Sun Communities Ownership | Who Owns Sun Communities?


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Sun Communities Ownership Summary


Sun Communities is owned by 102.19% institutional investors, 1.17% insiders. 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


TypeName% Inst% Insiders% Retail
StockSun Communities102.19%1.17%-3.35%
SectorReal Estate Stocks 73.04%9.97%16.98%
IndustryResidential REIT Stocks 86.53%4.90%8.57%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group16.66M13.45%$2.06B
Blackrock funding, inc. /de13.76M11.22%$1.65B
Cohen & steers13.40M10.93%$1.61B
Blackrock11.17M9.04%$1.34B
Dodge & cox9.50M7.75%$1.14B
Vanguard capital management5.49M4.48%$658.84M
Norges bank5.44M4.44%$652.25M
Wellington management group llp5.39M4.40%$646.33M
Price t rowe associates inc /md/5.39M4.40%$646.20M
State street5.01M4.09%$606.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Land & buildings investment management310.19K6.38%$37.19M
Vision capital135.15K5.24%$16.21M
Cannon global investment management13.60K4.61%$1.63M
Masterton capital management, lp38.70K3.93%$4.64M
Presima securities ulc36.18K2.56%$4.56M
Cohen & steers13.40M2.54%$1.61B
Third avenue management91.45K1.75%$10.97M
Sophron capital management44.38K1.65%$5.32M
Poplar forest capital71.25K1.61%$8.76M
Cramer rosenthal mcglynn239.02K1.45%$28.66M

Top Buyers

HolderShares% AssetsChange
Norges bank5.44M0.07%5.44M
Sixth street partners management company1.65M0.03%1.65M
Cohen & steers13.40M2.54%1.34M
Millennium management1.42M0.06%1.25M
Blackrock funding, inc. /de13.76M0.02%1.08M

Top Sellers

HolderShares% AssetsChange
Dodge & cox9.50M0.60%-4.77M
Vanguard group16.66M0.03%-1.62M
Westfield capital management co lp---959.88K
Capital investors---882.81K
Duff & phelps investment management---592.37K

New Positions

HolderShares% AssetsChangeValue
Norges bank5.44M0.07%5.44M$652.25M
Sixth street partners management company1.65M0.03%1.65M$197.64M
Arrowstreet capital, limited partnership285.65K0.02%285.65K$34.25M
Axa investment managers186.76K0.07%186.76K$24.09M
Clearbridge investments102.34K0.01%102.34K$12.27M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20265321.33%125,278,7576.66%1021.12%2552.41%1994.74%
Mar 31, 2026272-49.72%31,988,625-73.75%250.27%127-51.15%90-52.88%
Dec 31, 2025426-16.31%94,765,939-18.41%760.91%193-18.91%156-13.33%
Sep 30, 20254884.27%115,911,589-10.96%910.87%2334.48%170-0.58%
Jun 30, 2025464-6.45%130,242,8595.70%1021.09%224-7.82%167-8.24%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I6.74M5.47%-4.07M
M&G SA Equity Fund B6.45M5.18%6.45M
Vanguard Real Estate Index Investor4.69M3.81%72.22K
Vanguard Total Stock Mkt Idx Inv3.91M3.17%-7.95K
Vanguard Morn Total Stk Mkt Idx Investor3.91M3.17%-7.95K
Vanguard US Total Market Shares ETF3.95M3.09%2.84K
Vanguard Equity-Income Inv3.72M3.02%-81.94K
Vanguard Small Cap Index2.83M2.29%-8.35K
Vanguard Mid Cap Index Institutional2.85M2.28%30.68K
Cohen & Steers Instl Realty Shares2.43M1.97%406.75K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 24, 2026SHIFFMAN GARY A-Sell$3.00M
May 26, 2026Castro-Caratini Fernando EVP, CFO, Sec. & Treas.Sell$311.05K
May 26, 2026Castro-Caratini Fernando EVP, CFO, Sec. & Treas.Sell$2.64M
Mar 05, 2026LEWIS CLUNET R-Sell$435.68K
Mar 05, 2026LEWIS CLUNET R-Sell$516.84K

Insider Transactions Trends


DateBuySell
2026 Q3--
2026 Q2-3
2026 Q1-4
2025 Q4-3
2025 Q3--

SUI Ownership FAQ


Who Owns Sun Communities?

Sun Communities shareholders are primarily institutional investors at 102.19%, followed by 1.17% insiders and -3.36% retail investors. The average institutional ownership in Sun Communities's industry, Residential REIT Stocks , is 86.53%, which Sun Communities exceeds.

Who owns the most shares of Sun Communities?

Sun Communities’s largest shareholders are Vanguard group (16.66M shares, 13.45%), Blackrock funding, inc. /de (13.76M shares, 11.22%), and Cohen & steers (13.4M shares, 10.93%). Together, they hold 35.60% 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?

Land & buildings investment management is Sun Communities’s biggest shareholder by percentage of total assets invested, with 6.38% of its assets in 310.19K Sun Communities shares, valued at 37.19M$.

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 5.47% of its total shares outstanding invested in 6.74M Sun Communities shares.

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