Security Snapshot

SUN COMMUNITIES INC - Common Stock (SUI) Institutional Ownership

CUSIP: 866674104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

510

Shares (Excl. Options)

117,442,631

Price

$125.96

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-4,584,361
Value change
-$560,942,957
Number of holders
510
Security identity Names, identifiers, and filing context for this profile. 2 source fields
Underlying shares
1.0
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
123,385,637
SEC-reported price per share
$127.75
Insider filing price
$127.75
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SUI - SUN COMMUNITIES INC - Common Stock is tracked under CUSIP 866674104.
  • 510 institutions reported positions in Q1 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 536 to 510 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $15,107,912,001 to $14,798,246,587.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 510 institutions filings for Q1 2026.

Open SEC evidence

Security key

866674104

Latest holder period

Q1 2026

13F holders

510

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
SUI
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. 11% +19% $1,696,886,722 +$248,426,095 13,101,349 +17% Cohen & Steers, Inc. 30 Apr 2026
BlackRock, Inc. 7.8% $1,224,851,029 9,936,327 BlackRock, Inc. 31 Mar 2025
VANGUARD CAPITAL MANAGEMENT LLC 5.3% $845,342,142 6,588,793 Vanguard Capital Management 31 Mar 2026
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 Mar 2026, 510 institutional investors reported holding 117,442,631 shares of SUN COMMUNITIES INC - Common Stock (SUI). This represents 95% of the company’s total 123,385,637 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
77%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Dodge & Cox 12% 14,266,030 -1.6% 0.99% $1,796,949,139
BlackRock, Inc. 10% 12,681,528 +19% 0.03% $1,597,365,324
COHEN & STEERS, INC. 9.8% 12,063,415 +20% 2.6% $1,519,509,000
VANGUARD PORTFOLIO MANAGEMENT LLC 8.2% 10,168,892 0% 0.07% $1,280,873,636
WELLINGTON MANAGEMENT GROUP LLP 4.7% 5,842,918 +16% 0.14% $735,973,951
PRICE T ROWE ASSOCIATES INC /MD/ 4.5% 5,529,426 -0.55% 0.08% $696,489,000
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 5,453,074 0% 0.02% $686,869,201
STATE STREET CORP 4.2% 5,213,224 -1.7% 0.02% $662,436,611
FMR LLC 4% 4,983,816 +2.4% 0.03% $627,761,539
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,385,877 +2% 0.02% $299,703,114
DIMENSIONAL FUND ADVISORS LP 1.5% 1,812,301 +2.9% 0.05% $228,279,844
Daiwa Securities Group Inc. 1.4% 1,768,350 +17% 0.64% $222,741,366
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 1,526,108 +3.8% 0.03% $192,228,564
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.2% 1,504,752 +2.1% 0.04% $189,538,562
DEUTSCHE BANK AG\ 1% 1,235,421 -0.68% 0.05% $155,613,629
Nuveen, LLC 0.91% 1,124,291 +14% 0.04% $141,615,695
Legal & General Group Plc 0.87% 1,076,405 -0.39% 0.03% $135,583,972
NORTHERN TRUST CORP 0.84% 1,038,383 -0.03% 0.02% $130,794,724
CANADA PENSION PLAN INVESTMENT BOARD 0.84% 1,030,991 0% 0.08% $129,863,626
Russell Investments Group, Ltd. 0.79% 974,982 +22% 0.13% $122,809,131
JPMORGAN CHASE & CO 0.72% 893,921 +37% 0.01% $112,812,862
MORGAN STANLEY 0.65% 806,642 -16% 0.01% $101,604,707
SEI INVESTMENTS CO 0.63% 771,978 +33% 0.09% $97,238,328
VANGUARD FIDUCIARY TRUST CO 0.59% 730,287 0% 0.02% $91,986,951
Bank of New York Mellon Corp 0.55% 682,504 -1.4% 0.02% $85,968,183

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 117,442,631 $14,798,246,587 -$560,942,957 $125.96 510
2025 Q4 121,900,325 $15,107,912,001 +$676,508,068 $123.91 536
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
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