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 |
|---|---|---|---|---|---|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
50
shares
|
$6,368
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
50
shares
|
$6,368
0.0% of portfolio
|
Q1 2025
Added 4900.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$6,368
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
48
shares
|
$6,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48
shares
|
$6,113
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
46
shares
|
$5,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
46
shares
|
$5,858
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
46
shares
|
$5,858
0.0% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
46
shares
|
$5,858
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
43
shares
|
$5,476
0.0% of portfolio
|
Q1 2025
Added 437.5%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
42
shares
|
$5,349
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
38
shares
|
$4,839
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
38
shares
|
$4,839
0.01% of portfolio
|
Q1 2025
Reduced 85.87%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
36
shares
|
$4,584
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
36
shares
|
$4,584
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
35
shares
|
$4,457
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
35
shares
|
$4,457
0.0% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
29
shares
|
$3,693
0.0% of portfolio
|
Q1 2025
Added 52.63%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
29
shares
|
$3,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
29
shares
|
$3,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
28
shares
|
$3,566
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
26
shares
|
$3,311
0.0% of portfolio
|
Q2 2022
Reduced 81.56%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24
shares
|
$3,056
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
22
shares
|
$2,801
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19
shares
|
$2,419
0.0% of portfolio
|
Q2 2020
New holding
|