Institutional Ownership Sun Communities Inc (SUI)
This table provides information about the institutional ownership of Sun Communities Inc (SUI). We have compiled data on the 515 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
269
shares
|
$35,037
0.07% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
261
shares
|
$33,995
0.0% of portfolio
|
Q1 2024
Reduced 43.38%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
248
shares
|
$32,302
0.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
235
shares
|
$30,608
0.01% of portfolio
|
Q4 2024
Added 19.29%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
195
shares
|
$25,398
0.01% of portfolio
|
Q4 2024
Added 3150.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$24,747
0.0% of portfolio
|
Q1 2024
Reduced 51.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
162
shares
|
$21,100
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
155
shares
|
$20,188
0.0% of portfolio
|
Q4 2024
Added 80.23%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
133
shares
|
$17,323
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$15,109
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
115
shares
|
$14,978
0.0% of portfolio
|
Q3 2024
Added 57.53%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
109
shares
|
$14,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
106
shares
|
$13,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
101
shares
|
$13,155
0.0% of portfolio
|
Q4 2024
Added 129.55%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
101
shares
|
$13,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
96
shares
|
$12,504
0.0% of portfolio
|
Q4 2024
Reduced 91.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
83
shares
|
$10,810
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
79
shares
|
$10,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
78
shares
|
$10,159
0.01% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
77
shares
|
$10,029
0.01% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
75
shares
|
$9,768
0.0% of portfolio
|
Q4 2024
Added 2400.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
73
shares
|
$9,508
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
70
shares
|
$9,117
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$8,987
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
66
shares
|
$8,596
0.01% of portfolio
|
Q4 2023
New holding
|