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 520 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 $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
61
shares
|
$7,847
0.0% of portfolio
|
Q4 2024
Reduced 42.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
59
shares
|
$7,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
57
shares
|
$7,332
0.0% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
57
shares
|
$7,332
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
55
shares
|
$7,075
0.0% of portfolio
|
Q4 2024
Added 48.65%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
55
shares
|
$7,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$6,174
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$6,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
46
shares
|
$5,917
0.0% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
46
shares
|
$5,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
45
shares
|
$5,788
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
43
shares
|
$5,531
0.0% of portfolio
|
Q1 2025
Added 437.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
42
shares
|
$5,402
0.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
42
shares
|
$5,402
0.0% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
42
shares
|
$5,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
40
shares
|
$5,145
0.0% of portfolio
|
Q4 2024
Added 135.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
39
shares
|
$5,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
39
shares
|
$5,016
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
38
shares
|
$4,888
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
35
shares
|
$4,502
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
32
shares
|
$4,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
27
shares
|
$3,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$3,344
0.0% of portfolio
|
Q2 2022
Reduced 81.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24
shares
|
$3,087
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
23
shares
|
$2,958
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|