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 559 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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19
shares
|
$2,409
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
18
shares
|
$2,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
17
shares
|
$2,155
0.0% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$2,029
0.0% of portfolio
|
Q3 2025
Reduced 68.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
15
shares
|
$1,902
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
15
shares
|
$1,902
0.0% of portfolio
|
Q3 2025
Reduced 98.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
15
shares
|
$1,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
14
shares
|
$1,775
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
13
shares
|
$1,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
13
shares
|
$1,648
0.0% of portfolio
|
Q3 2025
Reduced 93.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
12
shares
|
$1,521
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
12
shares
|
$1,521
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
12
shares
|
$1,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11
shares
|
$1,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
10
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
9
shares
|
$1,141
0.0% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
9
shares
|
$1,141
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$1,014
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7
shares
|
$887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6
shares
|
$760
0.0% of portfolio
|
Q2 2025
New holding
|
|