Security Snapshot

SUN COMMUNITIES INC - REIT (SUI) Institutional Ownership

CUSIP: 866674104

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

Latest Period

Q4 2025

Institutions Reporting

532

Shares (Excl. Options)

121,848,411

Price

$123.91

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Type / Class
Equity / REIT
Symbol
SUI on NYSE
Underlying shares
1.0
Shares outstanding
123,557,533
Price per share
$129.52
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
121,848,411
Total reported value
$15,101,479,337
% of total 13F portfolios
0.01%
Share change
+5,478,775
Value change
+$676,349,215
Number of holders
532
Price from insider filings
$129.52
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SUI - SUN COMMUNITIES INC - REIT is tracked under CUSIP 866674104.
  • 532 institutions reported positions in Q4 2025.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 532 to 233 between Q4 2025 and Q1 2026.
  • Reported value moved from $15,101,479,337 to $3,815,001,213.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 532 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 866674104?
CUSIP 866674104 identifies SUI - SUN COMMUNITIES INC - REIT in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of SUN COMMUNITIES INC - REIT (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% $1,783,364,256 +$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, 532 institutional investors reported holding 121,848,411 shares of SUN COMMUNITIES INC - REIT (SUI). This represents 99% of the company’s total 123,557,533 outstanding shares.

Top 25 Institutional Shareholders

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

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 30,280,000 $3,815,001,213 +$14,458,838 $125.96 233
2025 Q4 121,848,411 $15,101,479,337 +$676,349,215 $123.91 532
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
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