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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, Q1 2026

Institutional positions in Sun Communities Inc as of Mar 31, 2026. 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
517
−14 vs. Q4 2025
Shares held
117.5M
+18.4M (+18.6%) vs. Q4 2025
Total value
$14.8B
+$2.52B (+20.5%) vs. Q4 2025
New holders
67
182 more added
Sold out
81
192 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 517 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 heldQ1 2026: $14.8B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Sun Communities Inc; share changes are against Q4 2025.

Institutions holding SUI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pacer Advisors, Inc.3$00.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.0$440.00%0New
TFC Financial Management1$1260.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC1$1260.00%+1New
GHP Investment Advisors, Inc.2$2520.00%+2New
Horizon Investments, LLC2$2520.00%+2New
Transamerica Financial Advisors, Inc.3$3810.00%−11−78.6%Reduced
Ares Financial Consulting, LLC3$4230.00%00.0%Unchanged
South State Corp.4$5040.00%00.0%Unchanged
Bell Investment Advisors, Inc4$5040.00%00.0%Unchanged
Rialto Wealth Management, LLC4$5040.00%00.0%Unchanged
Cornerstone Financial Management LLC4$5040.00%00.0%Unchanged
Silicon Valley Capital Partners4$5040.00%+4New
Leonteq Securities AG5$6300.00%−16−76.2%Reduced
First Horizon Corp5$6300.00%00.0%Unchanged
MV Capital Management, Inc.5$6300.00%+2+66.7%Added
Principia Wealth Advisory, LLC5$6300.00%+3+150.0%Added
Dunhill Financial, LLC5$7270.00%−1−16.7%Reduced
Caldwell Sutter Capital, Inc.6$7560.00%00.0%Unchanged
Manchester Capital Management LLC7$8820.00%00.0%Unchanged
Whipplewood Advisors, LLC8$1.01K0.00%+8New
Mirae Asset Global ETFs Holdings Ltd.9$1.13K0.00%−1,142−99.2%Reduced
Provenance Wealth Advisors, LLC9$1.13K0.00%00.0%Unchanged
Sound Income Strategies, LLC9$1.17K0.00%−15−62.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC11$1.39K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$1.51K0.00%00.0%Unchanged
TD Private Client Wealth LLC12$1.51K0.00%+10+500.0%Added
Dogwood Wealth Management LLC12$1.51K0.00%+12New
Aspect Partners, LLC13$1.64K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.64K0.00%+9+225.0%Added
Rossby Financial, LCC14$1.78K0.00%−2−12.5%Reduced
Key Capital Management, INC15$1.89K0.00%+15New
Sachetta, LLC16$1.98K0.00%−1−5.9%Reduced
Capital Advisors, Ltd. LLC12$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC16$2.02K0.00%00.0%Unchanged
Bogart Wealth, LLC16$2.02K0.00%+12+300.0%Added
Twin Peaks Wealth Advisors, LLC16$2.02K0.00%+16New
ZRC Wealth Management, LLC18$2.27K0.00%+5+38.5%Added
Central Trust Co19$2.39K0.00%00.0%Unchanged
Financial Consulate, Inc19$2.39K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.20$2.52K0.00%00.0%Unchanged
Cromwell Holdings LLC20$2.54K0.00%+6+42.9%Added
Keating Financial Advisory Services, Inc.21$2.65K0.00%+20+2,000.0%Added
International Assets Investment Management, LLC21$2.67K0.00%00.0%Unchanged
Investors Research Corp22$2.77K0.00%+22New
Atlantic Trust, LLC24$3.02K0.00%−28−53.8%Reduced
MJT & Associates Financial Advisory Group, Inc.26$3.27K0.00%+26New
Umb Bank N A31$3.90K0.00%+7+29.2%Added
Fortitude Family Office, LLC36$4.54K0.00%00.0%Unchanged
UMA Financial Services, Inc.36$4.54K0.00%+13+56.5%Added
Root Financial Partners, LLC36$4.54K0.00%+30+500.0%Added
Covestor Ltd42$5.00K0.00%−32−43.2%Reduced
TD Waterhouse Canada Inc.40$5.07K0.00%+40New
Brown Brothers Harriman & Co44$5.54K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC44$5.59K0.00%+44New
CVA Family Office, LLC45$5.67K0.00%−25−35.7%Reduced
Kemnay Advisory Services Inc.49$6.17K0.00%+49New
Highline Wealth Partners LLC51$6.42K0.00%00.0%Unchanged
Gen-Wealth Partners Inc55$6.93K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.57$7.18K0.00%00.0%Unchanged
North Star Investment Management Corp.60$7.56K0.00%+5+9.1%Added
Cornerstone Planning Group LLC69$8.54K0.00%+28+68.3%Added
Owl Creek Wealth Partners LLC75$9.45K0.00%+75New
Valued Wealth Advisors LLC77$9.79K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC79$9.95K0.00%00.0%Unchanged
Bessemer Group Inc80$10.0K0.00%−112−58.3%Reduced
Essential Partners LLC88$11.1K0.00%−225−71.9%Reduced
True Wealth Design, LLC88$11.1K0.00%−19−17.8%Reduced
Parkside Financial Bank & Trust92$11.6K0.00%+29+46.0%Added
Advisory Services Network, LLC96$12.1K0.00%+96New
Simplex Trading, LLC97$12.2K0.00%−1,319−93.1%Reduced
Dynamic Wealth Strategies, LLC100$12.6K0.01%−71−41.5%Reduced
TD Capital Management LLC100$12.6K0.00%+100New
Scarborough Advisors, LLC100$12.6K0.00%+100New
Ronald Blue Trust, Inc.108$13.6K0.00%−400−78.7%Reduced
Measured Wealth Private Client Group, LLC110$13.9K0.00%00.0%Unchanged
Quent Capital, LLC111$14.0K0.00%−31−21.8%Reduced
Raiffeisen Bank International AG121$15.3K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.123$15.5K0.01%−19−13.4%Reduced
Independence Bank of Kentucky125$15.7K0.00%−125−50.0%Reduced
CX Institutional137$17.0K0.00%+108+372.4%Added
Arlington Trust Co LLC137$17.3K0.00%+137New
Massmutual Trust Co FSB143$18.0K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC146$18.4K0.02%00.0%Unchanged
Zions Bancorporation, National Association160$20.2K0.00%+20+14.3%Added
Blueline Advisors LLC169$21.3K0.02%+4+2.4%Added
Thurston, Springer, Miller, Herd & Titak, Inc.183$23.0K0.01%−16−8.0%Reduced
Assetmark, Inc194$24.4K0.00%+35+22.0%Added
Key Financial Inc195$24.6K0.00%00.0%Unchanged
Salomon & Ludwin, LLC192$24.8K0.00%−46−19.3%Reduced
Wellington-Altus USA Inc.210$25.2K0.01%−17−7.5%Reduced
Fulcrum Asset Management LLP211$26.6K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton213$26.8K0.01%−78−26.8%Reduced
Hantz Financial Services, Inc.229$29.0K0.00%−51−18.2%Reduced
Capital Analysts, LLC229$29.0K0.00%+93+68.4%Added
MAI Capital Management247$31.1K0.00%+116+88.5%Added
Ancora Advisors, LLC253$31.9K0.00%+66+35.3%Added
Aster Capital Management (DIFC) Ltd251$32.3K0.01%+167+198.8%Added
Bartlett & Co. Wealth Management LLC261$32.6K0.00%00.0%Unchanged
Rothschild Investment LLC276$34.8K0.00%−328−54.3%Reduced