Sun Communities Ownership | Who Owns Sun Communities?


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Sun Communities Ownership Summary


Sun Communities is owned by 102.96% institutional investors, 1.30% insiders. Vanguard group is the largest institutional shareholder, holding 14.17% 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


TypeName% Inst% Insiders% Retail
StockSun Communities102.96%1.30%-4.26%
SectorReal Estate Stocks 69.85%9.10%21.05%
IndustryResidential REIT Stocks 82.63%6.91%10.46%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group17.54M14.17%$2.16B
Cohen & steers16.66M13.17%$2.11B
Dodge & cox14.20M11.22%$1.80B
Blackrock11.17M9.04%$1.34B
Blackrock funding, inc. /de11.41M9.02%$1.44B
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
Daiwa securities group2.78M2.19%$351.13M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Vision capital274.86K5.46%$33.80M
Land & buildings investment management193.75K4.89%$24.51M
Cohen & steers16.66M3.86%$2.11B
Lasalle investment management securities746.43K3.86%$94.42M
Presima securities ulc122.92K3.57%$15.55M
Third avenue management97.21K2.54%$12.30M
Cramer rosenthal mcglynn269.57K2.34%$34.10M
Waterfront capital partners70.89K2.20%$8.97M
Aurora investment managers, llc.27.78K2.13%$3.51M
Centersquare investment management1.55M2.01%$190.63M

Top Buyers

HolderShares% AssetsChange
Norges bank7.23M0.12%7.23M
Fmr7.92M0.06%2.68M
Price t rowe associates inc /md/5.55M0.08%911.86K
Blackrock funding, inc. /de11.41M0.03%795.65K
Deutsche bank ag\791.00K0.04%632.33K

Top Sellers

HolderShares% AssetsChange
Principal financial group151.23K0.01%-2.34M
Westfield capital management co lp---959.88K
Duff & phelps investment management---592.37K
Centersquare investment management1.55M2.01%-508.14K
Pggm investments---432.60K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.23M0.12%7.23M$888.78M
Waratah capital advisors127.95K0.43%127.95K$16.19M
Waterfront capital partners70.89K2.20%70.89K$8.97M
Caption management67.69K0.08%67.69K$8.32M
Hudson bay capital management lp65.99K0.03%65.99K$8.35M

Sold Out

HolderChange
Psi advisors-1.00
Td waterhouse canada-1.00
Colonial trust advisors-1.00
Bokf, na-2.00
Clearstead advisors-3.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025464-6.45%130,242,8595.70%1021.09%224-7.82%167-8.24%
Mar 31, 20254882.31%122,863,685-4.45%970.90%2388.68%182-3.70%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I10.68M8.37%435.20K
M&G SA Equity Fund B6.45M5.18%6.45M
Vanguard Real Estate Index Investor4.74M3.79%5.44K
Vanguard Total Stock Mkt Idx Inv4.02M3.21%-91.41K
Vanguard US Total Market Shares ETF3.95M3.09%2.84K
Vanguard Mid Cap Index Institutional2.85M2.28%30.68K
Cohen & Steers Real Estate Opportunities2.48M1.94%-54.70K
Cohen & Steers Real Estate Securities A2.48M1.94%-54.70K
Cohen & Steers Realty Shares L2.47M1.94%22.22K
Cohen & Steers Instl Realty Shares2.46M1.92%-45.52K

Recent Insider Transactions


DateNameRoleActivityValue
May 23, 2025BLAU JEFF-Buy$432.43K
Aug 05, 2024Underwood Baxter CEO - Safe Harbor Marinas, LLCSell$394.29K
Mar 28, 2024Leupold Craig-Sell$154.12K
Mar 28, 2024Leupold Craig-Sell$147.55K
Mar 28, 2024Leupold Craig-Sell$19.32K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q21-
2025 Q1--
2024 Q4--
2024 Q3-1

SUI Ownership FAQ


Who Owns Sun Communities?

Sun Communities shareholders are primarily institutional investors at 102.96%, followed by 1.30% insiders and -4.26% retail investors. The average institutional ownership in Sun Communities's industry, Residential REIT Stocks , is 82.63%, which Sun Communities exceeds.

Who owns the most shares of Sun Communities?

Sun Communities’s largest shareholders are Vanguard group (17.54M shares, 14.17%), Cohen & steers (16.66M shares, 13.17%), and Dodge & cox (14.2M shares, 11.22%). Together, they hold 38.56% 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?

Vision capital is Sun Communities’s biggest shareholder by percentage of total assets invested, with 5.46% of its assets in 274.86K Sun Communities shares, valued at 33.8M$.

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 8.37% of its total shares outstanding invested in 10.68M Sun Communities shares.

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