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

0200400600 Q1 2024: 500Q1 2024Q2 2024: 507Q2 2024Q3 2024: 517Q3 2024Q4 2024: 476Q4 2024Q1 2025: 497Q1 2025Q2 2025: 468Q2 2025Q3 2025: 506Q3 2025Q4 2025: 540Q4 2025Q1 2026: 516Q1 2026Q2 2026: 532Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions43$745.8M
Exits75$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
Hunter Perkins Capital Management, LLC 3.11% Reduce -10.0% 117,570 $15.2M
Corient Private Wealth LP 0.03% Reduce -0.5% 117,796 $15.1M
Baillie Gifford & Co. 0.01% Add +15.9% 112,033 $14.4M
Kennedy Capital Management LLC 0.29% Add +0.8% 109,792 $14.1M
Manning & Napier Group, LLC 0.17% Reduce -4.5% 107,265 $13.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -7.5% 109,885 $13.8M
Swedbank AB 0.02% No change 106,236 $13.7M
Ranger Global Real Estate Advisors, LLC 2.59% Reduce -31.9% 195,185 $13.0M
Nicola Wealth Management LTD. 1.23% Add +36.2% 95,184 $12.7M
DigitalBridge Group, Inc. 1.16% Reduce -27.6% 98,365 $12.6M
B&I Capital AG 3.63% Add +3.5% 88,998 $11.4M
American Century Companies Inc. 0.01% Reduce -25.1% 88,266 $11.3M
Citadel Advisors 0.01% New 88,152 $11.3M
Third Avenue Management LLC 1.79% Add +72.2% 87,178 $11.2M
Chartwell Investment Partners, LLC 0.38% Add +0.9% 85,022 $10.9M
Whittier Trust Co. of Nevada Inc. 0.31% Add +2.8% 84,880 $10.9M
New York State Common Retirement Fund 0.01% Reduce -11.9% 83,801 $10.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -7.9% 83,144 $10.7M
Guggenheim Capital LLC 0.08% Reduce -31.1% 82,537 $10.6M
TD Asset Management Inc 0.01% Reduce -12.0% 76,178 $9.8M
Lighthouse Investment Partners, LLC 0.57% Add +11.1% 75,000 $9.6M
Aberdeen Group plc 0.02% Reduce -3.8% 73,620 $9.5M
1832 Asset Management L.P. 0.02% Add +13.4% 69,400 $8.9M
Victory Capital Management Inc. 0.01% Reduce -2.2% 69,206 $8.9M
Uniplan Investment Counsel, Inc. 0.71% Reduce -3.2% 68,906 $8.9M
Resona Asset Management Co.,Ltd. 0.05% — 68,842 $8.9M
State of Alaska, Department of Revenue 0.10% Reduce -3.7% 67,491 $8.7M
Susquehanna International Group, LLP 0.01% Reduce -25.4% 67,405 $8.7M
State of Wisconsin Investment Board 0.02% Add +3.3% 66,329 $8.5M
Pictet Asset Management Holding SA 0.01% Add +3.8% 64,983 $8.4M
Employees Retirement System of Texas 0.09% Reduce -15.1% 62,000 $8.0M
Ensign Peak Advisors, Inc 0.01% Add +15.3% 59,946 $7.7M
Poplar Forest Capital LLC 1.02% Add +0.1% 58,922 $7.6M
Storebrand Asset Management As 0.03% Reduce -6.2% 57,570 $7.4M
Treasurer of the State of North Carolina 0.03% Add +0.6% 56,422 $7.3M
Danske Bank A/S 0.02% — 55,601 $7.1M
Van Eck Associates Corp. 0.01% Add +4.1% 52,987 $6.8M
Royal London Asset Management Ltd. 0.02% Add +3.4% 52,186 $6.7M
Vert Asset Management LLC 2.71% Add +5.1% 50,173 $6.5M
Raymond James & Associates 0.00% Reduce -16.6% 49,286 $6.3M
Davis Selected Advisers 0.04% Reduce -1.3% 48,740 $6.3M
FIL Ltd 0.01% Add +46.0% 48,175 $6.2M
K.J. Harrison & Partners Inc 0.95% Add +9.3% 47,795 $6.1M
Nisa Investment Advisors, LLC 0.04% Add +1.6% 44,042 $5.7M
Cibc World Markets Corp. 0.04% Reduce -2.0% 43,832 $5.6M
Baron Capital (BAMCO) 0.01% Reduce -12.7% 43,344 $5.6M
Osborne Partners Capital Management, LLC 0.33% Add +1.7% 42,022 $5.4M
Utah Retirement Systems 0.06% No change 40,032 $5.1M
Gotham Asset Management 0.08% Add +10.7% 38,849 $5.0M
Holocene Advisors, LP 0.02% Add +11.8% 38,346 $4.9M
American Assets Capital Advisers, LLC 1.39% Reduce -16.6% 37,933 $4.9M
HRT Financial LP 0.03% Reduce -18.8% 37,202 $4.8M
UniSuper Management Pty Ltd 0.05% Add +3.3% 37,100 $4.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Add +19.3% 36,026 $4.6M
Squarepoint Ops LLC 0.02% Reduce -40.3% 34,683 $4.5M
Oppenheimer Asset Management Inc. 0.07% Reduce -26.1% 34,525 $4.4M
Arizona State Retirement System 0.03% Add +0.1% 34,228 $4.4M
DAVENPORT & Co LLC 0.03% Reduce -0.8% 33,979 $4.4M
Allstate Corp. 0.31% Reduce -19.7% 33,854 $4.4M
Bank of Montreal 0.00% Reduce -4.0% 32,364 $4.3M
Truist Financial Corp. 0.01% Reduce -6.1% 33,133 $4.3M
Qube Research & Technologies Ltd 0.01% Add +23.7% 32,963 $4.2M
Jane Street Group, LLC 0.01% Reduce -79.9% 32,104 $4.1M
Liberty Mutual Group Asset Management Inc. 1.16% Add +25.1% 31,628 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.8% 31,366 $4.0M
KBC Group NV 0.01% Add +1.0% 31,284 $4.0M
Harvest Portfolios Group Inc. 0.15% Reduce -5.8% 30,494 $3.9M
Korea Investment CORP 0.01% Reduce -2.6% 30,108 $3.9M
Cerity Partners LLC 0.01% Add +713.7% 30,076 $3.9M
Nissay Asset Management Corp. /Japan 0.03% Add +2.3% 29,917 $3.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +0.3% 29,808 $3.8M
Handelsbanken Fonder AB 0.02% Add +6.9% 29,516 $3.8M
Gateway Investment Advisers LLC 0.04% Reduce -42.5% 29,399 $3.8M
Westpac Banking Corp. 0.28% Reduce -6.4% 28,986 $3.7M
IFM Investors Pty Ltd 0.03% Add +7.8% 24,401 $3.1M
Janus Henderson Group PLC 0.00% Reduce -2.9% 23,783 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +0.6% 23,627 $3.0M
Anson Funds Management LP 0.24% Add +5.7% 23,500 $3.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 22,962 $3.0M
Voya Investment Management LLC 0.00% Reduce -3.8% 22,879 $2.9M
Adams Asset Advisors, LLC 0.38% No change 22,270 $2.9M
First National Bank of Omaha 0.20% Reduce -34.2% 22,214 $2.9M
First Trust Advisors LP 0.00% Reduce -1.4% 22,187 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.5% 21,773 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +5.5% 21,175 $2.7M
SG Americas Securities, LLC 0.01% Add +145.0% 20,576 $2.6M
Prelude Capital Management, LLC 0.18% Reduce -7.6% 20,386 $2.6M
Tredje AP-fonden 0.03% No change 20,013 $2.6M
Tudor Investment Corporation 0.03% New 19,258 $2.5M
Andra AP-fonden 0.04% New 19,200 $2.5M
DNB Asset Management AS 0.01% Add +7.1% 18,900 $2.4M
LPL Financial LLC 0.00% Add +5.3% 18,546 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 18,500 $2.4M
New York Life Investment Management LLC 0.02% Reduce -0.8% 18,083 $2.3M
Inspire Investing, LLC 0.23% Add +14.7% 17,450 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -29.7% 17,296 $2.2M
Bayesian Capital Management, LP 0.21% New 17,271 $2.2M
GAMCO Investors 0.02% No change 17,100 $2.2M
Forsta Ap-Fonden 0.02% Reduce -1.7% 17,100 $2.2M
M&T Bank Corp 0.01% Reduce -5.7% 16,800 $2.2M
Capital Square, LLC 1.46% Add +6.0% 16,065 $2.1M
Clarkston Capital Partners, LLC 0.04% No change 16,000 $2.1M
Focus Partners Advisor Solutions, LLC 0.06% Add +7.7% 15,752 $2.0M
Spirit of America Management Corp. 0.40% No change 15,600 $2.0M
Aurora Investment Managers, LLC. 1.43% Add +82.8% 15,136 $1.9M
Jump Financial, LLC 0.05% Add +342.6% 15,096 $1.9M
PEAK6 Investments LLC 0.09% Reduce -60.9% 14,940 $1.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.7% 14,857 $1.9M
First Hawaiian Bank 0.06% Add +8.8% 14,549 $1.9M
Janney Montgomery Scott LLC 0.01% Add +6.2% 14,435 $1.9M
Quantinno Capital Management LP 0.04% Add +143.7% 14,345 $1.8M
Burns Matteson Capital Management, LLC 1.19% Reduce -14.2% 14,329 $1.8M
Agf Management Ltd. 0.01% No change 14,291 $1.8M
Centiva Capital, LP 0.11% Add +811.0% 13,938 $1.8M
Vanderbilt University 0.37% Add +207.3% 13,919 $1.8M
Brasada Capital Management, LP 0.32% Reduce -2.5% 13,660 $1.8M
Stifel Financial Corp. 0.00% Reduce -11.9% 13,502 $1.7M
Integrated Investment Consultants, LLC 0.48% No change 13,458 $1.7M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.2% 13,351 $1.7M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Add +107.2% 13,220 $1.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -9.3% 13,166 $1.7M
Xponance LLC 0.02% Add +80.3% 13,098 $1.7M
Verition Fund Management LLC 0.02% Reduce -77.4% 13,067 $1.7M
WBH Advisory Inc. 0.16% Reduce -2.1% 12,443 $1.6M
GRS Advisors, LLC 0.21% No change 12,400 $1.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -7.8% 12,110 $1.6M
Orion Portfolio Solutions, LLC 0.02% Reduce -7.8% 12,110 $1.6M
Public Sector Pension Investment Board 0.01% Reduce -1.1% 11,971 $1.5M
Toronto Dominion Bank 0.00% Reduce -57.8% 11,818 $1.5M
Mariner, LLC 0.00% Reduce -7.2% 11,713 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% New 11,698 $1.5M
Elo Mutual Pension Insurance Co 0.03% Add +4.7% 11,371 $1.5M
TCW Group Inc. 0.01% Add +1.2% 11,336 $1.5M
Farrow Financial, Inc. 1.02% Add +1.5% 11,263 $1.4M
Mutual of America Capital Management LLC 0.02% Add +5.2% 11,213 $1.4M
Advisors Asset Management, Inc. 0.03% Reduce -11.8% 11,103 $1.4M
Metis Global Partners, LLC 0.05% Add +6.4% 10,945 $1.4M
Two Sigma Investments, LP 0.00% New 10,800 $1.4M
Castle Hook Partners LP 0.05% No change 10,749 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -3.0% 10,659 $1.4M
Paralel Advisors LLC 0.06% No change 10,314 $1.3M
Gulf International Bank (UK) Ltd 0.03% No change 10,257 $1.3M
Perpetual Ltd 0.01% Reduce -13.4% 10,232 $1.3M
Rockefeller Capital Management L.P. 0.00% New 10,042 $1.3M
Cetera Investment Advisers 0.00% Add +146.7% 9,889 $1.3M
Ostrum Asset Management 0.10% No change 9,802 $1.3M
AQR Capital Management 0.00% Add +17.8% 9,616 $1.2M
Federated Hermes, Inc. 0.00% Reduce -6.8% 9,606 $1.2M
Franklin Resources Inc. 0.00% Reduce -5.3% 9,523 $1.2M
DoubleLine ETF Adviser LP 0.31% Add +11.1% 9,507 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +11.5% 9,277 $1.2M
Naviter Wealth, LLC 0.19% Add +6.8% 9,170 $1.2M
Cubist Systematic Strategies, LLC 0.01% New 8,991 $1.2M
Maryland State Retirement & Pension System 0.02% No change 9,565 $1.1M
Tidal Investments LLC 0.02% Add +9.4% 8,869 $1.1M
First National Advisers, LLC 0.25% Add +5.7% 8,753 $1.1M
Virtu Financial LLC 0.08% New 8,598 $1.1M
Atria Investments, Inc 0.02% Reduce -11.1% 8,520 $1.1M
Levin Capital Strategies, L.P. 0.11% New 8,500 $1.1M
Eisler Capital (UK) Ltd. 0.13% Add +27.5% 8,443 $1.1M
Captrust Financial Advisors 0.00% Reduce -23.8% 8,314 $1.1M
Cascade Investment Advisors, Inc. 0.69% Add +0.4% 8,258 $1.1M
Pathstone Holdings, LLC 0.00% Add +43.0% 8,044 $1.0M
Genus Capital Management Inc. 0.13% — 7,860 $1.0M
US Bancorp \de 0.00% Reduce -61.8% 7,849 $1.0M
Nordea Investment Management AB 0.00% Add +3.5% 7,862 $1.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -80.2% 7,749 $996K
Illinois Municipal Retirement Fund 0.02% No change 7,701 $990K
Edgestream Partners, L.P. 0.05% Add +85.0% 7,680 $987K
Aviva PLC 0.00% Reduce -67.1% 7,606 $978K
Formidable Asset Management, LLC 0.15% Add +15.4% 7,371 $948K
Amalgamated Bank 0.01% Reduce -33.7% 7,178 $923K
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.5% 6,919 $890K
Intech Investment Management LLC 0.01% Reduce -1.5% 6,757 $869K
Bank of Nova Scotia 0.00% Add +0.8% 6,522 $839K
Ethic Inc. 0.02% Add +6.0% 6,483 $834K
Wealthfront Advisers LLC 0.00% Add +7.7% 6,426 $826K
Yousif Capital Management, LLC 0.01% Add +2.9% 6,417 $825K
Creative Planning 0.00% Add +19.7% 6,345 $816K
Blair William & Co. 0.00% Reduce -11.2% 6,279 $807K
Lee Financial Co 0.13% No change 6,237 $802K
Advisory Alpha, LLC 0.03% New 6,000 $771K
Ossiam 0.01% Reduce -30.0% 5,988 $770K
Norinchukin Bank, The 0.02% Reduce -1.1% 5,967 $767K
Lockheed Martin Investment Management Co. 0.06% Reduce -24.6% 5,501 $766K
Banco Santander, S.A. 0.01% Reduce -1.3% 5,912 $760K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.0% 5,903 $759K
Park Avenue Securities LLC 0.01% Reduce -17.7% 5,821 $748K
B. Metzler seel. Sohn & Co. AG 0.01% Add +3.6% 5,768 $742K
RB Capital Management, LLC 0.21% Reduce -1.3% 5,711 $734K
SkyOak Wealth, LLC 0.17% No change 5,650 $726K
Point72 (DIFC) Ltd 0.06% — 5,547 $713K
Inceptionr LLC 0.18% New 5,441 $700K
United Capital Financial Advisors, LLC 0.01% Add +0.9% 5,429 $698K
Arkadios Wealth Advisors 0.05% Reduce -2.0% 5,243 $674K
Candriam S.C.A. 0.00% No change 5,053 $650K
Fifth Third Bancorp 0.00% Reduce -10.5% 5,037 $648K
Commerzbank Aktiengesellschaft 0.02% No change 4,992 $642K
Scientech Research LLC 0.34% New 4,976 $640K
Panagora Asset Management Inc. 0.00% No change 4,973 $639K
Hantz Financial Services, Inc. 0.01% Reduce -92.7% 4,812 $619K
Penserra Capital Management LLC 0.01% Add +0.3% 4,769 $613K
Choreo, LLC 0.02% Reduce -0.5% 4,742 $610K
MML Investors Services, LLC 0.00% Reduce -27.3% 4,684 $602K
Ofi Invest Asset Management 0.02% Reduce -10.9% 5,039 $600K
Osaic Holdings, Inc. 0.00% Reduce -67.1% 4,627 $595K
Vestcor Inc 0.02% Add +114.6% 4,617 $594K
Pasadena Private Wealth, LLC 0.14% Add +4.3% 4,613 $593K
Greenland Capital Management LP 0.10% Reduce -77.0% 4,608 $592K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +90.1% 4,582 $589K
Gsa Capital Partners LLP 0.05% Add +88.7% 4,569 $587K
APG Asset Management N.V. 0.00% No change 4,856 $578K
Capula Management Ltd 0.02% New 4,436 $570K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +8.0% 4,420 $568K
Oak Thistle LLC 0.51% New 4,411 $567K
Atom Investors LP 0.07% Add +1.8% 4,397 $565K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.2% 4,185 $538K
Baird Financial Group, Inc. 0.00% Add +23.1% 4,171 $536K
NorthCoast Asset Management LLC 0.01% Add +31.8% 4,129 $531K
SpiderRock Advisors, LLC 0.02% — 4,006 $522K
Crawford Investment Counsel Inc. 0.01% Add +0.3% 4,034 $519K
CIBC Asset Management Inc 0.00% Add +0.2% 3,998 $514K
Central Pacific Bank - Trust Division 0.07% — 4,050 $508K
Boothbay Fund Management, LLC 0.02% New 3,892 $500K
Cresset Asset Management, LLC 0.00% Add +6.0% 3,848 $498K
Metropolitan Life Insurance Co 0.02% Add +0.9% 3,843 $494K
Hunting Hill Global Capital, LLC 0.29% New 3,825 $492K
Congress Asset Management Co. 0.00% Reduce -99.4% 3,588 $461K
Bristlecone Advisors, LLC 0.04% Reduce -0.3% 3,570 $459K
MetLife Investment Management, LLC 0.00% Add +0.3% 3,504 $451K
Global Wealth Management Investment Advisory, Inc. 0.11% Add +3.9% 3,425 $440K
Commerce Bank 0.00% No change 3,415 $439K
Mercer Global Advisors Inc. 0.00% Reduce -16.2% 3,367 $433K
Alberta Investment Management Corp 0.00% No change 3,300 $424K
IFP Advisors, Inc 0.02% Reduce -44.6% 3,239 $416K
Mackenzie Financial Corp. 0.00% Reduce -11.3% 3,234 $416K
Swiss Life Asset Management Ltd 0.01% Reduce -24.1% 3,190 $410K
Canal Capital Management, LLC 0.07% Reduce -4.5% 3,187 $410K
PNC Financial Services Group, Inc. 0.00% Add +11.7% 3,168 $407K
Teacher Retirement System of Texas 0.00% Reduce -86.0% 3,163 $407K
Lantern Wealth Advisors, LLC 0.28% No change 3,100 $399K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.5% 3,143 $398K
Handelsinvest Investeringsforvaltning 0.19% Reduce -34.2% 3,092 $398K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +13.3% 3,060 $393K
Avior Wealth Management, LLC 0.02% Reduce -26.0% 3,051 $392K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 3,028 $389K
Degroof Petercam Asset Management 0.00% No change 2,900 $373K
Vontobel Holding Ltd. 0.00% Reduce -1.5% 2,833 $364K
HighTower Advisors, LLC 0.00% Reduce -46.1% 2,819 $361K
Prime Capital Investment Advisors, LLC 0.01% Reduce -6.0% 2,768 $356K
Nixon Peabody Trust Co. 0.03% No change 2,700 $347K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.8% 2,689 $346K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.4% 2,685 $345K
GeoWealth Management, LLC 0.01% New 2,653 $341K
Sherbrooke Park Advisers LLC 0.07% New 2,647 $340K
World Investment Advisors 0.05% Reduce -13.9% 2,572 $331K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -7.9% 2,521 $324K
Regions Financial Corp. 0.00% Reduce -6.1% 2,476 $318K
Mitchell McLeod Pugh & Williams Inc. 0.08% Reduce -1.2% 2,438 $313K
Yorktown Management & Research Co Inc 0.29% No change 2,400 $309K
Walleye Trading LLC 0.01% Reduce -81.8% 2,352 $302K
Tributary Capital Management, LLC 0.02% Reduce -38.3% 2,335 $300K
Truvestments Capital LLC 0.11% Reduce -2.4% 2,283 $294K
Apollon Wealth Management, LLC 0.01% Reduce -23.2% 2,256 $290K
Schonfeld Strategic Advisors LLC 0.00% Reduce -99.2% 2,200 $283K
Dynasty Wealth Management, LLC 0.01% — 2,195 $282K
Wexford Capital LP 0.06% Reduce -3.0% 2,194 $282K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -45.3% 2,088 $268K
Signaturefd, LLC 0.01% Add +12.4% 2,082 $268K
ZWJ Investment Counsel Inc. 0.01% Add +5.9% 2,017 $259K
Colonial River Investments, LLC 0.15% Reduce -7.8% 2,015 $259K
Pursue Wealth Partners LLC 0.15% New 1,992 $256K
Investment Management Corp of Ontario 0.01% Reduce -31.2% 1,982 $255K
Snowden Capital Advisors LLC 0.01% Reduce -4.5% 1,966 $255K
LifePlan Financial, LLC 0.22% Reduce -10.7% 1,863 $240K
Empowered Funds, LLC 0.00% New 1,846 $237K
Landscape Capital Management, L.L.C. 0.02% No change 1,835 $236K
CIBC Private Wealth Group LLC 0.00% Add +6.0% 1,866 $234K
Cetera Trust Company, N.A 0.14% Add +5.9% 1,785 $230K
PFG Advisors 0.02% Reduce -23.0% 1,737 $223K
AdvisorNet Financial, Inc 0.02% Reduce -9.9% 1,720 $221K
Steph & Co. 0.08% Add +174.7% 1,717 $221K
Prudent Man Advisors, LLC 0.08% Reduce -8.4% 1,709 $220K
Bailard, Inc. 0.01% No change 1,700 $219K
Cibc World Market Inc. 0.00% Reduce -18.9% 1,687 $217K
Avestar Capital, LLC 0.02% New 1,680 $216K
GTS Securities LLC 0.01% New 1,666 $214K
Cwm, LLC 0.00% Add +4.6% 1,663 $214K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -8.4% 1,640 $211K
B. Riley Wealth Advisors, Inc. 0.01% Add +15.4% 1,752 $209K
Bfsg, LLC 0.03% Reduce -0.3% 1,606 $207K
Checchi Capital Advisers, LLC 0.02% Reduce -11.6% 1,568 $202K
NewEdge Advisors, LLC 0.00% Add +3.3% 1,528 $197K
Quadrant Capital Group LLC 0.01% Reduce -8.3% 1,252 $161K
American International Group, Inc. 0.00% Reduce -0.3% 1,239 $159K
Blue Chip Partners, LLC 0.02% Add +0.6% 1,219 $157K
Mather Group, Llc. 0.00% New 1,162 $155K
LGT Financial Advisors LLC 0.17% Reduce -4.2% 1,162 $149K
Federation des caisses Desjardins du Quebec 0.00% Add +211.0% 1,101 $143K
Harvest Fund Management Co., Ltd 0.01% New 1,061 $136K
Bessemer Group Inc. 0.00% No change 1,032 $133K
First Manhattan Co. Llc. 0.00% Reduce -5.9% 890 $114K
Principal Securities, Inc. 0.00% Reduce -32.7% 867 $111K
Optimum Investment Advisors 0.05% No change 775 $100K
Tobam 0.01% Reduce -3.6% 716 $92K
Crewe Advisors LLC 0.01% New 700 $90K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -26.4% 660 $85K
Covestor Ltd 0.05% Reduce -0.5% 632 $81K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 598 $77K
GAMMA Investing LLC 0.01% Reduce -12.5% 562 $72K
Quarry LP 0.03% Add +287.3% 519 $67K
Plante Moran Financial Advisors, LLC 0.01% No change 509 $65K
Clearstead Advisors, LLC 0.00% Add +15.6% 555 $65K
Spire Wealth Management 0.00% No change 505 $65K
Alta Advisers Ltd 0.03% No change 500 $64K
Point72 Hong Kong Ltd 0.00% New 500 $64K
SYSTM Wealth Solutions LLC 0.01% Reduce -26.8% 445 $58K
Parallel Advisors, LLC 0.00% Add +20.2% 417 $54K
Wiser Advisor Group LLC 0.07% Add +0.3% 328 $42K
Rosenberg Matthew Hamilton 0.01% Reduce -38.3% 332 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +113.3% 320 $41K
CKW Financial Group 0.00% New 300 $38K
Huntington National Bank 0.00% Add +68.0% 289 $37K
State of Wyoming 0.01% Add +1.8% 283 $36K
Lindbrook Capital, LLC 0.00% Add +3.0% 273 $35K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -43.4% 261 $34K
V-Square Quantitative Management LLC 0.00% No change 240 $31K
Farther Finance Advisors, LLC 0.00% Add +14.7% 219 $27K
Farmers & Merchants Investments Inc. 0.00% New 203 $26K
Salomon & Ludwin, LLC 0.00% Reduce -51.3% 190 $24K
Exchange Traded Concepts, LLC 0.00% Reduce -0.6% 179 $23K
Benjamin F. Edwards & Company, Inc. 0.00% No change 180 $23K
Indiana Trust & Investment Management Co 0.01% No change 150 $19K
Riverview Trust Co 0.01% New 133 $17K
CoreCap Advisors, LLC 0.00% New 131 $17K
Capital Analysts, LLC 0.00% No change 116 $15K
Jones Financial Companies LLLP 0.00% Add +144.7% 115 $15K
Allworth Financial LP 0.00% Add +78.1% 114 $15K
Criterion Capital Advisors, LLC 0.01% No change 101 $13K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $13K
JFS Wealth Advisors, LLC 0.00% No change 99 $13K
Capital Advisors, Ltd. LLC 0.00% Reduce -3.1% 94 $12K
Lanark Financial, Inc. 0.00% Reduce -35.2% 94 $12K
Parkside Financial Bank & Trust 0.00% Reduce -14.9% 91 $12K
Operose Advisors LLC 0.00% No change 81 $10K
Valued Wealth Advisors LLC 0.01% Add +1.3% 78 $10K
Trust Co. of Vermont 0.00% New 73 $9K
Smartleaf Asset Management LLC 0.00% New 74 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.9% 72 $9K
West Branch Capital LLC 0.00% No change 70 $9K
Sachetta, LLC 0.00% No change 67 $9K
UMB Bank, n.a. 0.00% No change 69 $9K
Bruce G. Allen Investments, LLC 0.01% No change 66 $8K
HHM Wealth Advisors, LLC 0.00% Reduce -21.7% 65 $8K
EverSource Wealth Advisors, LLC 0.00% Add +70.5% 75 $8K
Front Row Advisors LLC 0.00% New 59 $8K
Gen-Wealth Partners Inc 0.00% — 55 $7K
Park Place Capital Corp 0.00% Reduce -86.5% 53 $7K
Carolina Wealth Advisors, LLC 0.00% No change 51 $7K
Anchor Investment Management, LLC 0.00% New 50 $6K
North Star Investment Management Corp. 0.00% No change 50 $6K
Janiczek Wealth Management, LLC 0.00% No change 48 $6K
Northwest Investment Counselors, LLC 0.00% New 48 $6K
Harbour Investments, Inc. 0.00% No change 43 $6K
LRI Investments, LLC 0.00% — 40 $5K
Washington Trust Advisors, Inc. 0.00% No change 37 $5K
CVA Family Office, LLC 0.00% No change 37 $5K
Private Trust Co. NA 0.00% Reduce -20.4% 35 $5K
Oakworth Capital, Inc. 0.00% No change 35 $5K
Salem Investment Counselors Inc. 0.00% New 34 $4K
Blue Trust, Inc. 0.00% Reduce -73.0% 33 $4K
Global Retirement Partners, LLC 0.00% No change 27 $3K
Gradient Investments LLC 0.00% Reduce -18.8% 26 $3K
Concourse Financial Group Securities, Inc. 0.00% Reduce -93.1% 24 $3K
Eagle Bay Advisors LLC 0.00% Add +2300.0% 24 $3K
Investors Research Corp 0.00% No change 22 $3K
Geneos Wealth Management Inc. 0.00% No change 20 $3K
Continuum Advisory, LLC 0.00% New 21 $2K
FinTrust Capital Advisors, LLC 0.00% No change 19 $2K
CENTRAL TRUST Co 0.00% No change 19 $2K
CNB Bank 0.00% No change 18 $2K
Versant Capital Management, Inc 0.00% No change 18 $2K
Raffa Wealth Management, LLC 0.00% No change 16 $2K
Avion Wealth 0.00% No change 8 $2K
Valley National Advisers Inc. 0.00% Add +33.3% 20 $2K
Castleview Partners, LLC 0.00% Add +7.1% 15 $2K
First Horizon Advisors, Inc. 0.00% No change 13 $2K
Tidemark, LLC 0.00% No change 10 $1K
Cullen/Frost Bankers, Inc. 0.00% No change 10 $1K
Provenance Wealth Advisors, LLC 0.00% No change 9 $1K
True Wealth Design, LLC 0.00% New 8 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 6 $771
MV Capital Management, Inc. 0.00% Add +33.3% 4 $515
Bell Investment Advisors, Inc 0.00% No change 4 $515
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -20.0% 4 $514
Quent Capital, LLC 0.00% Reduce -92.3% 3 $423
AlphaQuest LLC 0.00% Reduce -99.2% 3 $386
Colonial Trust Advisors 0.00% New 1 $129
PSI Advisors, LLC 0.00% No change 1 $129
Adelante Capital Management LLC 0.00% Add +0.3% 272,209 $0

"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.