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 540 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,955
shares
|
$248,988
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,952
shares
|
$248,606
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,919
shares
|
$244,403
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,918
shares
|
$244,276
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
1,900
shares
|
$241,984
0.01% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
1,898
shares
|
$241,729
0.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,865
shares
|
$237,526
0.15% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,855
shares
|
$236,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
1,797
shares
|
$228,865
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,779
shares
|
$226,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,758
shares
|
$223,898
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,739
shares
|
$221,479
0.06% of portfolio
|
Q4 2022
Reduced 8.47%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,733
shares
|
$220,714
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,733
shares
|
$220,714
0.5% of portfolio
|
Q2 2022
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,702
shares
|
$216,766
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,698
shares
|
$216,257
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,654
shares
|
$210,653
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,652
shares
|
$210,398
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,632
shares
|
$207,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,622
shares
|
$206,577
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,611
shares
|
$205,176
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,589
shares
|
$202,375
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,530
shares
|
$194,860
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,523
shares
|
$193,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,453
shares
|
$185,054
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|