Sun CommunitiesSUI
13F holders, Q2 2024 (June 30)507holders +7
61new positions
55sold out
7famous investors
$120.34avg. 13F price*
At the end of Q2 2024, 507 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 7 from Q1 2024. 61 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($2.1B), Cohen & Steers, Inc. ($1.4B) and BlackRock Inc. ($1.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q2 2024)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $101.4M |
| Exits | 55 | $211.5M |
All 13F filers, Q1 2024 → Q2 2024: 7,415,669 shares bought and 8,749,865 shares sold, net −1,334,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Vanguard Group Inc. | 0.04% | Add +1.0% | 17,743,378 | $2.1B |
| Cohen & Steers, Inc. | 2.87% | Add +8.9% | 11,378,373 | $1.4B |
| BlackRock Inc. | 0.03% | Reduce -0.9% | 11,171,894 | $1.3B |
| Norges Bank | 0.12% | Add +33.1% | 6,668,223 | $802.5M |
| Dodge & Cox | 0.40% | Add +2.9% | 5,576,740 | $671.1M |
| State Street Corp. | 0.03% | Reduce -0.7% | 5,235,663 | $634.9M |
| FMR LLC | 0.03% | Reduce -0.6% | 3,803,026 | $457.7M |
| T. Rowe Price Associates Inc. | 0.05% | Add +13.4% | 3,746,514 | $450.9M |
| Principal Financial Group Inc. | 0.25% | Reduce -4.7% | 3,492,648 | $420.3M |
| Massachusetts Financial Services Co. | 0.11% | Add +3.9% | 2,949,862 | $355.0M |
| Daiwa Securities Group Inc. | 1.43% | Add +24.0% | 2,195,884 | $264.3M |
| Centersquare Investment Management LLC | 2.81% | Reduce -0.6% | 2,158,999 | $259.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -6.3% | 2,149,392 | $258.2M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.6% | 1,784,547 | $214.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -29.2% | 1,625,589 | $195.6M |
| Canada Pension Plan Investment Board | 0.17% | Reduce -0.0% | 1,422,166 | $171.1M |
| PGGM Investments | 2.15% | Add +159.9% | 1,246,739 | $150.0M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -4.8% | 1,191,676 | $143.6M |
| CBRE Investment Management Listed Real Assets LLC | 2.60% | Add +17.3% | 1,172,174 | $141.1M |
| Legal & General Group Plc | 0.04% | Reduce -10.7% | 1,168,730 | $140.6M |
| Morgan Stanley | 0.01% | Add +5.2% | 1,100,543 | $132.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.0% | 1,072,287 | $129.0M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -21.4% | 938,354 | $112.9M |
| Northern Trust Corp. | 0.02% | Add +3.1% | 819,258 | $98.6M |
| Deutsche Bank AG | 0.04% | Reduce -25.3% | 761,021 | $91.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +6.8% | 702,815 | $84.6M |
| Invesco Ltd. | 0.02% | Reduce -21.6% | 678,138 | $81.6M |
| Duff & Phelps Investment Management Co. | 1.02% | Reduce -8.3% | 662,967 | $79.8M |
| Waratah Capital Advisors Ltd. | 4.77% | Reduce -22.4% | 653,180 | $78.6M |
| Resolution Capital Ltd | 1.43% | Reduce -19.0% | 633,667 | $76.3M |
| Wellington Management Group LLP | 0.01% | Reduce -24.2% | 623,975 | $75.1M |
| Sei Investments Co. | 0.10% | Reduce -8.9% | 614,405 | $73.9M |
| Westfield Capital Management Co. LP | 0.36% | Add +0.1% | 604,452 | $72.7M |
| Schroder Investment Management Group | 0.08% | Add +2.3% | 572,187 | $68.9M |
| Bank of America Corp. | 0.01% | Reduce -12.4% | 534,170 | $64.3M |
| Macquarie Group Ltd. | 0.07% | Reduce -2.7% | 531,174 | $63.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.0% | 528,354 | $63.6M |
| Millennium Management | 0.05% | Reduce -10.9% | 456,836 | $55.0M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -4.3% | 449,364 | $54.1M |
| APG Asset Management US Inc. | 0.31% | Add +5.8% | 453,979 | $53.9M |
| Anchor Capital Advisors LLC | 1.48% | Reduce -1.7% | 438,764 | $52.8M |
| Lasalle Investment Management Securities LLC | 2.26% | Add +29.8% | 437,852 | $52.7M |
| GW&K Investment Management, LLC | 0.46% | Add +2.3% | 414,999 | $49.9M |
| Neuberger Berman Group LLC | 0.04% | Add +26.4% | 397,273 | $47.8M |
| Ceredex Value Advisors LLC | 0.85% | Add +10.7% | 372,985 | $45.2M |
| Vision Capital Corp | 14.60% | No change | 373,793 | $45.0M |
| Swiss National Bank | 0.03% | Reduce -1.2% | 368,260 | $44.3M |
| HSBC Holdings PLC | 0.03% | Add +199.1% | 358,284 | $42.8M |
| CI Investments Inc. | 0.15% | Reduce -3.5% | 312,752 | $37.6M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 297,564 | $35.8M |
| Prudential Financial Inc. | 0.05% | Reduce -52.1% | 296,940 | $35.7M |
| Cramer Rosenthal McGlynn LLC | 2.00% | Reduce -4.1% | 283,689 | $34.1M |
| Wells Fargo & Company | 0.01% | Reduce -8.9% | 282,368 | $34.0M |
| STRS Ohio | 0.13% | Reduce -6.6% | 268,296 | $32.3M |
| Land & Buildings Investment Management, LLC | 7.32% | Reduce -3.3% | 258,146 | $31.1M |
| Marshall Wace, LLP | 0.04% | Reduce -17.5% | 255,091 | $30.7M |
| Clearbridge Investments, LLC | 0.02% | Reduce -15.5% | 249,384 | $30.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 246,041 | $29.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.0% | 242,348 | $29.2M |
| Private Management Group Inc. | 1.09% | Add +1.4% | 234,819 | $28.3M |
| Asset Management One Co., Ltd. | 0.11% | Reduce -0.9% | 232,937 | $28.0M |
| California Public Employees Retirement System | 0.02% | Add +4.5% | 226,769 | $27.3M |
| Public Employees Retirement System of Ohio | 0.10% | Reduce -0.5% | 223,513 | $26.9M |
| NFJ Investment Group, LLC | 0.82% | Reduce -3.5% | 220,681 | $26.6M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -58.7% | 217,724 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.8% | 217,344 | $26.2M |
| Alyeska Investment Group, L.P. | 0.15% | New | 217,034 | $26.1M |
| Ranger Global Real Estate Advisors, LLC | 10.35% | Add +10.5% | 215,641 | $26.0M |
| National Pension Service | 0.03% | Add +8.0% | 213,994 | $25.8M |
| Adelante Capital Management LLC | 1.98% | Reduce -23.6% | 208,112 | $25.0M |
| Whittier Trust Co. | 0.35% | Add +3.6% | 205,783 | $24.8M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +3.8% | 200,954 | $24.2M |
| SW Investment Management LLC | 7.66% | No change | 200,000 | $24.1M |
| California State Teachers Retirement System | 0.03% | Reduce -1.0% | 194,135 | $23.4M |
| AXA S.A. | 0.07% | Reduce -37.0% | 187,413 | $22.6M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +5.9% | 187,247 | $22.5M |
| Aew Capital Management L P | 1.08% | Reduce -62.2% | 185,540 | $22.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 180,000 | $21.7M |
| DigitalBridge Group, Inc. | 1.90% | Add +79.3% | 176,365 | $21.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -8.3% | 168,625 | $20.3M |
| State of New Jersey Common Pension Fund D | 0.09% | Reduce -32.2% | 167,354 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -2.2% | 162,773 | $19.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.6% | 158,369 | $19.1M |
| Barclays PLC | 0.01% | Add +23.6% | 157,733 | $19.0M |
| Amundi | 0.01% | Reduce -65.4% | 157,027 | $18.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.20% | Add +2.2% | 146,038 | $17.6M |
| Susquehanna International Group, LLP | 0.03% | Add +115.9% | 145,511 | $17.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -5.6% | 140,553 | $16.9M |
| Chilton Capital Management LLC | 0.76% | Reduce -0.9% | 139,497 | $16.9M |
| FIL Ltd | 0.02% | Add +182.5% | 136,073 | $16.4M |
| Presima Securities ULC | 3.54% | Reduce -22.4% | 132,399 | $15.9M |
| UBS Group AG | 0.00% | Reduce -61.6% | 132,158 | $15.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -13.6% | 130,657 | $15.7M |
| Poplar Forest Capital LLC | 2.05% | Add +107.2% | 122,066 | $14.7M |
| Hazelview Securities Inc. | 2.63% | Reduce -9.4% | 118,324 | $13.9M |
| Hunter Perkins Capital Management, LLC | 2.90% | Reduce -2.9% | 114,125 | $13.8M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +5.6% | 116,037 | $13.8M |
| Citigroup Inc. | 0.01% | Reduce -6.4% | 114,084 | $13.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -90.3% | 113,957 | $13.7M |
| Manning & Napier Advisors LLC | 0.15% | — | 109,394 | $13.2M |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.