SUN COMMUNITIES INC - Common Stock (SUI)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: SUI on NYSE
Underlying class: COMMON STOCK, $0.01 PAR VALUE
Underlying shares: 1.0
Shares outstanding: 125,092,808
Price per share: $123.91
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 116,102,727
Total reported value: $14,979,636,884
% of total 13F portfolios: 0.01%
Share change: -14,323,516
Value change: -$1,827,182,352
Avg buy value change: +0%
Avg sell value change: -0%
Number of holders: 494
Price from insider filings: $121.14

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of SUN COMMUNITIES INC - Common Stock (SUI) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
DODGE & COX	11%	+10%	$1,779,104,628	+$173,462,814	14,198,760	+11%	Dodge & Cox	30 Jun 2025
COHEN & STEERS, INC.	8.9%	-32%	$1,442,645,313	-$701,432,469	11,183,297	-33%	Cohen & Steers, Inc.	30 Sep 2025
BlackRock, Inc.	7.8%		$1,198,519,763		9,936,327		BlackRock, Inc.	31 Mar 2025
PRICE T ROWE ASSOCIATES INC /MD/	5.5%		$882,871,569		7,046,062		T. Rowe Price Associates, Inc.	30 Jun 2025
FMR LLC	4.2%	-33%	$679,736,272	-$340,627,209	5,269,273	-33%	FMR LLC	30 Sep 2025

As of 30 Sep 2025, SUN COMMUNITIES INC - Common Stock (SUI) has 494 institutional shareholders filing 13F forms. They hold 116,102,727 shares. of 125,092,808 outstanding shares (93%) .

Top 25 institutional shareholders own 77% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	15%	18,289,956	+1.4%	0.04%	$2,359,404,324
Dodge & Cox	12%	14,480,815	+2%	1%	$1,868,025,135
BlackRock, Inc.	9.1%	11,436,870	+0.26%	0.03%	$1,475,356,193
COHEN & STEERS, INC.	8.8%	10,979,116	-34%	2.6%	$1,416,314,000
PRICE T ROWE ASSOCIATES INC /MD/	5.1%	6,373,538	-9.5%	0.09%	$822,188,000
STATE STREET CORP	4.3%	5,383,984	+4.2%	0.02%	$699,862,265
FMR LLC	4.2%	5,277,637	-22%	0.04%	$680,815,098
WELLINGTON MANAGEMENT GROUP LLP	3.6%	4,485,795	+1224%	0.1%	$578,667,555
GEODE CAPITAL MANAGEMENT, LLC	1.9%	2,328,819	+1.4%	0.02%	$299,520,829
Daiwa Securities Group Inc.	1.4%	1,805,115	-35%	0.79%	$232,859,000
DIMENSIONAL FUND ADVISORS LP	1.4%	1,788,913	+3%	0.05%	$230,770,058
CITADEL ADVISORS LLC	1.1%	1,367,476	+409%	0.14%	$176,404,404
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.1%	1,365,047	+14%	0.03%	$176,091,063
DEUTSCHE BANK AG\	0.84%	1,054,964	-18%	0.05%	$136,090,356
NORTHERN TRUST CORP	0.83%	1,041,434	-4.2%	0.02%	$134,344,986
CANADA PENSION PLAN INVESTMENT BOARD	0.82%	1,030,991	0%	0.09%	$132,997,839
Legal & General Group Plc	0.81%	1,015,532	-5.3%	0.03%	$131,003,630
Nuveen, LLC	0.79%	987,883	+46%	0.03%	$127,436,907
Russell Investments Group, Ltd.	0.75%	942,058	-16%	0.14%	$121,526,003
MORGAN STANLEY	0.73%	915,259	+2%	0.01%	$118,068,558
Capital International Investors	0.7%	881,810	+0.54%	0.02%	$113,753,490
JANE STREET GROUP, LLC	0.62%	773,328	+104%	0.12%	$99,759,312
MILLENNIUM MANAGEMENT LLC	0.55%	685,324	+124%	0.07%	$88,406,796
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.49%	615,371	-76%	0.02%	$79,382,859
HSBC HOLDINGS PLC	0.44%	544,702	+30%	0.04%	$70,057,396

Institutional Holders of SUN COMMUNITIES INC - Common Stock (SUI) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	239,138	$29,547,423	+$19,902,042			12,390.99%	14
2025 Q3	116,102,727	$14,979,636,884	-$1,827,182,352	$15,957,800	$11,210,600	12,900%	494
2025 Q2	130,246,176	$16,479,029,714	+$883,399,441	$8,474,830	$5,654,103	12,649%	460
2025 Q1	123,208,005	$15,853,410,537	-$674,441,225	$9,481,026	$6,213,312	12,864%	485
2024 Q4	128,748,250	$15,838,735,044	+$1,592,507,047	$89,718,912	$2,287,242	12,297%	464
2024 Q3	115,356,751	$15,593,010,588	-$530,720,912	$16,245,030	$48,580,546	13,515%	507
2024 Q2	120,352,226	$14,486,720,442	+$462,344,278	$7,651,217	$30,698,734	12,034%	497
2024 Q1	116,446,149	$14,933,158,897	-$878,108,794	$4,191,708	$7,573,362	12,858%	488
2023 Q4	498,248	$66,591,665	+$12,202,907			13,365%	7
2023 Q3	118,909,352	$14,072,518,722	+$247,842,248	$10,828,110	$8,520,480	11,834%	486
2023 Q2	117,302,155	$15,318,802,707	-$448,191,862	$34,606,313	$17,923,130	13,046%	491
2023 Q1	120,252,850	$16,961,764,369	+$86,665,721	$3,226,152	$15,999,328	14,088%	490
2022 Q4	120,222,051	$17,193,629,638	+$416,970,369	$5,047,900	$6,334,800	14,300%	497
2022 Q3	116,849,068	$15,818,695,172	-$82,600,369	$2,611,000	$11,437,447	13,533%	489
2022 Q2	112,464,169	$17,928,996,604	+$114,525,242	$5,813,000	$19,693,000	15,936%	484
2022 Q1	117,402,292	$20,594,916,924	+$131,623,465	$10,567,029	$14,771,738	17,529.03%	514
2021 Q4	111,623,375	$23,424,588,637	+$1,322,312,632	$2,921,005	$13,637,878	20,996.96%	511
2021 Q3	109,639,419	$20,304,944,292	-$416,162,160	$28,231,088	$13,097,316	18,510.01%	483
2021 Q2	111,357,464	$19,095,502,570	-$37,704,688	$2,965,000	$19,769,000	17,140.07%	444
2021 Q1	111,838,712	$16,783,636,822	+$1,109,187,235	$67,862,000	$10,472,000	15,004%	451
2020 Q4	103,718,636	$15,753,174,766	+$1,684,698,250	$17,386,450	$27,482,000	15,194.93%	435
2020 Q3	92,977,405	$13,079,368,984	-$2,053,161	$31,675,000	$13,393,000	14,060.99%	420
2020 Q2	90,396,747	$12,266,777,436	+$749,719,135	$37,915,412	$17,827,058	13,567.92%	421
2020 Q1	86,067,245	$10,743,595,491	+$131,158,418	$6,823,000	$21,952,000	12,485%	413
2019 Q4	84,779,590	$12,730,123,902	-$311,368,463	$14,751,000	$42,856,000	15,009.97%	447
2019 Q3	86,572,827	$12,857,762,580	+$257,596,295	$6,576,000	$38,534,000	14,844.99%	394
2019 Q2	84,933,837	$10,888,706,669	+$769,448,712	$3,859,000	$16,807,000	12,819%	378
2019 Q1	81,166,841	$9,622,542,213	-$16,609,349	$1,565,000	$12,259,000	11,852.01%	346
2018 Q4	81,486,606	$8,288,655,877	-$24,896,835	$1,780,000	$2,461,000	10,170.96%	347
2018 Q3	81,690,982	$8,286,651,850	+$541,187,853	$2,863,000	$2,376,000	10,153.99%	335
2018 Q2	76,196,273	$7,458,208,160	+$140,050,367	$801,000	$3,387,000	9,788.01%	316
2018 Q1	75,456,710	$6,894,171,599	-$138,518,941	$1,215,000	$2,960,000	9,137%	301
2017 Q4	74,988,421	$6,957,027,823	+$32,573,471	$204,000	$3,052,000	9,277.98%	283
2017 Q3	74,819,646	$6,410,434,786	-$21,609,549		$2,895,000	8,567.96%	268
2017 Q2	74,521,968	$6,534,614,575	+$506,922,770	$0	$2,719,000	8,768.99%	269
2017 Q1	69,823,754	$5,606,045,693	+$303,541,490	$233,000	$5,643,000	8,032.92%	261
2016 Q4	70,832,987	$5,424,923,754	-$37,036,815	$1,256,000	$590,000	7,660.99%	253
2016 Q3	72,336,062	$5,673,296,121	+$542,313,278	$392,000	$1,273,000	7,848%	248
2016 Q2	65,487,388	$5,017,917,738	+$342,406,477	$0	$996,000	7,664%	253
2016 Q1	61,001,407	$4,365,822,215	+$492,166,027	$967,000	$338,000	7,160.81%	237
2015 Q4	53,391,005	$3,660,107,416	+$287,677,981	$356,000	$98,000	6,852.96%	203
2015 Q3	49,923,087	$3,382,206,689	+$381,674,496	$800,000	$962,000	6,776%	179
2015 Q2	43,637,691	$2,698,209,547	+$30,529,953	$1,744,000	$1,965,000	6,182.99%	179
2015 Q1	48,731,382	$3,252,137,514	+$49,498,113	$1,641,000	$1,608,000	6,671.9%	182
2014 Q4	43,290,069	$2,620,326,380	+$23,523,292		$1,675,000	6,045.98%	178
2014 Q3	42,806,555	$2,163,026,788	+$418,516,881		$2,318,000	5,050.02%	172
2014 Q2	34,643,272	$1,727,349,230	+$24,302,015		$1,386,000	4,983.99%	167
2014 Q1	34,407,780	$1,550,640,763	+$192,099,934	$0	$0	4,508.99%	163