Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 97.05% institutional investors, 1.24% insiders, and 1.71% 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 8.03% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 97.05% | 1.24% | 1.71% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Residential REIT Stocks | 71.52% | 6.89% | 21.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 17.54M | 14.17% | $2.16B |
| Cohen & steers | 16.37M | 13.23% | $2.01B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Blackrock funding, inc. /de | 10.24M | 8.27% | $1.26B |
| Dodge & cox | 9.61M | 7.76% | $1.18B |
| Fmr | 7.92M | 6.40% | $973.66M |
| Norges bank | 7.23M | 5.84% | $888.78M |
| Price t rowe associates inc /md/ | 5.55M | 4.48% | $682.43M |
| State street | 5.24M | 4.24% | $634.87M |
| Massachusetts financial services co /ma/ | 2.93M | 2.37% | $360.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vision capital | 274.86K | 5.46% | $33.80M |
| Land & buildings investment management | 158.13K | 3.94% | $19.45M |
| Cohen & steers | 16.37M | 3.81% | $2.01B |
| Lasalle investment management securities | 638.44K | 3.32% | $78.51M |
| Presima securities ulc | 87.86K | 2.66% | $10.80M |
| Third avenue management | 108.14K | 2.57% | $13.30M |
| Hazelview securities | 113.38K | 2.54% | $13.92M |
| Cannon global investment management | 8.30K | 2.21% | $1.02M |
| Aurora investment managers, llc. | 27.49K | 2.12% | $3.38M |
| Centersquare investment management | 1.55M | 2.01% | $190.63M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M |
| Cohen & steers | 16.37M | 3.81% | 3.81M |
| Dodge & cox | 9.61M | 0.69% | 3.64M |
| Fmr | 7.92M | 0.06% | 2.68M |
| Price t rowe associates inc /md/ | 5.55M | 0.08% | 911.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 151.23K | 0.01% | -2.34M |
| Westfield capital management co lp | - | - | -959.88K |
| Blackrock funding, inc. /de | 10.24M | 0.03% | -684.89K |
| Duff & phelps investment management | - | - | -592.37K |
| Centersquare investment management | 1.55M | 2.01% | -508.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.23M | 0.12% | 7.23M | $888.78M |
| Capital investors | 444.89K | 0.01% | 444.89K | $54.71M |
| Raymond james financial | 130.53K | 0.01% | 130.53K | $16.05M |
| Hazelview securities | 113.38K | 2.54% | 113.38K | $13.92M |
| Brookfield corp /on/ | 68.47K | 0.05% | 68.47K | $8.42M |
Sold Out
| Holder | Change |
|---|---|
| Td waterhouse canada | -1.00 |
| Colonial trust advisors | -1.00 |
| Bokf, na | -2.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Kayne anderson rudnick investment management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 514 | 1.98% | 115,860,543 | -3.73% | 93 | 0.99% | 242 | 7.56% | 197 | -3.43% |
| Jun 30, 2024 | 497 | -0.60% | 120,306,652 | 3.19% | 97 | 1.09% | 220 | -3.93% | 202 | 4.12% |
| Mar 31, 2024 | 500 | -5.84% | 116,585,587 | -5.19% | 94 | 0.95% | 229 | -16.73% | 194 | 3.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 10.24M | 8.03% | 3.20M |
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.78M | 3.74% | -79.86K |
| Vanguard Total Stock Mkt Idx Inv | 4.09M | 3.21% | 64.91K |
| Vanguard US Total Market Shares ETF | 3.95M | 3.09% | 2.84K |
| Vanguard Mid Cap Index Institutional | 2.77M | 2.17% | 26.56K |
| Cohen & Steers Real Estate Securities A | 2.54M | 1.99% | - |
| Cohen & Steers Real Estate Opportunities | 2.54M | 1.99% | - |
| Cohen & Steers Instl Realty Shares | 2.50M | 1.96% | -223.92K |
| Cohen & Steers Realty Shares L | 2.45M | 1.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 23, 2025 | BLAU JEFF | - | Buy | $432.43K |
| Aug 05, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $394.29K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $154.12K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $147.55K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $19.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
SUI Ownership FAQ
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