Security record · archived quarter
SUI
Sun Communities, Inc. · Real Estate · REIT - Residential
2Tracked holders
0Δ holders
109.01KShares held
$11.92MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 109.01K | $11.92M | n/a | n/a |
| Q2 2026 | 144 | +4 | 89.12M | $10.69B | +11 | −6 |
| Q1 2026 | 142 | -10 | 85.64M | $10.79B | +4 | −15 |
| Q4 2025 | 151 | +2 | 104.44M | $12.94B | +3 | n/a |
| Q3 2025 | 18 | -1 | 72.55M | $9.36B | n/a | −2 |
| Q2 2025 | 17 | 0 | 73.31M | $9.28B | n/a | n/a |
| Q1 2025 | 14 | 0 | 35.14M | $4.52B | n/a | n/a |
| Q4 2024 | 14 | -3 | 31.11M | $3.83B | n/a | −3 |
| Q3 2024 | 16 | +1 | 22.14M | $2.99B | +1 | n/a |
| Q2 2024 | 15 | n/a | 19.96M | $2.40B | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 108.97K | +73.8% | $11.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 40 | 0.0% | $4,410 | 0.0% | Held | 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
| 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Sep 04
SC 13G/A: BlackRock, Inc.
Aug 07
SC 13G/A: DODGE & COX
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: Q3 2026 ·
Methodology ·
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