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 |
| Lighthouse Investment Partners, LLC | 0.41% | Reduce -9.8% | 69,900 | $9.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -8.2% | 68,740 | $8.8M |
| Korea Investment CORP | 0.02% | Reduce -44.2% | 65,118 | $8.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -72.9% | 65,000 | $8.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.3% | 63,347 | $8.1M |
| Employees Retirement System of Texas | 0.09% | Add +38.7% | 62,416 | $8.0M |
| State of Alaska, Department of Revenue | 0.09% | Add +3.5% | 61,583 | $7.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -13.2% | 60,852 | $7.8M |
| Van Eck Associates Corp. | 0.01% | Add +6.2% | 60,190 | $7.7M |
| APG Asset Management N.V. | 0.02% | Reduce -0.8% | 64,600 | $7.7M |
| Brookfield Corp | 0.01% | Reduce -13.2% | 59,410 | $7.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -13.0% | 58,737 | $7.6M |
| NFJ Investment Group, LLC | 0.25% | Reduce -70.1% | 58,188 | $7.5M |
| Treasurer of the State of North Carolina | 0.03% | Add +3.5% | 57,683 | $7.4M |
| Royal London Asset Management Ltd. | 0.02% | Add +11.7% | 57,400 | $7.4M |
| Kennedy Capital Management LLC | 0.17% | Add +225.3% | 56,802 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -2.9% | 56,198 | $7.2M |
| Danske Bank A/S | 0.02% | Reduce -1.6% | 53,501 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +14.5% | 52,774 | $6.8M |
| Uniplan Investment Counsel, Inc. | 0.62% | Reduce -7.5% | 48,083 | $6.2M |
| IFM Investors Pty Ltd | 0.07% | Reduce -7.9% | 47,395 | $6.1M |
| Millennium Management | 0.01% | Reduce -64.8% | 46,630 | $6.0M |
| Osborne Partners Capital Management, LLC | 0.33% | Add +1.0% | 44,631 | $5.7M |
| Storebrand Asset Management As | 0.02% | Reduce -0.5% | 43,827 | $5.6M |
| KLP Kapitalforvaltning As | 0.03% | No change | 42,700 | $5.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.0% | 42,177 | $5.4M |
| ArrowMark Colorado Holdings LLC | 0.09% | New | 41,288 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +2.1% | 40,985 | $5.3M |
| Hunter Perkins Capital Management, LLC | 1.21% | Reduce -35.3% | 40,112 | $5.2M |
| HRT Financial LP | 0.03% | New | 39,851 | $5.1M |
| Cibc World Markets Corp. | 0.04% | Reduce -3.0% | 39,249 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +50.8% | 38,282 | $4.9M |
| UniSuper Management Pty Ltd | 0.04% | Add +2.4% | 38,000 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.1% | 37,878 | $4.9M |
| Baillie Gifford & Co. | 0.00% | Reduce -8.4% | 37,713 | $4.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +7.8% | 37,487 | $4.8M |
| Anson Funds Management LP | 1.15% | Add +67.9% | 36,920 | $4.7M |
| Arizona State Retirement System | 0.03% | Add +1.7% | 36,839 | $4.7M |
| Gotham Asset Management | 0.04% | Reduce -11.2% | 35,566 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.3% | 33,860 | $4.4M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +2.3% | 32,956 | $4.2M |
| Handelsbanken Fonder AB | 0.02% | Reduce -0.6% | 32,916 | $4.2M |
| KBC Group NV | 0.01% | Reduce -21.4% | 32,799 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.0% | 30,467 | $3.9M |
| Tudor Investment Corporation | 0.03% | New | 30,181 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 28,951 | $3.7M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -9.0% | 28,495 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +4.4% | 28,577 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +42.7% | 28,316 | $3.6M |
| Aurora Investment Managers, LLC. | 2.26% | Add +1.4% | 27,861 | $3.6M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -9.0% | 27,589 | $3.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +0.4% | 27,108 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +1.3% | 26,323 | $3.4M |
| American Assets Capital Advisers, LLC | 1.42% | Reduce -4.5% | 26,315 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.2% | 25,913 | $3.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +11.6% | 26,062 | $3.4M |
| Davis Selected Advisers | 0.02% | New | 25,040 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +2.1% | 24,369 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -20.6% | 23,485 | $3.0M |
| HGI Capital Management, LLC | 3.69% | New | 22,990 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 22,989 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -11.5% | 22,618 | $2.9M |
| Adams Asset Advisors, LLC | 0.40% | No change | 22,270 | $2.9M |
| First National Bank of Omaha | 0.20% | Add +41.8% | 22,214 | $2.9M |
| DNB Asset Management AS | 0.01% | Reduce -0.0% | 22,167 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -97.2% | 21,652 | $2.8M |
| Lecap Asset Management Ltd. | 0.64% | New | 21,187 | $2.7M |
| Utah Retirement Systems | 0.03% | Add +1.4% | 20,791 | $2.7M |
| Advisors Asset Management, Inc. | 0.05% | Add +39.1% | 20,672 | $2.7M |
| Agf Management Ltd. | 0.01% | Add +0.8% | 20,120 | $2.6M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -0.2% | 19,740 | $2.5M |
| Delta Global Management LP | 0.18% | New | 19,694 | $2.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 19,380 | $2.5M |
| Edgestream Partners, L.P. | 0.08% | New | 19,246 | $2.5M |
| Toronto Dominion Bank | 0.01% | Add +14.1% | 19,106 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | New | 18,598 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +3.4% | 18,418 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.0% | 18,271 | $2.4M |
| Metis Global Partners, LLC | 0.06% | Add +14.7% | 17,351 | $2.2M |
| Forsta Ap-Fonden | 0.02% | Reduce -17.1% | 17,000 | $2.2M |
| Paralel Advisors LLC | 0.09% | Add +60.1% | 16,514 | $2.1M |
| First National Advisers, LLC | 0.34% | Add +39.8% | 16,337 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +5.0% | 15,740 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -77.1% | 15,495 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +28.8% | 14,584 | $1.9M |
| Sophron Capital Management L.P. | 0.64% | Reduce -38.0% | 14,580 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -6.5% | 14,355 | $1.8M |
| Inspire Investing, LLC | 0.22% | Add +5.7% | 14,129 | $1.8M |
| OP Asset Management Ltd | 0.03% | — | 14,095 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +22.2% | 13,995 | $1.8M |
| Greenland Capital Management LP | 0.32% | Reduce -41.7% | 13,987 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.5% | 13,854 | $1.8M |
| Integrated Investment Consultants, LLC | 0.34% | No change | 13,458 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Add +53.7% | 13,298 | $1.7M |
| Capital Square, LLC | 1.00% | Add +0.9% | 13,196 | $1.7M |
| Creative Planning | 0.00% | Add +20.5% | 13,166 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 13,162 | $1.7M |
| Mariner, LLC | 0.00% | Add +11.2% | 12,902 | $1.7M |
| Xponance LLC | 0.02% | Add +4.0% | 12,881 | $1.7M |
| LRT Capital Management, LLC | 1.12% | Reduce -20.2% | 12,654 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.6M |
| GAMCO Investors | 0.02% | Reduce -6.9% | 12,565 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -2.2% | 12,546 | $1.6M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 12,445 | $1.6M |
| AQR Capital Management | 0.00% | Add +17.8% | 12,076 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | No change | 11,862 | $1.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 11,700 | $1.5M |
| Burns Matteson Capital Management, LLC | 0.78% | Reduce -1.2% | 11,277 | $1.5M |
| WBH Advisory Inc. | 0.13% | Add +0.1% | 11,102 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 11,087 | $1.4M |
| Spirit of America Management Corp. | 0.29% | No change | 11,000 | $1.4M |
| Nicola Wealth Management LTD. | 0.14% | Add +26.5% | 10,984 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -61.6% | 10,600 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.91% | Add +1.0% | 10,473 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +57.8% | 10,413 | $1.3M |
| Nordea Investment Management AB | 0.00% | Reduce -6.0% | 9,990 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +18.1% | 9,992 | $1.3M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +19.0% | 9,881 | $1.3M |
| Tredje AP-fonden | 0.01% | No change | 9,854 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 9,808 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -23.2% | 9,725 | $1.3M |
| Catalyst Funds Management Pty Ltd | 0.32% | New | 9,600 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.6% | 9,218 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.6% | 9,218 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Add +0.7% | 9,181 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -40.3% | 9,119 | $1.2M |
| Centiva Capital, LP | 0.07% | New | 9,092 | $1.2M |
| Vanderbilt University | 0.22% | Reduce -0.8% | 9,056 | $1.2M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.2% | 8,964 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -75.8% | 8,840 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.1% | 8,792 | $1.1M |
| Engineers Gate Manager LP | 0.02% | New | 8,627 | $1.1M |
| Ostrum Asset Management | 0.06% | Reduce -2.6% | 8,613 | $1.1M |
| Kentucky Retirement Systems | 0.03% | New | 8,605 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +5.2% | 8,598 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 8,478 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1023.1% | 8,468 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +14.4% | 8,446 | $1.1M |
| Brasada Capital Management, LP | 0.21% | No change | 9,360 | $1.1M |
| Andra AP-fonden | 0.02% | Add +276.9% | 8,220 | $1.1M |
| Inceptionr LLC | 0.31% | New | 7,980 | $1.0M |
| Ossiam | 0.01% | Reduce -5.5% | 7,945 | $1.0M |
| Ethic Inc. | 0.02% | Add +7.3% | 7,881 | $1.0M |
| Jump Financial, LLC | 0.02% | New | 7,741 | $996K |
| Intech Investment Management LLC | 0.01% | Add +2.1% | 7,611 | $979K |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.5% | 7,370 | $948K |
| Candriam S.C.A. | 0.01% | Reduce -0.3% | 7,370 | $948K |
| Vident Advisory, LLC | 0.01% | Reduce -0.9% | 7,365 | $947K |
| Naviter Wealth, LLC | 0.11% | Add +4.3% | 7,262 | $946K |
| Tacita Capital Inc | 0.67% | No change | 7,259 | $934K |
| VCI Wealth Management LLC | 0.39% | Reduce -32.1% | 7,243 | $932K |
| Sanctuary Advisors, LLC | 0.01% | Add +244.5% | 7,194 | $925K |
| Arkadios Wealth Advisors | 0.03% | Add +21.8% | 7,121 | $916K |
| Sterling Capital Management LLC | 0.01% | Reduce -3.7% | 7,037 | $905K |
| DoubleLine ETF Adviser LP | 0.30% | Reduce -17.5% | 6,963 | $896K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 6,841 | $880K |
| GC Wealth Management RIA, LLC | 0.16% | Add +10.6% | 6,757 | $869K |
| Amalgamated Bank | 0.01% | Add +7.3% | 6,755 | $869K |
| GeoWealth Management, LLC | 0.03% | Add +8.3% | 6,691 | $861K |
| Yousif Capital Management, LLC | 0.01% | Add +4.2% | 6,575 | $846K |
| Versor Investments LP | 0.14% | Add +92.5% | 6,545 | $842K |
| Aster Capital Management (DIFC) Ltd | 0.15% | Add +1809.4% | 6,110 | $832K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.6% | 6,397 | $823K |
| Tidal Investments LLC | 0.01% | Add +28.4% | 6,355 | $818K |
| Fifth Third Bancorp | 0.00% | Reduce -3.4% | 6,321 | $813K |
| Nomura Holdings Inc. | 0.00% | Reduce -52.2% | 6,219 | $800K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 6,186 | $796K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.9% | 5,941 | $774K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -38.6% | 5,970 | $767K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +23.6% | 5,882 | $756K |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 5,836 | $751K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.4% | 5,765 | $742K |
| Commerzbank Aktiengesellschaft | 0.02% | Add +14.0% | 5,689 | $732K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 5,686 | $731K |
| Allstate Corp. | 0.02% | Reduce -33.2% | 5,597 | $720K |
| Norinchukin Bank, The | 0.01% | Add +4.4% | 5,586 | $719K |
| Park Avenue Securities LLC | 0.01% | Add +15.2% | 5,542 | $713K |
| Cannon Global Investment Management, LLC | 1.95% | Reduce -33.7% | 5,500 | $708K |
| One Capital Management, LLC | 0.02% | No change | 5,488 | $706K |
| Choreo, LLC | 0.01% | Reduce -6.3% | 5,377 | $698K |
| HB Wealth Management, LLC | 0.01% | Add +3.4% | 5,361 | $690K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +46.5% | 5,302 | $682K |
| Penserra Capital Management LLC | 0.01% | Reduce -9.6% | 5,300 | $681K |
| CIBC Asset Management Inc | 0.00% | Add +5.6% | 5,287 | $680K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -25.4% | 5,226 | $672K |
| Aviva PLC | 0.00% | Add +5.7% | 4,852 | $624K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +9.3% | 4,807 | $618K |
| Vinva Investment Management Ltd | 0.02% | New | 4,727 | $616K |
| Bank of Nova Scotia | 0.00% | Reduce -21.8% | 4,749 | $611K |
| MML Investors Services, LLC | 0.00% | Add +13.3% | 4,720 | $607K |
| SkyOak Wealth, LLC | 0.13% | Reduce -7.2% | 4,589 | $590K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.1% | 4,500 | $579K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.9% | 4,359 | $561K |
| Cresset Asset Management, LLC | 0.00% | Add +12.1% | 4,295 | $556K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 4,281 | $551K |
| Ofi Invest Asset Management | 0.01% | Reduce -4.9% | 4,540 | $541K |
| Central Pacific Bank - Trust Division | 0.08% | Add +20.0% | 4,200 | $540K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -4.2% | 4,162 | $535K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.3% | 4,085 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.9% | 4,042 | $520K |
| Virtu Financial LLC | 0.03% | New | 3,903 | $502K |
| Summit Wealth Group, LLC | 0.15% | No change | 3,887 | $500K |
| Hunting Hill Global Capital, LLC | 0.62% | No change | 3,825 | $492K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.7% | 3,820 | $491K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -13.7% | 3,795 | $488K |
| Prudential PLC | 0.00% | New | 3,769 | $485K |
| Captrust Financial Advisors | 0.00% | Add +3.1% | 3,739 | $481K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -34.4% | 3,683 | $474K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 3,665 | $471K |
| Investment Management Corp of Ontario | 0.01% | New | 3,582 | $461K |
| Rakuten Investment Management, Inc. | 0.00% | — | 3,515 | $458K |
| Capital International, Inc. | 0.01% | Reduce -18.7% | 3,470 | $446K |
| Empowered Funds, LLC | 0.01% | Add +32.5% | 3,376 | $434K |
| Commerce Bank | 0.00% | Reduce -0.0% | 3,274 | $421K |
| Walleye Trading LLC | 0.01% | Reduce -47.0% | 3,244 | $417K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -47.8% | 3,200 | $412K |
| Atria Investments, Inc | 0.01% | Reduce -22.4% | 3,189 | $410K |
| Tributary Capital Management, LLC | 0.03% | Add +48.9% | 3,105 | $399K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $386K |
| IFP Advisors, Inc | 0.01% | Reduce -3.6% | 2,954 | $380K |
| Banco Santander, S.A. | 0.00% | Reduce -16.2% | 2,942 | $378K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -0.2% | 2,904 | $374K |
| Credit Agricole S A | 0.00% | Reduce -28.7% | 2,901 | $373K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -1.7% | 2,841 | $365K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 2,841 | $365K |
| Acadian Asset Management LLC | 0.00% | New | 2,815 | $362K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -95.7% | 2,801 | $360K |
| Penn Mutual Asset Management | 0.91% | New | 2,785 | $358K |
| Bridgefront Capital, LLC | 0.10% | New | 2,777 | $357K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,760 | $355K |
| RB Capital Management, LLC | 0.09% | Reduce -13.2% | 2,727 | $351K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -8.1% | 2,711 | $349K |
| Fieldview Capital Management, LLC | 0.05% | New | 2,686 | $346K |
| NEOS Investment Management LLC | 0.01% | New | 2,584 | $332K |
| Canal Capital Management, LLC | 0.05% | Add +0.4% | 2,508 | $323K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 2,504 | $322K |
| Lee Financial Co | 0.05% | No change | 2,502 | $322K |
| Regions Financial Corp. | 0.00% | Reduce -0.2% | 2,489 | $320K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 2,437 | $316K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 2,449 | $315K |
| Cwm, LLC | 0.00% | Add +49.0% | 2,434 | $313K |
| GF Fund Management Co. LTD. | 0.01% | Add +6.5% | 2,413 | $310K |
| Checchi Capital Advisers, LLC | 0.02% | Add +18.9% | 2,348 | $302K |
| Quadrant Capital Group LLC | 0.01% | Add +180.2% | 2,345 | $302K |
| Gsa Capital Partners LLP | 0.03% | New | 2,259 | $291K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,220 | $286K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.2% | 2,146 | $276K |
| Vestcor Inc | 0.01% | Reduce -81.5% | 2,134 | $275K |
| Jones Financial Companies LLLP | 0.00% | Add +13.8% | 2,096 | $273K |
| Farringdon Capital, Ltd. | 0.14% | Reduce -35.4% | 2,117 | $272K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.5% | 2,077 | $267K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -25.9% | 2,000 | $257K |
| Pursue Wealth Partners LLC | 0.16% | No change | 1,992 | $256K |
| Townsquare Capital LLC | 0.00% | Add +6.4% | 1,961 | $252K |
| Verition Fund Management LLC | 0.00% | Reduce -98.1% | 1,959 | $252K |
| World Investment Advisors | 0.01% | Reduce -0.3% | 1,955 | $252K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.1% | 1,952 | $251K |
| &partners | 0.00% | Reduce -0.2% | 1,918 | $250K |
| Guggenheim Capital LLC | 0.00% | Reduce -19.4% | 1,919 | $247K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $244K |
| Phocas Financial Corp. | 0.04% | Reduce -1.9% | 1,898 | $244K |
| Cetera Trust Company, N.A | 0.15% | No change | 1,865 | $240K |
| D.A. Davidson & Co. | 0.00% | New | 1,855 | $239K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,779 | $229K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 1,745 | $224K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.7% | 1,797 | $222K |
| PFG Advisors | 0.01% | New | 1,702 | $219K |
| Bailard, Inc. | 0.01% | No change | 1,654 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,653 | $213K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,632 | $210K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.4% | 1,622 | $209K |
| Prudent Man Advisors, LLC | 0.08% | New | 1,611 | $207K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | New | 1,589 | $204K |
| NewEdge Advisors, LLC | 0.00% | Add +4.4% | 1,530 | $197K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,523 | $196K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -5.1% | 1,479 | $190K |
| Signaturefd, LLC | 0.00% | Reduce -11.3% | 1,453 | $187K |
| Siemens Fonds Invest GmbH | 0.01% | New | 1,452 | $187K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +28.8% | 1,377 | $177K |
| Bessemer Group Inc. | 0.00% | Add +11.6% | 1,153 | $149K |
| Mather Group, Llc. | 0.00% | Reduce -0.1% | 1,097 | $141K |
| Caitong International Asset Management Co., Ltd | 0.10% | New | 1,092 | $140K |
| Bfsg, LLC | 0.02% | Add +6.7% | 1,075 | $138K |
| GAMMA Investing LLC | 0.01% | Add +23.8% | 1,047 | $135K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -95.0% | 930 | $120K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.1% | 919 | $118K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.1% | 848 | $109K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -7.0% | 811 | $104K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 700 | $90K |
| Optimum Investment Advisors | 0.04% | Reduce -9.7% | 700 | $90K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 640 | $82K |
| Blue Trust, Inc. | 0.00% | Add +510.4% | 586 | $75K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.3% | 566 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.0% | 532 | $68K |
| Principal Securities, Inc. | 0.00% | No change | 545 | $67K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 509 | $65K |
| Avalon Trust Co | 0.01% | New | 507 | $65K |
| Simplex Trading, LLC | 0.00% | Reduce -85.0% | 510 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +66.4% | 476 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.2% | 531 | $61K |
| National Pension Service | 0.00% | Reduce -99.8% | 448 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -73.3% | 431 | $55K |
| Spire Wealth Management | 0.00% | Add +18.5% | 416 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +1.5% | 405 | $53K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -2.0% | 345 | $44K |
| Wiser Advisor Group LLC | 0.06% | Add +0.6% | 339 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.9% | 337 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | Add +0.3% | 333 | $43K |
| Lindbrook Capital, LLC | 0.00% | Add +33.5% | 331 | $43K |
| Dynamic Wealth Strategies, LLC | 0.04% | New | 330 | $42K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 320 | $41K |
| Huntington National Bank | 0.00% | Reduce -1.2% | 318 | $41K |
| Allworth Financial LP | 0.00% | Add +8.0% | 297 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $34K |
| Independence Bank of Kentucky | 0.01% | Reduce -15.3% | 250 | $32K |
| Ransom Advisory, Ltd | 0.02% | Reduce -5.9% | 239 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | New | 227 | $29K |
| Twin Tree Management, LP | 0.00% | New | 226 | $29K |
| Key Financial Inc | 0.01% | No change | 195 | $25K |
| Brooklyn Investment Group | 0.01% | Reduce -34.1% | 191 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 190 | $24K |
| Lazard Asset Management LLC | 0.00% | New | 177 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.4% | 168 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -58.8% | 167 | $21K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 145 | $19K |
| Riverview Trust Co | 0.02% | No change | 133 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 116 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 115 | $15K |
| MAI Capital Management | 0.00% | Reduce -4.7% | 101 | $13K |
| TCTC Holdings, LLC | 0.00% | Add +100.0% | 90 | $12K |
| Bayforest Capital Ltd | 0.01% | Reduce -95.8% | 89 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 83 | $11K |
| Covestor Ltd | 0.01% | Reduce -1.3% | 77 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -26.7% | 74 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 77 | $10K |
| Quent Capital, LLC | 0.00% | No change | 75 | $10K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $9K |
| CVA Family Office, LLC | 0.00% | Add +29.1% | 71 | $9K |
| West Branch Capital LLC | 0.00% | No change | 70 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 66 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.6% | 65 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 59 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 57 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| Truvestments Capital LLC | 0.00% | Reduce -76.6% | 55 | $7K |
| Arax Advisory Partners | 0.00% | Add +23.8% | 52 | $7K |
| Saudi Central Bank | 0.03% | New | 50 | $6K |
| Larson Financial Group LLC | 0.00% | Add +4900.0% | 50 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 46 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 46 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -33.3% | 46 | $6K |
| UMB Bank, n.a. | 0.00% | Add +7.5% | 43 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -85.9% | 38 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 38 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -14.3% | 36 | $5K |
| Assetmark, Inc. | 0.00% | Add +125.0% | 36 | $5K |
| Sachetta, LLC | 0.00% | Reduce -38.6% | 35 | $5K |
| Private Trust Co. NA | 0.00% | No change | 35 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 32 | $4K |
| CX Institutional | 0.00% | New | 29 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +81.3% | 29 | $4K |
| CENTRAL TRUST Co | 0.00% | Add +52.6% | 29 | $4K |
| High Note Wealth, LLC | 0.00% | Add +3.7% | 28 | $4K |
| Investors Research Corp | 0.00% | No change | 22 | $3K |
| SouthState Bank Corp | 0.00% | New | 18 | $2K |
| Blume Capital Management, Inc. | 0.00% | New | 16 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 13 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 13 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +42.9% | 10 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +50.0% | 9 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 8 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +437.5% | 43 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 7 | $900 |
| Cromwell Holdings LLC | 0.00% | New | 6 | $777 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $772 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $644 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $515 |
| Bogart Wealth, LLC | 0.00% | New | 4 | $515 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $514 |
| Winnacle Wealth LLC | 0.00% | Add +33.3% | 4 | $399 |
| Clearstead Advisors, LLC | 0.00% | Add +200.0% | 3 | $386 |
| Pacer Advisors, Inc. | 0.00% | Reduce -25.0% | 3 | $386 |
| Rothschild Investment LLC | 0.00% | New | 2 | $257 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $243 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 1 | $129 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $129 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $129 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $129 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $114 |
| Avion Wealth | 0.00% | New | 4 | $0 |
| 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.