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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
17
shares
|
$2,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16
shares
|
$2,084
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,084
0.0% of portfolio
|
Q4 2024
Reduced 91.96%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
15
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
13
shares
|
$1,693
0.0% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
13
shares
|
$1,693
0.0% of portfolio
|
Q3 2024
Added 550.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
9
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
9
shares
|
$1,172
0.0% of portfolio
|
Q4 2024
Reduced 73.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9
shares
|
$1,172
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
8
shares
|
$1,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
8
shares
|
$1,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
7
shares
|
$911
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
6
shares
|
$781
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
6
shares
|
$781
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5
shares
|
$651
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4
shares
|
$521
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4
shares
|
$521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1
shares
|
$130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1
shares
|
$130
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|