Sun Communities Ownership | Who Owns Sun Communities?
Sun Communities Ownership Summary
Sun Communities is owned by 97.34% institutional investors, 1.47% insiders, and 1.19% retail investors. Vanguard group is the largest institutional shareholder, holding 14.36% of SUI shares. M&G SA Equity Fund B is the top mutual fund, with 5.18% of its assets in Sun Communities shares.
SUI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sun Communities | 97.34% | 1.47% | 1.19% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Residential REIT Stocks | 77.83% | 4.68% | 17.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 17.74M | 14.36% | $2.14B |
| Cohen & steers | 11.38M | 9.21% | $1.37B |
| Blackrock | 11.17M | 9.04% | $1.34B |
| Norges bank | 6.67M | 5.39% | $802.45M |
| Dodge & cox | 5.58M | 4.51% | $671.10M |
| State street | 5.24M | 4.24% | $634.87M |
| Fmr | 3.80M | 3.08% | $457.66M |
| Price t rowe associates inc /md/ | 3.75M | 3.03% | $450.86M |
| Principal financial group | 3.49M | 2.83% | $420.30M |
| Massachusetts financial services co /ma/ | 2.95M | 2.39% | $354.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sw investment management | 200.00K | 7.66% | $24.07M |
| Land & buildings investment management | 258.15K | 7.32% | $31.07M |
| Vision capital | 373.79K | 7.31% | $44.98M |
| Presima securities ulc | 132.40K | 3.54% | $15.93M |
| B&i capital | 89.00K | 3.43% | $10.71M |
| Hunter perkins capital management | 114.13K | 2.90% | $13.81M |
| Waratah capital advisors | 653.18K | 2.88% | $78.60M |
| Cohen & steers | 11.38M | 2.87% | $1.37B |
| Centersquare investment management | 2.16M | 2.81% | $259.81M |
| Hazelview securities | 118.32K | 2.63% | $13.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.67M | 0.12% | 6.67M |
| Cohen & steers | 11.38M | 2.87% | 933.58K |
| Pggm investments | 1.25M | 2.15% | 767.13K |
| Price t rowe associates inc /md/ | 3.75M | 0.05% | 443.71K |
| Daiwa securities group | 2.20M | 1.41% | 424.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 113.96K | 0.00% | -1.06M |
| Jpmorgan chase | 1.63M | 0.02% | -671.33K |
| Heitman real estate securities | - | - | -356.52K |
| Nzs capital | - | - | -353.03K |
| Waterfront capital partners | - | - | -325.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.67M | 0.12% | 6.67M | $802.45M |
| Manning & napier advisors | 109.39K | 0.15% | 109.39K | $13.16M |
| Citigroup | 65.60K | 0.01% | 65.60K | $7.89M |
| Ubs group | 56.50K | 0.00% | 56.50K | $6.80M |
| Los angeles capital management | 54.87K | 0.02% | 54.87K | $6.60M |
Sold Out
| Holder | Change |
|---|---|
| Colonial trust advisors | -1.00 |
| Kayne anderson rudnick investment management | -4.00 |
| Avion wealth | -8.00 |
| Johnson financial group | -8.00 |
| True wealth design | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 497 | -0.60% | 120,306,652 | 3.19% | 97 | 1.09% | 220 | -3.93% | 202 | 4.12% |
| Mar 31, 2024 | 500 | -5.84% | 116,585,587 | -5.19% | 94 | 0.95% | 229 | -16.73% | 194 | 3.74% |
| Dec 31, 2023 | 531 | 7.06% | 122,969,257 | 2.47% | 99 | 1.05% | 275 | 6.59% | 187 | 16.15% |
| Sep 30, 2023 | 496 | -2.36% | 119,999,815 | -0.08% | 97 | 1.03% | 258 | 20.00% | 161 | -22.60% |
| Jun 30, 2023 | 508 | 0.40% | 120,095,033 | -1.62% | 97 | 0.99% | 215 | -16.67% | 208 | 22.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| M&G SA Equity Fund B | 6.45M | 5.18% | 6.45M |
| Vanguard Real Estate Index Investor | 4.91M | 3.85% | -13.81K |
| Dodge & Cox Stock I | 4.26M | 3.42% | 384.60K |
| Vanguard Total Stock Mkt Idx Inv | 3.93M | 3.09% | -13.71K |
| Vanguard Mid Cap Index Institutional | 2.65M | 2.08% | 4.80K |
| Cohen & Steers Instl Realty Shares | 2.00M | 1.61% | 198.10K |
| Cohen & Steers Realty Shares L | 2.00M | 1.60% | 532.06K |
| Cohen & Steers Real Estate Opportunities | 1.87M | 1.50% | - |
| Cohen & Steers Real Estate Securities A | 1.87M | 1.50% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.75M | 1.40% | -158.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $394.29K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $154.12K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $19.32K |
| Mar 28, 2024 | Leupold Craig | - | Sell | $147.55K |
| Mar 22, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell | $525.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 5 |
| 2023 Q4 | - | 1 |
SUI Ownership FAQ
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