Sun CommunitiesSUI
13F holders, Q1 2025 (March 31)497holders +21
59new positions
39sold out
6famous investors
$128.67avg. 13F price*
At the end of Q1 2025, 497 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 21 from Q4 2024. 59 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($2.3B), Cohen & Steers, Inc. ($2.1B) and Dodge & Cox ($1.8B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q1 2025)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $145.2M |
| Exits | 39 | $181.7M |
All 13F filers, Q4 2024 → Q1 2025: 10,183,039 shares bought and 8,552,431 shares sold, net +1,630,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Vanguard Group Inc. | 0.04% | Add +2.3% | 17,947,285 | $2.3B |
| Cohen & Steers, Inc. | 3.88% | Reduce -0.3% | 16,321,700 | $2.1B |
| Dodge & Cox | 1.00% | Add +42.1% | 13,647,820 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +3.6% | 10,611,164 | $1.4B |
| FMR LLC | 0.06% | Reduce -2.2% | 7,743,671 | $996.1M |
| Norges Bank | 0.13% | Add +0.9% | 7,291,829 | $938.0M |
| T. Rowe Price Associates Inc. | 0.10% | Add +10.2% | 6,118,054 | $787.0M |
| State Street Corp. | 0.03% | Add +1.9% | 5,101,396 | $661.0M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -8.7% | 2,679,544 | $344.7M |
| Daiwa Securities Group Inc. | 1.44% | Add +12.9% | 2,647,576 | $340.6M |
| Geode Capital Management, LLC | 0.02% | Add +4.7% | 2,244,238 | $288.1M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -3.0% | 1,774,324 | $228.3M |
| Deutsche Bank AG | 0.08% | Add +103.7% | 1,611,425 | $207.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +2.9% | 1,404,160 | $180.6M |
| Russell Investments Group, Ltd. | 0.21% | Add +25.7% | 1,169,233 | $150.4M |
| Northern Trust Corp. | 0.02% | Add +4.8% | 1,160,858 | $149.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.6% | 1,140,855 | $146.8M |
| Canada Pension Plan Investment Board | 0.13% | No change | 1,030,991 | $132.6M |
| Legal & General Group Plc | 0.04% | Add +2.2% | 1,023,194 | $131.6M |
| JPMorgan Chase & Co. | 0.01% | Add +7.7% | 969,612 | $124.7M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 915,864 | $117.8M |
| Nuveen, LLC | 0.03% | — | 873,721 | $112.4M |
| Capital International Investors | 0.02% | Add +96.1% | 872,483 | $112.2M |
| Centersquare Investment Management LLC | 1.13% | Reduce -45.1% | 851,000 | $109.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.9% | 786,518 | $101.2M |
| Sei Investments Co. | 0.13% | Reduce -4.5% | 782,514 | $100.7M |
| Bank of America Corp. | 0.01% | Add +31.2% | 703,858 | $90.5M |
| Lasalle Investment Management Securities LLC | 3.29% | Reduce -8.4% | 584,843 | $75.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 563,158 | $72.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.14% | New | 522,822 | $67.3M |
| Wellington Management Group LLP | 0.01% | Add +63.2% | 496,978 | $63.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.95% | Reduce -40.8% | 481,659 | $62.0M |
| PGGM Investments | 0.75% | Reduce -63.0% | 432,595 | $55.6M |
| GW&K Investment Management, LLC | 0.51% | Add +0.5% | 427,329 | $55.0M |
| Neuberger Berman Group LLC | 0.05% | Reduce -0.8% | 426,137 | $54.8M |
| Schroder Investment Management Group | 0.05% | Add +2.1% | 415,299 | $53.7M |
| APG Asset Management US Inc. | 0.41% | No change | 412,168 | $53.0M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -8.1% | 391,479 | $50.3M |
| Swiss National Bank | 0.03% | Add +2.0% | 359,260 | $46.2M |
| Macquarie Group Ltd. | 0.06% | Reduce -12.7% | 355,654 | $45.8M |
| Aberdeen Group plc | 0.09% | Add +25.4% | 348,553 | $45.3M |
| UBS Group AG | 0.01% | Reduce -21.5% | 343,783 | $44.2M |
| Anchor Capital Advisors LLC | 1.27% | Reduce -19.8% | 329,667 | $42.4M |
| HSBC Holdings PLC | 0.03% | Reduce -0.6% | 311,146 | $40.0M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -48.8% | 296,135 | $38.1M |
| Invesco Ltd. | 0.01% | Add +4.1% | 284,034 | $36.5M |
| Alyeska Investment Group, L.P. | 0.15% | Reduce -71.8% | 283,344 | $36.4M |
| Susquehanna International Group, LLP | 0.06% | Reduce -5.6% | 283,107 | $36.4M |
| Vision Capital Corp | 16.82% | No change | 274,860 | $35.4M |
| Cramer Rosenthal McGlynn LLC | 2.47% | Reduce -7.6% | 267,090 | $34.4M |
| Heitman Real Estate Securities LLC | 2.18% | New | 261,514 | $33.6M |
| California Public Employees Retirement System | 0.02% | Add +20.4% | 259,146 | $33.3M |
| Barclays PLC | 0.01% | Add +129.6% | 255,247 | $32.8M |
| CI Investments Inc. | 0.14% | Reduce -5.5% | 250,595 | $32.2M |
| Whittier Trust Co. | 0.44% | Add +13.5% | 245,316 | $31.6M |
| Resolution Capital Ltd | 0.61% | Reduce -67.8% | 242,151 | $31.2M |
| Asset Management One Co., Ltd. | 0.10% | Add +1.8% | 227,479 | $29.3M |
| Jane Street Group, LLC | 0.05% | Add +365.0% | 222,279 | $28.6M |
| STRS Ohio | 0.11% | Reduce -8.3% | 212,848 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 209,922 | $27.0M |
| Public Employees Retirement System of Ohio | 0.10% | Reduce -2.3% | 207,124 | $26.6M |
| Wells Fargo & Company | 0.01% | Reduce -14.0% | 205,731 | $26.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.4% | 203,438 | $26.2M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +3.9% | 203,059 | $26.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +11.7% | 197,570 | $25.4M |
| Private Management Group Inc. | 0.90% | Add +18.5% | 196,998 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.1% | 195,339 | $25.1M |
| California State Teachers Retirement System | 0.03% | Add +3.6% | 194,456 | $25.0M |
| Aew Capital Management L P | 1.20% | Reduce -0.1% | 191,460 | $24.6M |
| AXA S.A. | 0.08% | Reduce -4.1% | 191,329 | $24.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.6% | 187,944 | $24.2M |
| American Century Companies Inc. | 0.01% | Reduce -34.3% | 183,525 | $23.6M |
| Land & Buildings Investment Management, LLC | 4.99% | Add +15.9% | 183,252 | $23.6M |
| Prudential Financial Inc. | 0.03% | Reduce -63.6% | 182,401 | $22.8M |
| Amundi | 0.01% | Add +9.2% | 171,018 | $22.2M |
| State of New Jersey Common Pension Fund D | 0.10% | Add +0.3% | 167,867 | $21.6M |
| Rhumbline Advisers | 0.02% | Add +1.3% | 161,933 | $20.8M |
| Hazelview Securities Inc. | 3.63% | Add +37.0% | 155,294 | $20.0M |
| FIL Ltd | 0.02% | Reduce -23.8% | 153,547 | $19.8M |
| Swedbank AB | 0.03% | No change | 147,368 | $19.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.7% | 139,609 | $18.0M |
| Presima Securities ULC | 3.60% | Add +42.4% | 125,094 | $16.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 124,026 | $16.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +5.6% | 123,593 | $15.9M |
| Allianz Asset Management GmbH | 0.02% | Add +12.4% | 116,292 | $15.0M |
| Woodline Partners LP | 0.10% | Reduce -18.2% | 116,013 | $14.9M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 115,468 | $14.9M |
| Royal Bank of Canada | 0.00% | Reduce -60.1% | 113,231 | $14.6M |
| Whittier Trust Co. of Nevada Inc. | 0.36% | Add +16.1% | 110,067 | $14.2M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -0.4% | 109,885 | $14.0M |
| Chilton Capital Management LLC | 0.60% | Reduce -2.4% | 107,343 | $13.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -4.3% | 93,677 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +0.2% | 92,770 | $11.9M |
| Third Avenue Management LLC | 2.34% | Reduce -16.1% | 90,715 | $11.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.12% | Reduce -44.0% | 86,675 | $11.1M |
| State of Wisconsin Investment Board | 0.03% | Add +20.6% | 82,794 | $10.7M |
| TD Asset Management Inc | 0.01% | Add +1.1% | 76,992 | $9.9M |
| Poplar Forest Capital LLC | 1.73% | Add +6.1% | 75,582 | $9.7M |
| Citigroup Inc. | 0.01% | Add +20.7% | 74,672 | $9.6M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +6.9% | 71,072 | $9.2M |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.