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SUI in the 13F filings

Sun Communities Inc · CUSIP 866674104

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 May 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 8 listed it in both
Shares listed
16,704,416
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

Among the 93 comparable managers: 7 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SUI in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Dodge & Cox5,418,615$697m0.40%Newnew14 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)3,826,024$492munder 0.1%Addedn.a.5 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,302,804$425m0.05%Added+1,105,30615 May 2024 (the filing on sec.gov)
MFS Investment Management2,838,293$365m0.11%Added+324,05914 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC527,563$68m0.12%Trimmed-182,00713 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC314,367$40munder 0.1%Trimmed-13,33014 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP309,271$40m0.06%Added+141,62615 May 2024 (the filing on sec.gov)
Baillie Gifford & Co112,033$14munder 0.1%Added+15,3331 May 2024 (the filing on sec.gov)
Holocene Advisors LP38,346$4.9munder 0.1%Added+4,05015 May 2024 (the filing on sec.gov)
GAMCO Investors Inc17,100$2.2munder 0.1%Held014 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SUI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$267mn.a.n.a.
Q4 20132$14mn.a.n.a.
Q1 20143$68mn.a.n.a.
Q2 20141$25mn.a.n.a.
Q3 20141$321mn.a.n.a.
Q4 20141$391mn.a.n.a.
Q1 20152$451mn.a.n.a.
Q2 20152$404mn.a.n.a.
Q3 20152$561mn.a.n.a.
Q4 20154$649mn.a.n.a.
Q1 20166$635mn.a.n.a.
Q2 20164$465mn.a.n.a.
Q3 20166$751mn.a.n.a.
Q4 20164$711mn.a.n.a.
Q1 20176$737mn.a.n.a.
Q2 20179$1.0bnn.a.n.a.
Q3 20179$925mn.a.n.a.
Q4 20177$669mn.a.n.a.
Q1 201810$656mn.a.n.a.
Q2 20189$847mn.a.n.a.
Q3 20189$981mn.a.n.a.
Q4 201810$1.1bnn.a.n.a.
Q1 201912$1.3bnn.a.n.a.
Q2 201910$1.4bnn.a.n.a.
Q3 201911$1.4bnn.a.n.a.
Q4 201916$1.8bnn.a.n.a.
Q1 202014$1.7bnn.a.n.a.
Q2 202013$1.9bnn.a.n.a.
Q3 202012$2.0bnn.a.n.a.
Q4 202010$1.2bnn.a.n.a.
Q1 202113$1.5bnn.a.n.a.
Q2 202110$1.5bnn.a.n.a.
Q3 202116$1.6bnn.a.n.a.
Q4 202119$2.5bnn.a.n.a.
Q1 202213$1.9bnn.a.n.a.
Q2 202212$1.7bnn.a.n.a.
Q3 202215$1.6bnn.a.n.a.
Q4 202212$1.7bnn.a.n.a.
Q1 202315$1.9bnn.a.n.a.
Q2 202312$1.3bnn.a.n.a.
Q3 202311$844mn.a.n.a.
Q4 202315$1.2bn95
Q1 202410$2.1bn73
Q2 202412$2.1bn83
Q3 202411$2.7bn83
Q4 202412$3.4bn56
Q1 20259$4.0bn36
Q2 20258$3.9bn53
Q3 20258$4.1bn53
Q4 20259$3.9bn1813
Q1 202610$4.0bn1221
Q2 20269$2.8bn1812

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SUI and WELL →SUI and EQIX →SUI and PLD →Choose a stock to compare with SUI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SUI, latest filings →Back to the 13F Explorer →