Sun CommunitiesSUI

13F holders, Q4 2024 (December 31)
476holders −41
38new positions
87sold out
5famous investors
$123.02avg. 13F price*

At the end of Q4 2024, 476 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, down 41 from Q3 2024. 38 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($2.2B), Cohen & Steers, Inc. ($2.0B) and BlackRock, Inc. ($1.3B). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Sun Communities Inc.
Filed as
SUN CMNTYS INC (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions38$189.4M
Exits87$487.3M

All 13F filers, Q3 2024 → Q4 2024: 17,153,401 shares bought and 11,264,083 shares sold, net +5,889,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 476 holders

Vanguard Group Inc. 0.04% Reduce -0.1% 17,543,362 $2.2B
Cohen & Steers, Inc. 3.82% Add +30.3% 16,373,446 $2.0B
BlackRock, Inc. 0.03% Reduce -6.3% 10,240,105 $1.3B
Dodge & Cox 0.69% Add +61.1% 9,606,018 $1.2B
FMR LLC 0.06% Add +51.3% 7,917,870 $973.7M
Norges Bank 0.12% Reduce -0.8% 7,227,638 $888.8M
T. Rowe Price Associates Inc. 0.08% Add +19.7% 5,549,540 $682.4M
State Street Corp. 0.02% Add +0.4% 5,007,705 $620.5M
Massachusetts Financial Services Co. 0.11% Reduce -0.7% 2,934,057 $360.8M
Daiwa Securities Group Inc. 1.30% Add +23.3% 2,344,020 $288.2M
Geode Capital Management, LLC 0.02% Add +2.3% 2,143,173 $263.1M
Dimensional Fund Advisors LP 0.05% Add +2.8% 1,829,816 $225.0M
Centersquare Investment Management LLC 2.01% Reduce -24.7% 1,550,228 $190.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +3.1% 1,364,311 $167.8M
PGGM Investments 1.91% No change 1,168,625 $143.7M
Charles Schwab Investment Management Inc. 0.03% Add +4.5% 1,123,440 $138.1M
Northern Trust Corp. 0.02% Add +48.3% 1,107,394 $136.2M
Canada Pension Plan Investment Board 0.12% Reduce -1.3% 1,030,991 $126.8M
Alyeska Investment Group, L.P. 0.47% Add +112.5% 1,004,688 $123.5M
Legal & General Group Plc 0.03% Reduce -8.8% 1,001,399 $123.1M
Morgan Stanley 0.01% Reduce -5.5% 955,222 $117.5M
Russell Investments Group, Ltd. 0.16% Add +40.4% 930,216 $114.4M
JPMorgan Chase & Co. 0.01% Reduce -9.1% 899,942 $110.7M
Sei Investments Co. 0.13% Add +26.8% 819,369 $100.8M
CBRE Investment Management Listed Real Assets LLC 1.78% Reduce -34.7% 814,110 $100.1M
Deutsche Bank AG 0.04% Add +398.5% 791,003 $97.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +16.1% 779,744 $95.9M
Citadel Advisors 0.09% Add +23.5% 769,901 $94.7M
Nuveen Asset Management, LLC 0.03% Reduce -24.3% 760,005 $93.5M
Resolution Capital Ltd 1.66% Add +14.1% 752,482 $92.5M
Lasalle Investment Management Securities LLC 3.32% Add +49.0% 638,436 $78.5M
Duff & Phelps Investment Management Co. 0.87% Reduce -2.8% 592,367 $72.8M
Balyasny Asset Management L.P. 0.17% New 578,370 $71.1M
Bank of New York Mellon Corp 0.01% Add +12.3% 552,888 $68.0M
Bank of America Corp. 0.01% Reduce -0.4% 536,454 $66.0M
Prudential Financial Inc. 0.09% Add +138.8% 501,216 $64.4M
Capital International Investors 0.01% New 444,894 $54.7M
UBS Group AG 0.01% Add +18.1% 438,161 $53.9M
Neuberger Berman Group LLC 0.04% Reduce -4.3% 429,407 $52.8M
GW&K Investment Management, LLC 0.44% Reduce -0.1% 425,036 $52.3M
Allspring Global Investments Holdings, LLC 0.08% Reduce -2.8% 425,740 $52.1M
APG Asset Management US Inc. 0.38% Reduce -7.9% 412,168 $50.7M
Anchor Capital Advisors LLC 1.44% Reduce -6.1% 411,226 $50.6M
Macquarie Group Ltd. 0.06% Add +2.0% 407,473 $50.1M
Schroder Investment Management Group 0.05% Reduce -28.2% 406,607 $49.5M
Swiss National Bank 0.03% Reduce -4.8% 352,160 $43.3M
HSBC Holdings PLC 0.02% Reduce -1.1% 313,029 $38.4M
Wellington Management Group LLP 0.01% Reduce -39.1% 304,567 $37.5M
Susquehanna International Group, LLP 0.06% Add +40.7% 299,907 $36.9M
Cramer Rosenthal McGlynn LLC 2.01% Reduce -1.9% 288,951 $35.5M
Royal Bank of Canada 0.01% Reduce -5.4% 283,858 $34.9M
American Century Companies Inc. 0.02% Add +587.9% 279,277 $34.3M
Aberdeen Group plc 0.06% Add +343.6% 277,988 $34.1M
Vision Capital Corp 12.90% No change 274,860 $33.8M
Invesco Ltd. 0.01% Reduce -26.6% 272,914 $33.6M
CI Investments Inc. 0.12% Reduce -3.3% 265,163 $32.6M
Adage Capital Partners Gp, L.L.C. 0.05% Add +6.7% 240,000 $29.5M
Wells Fargo & Company 0.01% Reduce -12.9% 239,311 $29.4M
Alliancebernstein L.P. 0.01% Reduce -1.7% 234,868 $28.9M
STRS Ohio 0.11% Reduce -5.5% 232,095 $28.5M
Asset Management One Co., Ltd. 0.09% Add +0.4% 223,462 $27.6M
Whittier Trust Co. 0.35% Add +2.2% 216,139 $26.6M
California Public Employees Retirement System 0.02% Reduce -6.0% 215,333 $26.5M
Public Employees Retirement System of Ohio 0.09% Reduce -0.1% 211,903 $26.1M
Envestnet Asset Management Inc. 0.01% Reduce -8.5% 210,729 $25.9M
FIL Ltd 0.02% Reduce -6.7% 201,439 $24.8M
SW Investment Management LLC 5.77% No change 200,000 $24.6M
AXA S.A. 0.07% Add +12.6% 199,553 $24.5M
Nomura Asset Management Co. Ltd. 0.07% Add +2.6% 195,520 $24.0M
NFJ Investment Group, LLC 0.77% Reduce -6.6% 194,484 $23.9M
National Pension Service 0.02% Reduce -9.9% 192,737 $23.7M
Aew Capital Management L P 1.14% No change 191,660 $23.6M
California State Teachers Retirement System 0.03% Reduce -3.2% 187,683 $23.1M
CANADA LIFE ASSURANCE Co 0.04% Add +6.7% 176,926 $21.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +8.6% 171,513 $21.4M
State of New Jersey Common Pension Fund D 0.08% No change 167,354 $20.6M
Private Management Group Inc. 0.74% Reduce -0.9% 166,294 $20.4M
Goldman Sachs Group Inc. 0.00% Reduce -28.8% 161,358 $19.8M
Rhumbline Advisers 0.02% Reduce -1.1% 159,934 $19.7M
Adelante Capital Management LLC 1.29% Add +2.7% 159,147 $19.6M
Land & Buildings Investment Management, LLC 3.94% Reduce -30.6% 158,132 $19.4M
Amundi 0.01% Reduce -33.4% 156,603 $19.2M
Van Lanschot Kempen Investment Management N.V. 0.19% Reduce -2.9% 154,682 $19.0M
Principal Financial Group Inc. 0.01% Reduce -93.9% 151,234 $18.6M
Swedbank AB 0.02% Reduce -9.2% 147,368 $18.1M
Woodline Partners LP 0.12% Reduce -34.6% 141,838 $17.4M
Millennium Management 0.01% Reduce -73.5% 132,480 $16.3M
Raymond James Financial Inc. 0.01% — 130,527 $16.1M
Long Pond Capital, LP 0.80% Reduce -74.2% 123,994 $15.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -29.2% 116,999 $14.4M
Korea Investment CORP 0.03% Add +5.0% 116,618 $14.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.9% 115,468 $14.2M
Hazelview Securities Inc. 2.54% — 113,379 $13.9M
Barclays PLC 0.01% Reduce -12.7% 111,174 $13.7M
Chilton Capital Management LLC 0.57% Reduce -6.8% 109,937 $13.6M
DekaBank Deutsche Girozentrale 0.02% No change 110,373 $13.4M
Third Avenue Management LLC 2.57% Add +0.3% 108,137 $13.3M
Allianz Asset Management GmbH 0.02% Add +2.5% 103,503 $12.7M
Verition Fund Management LLC 0.07% Add +73.7% 102,147 $12.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +35.1% 97,831 $12.0M

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

Show all 476 holders