Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 25.98% institutional investors, 1.19% insiders, and 72.84% retail investors. Vanguard group is the largest institutional shareholder, holding 13.45% of SUI shares. Dodge & Cox Stock I is the top mutual fund, with 5.47% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 25.98% | 1.19% | 72.84% |
| Sector | Real Estate Stocks | 49.41% | 9.79% | 40.80% |
| Industry | Residential REIT Stocks | 48.83% | 4.90% | 46.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.66M | 13.45% | $2.06B |
| Dodge & cox | 14.27M | 11.59% | $1.80B |
| Blackrock funding, inc. /de | 12.68M | 10.30% | $1.60B |
| Cohen & steers | 12.06M | 9.80% | $1.52B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Norges bank | 6.08M | 4.91% | $753.36M |
| Wellington management group llp | 5.84M | 4.75% | $735.97M |
| Price t rowe associates inc /md/ | 5.53M | 4.49% | $696.49M |
| State street | 5.21M | 4.23% | $662.44M |
| Fmr | 4.98M | 4.05% | $627.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 330.80K | 10.48% | $41.67M |
| Land & buildings investment management | 275.70K | 5.87% | $34.73M |
| Cannon global investment management | 13.60K | 4.61% | $1.63M |
| Cohen & steers | 12.06M | 2.64% | $1.52B |
| Presima securities ulc | 36.18K | 2.56% | $4.56M |
| Cramer rosenthal mcglynn | 268.49K | 2.48% | $33.82M |
| Third avenue management | 91.45K | 1.87% | $11.52M |
| Poplar forest capital | 71.25K | 1.61% | $8.76M |
| Uniplan investment counsel | 123.12K | 1.59% | $15.51M |
| Heitman real estate securities | 172.29K | 1.56% | $21.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.08M | 0.08% | 6.08M |
| Blackrock funding, inc. /de | 12.68M | 0.03% | 2.02M |
| Cohen & steers | 12.06M | 2.64% | 2.00M |
| Wellington management group llp | 5.84M | 0.14% | 803.05K |
| Vanguard fiduciary trust | 730.29K | 0.02% | 730.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 16.66M | 0.03% | -1.62M |
| Westfield capital management co lp | - | - | -959.88K |
| Capital investors | - | - | -882.81K |
| Jane street group | 64.97K | 0.00% | -877.47K |
| Citadel advisors | 579.94K | 0.01% | -673.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.08M | 0.08% | 6.08M | $753.36M |
| Vanguard fiduciary trust | 730.29K | 0.02% | 730.29K | $91.99M |
| Vanguard asset management | 221.72K | 0.02% | 221.72K | $27.93M |
| Axa investment managers | 186.76K | 0.07% | 186.76K | $24.09M |
| Jacobs levy equity management | 186.61K | 0.10% | 186.61K | $23.51M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -1.00 |
| Davis capital management | -1.00 |
| Nemes rush group | -1.00 |
| Colonial trust advisors | -1.00 |
| Retirement wealth solutions | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 272 | -49.72% | 31,988,625 | -73.75% | 25 | 0.27% | 127 | -51.15% | 90 | -52.88% |
| Dec 31, 2025 | 426 | -16.31% | 94,765,939 | -18.41% | 76 | 0.91% | 193 | -18.91% | 156 | -13.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 6.74M | 5.47% | -4.07M |
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.69M | 3.81% | 72.22K |
| Vanguard Total Stock Mkt Idx Inv | 3.91M | 3.17% | -7.95K |
| Vanguard Morn Total Stk Mkt Idx Investor | 3.91M | 3.17% | -7.95K |
| Vanguard US Total Market Shares ETF | 3.95M | 3.09% | 2.84K |
| Vanguard Equity-Income Inv | 3.72M | 3.02% | -81.94K |
| Vanguard Small Cap Index | 2.83M | 2.29% | -8.35K |
| Vanguard Mid Cap Index Institutional | 2.85M | 2.28% | 30.68K |
| Cohen & Steers Instl Realty Shares | 2.43M | 1.97% | 406.75K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 24, 2026 | SHIFFMAN GARY A | - | Sell | $3.00M |
| May 26, 2026 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sell | $311.05K |
| May 26, 2026 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sell | $2.64M |
| Mar 05, 2026 | LEWIS CLUNET R | - | Sell | $435.68K |
| Mar 05, 2026 | LEWIS CLUNET R | - | Sell | $516.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
SUI Ownership FAQ
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