Who owns Sun Communities (SUI)
Which tracked institutional funds hold SUI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
111 tracked funds added or opened SUI while 169 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SUI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SUI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SUI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 494 tracked filers holding SUI, 241 increased or opened the position and 285 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SUI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- Alyeska Investment Group, L.P.$67M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34M
- Clearbridge Investments, LLC$12M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
- Caprock Group, LLC$10M
- XTX Topco Ltd$5M
Full exits 50
- COHEN & STEERS, INC.$1.5B
- GW&K Investment Management, LLC$49M
- Amundi$39M
- MARSHALL WACE, LLP$30M
- CANADA LIFE ASSURANCE Co$29M
- SG Americas Securities, LLC$25M
Largest adds
- BlackRock, Inc.$525M
- MILLENNIUM MANAGEMENT LLC$148M
- CITADEL ADVISORS LLC$105M
- JANE STREET GROUP, LLC$95M
- BALYASNY ASSET MANAGEMENT L.P.$51M
- Hudson Bay Capital Management LP$36M
Largest trims
- DODGE & COX$658M
- NORGES BANK$286M
- WELLINGTON MANAGEMENT GROUP LLP$89M
- FMR LLC$80M
- Nuveen, LLC$63M
- STATE STREET CORP$56M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,757,945 | $1.6B | 13.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 10,263,766 | $1.2B | 9.9% | 2026-Q2 |
| DODGE & COX trimmed | 9,500,781 | $1.1B | 9.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,494,428 | $659M | 5.3% | 2026-Q2 |
| NORGES BANK trimmed | 5,439,467 | $652M | 5.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,390,114 | $646M | 5.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 5,389,029 | $646M | 5.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 5,008,789 | $606M | 4.9% | 2026-Q2 |
| FMR LLC trimmed | 4,565,468 | $547M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,340,449 | $280M | 2.3% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 1,810,684 | $217M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,798,284 | $216M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,648,236 | $198M | 1.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,536,249 | $184M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,465,733 | $176M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,421,561 | $170M | 1.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,307,991 | $157M | 1.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,023,572 | $123M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 989,742 | $119M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 957,254 | $115M | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 927,049 | $111M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 904,260 | $108M | 0.9% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 866,101 | $104M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 859,712 | $103M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 807,182 | $98M | 0.8% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 767,879 | $92M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 738,463 | $89M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 736,312 | $88M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 689,363 | $83M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 656,780 | $79M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 623,891 | $75M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 573,646 | $69M | 0.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 557,257 | $67M | 0.5% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 463,853 | $56M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 456,746 | $55M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 432,682 | $52M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 391,465 | $47M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 347,560 | $42M | 0.3% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 347,520 | $42M | 0.3% | 2026-Q2 |
| Land & Buildings Investment Management, LLC added | 310,187 | $37M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. | 307,048 | $37M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 303,704 | $36M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 285,654 | $34M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 256,813 | $31M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 256,337 | $31M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 251,973 | $30M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 251,701 | $30M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 251,460 | $30M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 247,912 | $30M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 245,181 | $29M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 244,394 | $29M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 240,847 | $29M | 0.2% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 239,019 | $29M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 232,839 | $28M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 230,522 | $28M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 227,305 | $27M | 0.2% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 227,000 | $27M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 226,642 | $27M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 212,214 | $25M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 206,868 | $25M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 178,657 | $21M | 0.2% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 177,852 | $21M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 177,469 | $21M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 174,685 | $21M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 171,996 | $21M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 168,042 | $20M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 167,897 | $20M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 166,624 | $20M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 162,381 | $19M | 0.2% | 2026-Q2 |
| Heitman Real Estate Securities LLC trimmed | 160,857 | $19M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 158,982 | $19M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 153,350 | $18M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 148,803 | $18M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 143,803 | $17M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 140,939 | $17M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 140,337 | $17M | 0.1% | 2026-Q2 |
| Vision Capital Corp trimmed | 135,152 | $16M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 132,420 | $16M | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 129,770 | $16M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 129,056 | $15M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 128,376 | $15M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 126,545 | $15M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 116,307 | $14M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 110,112 | $13M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 109,345 | $13M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 102,880 | $12M | 0.1% | 2026-Q2 |
| Clearbridge Investments, LLC new | 102,340 | $12M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 99,889 | $12M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 97,672 | $12M | 0.1% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC | 97,312 | $12M | 0.1% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 93,665 | $11M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 93,611 | $11M | 0.1% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 92,944 | $11M | 0.1% | 2026-Q2 |
| Swedbank AB trimmed | 92,529 | $11M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 92,332 | $11M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 92,172 | $11M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 92,165 | $11M | 0.1% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC trimmed | 91,454 | $11M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 91,114 | $11M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 86,689 | $11M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.