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 555 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
70
shares
|
$8,877
0.0% of portfolio
|
Q4 2025
Added 70.73%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
70
shares
|
$8,877
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
69
shares
|
$8,750
0.0% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
57
shares
|
$7,228
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
55
shares
|
$6,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
51
shares
|
$6,467
0.0% of portfolio
|
Q3 2025
Added 240.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
51
shares
|
$6,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$6,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$6,087
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
47
shares
|
$5,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
46
shares
|
$5,833
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
45
shares
|
$5,706
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
44
shares
|
$5,580
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
44
shares
|
$5,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
41
shares
|
$5,199
0.0% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
39
shares
|
$4,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
38
shares
|
$4,819
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
36
shares
|
$4,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
36
shares
|
$4,565
0.0% of portfolio
|
Q4 2025
Reduced 10.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
36
shares
|
$4,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
32
shares
|
$4,058
0.0% of portfolio
|
Q3 2025
Reduced 41.82%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
29
shares
|
$3,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$3,297
0.0% of portfolio
|
Q2 2022
Reduced 81.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24
shares
|
$3,043
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19
shares
|
$2,409
0.0% of portfolio
|
Q2 2020
New holding
|
|