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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $189.4M |
| Exits | 87 | $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 |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Add +6.2% | 94,759 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 92,569 | $11.4M |
| Presima Securities ULC | 2.66% | Reduce -20.4% | 87,862 | $10.8M |
| Lighthouse Investment Partners, LLC | 0.37% | New | 77,500 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -27.0% | 77,470 | $9.5M |
| TD Asset Management Inc | 0.01% | Add +2.5% | 76,116 | $9.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.0% | 74,905 | $9.2M |
| Poplar Forest Capital LLC | 1.61% | Reduce -25.0% | 71,254 | $8.8M |
| Parallax Volatility Advisers, L.P. | 0.22% | New | 70,184 | $8.6M |
| 1832 Asset Management L.P. | 0.02% | Reduce -25.9% | 70,127 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.4% | 68,648 | $8.4M |
| Brookfield Corp | 0.05% | New | 68,474 | $8.4M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -71.7% | 67,723 | $8.3M |
| Caption Management, LLC | 0.34% | New | 67,688 | $8.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.4% | 67,525 | $8.3M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +2.9% | 66,501 | $8.2M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -56.9% | 64,719 | $8.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.9% | 63,547 | $7.8M |
| APG Asset Management N.V. | 0.02% | New | 65,100 | $7.7M |
| Hunter Perkins Capital Management, LLC | 1.61% | Reduce -16.9% | 61,945 | $7.7M |
| Citigroup Inc. | 0.01% | Add +11.1% | 61,884 | $7.6M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -2.3% | 59,502 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -10.3% | 57,872 | $7.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.4% | 56,662 | $7.0M |
| Vert Asset Management LLC | 2.36% | Add +9.9% | 56,083 | $6.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.5% | 55,714 | $6.9M |
| Danske Bank A/S | 0.02% | Add +13.6% | 54,401 | $6.7M |
| Uniplan Investment Counsel, Inc. | 0.61% | Reduce -2.1% | 51,999 | $6.4M |
| IFM Investors Pty Ltd | 0.06% | Reduce -3.2% | 51,468 | $6.3M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -0.2% | 51,384 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.8% | 49,250 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -70.3% | 47,802 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.0% | 46,353 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -3.3% | 46,090 | $5.7M |
| Employees Retirement System of Texas | 0.06% | Reduce -6.3% | 45,000 | $5.5M |
| Osborne Partners Capital Management, LLC | 0.31% | Add +0.9% | 44,171 | $5.4M |
| Storebrand Asset Management As | 0.02% | Reduce -27.5% | 44,051 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Add +1154.3% | 43,900 | $5.4M |
| KLP Kapitalforvaltning As | 0.03% | — | 42,700 | $5.3M |
| KBC Group NV | 0.01% | Reduce -62.0% | 41,748 | $5.1M |
| Baillie Gifford & Co. | 0.00% | Reduce -43.7% | 41,182 | $5.1M |
| Cibc World Markets Corp. | 0.03% | Add +5.9% | 40,472 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +86.0% | 40,122 | $4.9M |
| Gotham Asset Management | 0.05% | Reduce -11.7% | 40,050 | $4.9M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -1.9% | 37,100 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +369.5% | 36,448 | $4.5M |
| Arizona State Retirement System | 0.03% | Add +1.4% | 36,210 | $4.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +6.5% | 34,782 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | No change | 33,116 | $4.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.5% | 32,217 | $4.0M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -9.9% | 31,309 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.5% | 31,094 | $3.8M |
| Harvest Portfolios Group Inc. | 0.12% | Reduce -7.5% | 30,331 | $3.7M |
| Cerity Partners LLC | 0.01% | Reduce -12.7% | 27,366 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -64.2% | 29,581 | $3.6M |
| Bank of Montreal | 0.00% | Reduce -63.0% | 29,213 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Add +5.3% | 27,936 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Add +172.9% | 27,579 | $3.4M |
| American Assets Capital Advisers, LLC | 1.13% | Reduce -19.4% | 27,555 | $3.4M |
| Aurora Investment Managers, LLC. | 2.12% | Add +9.7% | 27,490 | $3.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +11.6% | 27,008 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.3% | 25,978 | $3.2M |
| LPL Financial LLC | 0.00% | Add +22.3% | 25,560 | $3.1M |
| Holocene Advisors, LP | 0.01% | Reduce -28.4% | 25,386 | $3.1M |
| Greenland Capital Management LP | 0.60% | Reduce -66.5% | 24,000 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.8% | 23,869 | $2.9M |
| Sophron Capital Management L.P. | 1.14% | — | 23,513 | $2.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 23,362 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.5% | 23,062 | $2.8M |
| First Hawaiian Bank | 0.09% | Add +29.4% | 22,440 | $2.8M |
| Adams Asset Advisors, LLC | 0.36% | No change | 22,270 | $2.7M |
| DNB Asset Management AS | 0.01% | Add +4.9% | 22,170 | $2.7M |
| Anson Funds Management LP | 0.34% | New | 21,990 | $2.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Add +278.3% | 21,278 | $2.6M |
| Utah Retirement Systems | 0.03% | Add +0.5% | 20,503 | $2.5M |
| Forsta Ap-Fonden | 0.02% | Add +10.2% | 20,500 | $2.5M |
| Michelson Medical Research Foundation, Inc. | 2.06% | Reduce -60.0% | 20,000 | $2.5M |
| Agf Management Ltd. | 0.01% | New | 19,966 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +8.7% | 19,845 | $2.4M |
| Freestone Capital Holdings, LLC | 0.08% | Add +25.1% | 19,778 | $2.4M |
| New Age Alpha Advisors, LLC | 0.09% | New | 18,672 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Add +4.4% | 18,451 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 17,807 | $2.2M |
| Kennedy Capital Management LLC | 0.05% | Reduce -3.4% | 17,460 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +6.8% | 16,743 | $2.1M |
| Clarkston Capital Partners, LLC | 0.04% | No change | 16,000 | $2.0M |
| LRT Capital Management, LLC | 1.52% | New | 15,862 | $2.0M |
| First National Bank of Omaha | 0.13% | Reduce -7.4% | 15,664 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -3.5% | 15,347 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.2% | 15,273 | $1.9M |
| Metis Global Partners, LLC | 0.06% | Add +10.9% | 15,124 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -6.5% | 14,998 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +8.6% | 14,858 | $1.8M |
| Neo Ivy Capital Management | 0.36% | New | 14,718 | $1.8M |
| Capital Square, LLC | 0.95% | Reduce -13.4% | 13,081 | $1.7M |
| GAMCO Investors | 0.02% | Reduce -18.2% | 13,500 | $1.7M |
| Integrated Investment Consultants, LLC | 0.34% | No change | 13,458 | $1.7M |
| Inspire Investing, LLC | 0.18% | Reduce -8.6% | 13,368 | $1.6M |
| Sig Brokerage, LP | 0.75% | — | 13,085 | $1.6M |
| Nomura Holdings Inc. | 0.01% | New | 13,005 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 12,978 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -3.9% | 12,823 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 12,670 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -29.5% | 12,657 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +13.5% | 12,570 | $1.5M |
| Nicola Wealth Management LTD. | 0.15% | Reduce -91.8% | 8,684 | $1.5M |
| AMG National Trust Bank | 0.04% | Reduce -0.6% | 12,429 | $1.5M |
| Xponance LLC | 0.01% | Add +14.1% | 12,383 | $1.5M |
| Gateway Investment Advisers LLC | 0.02% | Add +0.3% | 11,862 | $1.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 11,700 | $1.4M |
| First National Advisers, LLC | 0.23% | Add +1.2% | 11,689 | $1.4M |
| Mariner, LLC | 0.00% | Add +5.0% | 11,601 | $1.4M |
| Vestcor Inc | 0.05% | Add +295.9% | 11,539 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -23.3% | 11,455 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.79% | Reduce -4.8% | 11,411 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +47.0% | 11,320 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +6.0% | 11,187 | $1.4M |
| WBH Advisory Inc. | 0.13% | Reduce -4.3% | 11,092 | $1.4M |
| Spirit of America Management Corp. | 0.27% | No change | 11,000 | $1.4M |
| Creative Planning | 0.00% | Add +15.1% | 10,928 | $1.3M |
| VCI Wealth Management LLC | 0.56% | New | 10,670 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +7.7% | 10,633 | $1.3M |
| Cascade Investment Advisors, Inc. | 0.82% | Add +0.8% | 10,373 | $1.3M |
| Paralel Advisors LLC | 0.05% | No change | 10,314 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -31.0% | 10,249 | $1.3M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 9,854 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -2.2% | 9,717 | $1.2M |
| Brasada Capital Management, LP | 0.20% | Reduce -13.8% | 9,360 | $1.1M |
| Vanderbilt University | 0.22% | New | 9,125 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Add +64.2% | 9,120 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.8% | 9,076 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.8% | 9,076 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.01% | New | 9,073 | $1.1M |
| Ostrum Asset Management | 0.09% | Reduce -4.0% | 8,841 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +12.4% | 8,650 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.8% | 8,463 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +8.4% | 8,447 | $1.0M |
| DoubleLine ETF Adviser LP | 0.28% | Add +0.9% | 8,443 | $1.0M |
| Ossiam | 0.02% | Reduce -12.2% | 8,408 | $1.0M |
| Allstate Corp. | 0.03% | Add +38.9% | 8,383 | $1.0M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | — | 8,306 | $1.0M |
| Cannon Global Investment Management, LLC | 2.53% | New | 8,300 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +112.7% | 8,196 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +3.3% | 8,175 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 8,006 | $985K |
| Intech Investment Management LLC | 0.01% | Add +29.8% | 7,456 | $917K |
| Vident Advisory, LLC | 0.02% | Reduce -41.0% | 7,432 | $914K |
| Candriam S.C.A. | 0.01% | Add +32.1% | 7,390 | $909K |
| Mackenzie Financial Corp. | 0.00% | Add +11.6% | 7,383 | $908K |
| Ethic Inc. | 0.02% | Add +13.3% | 7,346 | $903K |
| Sterling Capital Management LLC | 0.01% | Reduce -72.5% | 7,310 | $899K |
| Tacita Capital Inc | 0.64% | No change | 7,259 | $893K |
| Naviter Wealth, LLC | 0.10% | Reduce -22.1% | 6,961 | $863K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +446.9% | 7,001 | $861K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -45.5% | 6,973 | $857K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 6,931 | $852K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -61.5% | 6,856 | $843K |
| Swiss Life Asset Management Ltd | 0.01% | Add +231.9% | 6,601 | $810K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.5% | 6,585 | $810K |
| Fifth Third Bancorp | 0.00% | Add +17.9% | 6,544 | $805K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 6,502 | $800K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.1% | 6,312 | $776K |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 6,293 | $774K |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 6,271 | $771K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 6,206 | $763K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.5% | 6,179 | $762K |
| GeoWealth Management, LLC | 0.02% | Add +114.2% | 6,179 | $760K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -90.7% | 6,134 | $754K |
| Walleye Trading LLC | 0.01% | Add +1737.2% | 6,118 | $752K |
| GC Wealth Management RIA, LLC | 0.13% | Add +105.7% | 6,112 | $752K |
| Bank of Nova Scotia | 0.00% | Reduce -6.3% | 6,075 | $747K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 6,046 | $744K |
| Arkadios Wealth Advisors | 0.04% | Add +13.1% | 5,847 | $719K |
| Penserra Capital Management LLC | 0.01% | Add +1.4% | 5,860 | $719K |
| Freestone Grove Partners LP | 0.01% | — | 5,821 | $716K |
| Choreo, LLC | 0.01% | Add +37.1% | 5,741 | $705K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.6% | 5,683 | $699K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 5,612 | $690K |
| One Capital Management, LLC | 0.02% | No change | 5,488 | $675K |
| Norinchukin Bank, The | 0.01% | Reduce -0.2% | 5,351 | $658K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.7% | 5,239 | $644K |
| HB Wealth Management, LLC | 0.01% | Add +4.2% | 5,183 | $637K |
| Legacy Trust | 0.14% | New | 5,081 | $625K |
| CIBC Asset Management Inc | 0.00% | Add +13.8% | 5,007 | $616K |
| Levin Capital Strategies, L.P. | 0.06% | New | 5,000 | $615K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 4,992 | $613K |
| Tidal Investments LLC | 0.01% | Reduce -13.0% | 4,951 | $609K |
| SkyOak Wealth, LLC | 0.13% | No change | 4,946 | $608K |
| Park Avenue Securities LLC | 0.01% | Add +4.4% | 4,811 | $592K |
| Global Wealth Management Investment Advisory, Inc. | 0.12% | Add +14.0% | 4,774 | $587K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -30.9% | 4,760 | $585K |
| Ofi Invest Asset Management | 0.01% | — | 4,775 | $567K |
| Aviva PLC | 0.00% | Reduce -2.1% | 4,589 | $564K |
| EntryPoint Capital, LLC | 0.23% | Reduce -20.7% | 4,420 | $544K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.3% | 4,405 | $542K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -1.5% | 4,398 | $541K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +28.5% | 4,395 | $540K |
| Baird Financial Group, Inc. | 0.00% | Add +5.7% | 4,381 | $539K |
| Pasadena Private Wealth, LLC | 0.11% | Reduce -3.4% | 4,342 | $534K |
| Capital International, Inc. | 0.01% | New | 4,268 | $525K |
| MML Investors Services, LLC | 0.00% | Add +15.4% | 4,165 | $512K |
| Atria Investments, Inc | 0.01% | Reduce -39.8% | 4,107 | $505K |
| Credit Agricole S A | 0.00% | Add +30.8% | 4,068 | $500K |
| Summit Wealth Group, LLC | 0.14% | No change | 3,887 | $478K |
| Cresset Asset Management, LLC | 0.00% | Add +13.7% | 3,830 | $474K |
| Hunting Hill Global Capital, LLC | 0.21% | No change | 3,825 | $470K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.4% | 3,677 | $452K |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 3,627 | $446K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -2.7% | 3,618 | $445K |
| Banco Santander, S.A. | 0.01% | Reduce -38.6% | 3,509 | $432K |
| Central Pacific Bank - Trust Division | 0.06% | Add +97.2% | 3,500 | $430K |
| Versor Investments LP | 0.07% | New | 3,400 | $418K |
| Simplex Trading, LLC | 0.01% | New | 3,394 | $417K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +53.5% | 3,389 | $417K |
| Farringdon Capital, Ltd. | 0.17% | — | 3,275 | $403K |
| Commerce Bank | 0.00% | Reduce -4.9% | 3,275 | $403K |
| State of Wyoming | 0.05% | New | 3,185 | $392K |
| RB Capital Management, LLC | 0.09% | Reduce -15.7% | 3,142 | $386K |
| IFP Advisors, Inc | 0.01% | Reduce -6.1% | 3,063 | $377K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $369K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -13.4% | 2,950 | $363K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -27.9% | 2,910 | $358K |
| Argonautica Private Wealth Management, Inc. | 0.12% | Add +4.5% | 2,901 | $357K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,889 | $355K |
| Lantern Wealth Advisors, LLC | 0.22% | Reduce -15.2% | 2,800 | $344K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 2,787 | $343K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.5% | 2,760 | $339K |
| Nixon Peabody Trust Co. | 0.03% | No change | 2,700 | $332K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -15.2% | 2,680 | $330K |
| Empowered Funds, LLC | 0.00% | Add +26.0% | 2,547 | $313K |
| Lee Financial Co | 0.04% | Reduce -60.1% | 2,502 | $308K |
| Canal Capital Management, LLC | 0.05% | Reduce -21.2% | 2,498 | $307K |
| Regions Financial Corp. | 0.00% | Reduce -1.4% | 2,493 | $307K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 2,449 | $301K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.6% | 2,429 | $301K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +2.3% | 2,437 | $300K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 2,402 | $295K |
| Guggenheim Capital LLC | 0.00% | Reduce -92.7% | 2,381 | $293K |
| GF Fund Management Co. LTD. | 0.01% | — | 2,265 | $279K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.6% | 2,263 | $278K |
| Panagora Asset Management Inc. | 0.00% | Reduce -55.4% | 2,220 | $273K |
| Andra AP-fonden | 0.00% | Reduce -94.9% | 2,181 | $268K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.4% | 2,088 | $263K |
| Bayforest Capital Ltd | 0.32% | — | 2,096 | $258K |
| Tributary Capital Management, LLC | 0.02% | Reduce -4.6% | 2,085 | $256K |
| Pursue Wealth Partners LLC | 0.14% | No change | 1,992 | $245K |
| Checchi Capital Advisers, LLC | 0.02% | Add +13.2% | 1,975 | $243K |
| World Investment Advisors | 0.01% | Add +0.4% | 1,960 | $241K |
| &partners | 0.00% | Reduce -0.6% | 1,921 | $239K |
| Phocas Financial Corp. | 0.03% | New | 1,934 | $238K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -12.9% | 1,912 | $235K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $234K |
| Cetera Trust Company, N.A | 0.15% | Add +6.0% | 1,865 | $229K |
| Townsquare Capital LLC | 0.00% | Reduce -1.1% | 1,843 | $227K |
| Jones Financial Companies LLLP | 0.00% | Add +51.9% | 1,841 | $226K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.1% | 1,785 | $225K |
| Bailard, Inc. | 0.01% | No change | 1,654 | $203K |
| RNC Capital Management LLC | 0.01% | New | 1,650 | $203K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.7% | 1,645 | $202K |
| Signaturefd, LLC | 0.00% | Add +14.3% | 1,639 | $202K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 1,633 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1776.7% | 1,614 | $198K |
| Exchange Traded Concepts, LLC | 0.00% | Add +20.7% | 1,559 | $192K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 1,465 | $180K |
| Mather Group, Llc. | 0.00% | Add +0.4% | 1,098 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +8.5% | 1,069 | $131K |
| Bessemer Group Inc. | 0.00% | No change | 1,033 | $127K |
| Bfsg, LLC | 0.01% | Reduce -2.9% | 1,008 | $124K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -32.5% | 872 | $107K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.6% | 857 | $105K |
| GAMMA Investing LLC | 0.01% | Add +2.3% | 846 | $104K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.2% | 842 | $104K |
| Quadrant Capital Group LLC | 0.01% | Add +17.2% | 837 | $103K |
| Optimum Investment Advisors | 0.04% | No change | 775 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.7% | 754 | $93K |
| Natixis | 0.00% | New | 732 | $90K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.9% | 729 | $90K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 700 | $87K |
| National Bank of Canada | 0.00% | Add +6.4% | 645 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -58.2% | 591 | $72K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -83.2% | 513 | $70K |
| Principal Securities, Inc. | 0.00% | Reduce -30.9% | 545 | $67K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 509 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.6% | 443 | $54K |
| CKW Financial Group | 0.01% | Add +45.0% | 435 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 405 | $50K |
| Smartleaf Asset Management LLC | 0.01% | Add +45.1% | 399 | $49K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -6.4% | 352 | $43K |
| Spire Wealth Management | 0.00% | Add +0.3% | 351 | $43K |
| Wiser Advisor Group LLC | 0.06% | Add +0.9% | 337 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 332 | $41K |
| Global Retirement Partners, LLC | 0.00% | Add +15.0% | 330 | $41K |
| Huntington National Bank | 0.00% | Reduce -5.3% | 322 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +263.6% | 320 | $39K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 320 | $39K |
| Independence Bank of Kentucky | 0.01% | No change | 295 | $36K |
| Brooklyn Investment Group | 0.01% | Reduce -4.9% | 290 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -27.6% | 286 | $35K |
| Allworth Financial LP | 0.00% | Add +7.8% | 275 | $34K |
| LGT Financial Advisors LLC | 0.07% | Reduce -20.4% | 269 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $32K |
| Ransom Advisory, Ltd | 0.01% | No change | 254 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +8.3% | 248 | $30K |
| Truvestments Capital LLC | 0.01% | Add +19.3% | 235 | $29K |
| Key Financial Inc | 0.01% | Add +3150.0% | 195 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 190 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +80.2% | 155 | $19K |
| Riverview Trust Co | 0.01% | No change | 133 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 115 | $14K |
| Capital Analysts, LLC | 0.00% | Add +1.8% | 116 | $14K |
| Group One Trading LLC | 0.00% | New | 109 | $13K |
| MAI Capital Management | 0.00% | New | 106 | $13K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 101 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +129.6% | 101 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -84.6% | 96 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.8% | 83 | $10K |
| Covestor Ltd | 0.01% | Add +1.3% | 78 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 79 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 77 | $10K |
| Quent Capital, LLC | 0.00% | Add +2400.0% | 75 | $9K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $9K |
| West Branch Capital LLC | 0.00% | Reduce -1.4% | 70 | $9K |
| Meeder Asset Management Inc. | 0.00% | Reduce -4.2% | 69 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 66 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -43.0% | 61 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 59 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 57 | $7K |
| Sachetta, LLC | 0.00% | Add +11.8% | 57 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| CVA Family Office, LLC | 0.00% | Add +48.6% | 55 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 46 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 46 | $6K |
| TCTC Holdings, LLC | 0.00% | New | 45 | $6K |
| Fortitude Family Office, LLC | 0.00% | Reduce -10.6% | 42 | $5K |
| Arax Advisory Partners | 0.00% | New | 42 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Add +55.6% | 42 | $5K |
| UMB Bank, n.a. | 0.00% | Add +135.3% | 40 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 39 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 39 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 38 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -12.5% | 35 | $4K |
| High Note Wealth, LLC | 0.00% | New | 27 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 23 | $3K |
| Investors Research Corp | 0.00% | No change | 22 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 19 | $2K |
| Venturi Wealth Management, LLC | 0.00% | New | 17 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -11.1% | 16 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -92.0% | 16 | $2K |
| Menard Financial Group LLC | 0.00% | New | 15 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 13 | $2K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -73.5% | 9 | $1K |
| SWAN Capital LLC | 0.00% | No change | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | Add +50.0% | 9 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 8 | $984 |
| Whipplewood Advisors, LLC | 0.00% | — | 8 | $984 |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $984 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $979 |
| MV Capital Management, Inc. | 0.00% | Add +133.3% | 7 | $861 |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 6 | $787 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $738 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $615 |
| HHM Wealth Advisors, LLC | 0.00% | New | 5 | $615 |
| Pacer Advisors, Inc. | 0.00% | No change | 4 | $492 |
| Avior Wealth Management, LLC | 0.00% | Reduce -99.9% | 4 | $491 |
| Winnacle Wealth LLC | 0.00% | — | 3 | $259 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $246 |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $158 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $123 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $123 |
| Cape Investment Advisory, Inc. | 0.00% | New | 1 | $123 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $106 |
| Hemington Wealth Management | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.