Sun CommunitiesSUI
13F holders, Q1 2024 (March 31)500holders
8famous investors
$127.87avg. 13F price*
At the end of Q1 2024, 500 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock Inc. ($1.4B) and Cohen & Steers, Inc. ($1.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q1 2024)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $745.8M |
| Exits | 75 | $222.9M |
Ownership 500 holders
| Vanguard Group Inc. | 0.04% | Add +0.1% | 17,570,273 | $2.3B |
| BlackRock Inc. | 0.03% | Add +1.7% | 11,272,823 | $1.4B |
| Cohen & Steers, Inc. | 2.81% | Reduce -23.1% | 10,444,792 | $1.3B |
| Dodge & Cox | 0.41% | New | 5,418,615 | $696.7M |
| State Street Corp. | 0.03% | Reduce -11.1% | 5,273,176 | $682.9M |
| Norges Bank | 0.10% | Add +16.2% | 5,010,416 | $644.2M |
| FMR LLC | 0.03% | Add +41.8% | 3,826,024 | $492.0M |
| Principal Financial Group Inc. | 0.28% | Reduce -19.8% | 3,665,671 | $471.3M |
| T. Rowe Price Associates Inc. | 0.05% | Add +50.3% | 3,302,804 | $424.7M |
| Massachusetts Financial Services Co. | 0.11% | Add +12.9% | 2,838,293 | $364.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -14.5% | 2,296,914 | $295.3M |
| Geode Capital Management, LLC | 0.03% | Add +4.3% | 2,292,753 | $294.3M |
| Centersquare Investment Management LLC | 2.79% | Add +4.7% | 2,171,868 | $241.8M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -0.5% | 1,773,955 | $228.1M |
| Daiwa Securities Group Inc. | 1.31% | Reduce -31.8% | 1,771,042 | $227.7M |
| Canada Pension Plan Investment Board | 0.19% | Add +5.5% | 1,422,792 | $182.9M |
| Legal & General Group Plc | 0.05% | Reduce -1.9% | 1,308,735 | $168.3M |
| Nuveen Asset Management, LLC | 0.05% | Add +2.1% | 1,252,125 | $161.1M |
| Russell Investments Group, Ltd. | 0.24% | Reduce -10.1% | 1,193,471 | $153.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +0.1% | 1,178,288 | $151.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.5% | 1,071,813 | $137.8M |
| Morgan Stanley | 0.01% | Add +4.7% | 1,046,491 | $134.6M |
| Deutsche Bank AG | 0.06% | Reduce -39.2% | 1,018,489 | $131.0M |
| CBRE Investment Management Listed Real Assets LLC | 2.39% | Add +155.7% | 999,077 | $128.5M |
| Invesco Ltd. | 0.02% | Reduce -60.0% | 864,870 | $111.2M |
| Waratah Capital Advisors Ltd. | 5.55% | Reduce -7.8% | 841,740 | $108.2M |
| Wellington Management Group LLP | 0.02% | Add +20.1% | 823,344 | $105.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 794,551 | $102.2M |
| Resolution Capital Ltd | 1.80% | Reduce -10.0% | 782,485 | $100.6M |
| Duff & Phelps Investment Management Co. | 1.11% | Reduce -38.1% | 723,146 | $93.0M |
| Sei Investments Co. | 0.13% | Reduce -4.7% | 674,102 | $86.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -2.2% | 658,129 | $84.6M |
| Prudential Financial Inc. | 0.11% | Add +19.3% | 620,309 | $79.8M |
| Bank of America Corp. | 0.01% | Add +11.7% | 609,815 | $78.4M |
| Westfield Capital Management Co. LP | 0.41% | Reduce -3.6% | 604,004 | $77.7M |
| Schroder Investment Management Group | 0.09% | Add +1.8% | 559,315 | $71.9M |
| Macquarie Group Ltd. | 0.08% | Reduce 0.0% | 545,750 | $70.2M |
| Balyasny Asset Management L.P. | 0.18% | Reduce -25.6% | 527,563 | $67.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 523,061 | $67.3M |
| Millennium Management | 0.06% | Add +13.2% | 512,893 | $65.9M |
| Aew Capital Management L P | 3.08% | Reduce -25.4% | 490,582 | $63.1M |
| PGGM Investments | 0.89% | Reduce -48.6% | 479,613 | $61.7M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -0.7% | 469,382 | $60.4M |
| Anchor Capital Advisors LLC | 1.50% | Reduce -4.5% | 446,398 | $57.4M |
| APG Asset Management US Inc. | 0.31% | No change | 428,979 | $53.8M |
| Amundi | 0.02% | Add +1.2% | 453,346 | $53.5M |
| GW&K Investment Management, LLC | 0.46% | Reduce -1.6% | 405,792 | $52.2M |
| Vision Capital Corp | 14.45% | Reduce -6.3% | 373,793 | $48.1M |
| Swiss National Bank | 0.03% | Reduce -4.2% | 372,760 | $47.9M |
| Heitman Real Estate Securities LLC | 2.61% | Add +168.1% | 356,521 | $45.8M |
| NZS Capital, LLC | 1.88% | Add +32.9% | 353,031 | $45.4M |
| UBS Group AG | 0.01% | Add +83.3% | 343,802 | $44.2M |
| Ceredex Value Advisors LLC | 0.76% | Add +20.0% | 336,934 | $43.6M |
| Lasalle Investment Management Securities LLC | 1.79% | Reduce -4.0% | 337,247 | $43.4M |
| Waterfront Capital Partners, LLC | 3.91% | Add +1.9% | 325,865 | $41.9M |
| CI Investments Inc. | 0.17% | Reduce -2.7% | 324,070 | $41.7M |
| Neuberger Berman Group LLC | 0.03% | Reduce -4.1% | 314,367 | $40.4M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 310,141 | $39.9M |
| Marshall Wace, LLP | 0.07% | Add +84.5% | 309,271 | $39.8M |
| AXA S.A. | 0.12% | Add +41.9% | 297,320 | $38.2M |
| Cramer Rosenthal McGlynn LLC | 2.06% | Add +20.5% | 295,873 | $38.0M |
| Clearbridge Investments, LLC | 0.03% | Reduce -3.0% | 295,181 | $38.0M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 288,276 | $37.1M |
| STRS Ohio | 0.15% | Reduce -4.6% | 287,298 | $36.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.0% | 281,798 | $36.2M |
| Land & Buildings Investment Management, LLC | 7.52% | Reduce -8.8% | 266,926 | $34.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.4% | 260,485 | $33.5M |
| State of New Jersey Common Pension Fund D | 0.10% | No change | 246,843 | $31.7M |
| Asset Management One Co., Ltd. | 0.12% | Reduce -2.0% | 235,066 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.3% | 233,168 | $30.0M |
| Private Management Group Inc. | 1.13% | Reduce -2.3% | 231,605 | $29.8M |
| NFJ Investment Group, LLC | 0.80% | Reduce -0.6% | 228,566 | $29.4M |
| Public Employees Retirement System of Ohio | 0.11% | Reduce -2.4% | 224,732 | $28.9M |
| California Public Employees Retirement System | 0.02% | Reduce -2.5% | 217,071 | $27.9M |
| SW Investment Management LLC | 8.26% | No change | 200,000 | $25.7M |
| Whittier Trust Co. | 0.37% | Add +4.8% | 198,676 | $25.5M |
| National Pension Service | 0.03% | Add +4.3% | 198,235 | $25.5M |
| California State Teachers Retirement System | 0.03% | Add +0.5% | 196,038 | $25.2M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +6.6% | 193,571 | $24.9M |
| Brookfield Corp | 0.14% | Reduce -27.5% | 182,771 | $23.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +175.9% | 183,895 | $23.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +3.9% | 176,868 | $22.7M |
| Renaissance Technologies | 0.03% | Add +40.1% | 171,600 | $22.1M |
| Presima Securities ULC | 5.10% | Reduce -13.1% | 170,704 | $21.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 166,406 | $21.4M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +4.7% | 151,233 | $21.3M |
| Natixis Advisors, LLC | 0.05% | Reduce -27.3% | 153,907 | $19.8M |
| Allianz Asset Management GmbH | 0.03% | Add +0.2% | 148,929 | $19.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.2% | 149,904 | $19.0M |
| National Bank of Canada | 0.03% | Add +499.9% | 157,977 | $18.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +8.5% | 143,209 | $18.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.23% | Add +2.1% | 142,934 | $18.4M |
| Chilton Capital Management LLC | 0.86% | Add +4.1% | 140,805 | $18.2M |
| BNP Paribas Financial Markets | 0.02% | Add +20.4% | 137,488 | $17.7M |
| Credit Suisse AG/ | 0.02% | Reduce -10.8% | 129,424 | $16.6M |
| Easterly Investment Partners LLC | 1.26% | New | 128,229 | $16.5M |
| Barclays PLC | 0.01% | Reduce -0.3% | 127,561 | $16.4M |
| Hazelview Securities Inc. | 3.09% | Add +0.5% | 130,544 | $16.4M |
| Citigroup Inc. | 0.02% | Add +33.2% | 121,879 | $15.7M |
| HSBC Holdings PLC | 0.01% | Add +2.9% | 119,786 | $15.4M |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.