.7K | 0.00% | −17−10.6% | Reduced |
| Quent Capital, LLC | 142 | $17.6K | 0.00% | +17+13.6% | Added |
| 1620 Investment Advisors, Inc. | 142 | $17.6K | 0.01% | −12−7.8% | Reduced |
| Zions Bancorporation, National Association | 140 | $17.3K | 0.00% | +140 | New |
| Capital Analysts, LLC | 136 | $17.0K | 0.00% | −1−0.7% | Reduced |
| MAI Capital Management | 131 | $16.2K | 0.00% | +5+4.0% | Added |
| Community Bank, N.A. | 125 | $15.5K | 0.00% | +125 | New |
| Raiffeisen Bank International AG | 121 | $15.2K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 121 | $15.0K | 0.01% | +121 | New |
| Group One Trading, L.P. | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 110 | $13.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $13.3K | 0.00% | +89+494.4% | Added |
| Larson Financial Group LLC | 106 | $13.1K | 0.00% | −68−39.1% | Reduced |
| Spire Wealth Management | 95 | $11.8K | 0.00% | −300−75.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 84 | $10.4K | 0.00% | −129−60.6% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $9.79K | 0.00% | −4−4.8% | Reduced |
| Valued Wealth Advisors LLC | 77 | $9.62K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $9.04K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 74 | $9.00K | 0.00% | −264−78.1% | Reduced |
| 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 |
| Harbour Investments, Inc. | 69 | $8.59K | 0.00% | +12+21.1% | Added |
| Parkside Financial Bank & Trust | 63 | $7.81K | 0.00% | +22+53.7% | Added |
| Strategic Wealth Partners, Ltd. | 57 | $7.06K | 0.00% | +57 | New |
| 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 |
| Atlantic Trust, LLC | 52 | $6.44K | 0.00% | −17−24.6% | Reduced |
| Highline Wealth Partners LLC | 51 | $6.32K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 47 | $5.82K | 0.00% | +47 | New |
| TCTC Holdings, LLC | 45 | $5.58K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 45 | $5.58K | 0.00% | +45 | 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 |
| ORG Partners LLC | 44 | $5.45K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 41 | $5.08K | 0.00% | −350−89.5% | Reduced |
| Ransom Advisory, Ltd | 39 | $4.83K | 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 |
| CX Institutional | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32 | $3.96K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 31 | $3.84K | 0.00% | +30+3,000.0% | Added |
| Sound Income Strategies, LLC | 24 | $3.13K | 0.00% | +9+60.0% | Added |
| Umb Bank N A | 24 | $2.97K | 0.00% | +8+50.0% | Added |
| UMA Financial Services, Inc. | 23 | $2.85K | 0.00% | −28−54.9% | Reduced |
| Leonteq Securities AG | 21 | $2.60K | 0.00% | +21 | New |
| International Assets Investment Management, LLC | 21 | $2.60K | 0.00% | +21 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.48K | 0.00% | +20 | New |
| Central Trust Co | 19 | $2.35K | 0.00% | 00.0% | Unchanged |