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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 19 | $2.35K | 0.00% | +15+375.0% | Added |
| Sachetta, LLC | 17 | $2.11K | 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 |
| CBIZ Investment Advisory Services, LLC | 15 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $1.75K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $1.75K | 0.00% | +14 | New |
| Aspect Partners, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $1.61K | 0.00% | +11+550.0% | Added |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $1.13K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $868 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6 | $744 | 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 |
| Dunhill Financial, LLC | 6 | $716 | 0.00% | +6 | New |
| First Horizon Corp | 5 | $620 | 0.00% | −8−61.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5 | $611 | 0.00% | +5 | 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 |
| Ares Financial Consulting, LLC | 3 | $408 | 0.00% | +3 | New |
| 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 |
| Principia Wealth Advisory, LLC | 2 | $248 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $248 | 0.00% | +1+100.0% | Added |
| 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 |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −109,129−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −94,028−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −57,422−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,444−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −19,840−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,522−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −9,258−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −8,365−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,447−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Davis Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |