Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 34.10% institutional investors, 1.39% insiders, and 64.51% retail investors. Vanguard group is the largest institutional shareholder, holding 14.17% of SUI shares. Dodge & Cox Stock I is the top mutual fund, with 5.53% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 34.10% | 1.39% | 64.51% |
| Sector | Real Estate Stocks | 55.42% | 8.27% | 36.32% |
| Industry | Residential REIT Stocks | 65.31% | 5.00% | 29.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 17.54M | 14.17% | $2.16B |
| Cohen & steers | 16.37M | 13.23% | $2.01B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Blackrock funding, inc. /de | 10.24M | 8.27% | $1.26B |
| Dodge & cox | 9.61M | 7.76% | $1.18B |
| Fmr | 7.92M | 6.40% | $973.66M |
| Norges bank | 7.23M | 5.84% | $888.78M |
| Price t rowe associates inc /md/ | 5.55M | 4.48% | $682.43M |
| State street | 5.24M | 4.24% | $634.87M |
| Massachusetts financial services co /ma/ | 2.93M | 2.37% | $360.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sw investment management | 200.00K | 5.77% | $24.59M |
| Vision capital | 274.86K | 5.46% | $33.80M |
| Land & buildings investment management | 158.13K | 3.94% | $19.45M |
| Cohen & steers | 16.37M | 3.81% | $2.01B |
| Lasalle investment management securities | 638.44K | 3.32% | $78.51M |
| Presima securities ulc | 87.86K | 2.66% | $10.80M |
| Third avenue management | 108.14K | 2.57% | $13.30M |
| Hazelview securities | 113.38K | 2.54% | $13.92M |
| Vert asset management | 56.08K | 2.36% | $6.90M |
| Cannon global investment management | 8.30K | 2.21% | $1.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M |
| Cohen & steers | 16.37M | 3.81% | 3.81M |
| Dodge & cox | 9.61M | 0.69% | 3.64M |
| Fmr | 7.92M | 0.06% | 2.68M |
| Price t rowe associates inc /md/ | 5.55M | 0.08% | 911.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 151.23K | 0.01% | -2.34M |
| Westfield capital management co lp | - | - | -959.88K |
| Blackrock funding, inc. /de | 10.24M | 0.03% | -684.89K |
| Centersquare investment management | 1.55M | 2.01% | -508.14K |
| Cbre investment management listed real assets | 814.11K | 1.77% | -432.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M | $888.78M |
| Capital investors | 444.89K | 0.01% | 444.89K | $54.71M |
| Raymond james financial | 130.53K | 0.01% | 130.53K | $16.05M |
| Hazelview securities | 113.38K | 2.54% | 113.38K | $13.92M |
| Parallax volatility advisers | 70.18K | 0.02% | 70.18K | $8.63M |
Sold Out
| Holder | Change |
|---|---|
| Colonial trust advisors | -1.00 |
| Td waterhouse canada | -1.00 |
| Bokf, na | -2.00 |
| Kayne anderson rudnick investment management | -4.00 |
| Golden state equity partners | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 497 | -0.60% | 120,306,652 | 3.19% | 97 | 1.09% | 220 | -3.93% | 202 | 4.12% |
| Mar 31, 2024 | 500 | -5.84% | 116,585,587 | -5.19% | 94 | 0.95% | 229 | -16.73% | 194 | 3.74% |
| Dec 31, 2023 | 531 | 7.06% | 122,969,257 | 2.47% | 99 | 1.05% | 275 | 6.59% | 187 | 16.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 7.04M | 5.53% | 2.78M |
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.82M | 3.79% | 15.84K |
| Vanguard Total Stock Mkt Idx Inv | 4.00M | 3.14% | 7.67K |
| Vanguard Mid Cap Index Institutional | 2.74M | 2.15% | 800.00 |
| Cohen & Steers Instl Realty Shares | 2.72M | 2.14% | 722.62K |
| Cohen & Steers Real Estate Securities A | 2.54M | 1.99% | 662.24K |
| Cohen & Steers Real Estate Opportunities | 2.54M | 1.99% | 662.24K |
| Cohen & Steers Realty Shares L | 2.45M | 1.92% | 450.86K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.81M | 1.42% | 536.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $394.29K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $154.12K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $19.32K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $147.55K |
| Mar 22, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $525.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 5 |
SUI Ownership FAQ
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