Запись по ценной бумаге · архивный квартал
SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
151Отслеживаемые держатели
+2Δ держателей
104.44MАкций в держании
$12.94BОтчётная стоимость
+3Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.3% ·
поток акций -3.0% ·
новые чистые позиции +2.0%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | +4 | 88.80M | $10.65B | +11 | −8 |
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 16.66M | -8.9% | $2.06B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Dodge & Cox ✦ | 14.49M | +0.1% | $1.80B | 1.0% | ▲ Add | 7 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 10.66M | -6.8% | $1.32B | 0.0% | ▼ Trim | 3 | SEC ↗ ×21 |
| 4 | Norges Bank ✦ (пассивный) | 6.08M | Новый | $753.36M | 0.1% | New | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 5.56M | -12.8% | $688.95M | 0.1% | ▼ Trim | 7 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (пассивный) | 5.30M | -1.5% | $662.47M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 5.04M | +12.3% | $624.49M | 0.1% | ▲ Add | 7 | SEC ↗ ×4 |
| 8 | Fidelity (FMR) ✦ | 4.87M | -7.8% | $603.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Geode Capital Management ✦ (пассивный) | 2.34M | +0.4% | $288.94M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Dimensional Fund Advisors Lp | 1.76M | — | $218.18M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Daiwa Securities Group Inc. | 1.51M | — | $187.25M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS AM, a distinct business unit of… | 1.47M | — | $182.66M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 13 | Charles Schwab Investment… | 1.47M | — | $182.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 1.25M | -8.4% | $155.27M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 15 | Deutsche Bank Ag\ | 1.24M | — | $154.13M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 16 | Hsbc Holdings Plc | 1.19M | — | $148.09M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 17 | Legal & General Group Plc | 1.08M | — | $133.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 1.04M | — | $128.71M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 19 | Canada Pension Plan Investment Board | 1.03M | — | $127.75M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Nuveen, LLC | 982.86K | — | $121.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Morgan Stanley ✦ | 954.74K | +4.3% | $118.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 22 | Jane Street Group, Llc | 942.43K | — | $116.78M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Capital International Investors | 882.81K | — | $109.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 798.38K | — | $98.93M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 25 | Millennium Management ✦ | 773.96K | +12.9% | $95.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 767.19K | — | $95.06M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 692.02K | — | $85.75M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 28 | JPMorgan Chase ✦ | 650.44K | -35.1% | $80.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 29 | Sei Investments Co | 580.00K | — | $71.87M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of America Corp /De/ | 519.86K | — | $64.42M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 31 | Qube Research & Technologies Ltd | 469.89K | — | $58.22M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Franklin Resources Inc | 420.05K | — | $52.05M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 419.20K | — | $51.94M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Alyeska Investment Group, L.P. | 409.46K | — | $50.74M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Swiss National Bank | 342.96K | — | $42.50M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Caisse De Depot Et Placement Du… | 337.01K | — | $41.76M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Prudential Financial Inc | 310.75K | — | $38.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | First Trust Advisors Lp | 307.17K | — | $38.06M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | California Public Employees… | 281.98K | — | $34.94M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 272.21K | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 271.52K | -21.5% | $33.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Invesco Ltd. | 264.24K | — | $32.74M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 43 | Allspring Global Investments… | 264.67K | — | $32.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 44 | Amundi | 260.83K | — | $32.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Universal- Beteiligungs- und… | 254.93K | — | $31.62M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Asset Management One Co., Ltd. | 235.58K | — | $29.40M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 233.13K | — | $28.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Nomura Asset Management Co Ltd | 212.65K | — | $26.35M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Aberdeen Group plc | 210.11K | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Mitsubishi UFJ Asset Management… | 209.70K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Barclays Plc | 203.89K | — | $25.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 52 | Neuberger Berman Group LLC | 203.01K | — | $25.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | UBS Group AG | 198.30K | — | $24.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 54 | California State Teachers… | 190.64K | — | $23.62M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Corient Private Wealth LP | 187.07K | — | $23.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | American Century Companies Inc | 186.33K | — | $23.09M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 183.28K | — | $22.71M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 182.16K | — | $22.57M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 59 | BNP Paribas Asset Management… | 164.56K | — | $20.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | Envestnet Asset Management Inc | 163.34K | — | $20.24M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 162.40K | — | $20.12M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | LMR Partners LLP | 158.67K | — | $19.66M | 0.2% | n/c | 1 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 158.60K | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mitsubishi UFJ Trust & Banking Corp | 158.29K | — | $19.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | Swedbank AB | 157.11K | — | $19.47M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Rhumbline Advisers | 152.94K | — | $18.95M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 152.46K | +162.9% | $18.89M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 68 | Point72 Asset Management ✦ | 151.44K | Новый | $18.76M | 0.0% | New | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 149.27K | — | $18.50M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 70 | Hrt Financial Lp | 137.70K | — | $17.06M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Allianz Asset Management GmbH | 121.94K | — | $15.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Raymond James Financial Inc | 118.83K | — | $14.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Principal Financial Group Inc | 114.79K | — | $14.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | State Board Of Administration Of… | 114.48K | — | $14.19M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 110.18K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Korea Investment CORP | 109.98K | — | $13.63M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Aviva Plc | 101.72K | — | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 96.77K | — | $12.00M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 79 | State Of Wisconsin Investment Board | 91.41K | — | $11.33M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealth Enhancement Advisory… | 78.74K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Tidal Investments LLC | 77.36K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Healthcare Of Ontario Pension Plan… | 73.60K | — | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Danske Bank A/S | 73.30K | — | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | New York State Common Retirement… | 73.15K | — | $9.06M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Td Asset Management Inc | 63.98K | — | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | 1832 Asset Management L.P. | 62.65K | — | $7.76M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Victory Capital Management Inc | 60.16K | — | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Gotham Asset Management ✦ | 56.01K | +33.6% | $6.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 51.75K | — | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Storebrand Asset Management As | 49.20K | — | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Royal London Asset Management Ltd | 46.34K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Baillie Gifford ✦ | 42.27K | -12.3% | $5.24M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 93 | Mercer Global Advisors Inc /Adv | 33.86K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Capstone Investment Advisors, Llc | 32.38K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Manufacturers Life Insurance… | 31.87K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Cerity Partners LLC | 30.58K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 97 | Nomura Asset Management… | 29.74K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Squarepoint Ops LLC | 28.49K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Janus Henderson Group Plc | 28.29K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | LPL Financial LLC | 27.96K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $753.36M | 0.1% |
| Point72 Asset Management | $18.76M | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 508 держатели, 116.56M акции, $12.30B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Sep 04
SC 13G/A — BlackRock, Inc.
Aug 07
SC 13G/A — DODGE & COX
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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