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SUI — SUN CMNTYS INC

Reported value held$9.02B
Funds holding (latest)51
SectorReal Estate
Funds holding (Q2 2026)40
Institutional value$6.77B · 61.86M sh
New / Add / Cut / Exit4 / 16 / 20 / 3
Top-5 / Top-10 concentration68.4% / 83.2%
Institutional holdings change Accumulating +7.6% (+4.35M sh)
Institutional value change Up +3.4%

As of Q2 2026, 40 SEC-registered investment managers reported holding SUI (SUN CMNTYS INC) in their latest 13F filings, with a combined reported value of $6.77B across 61.86M shares. That is +7.6% by share count (+4.35M shares) versus the previous quarter, while reported value moved +3.4%. Ownership is concentrated: the five largest holders account for 68.4% of reported value and the top ten for 83.2%.

Compared with the prior quarter, 4 opened new positions, 16 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SUI is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 16.66M $2.06B 0.03% Reduce
BlackRock Inc history Q2 2026 13.76M $1.65B 0.03% Add
Dodge & Cox history Q2 2026 9.50M $1.14B 0.60% Reduce
Norges Bank Investment Management history Q2 2026 5.44M $652.25M 0.07% Reduce
Wellington Management Group history Q2 2026 5.39M $646.33M 0.12% Reduce
Fidelity Management & Research (FMR) history Q2 2026 4.57M $547.45M 0.03% Reduce
Geode Capital Management history Q2 2026 2.34M $279.85M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 1.65M $197.64M 0.03% Add
Citadel Advisors history Q2 2026 1.61M $193.04M 0.02% Add
Millennium Management history Q2 2026 1.42M $170.46M 0.07% Add
CPP Investments history Q2 2026 1.31M $156.84M 0.09% Add
Capital World Investors history Q2 2023 1.01M $132.33M 0.03% Reduce
Legal & General Investment Management America history Q2 2026 1.02M $122.74M 0.03% Reduce
Northern Trust Corp history Q2 2026 989.74K $118.68M 0.01% Reduce
Morgan Stanley history Q2 2026 957.25K $114.78M 0.01% Add
Deutsche Bank AG history Q2 2026 904.26K $108.43M 0.03% Reduce
Balyasny Asset Management history Q2 2026 866.10K $103.85M 0.14% Add
JPMorgan Chase & Co history Q2 2026 807.18K $97.85M 0.01% New
BNY Mellon history Q2 2026 689.36K $82.66M 0.01% Add
Bank of America Corp history Q2 2026 623.89K $74.81M 0.01% Add

View all 51 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 10.92M 10.24M 10.61M 11.41M 11.44M 10.66M 12.68M 13.76M
Dodge & Cox — — — — — — — — — — 5.42M 5.58M 5.96M 9.61M 13.65M 14.20M 14.48M 14.49M 14.27M 9.50M
Norges Bank Investment Management — — — — — 2.21M — — — 4.31M — 6.67M — 7.23M — 7.32M — 6.08M — 5.44M
Wellington Management Group 832.14K 894.73K 954.84K 937.59K 1.40M 1.97M 2.17M 1.42M 773.38K 685.57K 823.34K 623.98K 499.81K 304.57K 496.98K 338.78K 4.49M 5.04M 5.84M 5.39M
Fidelity Management & Research (FMR) 1.59M 1.74M 1.81M 2.04M 1.92M 2.11M 2.21M 2.17M 2.41M 2.70M 3.83M 3.80M 5.23M 7.92M 7.74M 6.73M 5.28M 4.87M 4.98M 4.57M
Geode Capital Management 1.66M 1.76M 1.78M 1.82M 1.83M 2.00M 2.04M 2.09M 2.13M 2.20M 2.29M 2.15M 2.09M 2.14M 2.24M 2.30M 2.33M 2.34M 2.39M 2.34M
Charles Schwab Investment Management 897.31K 917.03K 873.32K 913.54K 932.00K 970.54K 990.34K 1.01M 1.01M 1.05M 1.07M 1.07M 1.08M 1.12M 1.14M 1.20M 1.37M 1.47M 1.53M 1.65M
Citadel Advisors 394.15K 350.37K 284.47K 35.39K 92.78K 591.10K 1.39M 1.01M 50.64K 88.80K 122.55K 168.24K 760.30K 830.20K 64.75K 287.37K 1.39M 1.27M 663.04K 1.61M
Millennium Management 749.04K 1.03M 277.70K 357.01K 680.39K 1.21M 1.04M 485.86K 282.64K 452.99K 512.89K 456.84K 500.79K 132.48K 46.63K 305.45K 685.32K 773.96K 175.35K 1.42M
CPP Investments 482.07K 677.32K 529.65K 419.61K 878.63K 1.14M 1.35M 1.35M 1.35M 1.35M 1.42M 1.42M 1.04M 1.03M 1.03M 1.03M 1.03M 1.03M 1.03M 1.31M
Legal & General Investment Management America 1.20M 1.19M 1.18M 1.25M 1.31M 1.29M 1.33M 1.33M 1.33M 1.50M 1.47M 1.33M 1.26M 1.00M 1.02M 1.07M 1.02M 1.08M 1.08M 1.02M
Northern Trust Corp 1.09M 1.07M 1.05M 1.03M 1.01M 1.23M 1.26M 1.04M 1.07M 817.84K 794.55K 819.26K 746.62K 1.11M 1.16M 1.09M 1.04M 1.04M 1.04M 989.74K
Morgan Stanley 646.03K 809.67K 920.02K 844.59K 929.50K 1.20M 1.25M 1.08M 1.07M 999.75K 1.05M 1.10M 1.01M 955.22K 915.86K 897.20K 915.26K 954.74K 806.64K 957.25K
Deutsche Bank AG 1.74M 1.65M 948.73K 130.95K 108.85K 112.49K 115.78K 158.24K 409.19K 1.68M 1.02M 761.02K 158.67K 791.00K 1.61M 1.28M 1.05M 1.24M 1.24M 904.26K
Balyasny Asset Management 34.15K 441.96K 526.15K 250.76K 100.98K 1.63K — 545.33K 704.35K 709.57K 527.56K 217.72K — 578.37K 296.13K — 303.88K 767.19K 421.93K 866.10K
JPMorgan Chase & Co 4.66M 4.88M 4.75M 5.45M 5.22M 5.38M 6.31M 5.47M 6.57M 2.69M 2.30M 1.63M 990.08K 899.94K 969.61K 838.06K 501.27K 650.44K — 807.18K
BNY Mellon 466.30K 584.91K 555.57K 548.44K 610.83K 622.23K 592.49K 576.44K 568.59K 562.49K 523.06K 528.35K 492.30K 552.89K 563.16K 563.35K 536.10K 692.02K 682.50K 689.36K
Bank of America Corp 1.01M 981.87K 969.86K 920.77K 604.13K 623.21K 650.73K 576.16K 571.58K 546.05K 609.82K 534.17K 538.53K 536.45K 703.86K 673.50K 541.91K 519.86K 568.51K 623.89K
Amundi US 330.89K 323.23K 258.70K 239.56K 262.32K 258.06K 261.64K 317.66K 335.17K 448.13K 453.35K 157.03K 235.19K 156.60K 171.02K 230.51K 238.54K 260.83K 312.10K 308.91K
Invesco Ltd 177.55K 1.11M 1.92M 2.30M 2.30M 2.52M 2.65M 2.61M 2.58M 2.16M 864.87K 678.14K 372.05K 272.91K 284.03K 237.53K 242.11K 264.24K 260.77K 303.70K

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