Sun Communities Ownership | Who Owns Sun Communities?


OverviewForecastRevenueFinancialsChartTranscripts

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


TypeName% Inst% Insiders% Retail
StockSun Communities34.10%1.39%64.51%
SectorReal Estate Stocks 55.42%8.27%36.32%
IndustryResidential REIT Stocks 65.31%5.00%29.69%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group17.54M14.17%$2.16B
Cohen & steers16.37M13.23%$2.01B
Blackrock11.17M9.04%$1.34B
Blackrock funding, inc. /de10.24M8.27%$1.26B
Dodge & cox9.61M7.76%$1.18B
Fmr7.92M6.40%$973.66M
Norges bank7.23M5.84%$888.78M
Price t rowe associates inc /md/5.55M4.48%$682.43M
State street5.24M4.24%$634.87M
Massachusetts financial services co /ma/2.93M2.37%$360.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sw investment management200.00K5.77%$24.59M
Vision capital274.86K5.46%$33.80M
Land & buildings investment management158.13K3.94%$19.45M
Cohen & steers16.37M3.81%$2.01B
Lasalle investment management securities638.44K3.32%$78.51M
Presima securities ulc87.86K2.66%$10.80M
Third avenue management108.14K2.57%$13.30M
Hazelview securities113.38K2.54%$13.92M
Vert asset management56.08K2.36%$6.90M
Cannon global investment management8.30K2.21%$1.02M

Top Buyers

HolderShares% AssetsChange
Norges bank7.23M0.12%7.23M
Cohen & steers16.37M3.81%3.81M
Dodge & cox9.61M0.69%3.64M
Fmr7.92M0.06%2.68M
Price t rowe associates inc /md/5.55M0.08%911.86K

Top Sellers

HolderShares% AssetsChange
Principal financial group151.23K0.01%-2.34M
Westfield capital management co lp---959.88K
Blackrock funding, inc. /de10.24M0.03%-684.89K
Centersquare investment management1.55M2.01%-508.14K
Cbre investment management listed real assets814.11K1.77%-432.97K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.23M0.12%7.23M$888.78M
Capital investors444.89K0.01%444.89K$54.71M
Raymond james financial130.53K0.01%130.53K$16.05M
Hazelview securities113.38K2.54%113.38K$13.92M
Parallax volatility advisers70.18K0.02%70.18K$8.63M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024219-57.72%42,216,608-63.57%340.39%99-59.26%80-60.00%
Sep 30, 20245141.98%115,860,543-3.73%930.99%2427.56%197-3.43%
Jun 30, 2024497-0.60%120,306,6523.19%971.09%220-3.93%2024.12%
Mar 31, 2024500-5.84%116,585,587-5.19%940.95%229-16.73%1943.74%
Dec 31, 20235317.06%122,969,2572.47%991.05%2756.59%18716.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I7.04M5.53%2.78M
M&G SA Equity Fund B6.45M5.18%6.45M
Vanguard Real Estate Index Investor4.82M3.79%15.84K
Vanguard Total Stock Mkt Idx Inv4.00M3.14%7.67K
Vanguard Mid Cap Index Institutional2.74M2.15%800.00
Cohen & Steers Instl Realty Shares2.72M2.14%722.62K
Cohen & Steers Real Estate Securities A2.54M1.99%662.24K
Cohen & Steers Real Estate Opportunities2.54M1.99%662.24K
Cohen & Steers Realty Shares L2.45M1.92%450.86K
Vanguard Institutional Extnd Mkt Idx Tr1.81M1.42%536.00

Recent Insider Transactions


DateNameRoleActivityValue
Aug 05, 2024Underwood Baxter CEO - Safe Harbor Marinas, LLCSell$394.29K
Mar 28, 2024Leupold Craig-Sell$154.12K
Mar 28, 2024Leupold Craig-Sell$19.32K
Mar 28, 2024Leupold Craig-Sell$147.55K
Mar 22, 2024Underwood Baxter CEO - Safe Harbor Marinas, LLCSell$525.92K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-1
2024 Q2--
2024 Q1-5

SUI Ownership FAQ


Who Owns Sun Communities?

Sun Communities shareholders are primarily institutional investors at 34.10%, followed by 1.39% insiders and 64.51% retail investors. The average institutional ownership in Sun Communities's industry, Residential REIT Stocks , is 65.31%, which Sun Communities falls below.

Who owns the most shares of Sun Communities?

Sun Communities’s largest shareholders are Vanguard group (17.54M shares, 14.17%), Cohen & steers (16.37M shares, 13.23%), and Blackrock (11.17M shares, 9.04%). Together, they hold 36.44% of Sun Communities’s total shares outstanding.

Does Blackrock own Sun Communities?

Yes, BlackRock owns 9.04% of Sun Communities, totaling 11.17M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.34B$. In the last quarter, BlackRock decreased its holdings by -101K shares, a -0.90% change.

Who is Sun Communities’s biggest shareholder by percentage of total assets invested?

Sw investment management is Sun Communities’s biggest shareholder by percentage of total assets invested, with 5.77% of its assets in 200K Sun Communities shares, valued at 24.59M$.

Who is the top mutual fund holder of Sun Communities shares?

Dodge & Cox Stock I is the top mutual fund holder of Sun Communities shares, with 5.53% of its total shares outstanding invested in 7.04M Sun Communities shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools