SUN CMNTYS INC (SUI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
496
Reporting holders
$12.7B
Reported value
86.8%
Of shares outstanding
0.3%
Held as options
+16
Holder change
Institutions report 105,731,314 shares against 121,800,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 13,757,945 | 0.02% | 8q | +8.5%+$129.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10,263,766 | 0.06% | 2q | +0.9%+$11.4M |
| Dodge & Cox | $1.1B | 9,500,781 | 0.60% | 10q | -33.4%-$571.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $658.8M | 5,494,428 | 0.01% | 2q | +0.8%+$5.0M |
| NORGES BANK | $652.2M | 5,439,467 | 0.07% | 32q | -10.5%-$76.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $646.3M | 5,390,114 | 0.11% | 31q | -7.7%-$54.3M |
| STATE STREET CORP | $606.1M | 5,008,789 | 0.02% | 31q | -3.9%-$24.7M |
| FMR LLC | $547.4M | 4,565,468 | 0.02% | 31q | -8.4%-$50.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $279.8M | 2,340,449 | 0.01% | 31q | -1.9%-$5.4M |
| Daiwa Securities Group Inc. | $217.1M | 1,810,684 | 0.42% | 31q | +2.4%+$5.1M |
| DIMENSIONAL FUND ADVISORS LP | $215.6M | 1,798,284 | 0.04% | 31q | -0.8%-$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $197.6M | 1,648,236 | 0.03% | 31q | +8.0%+$14.6M |
| Sixth Street Partners Management Company, L.P. | $197.6M | 1,648,236 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $193.0M | 1,465,733 | 0.02% | 31q | +152.7%+$116.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $184.2M | 1,536,249 | 0.03% | 31q | +2.1%+$3.8M |
| MILLENNIUM MANAGEMENT LLC | $170.5M | 1,421,561 | 0.06% | 31q | +710.7%+$149.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $156.8M | 1,307,991 | 0.09% | 29q | +26.9%+$33.2M |
| Legal & General Group Plc | $122.7M | 1,023,572 | 0.03% | 31q | -4.9%-$6.3M |
| NORTHERN TRUST CORP | $118.7M | 989,742 | 0.01% | 31q | -4.7%-$5.8M |
| MORGAN STANLEY | $114.8M | 957,254 | 0.01% | 35q | +18.7%+$18.1M |
| Russell Investments Group, Ltd. | $111.2M | 927,049 | 0.10% | 31q | -4.9%-$5.7M |
| JANE STREET GROUP, LLC | $108.9M | 859,712 | 0.01% | 26q | +1223.2%+$100.7M |
| DEUTSCHE BANK AG\ | $108.4M | 904,260 | 0.03% | 34q | -26.8%-$39.7M |
| Balyasny Asset Management L.P. | $103.9M | 866,101 | 0.13% | 4q | +105.3%+$53.3M |
| JPMORGAN CHASE & CO | $97.9M | 807,182 | 0.01% | 31q | -9.7%-$10.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $92.1M | 767,879 | 1.28% | 31q | +43.1%+$27.7M |
| VANGUARD FIDUCIARY TRUST CO | $88.5M | 738,463 | 0.02% | 2q | +1.1%+$980.4K |
| SEI INVESTMENTS CO | $88.3M | 736,312 | 0.08% | 31q | -4.6%-$4.3M |
| Bank of New York Mellon Corp | $82.7M | 689,363 | 0.01% | 31q | +1.0%+$822.5K |
| Nuveen, LLC | $78.8M | 656,780 | 0.02% | 6q | -41.6%-$56.1M |
| BANK OF AMERICA CORP /DE/ | $74.8M | 623,891 | 0.00% | 31q | +9.7%+$6.6M |
| HSBC HOLDINGS PLC | $68.7M | 573,646 | 0.03% | 31q | -4.6%-$3.3M |
| Alyeska Investment Group, L.P. | $66.8M | 557,257 | 0.17% | new | NEW |
| Hudson Bay Capital Management LP | $55.6M | 463,853 | 0.15% | 3q | +201.6%+$37.2M |
| Sumitomo Mitsui Trust Group, Inc. | $54.8M | 456,746 | 0.03% | 31q | +4.9%+$2.6M |
| FIRST TRUST ADVISORS LP | $51.9M | 432,682 | 0.03% | 31q | +53.4%+$18.1M |
| Qube Research & Technologies Ltd | $46.9M | 391,465 | 0.04% | 4q | -8.5%-$4.4M |
| Swiss National Bank | $41.7M | 347,560 | 0.02% | 31q | -4.2%-$1.8M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $41.7M | 347,520 | 0.36% | 31q | +577.1%+$35.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.6M | 244,394 | 0.00% | 31q | -52.0%-$44.0M |
| Land & Buildings Investment Management, LLC | $37.2M | 310,187 | 6.37% | 19q | +12.5%+$4.1M |
| APG Asset Management US Inc. | $37.1M | 307,048 | 0.26% | 29q | HELD |
| Amundi | $37.0M | 308,912 | 0.01% | 21q | -1.0%-$382.2K |
| Invesco Ltd. | $36.4M | 303,704 | 0.00% | 31q | +16.5%+$5.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.3M | 285,654 | 0.02% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30.8M | 256,813 | 0.05% | 6q | -1.2%-$369.0K |
| GOLDMAN SACHS GROUP INC | $30.7M | 256,337 | 0.00% | 31q | +33.8%+$7.8M |
| UBS Group AG | $30.7M | 251,973 | 0.00% | 31q | -15.4%-$5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $30.2M | 251,701 | 0.02% | 2q | +13.5%+$3.6M |
| FRANKLIN RESOURCES INC | $30.2M | 251,460 | 0.01% | 23q | -4.0%-$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $29.7M | 247,912 | 0.01% | 31q | +40.7%+$8.6M |
| PRUDENTIAL FINANCIAL INC | $29.4M | 245,181 | 0.03% | 33q | -7.2%-$2.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.9M | 240,847 | 0.02% | 31q | +6.7%+$1.8M |
| CRAMER ROSENTHAL MCGLYNN LLC | $28.7M | 239,019 | 1.45% | 12q | -11.0%-$3.5M |
| WHITTIER TRUST CO | $28.4M | 232,839 | 0.28% | 29q | +2.5%+$683.5K |
| NOMURA ASSET MANAGEMENT CO LTD | $27.6M | 230,522 | 0.06% | 31q | +5.1%+$1.3M |
| Engineers Gate Manager LP | $27.3M | 227,305 | 0.35% | 4q | +5319.8%+$26.8M |
| Arbejdsmarkedets Tillaegspension | $27.2M | 227,000 | 0.59% | 3q | +15.4%+$3.6M |
| Asset Management One Co., Ltd. | $27.2M | 226,642 | 0.07% | 31q | +2.4%+$636.2K |
| California Public Employees Retirement System | $24.8M | 206,868 | 0.01% | 31q | -19.6%-$6.0M |
| Corient Private Wealth LP | $22.1M | 184,330 | 0.01% | 15q | +94.0%+$10.7M |
| Woodline Partners LP | $21.4M | 178,657 | 0.07% | 3q | +38.2%+$5.9M |
| PRIVATE MANAGEMENT GROUP INC | $21.3M | 177,852 | 0.56% | 15q | -1.4%-$310.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $21.3M | 177,469 | 0.06% | 31q | HELD |
| CITIGROUP INC | $20.9M | 174,685 | 0.01% | 31q | -11.9%-$2.8M |
| AMERIPRISE FINANCIAL INC | $20.6M | 171,996 | 0.00% | 31q | -11.6%-$2.7M |
| Uniplan Investment Counsel, Inc. | $20.5M | 423,585 | 0.96% | 11q | +244.0%+$14.5M |
| WELLS FARGO & COMPANY/MN | $20.1M | 168,042 | 0.00% | 31q | -42.1%-$14.6M |
| BNP PARIBAS FINANCIAL MARKETS | $20.1M | 167,897 | 0.01% | 31q | +41.8%+$5.9M |
| Jain Global LLC | $20.0M | 166,624 | 0.08% | 2q | +515.7%+$16.7M |
| State of New Jersey Common Pension Fund D | $19.5M | 162,381 | 0.07% | 31q | -1.6%-$315.4K |
| Heitman Real Estate Securities LLC | $19.3M | 160,857 | 1.24% | 4q | -6.6%-$1.4M |
| Quantinno Capital Management LP | $19.1M | 158,982 | 0.02% | 11q | -17.3%-$4.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $18.4M | 153,350 | 0.02% | 30q | -3.7%-$709.3K |
| RHUMBLINE ADVISERS | $17.8M | 148,803 | 0.01% | 31q | -2.4%-$440.4K |
| Vanguard Investments Australia, Ltd. | $17.2M | 143,803 | 0.04% | 2q | HELD |
| MACQUARIE GROUP LTD | $16.9M | 140,939 | 0.07% | 32q | +34.5%+$4.3M |
| Aberdeen Group plc | $16.8M | 140,337 | 0.02% | 30q | -26.6%-$6.1M |
| Vision Capital Corp | $16.2M | 135,152 | 5.24% | 18q | -59.1%-$23.5M |
| 1832 Asset Management L.P. | $15.9M | 132,420 | 0.01% | 14q | +25.6%+$3.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $15.6M | 129,770 | 0.06% | 2q | -30.5%-$6.8M |
| RAYMOND JAMES FINANCIAL INC | $15.5M | 129,056 | 0.00% | 7q | +32.8%+$3.8M |
| PRINCIPAL FINANCIAL GROUP INC | $15.4M | 128,376 | 0.01% | 31q | -2.4%-$382.8K |
| ROYAL BANK OF CANADA | $15.2M | 126,545 | 0.00% | 31q | -20.2%-$3.8M |
| BARCLAYS PLC | $13.9M | 116,307 | 0.00% | 31q | -12.9%-$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $13.3M | 109,345 | 0.01% | 12q | +653.0%+$11.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13.2M | 110,112 | 0.02% | 31q | -2.7%-$373.2K |
| AVIVA PLC | $12.3M | 102,880 | 0.02% | 31q | -1.8%-$223.5K |
| Clearbridge Investments, LLC | $12.3M | 102,340 | 0.01% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12.0M | 99,889 | 0.02% | 31q | -7.6%-$985.3K |
| Verition Fund Management LLC | $11.7M | 97,400 | 0.03% | 16q | +900.3%+$10.5M |
| ArrowMark Colorado Holdings LLC | $11.7M | 97,312 | 0.49% | 6q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $11.6M | 97,672 | 0.00% | 31q | -14.5%-$2.0M |
| Tidal Investments LLC | $11.2M | 92,332 | 0.02% | 19q | +14.8%+$1.5M |
| CHILTON CAPITAL MANAGEMENT LLC | $11.2M | 92,944 | 0.35% | 24q | -7.3%-$884.1K |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $11.2M | 93,665 | 0.40% | 19q | +76.3%+$4.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.2M | 93,611 | 0.02% | 31q | +19.2%+$1.8M |
| Swedbank AB | $11.1M | 92,529 | 0.01% | 21q | -34.7%-$5.9M |
| Squarepoint Ops LLC | $11.1M | 92,172 | 0.01% | 4q | +33.2%+$2.8M |
| THIRD AVENUE MANAGEMENT LLC | $11.0M | 91,454 | 1.75% | 13q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | Dodge & Cox | 7.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 496 | $12.7B | 105,731,314 | 76 | 157 | 181 | 0.3% |
| Q1 2026 | 480 | $12.5B | 98,745,940 | 60 | 163 | 166 | 0.4% |
| Q4 2025 | 496 | $12.9B | 103,839,758 | 65 | 145 | 166 | 0.2% |
| Q3 2025 | 461 | $12.4B | 96,167,646 | 73 | 144 | 145 | 0.2% |
| Q2 2025 | 423 | $13.0B | 102,554,523 | 34 | 153 | 156 | 0.1% |
| Q1 2025 | 447 | $13.3B | 103,472,192 | 53 | 158 | 150 | 0.1% |
| Q4 2024 | 431 | $12.6B | 101,722,484 | 37 | 135 | 173 | 0.9% |
| Q3 2024 | 466 | $13.7B | 101,131,242 | 63 | 144 | 168 | 0.5% |
| Q2 2024 | 452 | $12.3B | 101,571,408 | 59 | 134 | 178 | 0.3% |
| Q1 2024 | 439 | $13.8B | 107,353,722 | 41 | 142 | 161 | 0.1% |
| Q4 2023 | 463 | $14.1B | 104,599,717 | 63 | 153 | 155 | 0.6% |
| Q3 2023 | 425 | $12.0B | 101,522,179 | 46 | 163 | 131 | 0.2% |
| Q2 2023 | 422 | $13.2B | 100,830,518 | 44 | 120 | 173 | 0.5% |
| Q1 2023 | 421 | $15.0B | 105,772,856 | 47 | 162 | 128 | 0.3% |
| Q4 2022 | 401 | $13.2B | 92,398,515 | 47 | 143 | 139 | 0.1% |
| Q3 2022 | 507 | $16.1B | 118,639,561 | 59 | 188 | 164 | 0.2% |
| Q2 2022 | 503 | $18.9B | 118,229,868 | 50 | 181 | 171 | 0.3% |
| Q1 2022 | 523 | $20.6B | 117,548,048 | 57 | 201 | 168 | 0.1% |
| Q4 2021 | 525 | $24.7B | 117,465,751 | 58 | 236 | 120 | 0.1% |
| Q3 2021 | 490 | $20.4B | 109,664,646 | 64 | 191 | 138 | 0.2% |
| Q2 2021 | 455 | $19.2B | 111,779,945 | 41 | 154 | 158 | 0.1% |
| Q1 2021 | 459 | $16.9B | 111,981,243 | 54 | 199 | 127 | 0.6% |
| Q4 2020 | 447 | $16.0B | 104,750,916 | 48 | 183 | 123 | 0.4% |
| Q3 2020 | 428 | $13.2B | 93,283,918 | 33 | 149 | 144 | 0.3% |
| Q2 2020 | 436 | $12.5B | 91,975,866 | 66 | 146 | 161 | 0.5% |
| Q1 2020 | 425 | $10.9B | 86,681,452 | 41 | 150 | 152 | 0.3% |
| Q4 2019 | 460 | $13.0B | 86,445,276 | 66 | 138 | 154 | 0.5% |
| Q3 2019 | 402 | $13.0B | 87,034,787 | 48 | 158 | 115 | 0.4% |
| Q2 2019 | 388 | $11.0B | 85,677,405 | 68 | 131 | 107 | 0.2% |
| Q1 2019 | 358 | $9.7B | 81,462,947 | 43 | 108 | 121 | 0.2% |
| Q4 2018 | 357 | $8.5B | 83,189,781 | 8 | 12 | 3 | 0.1% |