Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 76.49% institutional investors, 1.23% insiders, and 22.28% 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 8.89% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 76.49% | 1.23% | 22.28% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Residential REIT Stocks | 53.60% | 6.20% | 40.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.66M | 13.45% | $2.06B |
| Dodge & cox | 14.48M | 11.45% | $1.87B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Blackrock funding, inc. /de | 10.66M | 8.61% | $1.32B |
| Cohen & steers | 10.06M | 8.12% | $1.25B |
| Price t rowe associates inc /md/ | 6.37M | 5.04% | $822.19M |
| Norges bank | 6.08M | 4.91% | $753.36M |
| 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 |
| Ldr capital management | 20.87K | 3.58% | $2.59M |
| Presima securities ulc | 36.18K | 2.59% | $4.48M |
| Cohen & steers | 10.06M | 2.25% | $1.25B |
| Third avenue management | 96.92K | 2.18% | $12.01M |
| Cramer rosenthal mcglynn | 254.32K | 2.03% | $31.51M |
| Lrt capital management | 22.95K | 1.96% | $2.96M |
| Aurora investment managers, llc. | 27.86K | 1.96% | $3.45M |
| Poplar forest capital | 71.25K | 1.61% | $8.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.08M | 0.08% | 6.08M |
| Wellington management group llp | 4.49M | 0.10% | 4.15M |
| Ubs asset management americas | 1.47M | 0.04% | 1.47M |
| Alyeska investment group | 327.60K | 0.13% | 327.60K |
| Franklin resources | 420.05K | 0.01% | 299.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 16.66M | 0.03% | -1.62M |
| Fmr | 5.28M | 0.04% | -1.45M |
| Westfield capital management co lp | - | - | -959.88K |
| Cohen & steers | 10.06M | 2.25% | -919.35K |
| Blackrock funding, inc. /de | 10.66M | 0.02% | -773.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.08M | 0.08% | 6.08M | $753.36M |
| 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 |
| Hrt financial lp | 137.70K | 0.05% | 137.70K | $17.06M |
| Jain global | 109.13K | 0.07% | 109.13K | $14.08M |
Sold Out
| Holder | Change |
|---|---|
| Davis capital management | -1.00 |
| Td waterhouse canada | -1.00 |
| American capital advisory | -1.00 |
| Colonial trust advisors | -1.00 |
| Psi advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 219 | -57.72% | 42,216,608 | -63.57% | 34 | 0.39% | 99 | -59.26% | 80 | -60.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 10.95M | 8.89% | - |
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.67M | 3.79% | 14.12K |
| Vanguard Total Stock Mkt Idx Inv | 3.90M | 3.17% | 8.62K |
| Vanguard US Total Market Shares ETF | 3.95M | 3.09% | 2.84K |
| Vanguard Equity-Income Inv | 3.27M | 2.65% | 197.84K |
| Vanguard Mid Cap Index Institutional | 2.85M | 2.28% | 30.68K |
| Vanguard Small Cap Index | 2.80M | 2.27% | -49.00 |
| Cohen & Steers Instl Realty Shares | 1.76M | 1.43% | - |
| M&G Balanced Fund A | 1.58M | 1.27% | 1.58M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2026 | LEWIS CLUNET R | - | Sell | $435.68K |
| Mar 05, 2026 | LEWIS CLUNET R | - | Sell | $516.84K |
| Feb 27, 2026 | LEWIS CLUNET R | - | Sell | $272.26K |
| Feb 27, 2026 | LEWIS CLUNET R | - | Sell | $683.30K |
| Dec 17, 2025 | SHIFFMAN GARY A | - | Sell | $19.38M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
SUI Ownership FAQ
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