SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +10.9% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 144 | +4 | 89.11M | $10.69B | +11 | −6 |
| Q1 2026 | 142 | -10 | 85.64M | $10.79B | +4 | −15 |
| Q4 2025 | 151 | +2 | 104.44M | $12.94B | +3 | — |
| Q3 2025 | 18 | -1 | 72.55M | $9.36B | — | −2 |
| Q2 2025 | 17 | 0 | 73.31M | $9.28B | — | — |
| Q1 2025 | 14 | 0 | 35.14M | $4.52B | — | — |
| Q4 2024 | 14 | -3 | 31.11M | $3.83B | — | −3 |
| Q3 2024 | 16 | +1 | 22.14M | $2.99B | +1 | — |
| Q2 2024 | 15 | — | 19.96M | $2.40B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 7.29M | +9.2% | $984.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 5.96M | +6.9% | $805.65M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 4.64M | +23.8% | $626.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 4.64M | +23.8% | $626.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 4.64M | +23.8% | $626.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 4.64M | +23.8% | $626.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 2.09M | -2.6% | $282.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 2.09M | -2.6% | $282.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 623.30K | +479.6% | $84.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 623.30K | +479.6% | $84.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 500.79K | +9.6% | $67.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 499.81K | -19.9% | $67.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 499.81K | -19.9% | $67.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 499.81K | -19.9% | $67.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 499.81K | -19.9% | $67.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 499.81K | -19.9% | $67.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 225.00K | +25.0% | $30.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 107.11K | -58.0% | $14.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baillie Gifford ✦ | 73.15K | -15.6% | $9.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Baillie Gifford ✦ | 73.15K | -15.6% | $9.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 45.34K | -7.7% | $6.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 24.27K | New | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 17.78K | -14.1% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 16.50K | -3.5% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 14.85K | +60.6% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 14.85K | +60.6% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 10.10K | -2.9% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $3.28M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 508 holders, 116.56M shares, $12.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.