| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX | 11% | +10% | $1,783,364,256 | +$173,878,128 | 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% | $1,224,851,029 | 9,936,327 | BlackRock, Inc. | 31 Mar 2025 | |||
| NORGES BANK | 4.9% | $753,364,126 | 6,079,930 | Norges Bank | 31 Dec 2025 | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.5% | -17% | $683,056,934 | -$182,551,783 | 5,560,089 | -21% | T. Rowe Price Associates, Inc. | 31 Dec 2025 |
| FMR LLC | 4.2% | -33% | $679,736,272 | -$340,627,209 | 5,269,273 | -33% | FMR LLC | 30 Sep 2025 |
As of 31 Dec 2025, 527 institutional investors reported holding 121,235,754 shares of SUN COMMUNITIES INC - REIT (SUI). This represents 98% of the company’s total 123,557,533 outstanding shares.
The largest institutional shareholders of SUN COMMUNITIES INC - REIT (SUI) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 13% | 16,664,977 | -8.9% | 0.03% | $2,064,957,300 |
| Dodge & Cox | 12% | 14,491,865 | +0.08% | 0.97% | $1,795,686,992 |
| BlackRock, Inc. | 8.6% | 10,663,302 | -6.8% | 0.02% | $1,321,289,727 |
| COHEN & STEERS, INC. | 8.1% | 10,059,770 | -8.4% | 2.3% | $1,246,603,000 |
| NORGES BANK | 4.9% | 6,079,930 | 0.08% | $753,364,126 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.5% | 5,560,075 | -13% | 0.07% | $688,952,000 |
| STATE STREET CORP | 4.3% | 5,302,747 | -1.5% | 0.02% | $662,472,381 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.1% | 5,039,870 | +12% | 0.11% | $624,490,291 |
| FMR LLC | 3.9% | 4,868,784 | -7.7% | 0.03% | $603,291,007 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 2,338,358 | +0.41% | 0.02% | $288,936,587 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 1,760,713 | -1.6% | 0.05% | $218,176,525 |
| Daiwa Securities Group Inc. | 1.2% | 1,511,146 | -16% | 0.61% | $187,246,000 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.2% | 1,474,162 | +37933% | 0.04% | $182,663,412 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 1,470,652 | +7.7% | 0.03% | $182,228,489 |
| CITADEL ADVISORS LLC | 1% | 1,253,123 | -8.4% | 0.11% | $155,274,471 |
| DEUTSCHE BANK AG\ | 1% | 1,243,927 | +18% | 0.05% | $154,134,995 |
| Legal & General Group Plc | 0.87% | 1,080,585 | +6.4% | 0.03% | $133,895,292 |
| NORTHERN TRUST CORP | 0.84% | 1,038,722 | -0.26% | 0.02% | $128,708,043 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.83% | 1,030,991 | 0% | 0.09% | $127,750,095 |
| Nuveen, LLC | 0.8% | 982,857 | -0.51% | 0.03% | $121,785,811 |
| MORGAN STANLEY | 0.77% | 954,742 | +4.3% | 0.01% | $118,302,396 |
| JANE STREET GROUP, LLC | 0.76% | 942,435 | +22% | 0.14% | $116,777,121 |
| Capital International Investors | 0.71% | 882,808 | +0.11% | 0.02% | $109,388,739 |
| Russell Investments Group, Ltd. | 0.65% | 798,380 | -15% | 0.11% | $98,928,829 |
| MILLENNIUM MANAGEMENT LLC | 0.63% | 773,961 | +13% | 0.07% | $95,901,508 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 121,235,754 | $15,025,433,196 | +$669,920,792 | $123.91 | 527 |
| 2025 Q3 | 116,133,942 | $14,983,665,960 | -$1,827,277,821 | $129.00 | 498 |
| 2025 Q2 | 130,246,176 | $16,479,029,714 | +$883,399,489 | $126.49 | 460 |
| 2025 Q1 | 123,271,919 | $15,861,632,392 | -$673,950,785 | $128.64 | 487 |
| 2024 Q4 | 128,766,907 | $15,840,977,387 | +$696,598,461 | $122.97 | 470 |
| 2024 Q3 | 122,654,444 | $16,579,293,523 | +$376,880,417 | $135.15 | 511 |
| 2024 Q2 | 120,277,245 | $14,477,705,637 | -$140,232,735 | $120.34 | 501 |
| 2024 Q1 | 121,306,612 | $15,558,118,640 | -$205,842,076 | $128.58 | 493 |
| 2023 Q4 | 122,884,749 | $16,429,423,229 | +$23,444,324 | $133.65 | 523 |
| 2023 Q3 | 122,787,485 | $14,531,457,737 | +$302,901,118 | $118.34 | 494 |
| 2023 Q2 | 119,950,142 | $15,664,356,813 | -$140,995,949 | $130.46 | 499 |
| 2023 Q1 | 120,484,321 | $16,994,384,480 | +$75,159,274 | $140.88 | 496 |
| 2022 Q4 | 120,463,407 | $17,228,152,846 | +$364,420,159 | $143.00 | 503 |
| 2022 Q3 | 117,692,660 | $15,932,871,224 | -$79,493,574 | $135.33 | 501 |
| 2022 Q2 | 118,193,113 | $18,841,751,623 | +$150,494,754 | $159.36 | 495 |
| 2022 Q1 | 117,511,193 | $20,615,157,189 | +$111,005,462 | $175.29 | 520 |
| 2021 Q4 | 116,701,153 | $24,492,027,161 | +$1,349,934,751 | $209.97 | 519 |
| 2021 Q3 | 109,710,152 | $20,319,839,033 | -$366,267,582 | $185.10 | 486 |
| 2021 Q2 | 111,778,823 | $19,167,725,180 | -$27,220,897 | $171.40 | 451 |
| 2021 Q1 | 111,909,201 | $16,794,212,618 | +$1,105,790,842 | $150.04 | 456 |
| 2020 Q4 | 104,182,257 | $15,823,659,138 | +$1,671,688,224 | $151.95 | 443 |
| 2020 Q3 | 93,177,565 | $13,107,512,220 | +$180,498,551 | $140.61 | 424 |
| 2020 Q2 | 91,742,408 | $12,449,368,028 | +$787,443,094 | $135.68 | 427 |
| 2020 Q1 | 86,134,273 | $10,751,969,446 | +$131,239,814 | $124.85 | 418 |
| 2019 Q4 | 84,821,674 | $12,736,437,194 | -$312,008,515 | $150.10 | 453 |
| 2019 Q3 | 86,609,553 | $12,863,213,221 | +$258,266,874 | $148.45 | 398 |
| 2019 Q2 | 84,992,448 | $10,896,220,717 | +$672,010,546 | $128.19 | 384 |
| 2019 Q1 | 81,210,852 | $9,627,753,365 | -$16,952,937 | $118.52 | 350 |
| 2018 Q4 | 81,527,120 | $8,292,774,060 | -$31,047,706 | $101.71 | 349 |
| 2018 Q3 | 81,725,175 | $8,296,717,510 | +$548,075,680 | $101.54 | 337 |
| 2018 Q2 | 76,359,047 | $7,474,140,940 | +$88,146,454 | $97.88 | 320 |
| 2018 Q1 | 75,480,625 | $6,896,355,334 | -$135,116,044 | $91.37 | 303 |
| 2017 Q4 | 75,355,242 | $6,991,059,466 | +$34,751,193 | $92.78 | 288 |
| 2017 Q3 | 74,897,101 | $6,417,087,136 | -$21,328,500 | $85.68 | 271 |
| 2017 Q2 | 75,177,157 | $6,592,066,791 | +$500,317,342 | $87.69 | 275 |
| 2017 Q1 | 70,269,346 | $5,641,838,622 | +$305,046,590 | $80.33 | 265 |
| 2016 Q4 | 70,849,195 | $5,426,165,754 | -$38,661,121 | $76.61 | 254 |
| 2016 Q3 | 72,336,062 | $5,676,202,212 | +$547,154,590 | $78.48 | 248 |
| 2016 Q2 | 65,494,541 | $5,018,465,738 | +$342,237,762 | $76.64 | 254 |
| 2016 Q1 | 61,067,099 | $4,371,956,783 | +$493,682,626 | $71.61 | 238 |
| 2015 Q4 | 54,176,170 | $3,713,915,416 | +$288,165,026 | $68.53 | 206 |
| 2015 Q3 | 49,923,087 | $3,382,206,689 | +$381,302,228 | $67.76 | 179 |
| 2015 Q2 | 44,443,468 | $2,748,029,547 | +$27,930,274 | $61.83 | 181 |
| 2015 Q1 | 48,731,382 | $3,252,137,514 | +$49,504,213 | $66.72 | 182 |
| 2014 Q4 | 43,290,069 | $2,620,326,380 | +$24,113,898 | $60.46 | 177 |
| 2014 Q3 | 42,860,001 | $2,165,725,788 | +$409,348,091 | $50.50 | 172 |
| 2014 Q2 | 34,643,272 | $1,727,349,230 | +$24,287,714 | $49.84 | 166 |
| 2014 Q1 | 34,407,780 | $1,550,640,763 | +$201,941,088 | $45.09 | 163 |