SEC ownership of SUN COMMUNITIES INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000912593.

Comparable stake leader

DODGE & COX

Disclosed value leader

DODGE & COX

Comparable rows

50/50

Latest evidence

21 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
SUI on NYSE
Parsed ownership sources
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
DODGE & COX
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
DODGE & COX
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
21 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000912593
Issuer location
Southfield, MI

Ownership snapshot

Top shareholders of SUN COMMUNITIES INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
50/50
Latest evidence
21 Jul 2026
13F 13D/G 3/4/5 Lead comparable stake: 11% 13D/G row: DODGE & COX Showing 1-8 of 50 holder rows.

Quick read

DODGE & COX leads the comparable SEC ownership view at 11%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DODGE & COX's linked filing trail.
Comparable ownership Top 5
DODGE & COX 11%
COHEN & STEERS, INC. 11%
BlackRock, Inc. 7.8%
VANGUARD CAPITAL MANAGEMENT LLC 5.3%
NORGES BANK 4.9%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DODGE & COX
13F 13D/G
Company
13F 13D/G
11%
from 13D/G
$1,796,949,139
14,266,030 shares
 — 31 Mar 2026
COHEN & STEERS, INC.
13D/G 13F
Company
13D/G 13F
11%
$1,696,886,722
13,101,349 shares
 +$248,426,095 30 Apr 2026
BlackRock, Inc.
13F 13D/G
Company
13F 13D/G
7.8%
from 13D/G
$1,597,365,324
12,681,528 shares
 — 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
13D/G 13F
5.3%
$845,342,142
6,588,793 shares
 $0 31 Mar 2026
NORGES BANK
13D/G
13D/G
4.9%
$753,364,126
6,079,930 shares
 $0 31 Dec 2025
PRICE T ROWE ASSOCIATES INC /MD/
13F 13D/G
Company · T. Rowe Price Associates, Inc.
13F 13D/G
4.5%
from 13D/G
$696,489,000
5,529,426 shares
 — 31 Mar 2026
FMR LLC
13D/G 13F
Company
13D/G 13F
4.2%
$679,736,272
5,269,273 shares
 -$340,627,209 30 Sep 2025
Gary A. Shiffman
3/4/5
Director
3/4/5
0.77%
$114,621,113
950,839 shares
 -$22,381,488 24 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$27,749,803.

Buys
$0
Insiders: 0
Sells
$27,749,803
Insiders: 3
Net
-$27,749,803
Shares: -223,656
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 223,656
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 48,781 $0 $5,958,000 -$5,958,000
3-6 0 14,000 $0 $1,908,078 -$1,908,078
6-9 0 160,875 $0 $19,883,726 -$19,883,726
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 23 reporting-owner rows connected to SUN COMMUNITIES INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
23
Largest Forms 3/4/5 holder
Gary A. Shiffman
Net 12M change
-$27,749,804
Latest report
21 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Gary A. Shiffman Director $114,621,113 -$22,381,488 -16% Mixed 24 Jun 2026
Karen Dearing EVP - Special Projects $21,567,505 Mixed 20 Mar 2023
Arthur A. Weiss Director $16,253,712 Mixed 18 Jan 2024
Charles D. Young CEO & Director, Director $9,600,175 Mixed 27 Mar 2026
John B. McLaren President and COO $9,006,440 Median 21 Jul 2026
Baxter R. Underwood CEO - Safe Harbor Marinas, LLC $7,495,367 Mixed 28 Mar 2025
Marc Farrugia EVP & Chief Admin. Officer $7,467,993 Median 21 Jul 2026
Aaron Weiss EVP, Chief Investment Officer $7,461,639 Median 21 Jul 2026
Bruce Thelen Evp, Coo $7,048,607 Mixed 09 Mar 2026
Brian M. Hermelin Director $3,502,644 Mixed 05 Feb 2026
Stephanie W. Bergeron Director $3,274,488 Mixed 08 Jan 2025
Meghan G. Baivier Director $2,401,494 Mixed 05 Feb 2026
Clunet R. Lewis Director $2,287,280 -$2,413,035 -51% Filing P/S 05 Mar 2026
Ronald A. Klein Director $2,244,774 Mixed 18 Jan 2024
Brian P. Loftus SVP, CAO, Controller $1,832,464 Median 21 Jul 2026
Jeff T. Blau Director $1,342,843 Mixed 05 Feb 2026
Tonya Allen Director $1,289,487 Mixed 05 Feb 2026
Fernando Castro-Caratini EVP, CFO, Sec. & Treas. $1,249,450 -$2,955,281 -70% Filing P/S 26 May 2026
Jerome W. Ehlinger Director $643,578 Mixed 05 Feb 2026
Craig Leupold Director $640,908 Mixed 05 Feb 2026

Recent insider transactions for SUN COMMUNITIES INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.56% -1,234 46,891 21 Jul 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -0.55% -418 75,100 21 Jul 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.38% -214 15,282 21 Jul 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -4.09% -2,652 62,227 21 Jul 2026 Direct
Ileana McAlary SUI COMMON STOCK, $0.01 PAR VALUE Award 2,722 2,722 29 Jun 2026 Direct
Ileana McAlary SUI PERFORMANCE RIGHT Award 6,905 6,905 29 Jun 2026 Direct
Gary A. Shiffman SUI COMMON STOCK, $0.01 PAR VALUE Sale -2.84% $3,002,719 $119.96 -25,031 857,761 24 Jun 2026 Direct
Fernando Castro-Caratini SUI COMMON STOCK, $0.01 PAR VALUE Sale -70.4% $2,955,281 $124.43 -23,750 9,998 26 May 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Gift -1.46% -1,119 75,518 26 May 2026 Direct
Charles D. Young SUI COMMON STOCK, $0.01 PAR VALUE Award 22.7% 14,334 77,477 27 Mar 2026 Direct
Charles D. Young SUI PERFORMANCE RIGHT Award 28,151 28,151 27 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Award 10.3% 4,778 51,274 27 Mar 2026 Direct
Marc Farrugia SUI PERFORMANCE RIGHT Award 9,382 9,382 27 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Award 8.82% 5,256 64,879 27 Mar 2026 Direct
Aaron Weiss SUI PERFORMANCE RIGHT Award 10,321 10,321 27 Mar 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Award 3.22% 2,389 76,637 27 Mar 2026 Direct
John B. McLaren SUI PERFORMANCE RIGHT Award 4,690 4,690 27 Mar 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.16% -872 74,248 17 Mar 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Award 50.3% 5,185 15,496 12 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Award 46% 296 939 12 Mar 2026 Owned by spouse
Fernando Castro-Caratini SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -18.9% -7,858 33,748 09 Mar 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.64% -172 10,311 09 Mar 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.01% -560 54,687 09 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.2% -1,344 59,623 09 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.87% -19 643 09 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.19% -560 46,496 09 Mar 2026 Direct
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -100% $435,680 $136.15 -3,200 0 05 Mar 2026 By Wife's IRA
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -18.4% $516,838 $136.01 -3,800 16,817 05 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.34% -9 662 05 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.46% -699 47,056 05 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.86% -1,154 60,967 04 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.75% -19 671 04 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.16% -560 47,755 04 Mar 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.14% -635 55,247 04 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.4% -17 690 02 Mar 2026 Owned by spouse
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -25.4% $955,560 $136.51 -7,000 20,617 27 Feb 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.4% -1,529 62,121 24 Feb 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.12% -8 707 24 Feb 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.89% -932 48,315 24 Feb 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.8% -1,025 55,882 24 Feb 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.15% -872 75,120 23 Feb 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -0.55% -317 56,907 11 Feb 2026 Direct
Brian M. Hermelin SUI COMMON STOCK, $0.01 PAR VALUE Award 6.29% 1,617 27,317 05 Feb 2026 Direct
Tonya Allen SUI COMMON STOCK, $0.01 PAR VALUE Award 18.4% 1,617 10,426 05 Feb 2026 Direct
Craig Leupold SUI DEFERRED RESTRICTED COMMON STOCK RIGHTS Award 44.9% 1,617 5,217 05 Feb 2026 Direct
Gary A. Shiffman SUI COMMON STOCK, $0.01 PAR VALUE Award 0.18% 1,617 882,792 05 Feb 2026 Direct
Jeff T. Blau SUI COMMON STOCK, $0.01 PAR VALUE Award 28.9% 1,617 7,217 05 Feb 2026 Direct
Meghan G. Baivier SUI COMMON STOCK, $0.01 PAR VALUE Award 9.08% 1,617 19,417 05 Feb 2026 Direct
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Award 6.22% 1,617 27,617 05 Feb 2026 Direct
Jerome W. Ehlinger SUI COMMON STOCK, $0.01 PAR VALUE Award 101.1% 1,617 3,217 05 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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