Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 91.63% institutional investors, 1.36% insiders, and 7.01% retail investors. Vanguard group is the largest institutional shareholder, holding 14.46% of SUI shares. Dodge & Cox Stock I is the top mutual fund, with 8.37% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 91.63% | 1.36% | 7.01% |
| Sector | Real Estate Stocks | 49.25% | 9.14% | 41.62% |
| Industry | Residential REIT Stocks | 64.58% | 7.21% | 28.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.29M | 14.46% | $2.36B |
| Dodge & cox | 14.48M | 11.45% | $1.87B |
| Blackrock funding, inc. /de | 11.44M | 9.04% | $1.48B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Cohen & steers | 10.98M | 8.68% | $1.42B |
| Norges bank | 7.23M | 5.84% | $888.78M |
| Price t rowe associates inc /md/ | 6.37M | 5.04% | $822.19M |
| State street | 5.38M | 4.26% | $699.86M |
| Fmr | 5.28M | 4.17% | $680.82M |
| Wellington management group llp | 4.49M | 3.55% | $578.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 281.86K | 10.63% | $36.36M |
| Land & buildings investment management | 234.80K | 5.56% | $30.29M |
| Presima securities ulc | 85.81K | 3.04% | $11.07M |
| Cannon global investment management | 13.50K | 2.62% | $1.74M |
| Cohen & steers | 10.98M | 2.55% | $1.42B |
| Third avenue management | 96.79K | 2.33% | $12.44M |
| Heitman real estate securities | 242.14K | 2.13% | $31.24M |
| Cramer rosenthal mcglynn | 263.94K | 2.12% | $34.05M |
| Aurora investment managers, llc. | 27.96K | 1.96% | $3.61M |
| Lrt capital management | 22.95K | 1.96% | $2.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M |
| Wellington management group llp | 4.49M | 0.10% | 4.15M |
| Jane street group | 773.33K | 0.02% | 394.20K |
| Alyeska investment group | 327.60K | 0.13% | 327.60K |
| Nuveen | 987.88K | 0.03% | 310.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 10.98M | 2.55% | -5.68M |
| Massachusetts financial services co /ma/ | 615.37K | 0.02% | -1.91M |
| Ubs asset management americas | 3.88K | 0.00% | -1.64M |
| Fmr | 5.28M | 0.04% | -1.45M |
| Daiwa securities group | 1.81M | 0.79% | -970.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M | $888.78M |
| Caisse de depot et placement du quebec | 235.13K | 0.05% | 235.13K | $30.33M |
| Axa investment managers | 186.76K | 0.07% | 186.76K | $24.09M |
| Jain global | 109.13K | 0.07% | 109.13K | $14.08M |
| Caption management | 67.69K | 0.08% | 67.69K | $8.32M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -1.00 |
| Colonial trust advisors | -1.00 |
| Td waterhouse canada | -1.00 |
| Twin peaks wealth advisors | -2.00 |
| Bokf, na | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 488 | 4.27% | 115,911,589 | -10.96% | 91 | 0.87% | 233 | 4.48% | 170 | -0.58% |
| Jun 30, 2025 | 464 | -6.45% | 130,242,859 | 5.70% | 102 | 1.09% | 224 | -7.82% | 167 | -8.24% |
| Mar 31, 2025 | 488 | 2.31% | 122,863,685 | -4.45% | 97 | 0.90% | 238 | 8.68% | 182 | -3.70% |
| Dec 31, 2024 | 219 | -57.72% | 42,216,608 | -63.57% | 34 | 0.39% | 99 | -59.26% | 80 | -60.00% |
| Sep 30, 2024 | 514 | 1.98% | 115,860,543 | -3.73% | 93 | 0.99% | 242 | 7.56% | 197 | -3.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 10.68M | 8.37% | 435.20K |
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.74M | 3.79% | 5.44K |
| Vanguard Total Stock Mkt Idx Inv | 4.02M | 3.21% | -91.41K |
| Vanguard US Total Market Shares ETF | 3.95M | 3.09% | 2.84K |
| Vanguard Mid Cap Index Institutional | 2.85M | 2.28% | 30.68K |
| Cohen & Steers Real Estate Opportunities | 2.48M | 1.94% | -54.70K |
| Cohen & Steers Real Estate Securities A | 2.48M | 1.94% | -54.70K |
| Cohen & Steers Realty Shares L | 2.47M | 1.94% | 22.22K |
| Cohen & Steers Instl Realty Shares | 2.46M | 1.92% | -45.52K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2025 | LEWIS CLUNET R | - | Sell | $366.04K |
| Nov 10, 2025 | LEWIS CLUNET R | - | Sell | $138.92K |
| May 23, 2025 | BLAU JEFF | - | Buy | $432.43K |
| Aug 05, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $394.29K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $19.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
SUI Ownership FAQ
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