Security record · archived quarter
SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
142Tracked holders
-10Δ holders
85.64MShares held
$10.79BReported value
+4New positions
−15Exits
Momentum inputs (comparable managers):
holder breadth -6.6% ·
share flow -2.0% ·
net new positions -7.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 14.27M | -1.6% | $1.80B | 1.0% | ▼ Trim | 8 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 12.68M | +18.9% | $1.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 5.84M | +15.9% | $735.97M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 24 | Wellington Management ✦ | 5.84M | +15.9% | $735.97M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 25 | Wellington Management ✦ | 5.84M | +15.9% | $735.97M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 26 | Wellington Management ✦ | 5.84M | +15.9% | $735.97M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 5.53M | -0.6% | $696.49M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 5.53M | -0.6% | $696.49M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 5.53M | -0.6% | $696.49M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 5.53M | -0.6% | $696.49M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 31 | Vanguard Capital Management Llc | 5.45M | — | $686.87M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 5.21M | -1.7% | $662.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.98M | +2.4% | $627.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.98M | +2.4% | $627.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.98M | +2.4% | $627.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.98M | +2.4% | $627.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.98M | +2.4% | $627.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 2.39M | +2.0% | $299.70M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 2.39M | +2.0% | $299.70M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 1.81M | +2.9% | $228.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 1.81M | +2.9% | $228.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 1.81M | +2.9% | $228.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 1.81M | +2.9% | $228.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 1.81M | +2.9% | $228.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Daiwa Securities Group Inc. | 1.77M | +17.0% | $222.74M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 46 | Daiwa Securities Group Inc. | 1.77M | +17.0% | $222.74M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 47 | Charles Schwab Investment… | 1.53M | +3.8% | $192.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 1.50M | +2.1% | $189.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 1.24M | -0.7% | $155.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 1.12M | +14.4% | $141.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Nuveen, LLC | 1.12M | +14.4% | $141.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Nuveen, LLC | 1.12M | +14.4% | $141.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Legal & General Group Plc | 1.08M | -0.4% | $135.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Legal & General Group Plc | 1.08M | -0.4% | $135.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Legal & General Group Plc | 1.08M | -0.4% | $135.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Northern Trust Corp | 1.04M | 0.0% | $130.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Canada Pension Plan Investment Board | 1.03M | 0.0% | $129.86M | 0.1% | Held | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 974.98K | +22.1% | $122.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 893.92K | +37.4% | $112.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $753.36M | was 0.1% |
| Capital International… | $109.39M | was 0.0% |
| Alyeska Investment Group, L.P. | $50.74M | was 0.1% |
| LMR Partners LLP | $19.66M | was 0.2% |
| Point72 Asset Management | $18.76M | was 0.0% |
| Hrt Financial Lp | $17.06M | was 0.1% |
| Capstone Investment Advisors… | $4.01M | was 0.0% |
| Mariner, LLC | $2.14M | was 0.0% |
| BROOKFIELD Corp /ON/ | $1.31M | was 0.0% |
| Man Group plc | $854,979 | was 0.0% |
| Two Sigma Investments | $755,851 | was 0.0% |
| Rakuten Investment… | $661,795 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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