Sun Communities Ownership 2024 | Who Owns Sun Communities Now?
Institutional Ownership
97.30%
Insider Ownership
1.34%
Retail Ownership
1.35%
Institutional Holders
492.00
Sun Communities Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 14.36% | 0.04% | 17,743,378 | 173,105 | 0.99% | 2,135,238,109 | Jun 30, 2024 |
COHEN & STEERS, INC. | 9.21% | 2.87% | 11,378,373 | 933,581 | 8.94% | 1,369,250,000 | Jun 30, 2024 |
BLACKROCK INC. | 9.04% | 0.03% | 11,171,894 | -100,929 | -0.90% | 1,344,425,683 | Jun 30, 2024 |
NORGES BANK | 5.39% | 0.12% | 6,668,223 | 6,668,223 | 100.00% | 802,453,956 | Jun 30, 2024 |
DODGE & COX | 4.51% | 0.40% | 5,576,740 | 158,125 | 2.92% | 671,104,892 | Jun 30, 2024 |
STATE STREET CORP | 4.24% | 0.03% | 5,235,663 | -37,513 | -0.71% | 634,873,054,000 | Jun 30, 2024 |
FMR LLC | 3.08% | 0.03% | 3,803,026 | -22,998 | -0.60% | 457,656,037 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3.03% | 0.05% | 3,746,514 | 443,710 | 13.43% | 450,857,000 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 2.83% | 0.25% | 3,492,648 | -173,023 | -4.72% | 420,303,842,000 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.39% | 0.11% | 2,949,862 | 111,569 | 3.93% | 354,986,393 | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 1.78% | 1.41% | 2,195,884 | 424,842 | 23.99% | 264,253,000 | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.75% | 2.81% | 2,158,999 | -12,869 | -0.59% | 259,813,940 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.74% | 0.02% | 2,149,392 | -143,361 | -6.25% | 258,208,659 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.44% | 0.06% | 1,784,547 | 10,592 | 0.60% | 214,752,365 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.32% | 0.02% | 1,625,589 | -671,325 | -29.23% | 195,623,344 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 1.15% | 0.17% | 1,422,166 | -626 | -0.04% | 171,143,456 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.08% | 0.04% | 1,330,939 | -142,690 | -9.68% | 160,164,802 | Jun 30, 2024 |
PGGM INVESTMENTS | 1.01% | 2.15% | 1,246,739 | 767,126 | 159.95% | 150,033,000 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.96% | 0.04% | 1,191,676 | -60,449 | -4.83% | 143,558,257 | Jun 30, 2024 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.95% | 2.58% | 1,172,174 | 173,097 | 17.33% | 141,059,419 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RANGER GLOBAL REAL ESTATE ADVISORS, LLC | 0.17% | 10.35% | 215,641 | 20,456 | 10.48% | 25,950,237 | Jun 30, 2024 |
SW INVESTMENT MANAGEMENT LLC | 0.16% | 8.39% | 200,000 | - | - | 24,068,000 | Jun 30, 2024 |
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 0.21% | 7.32% | 258,146 | -8,780 | -3.29% | 31,065,290 | Jun 30, 2024 |
VISION CAPITAL CORP | 0.30% | 7.31% | 373,793 | - | - | 44,982,250 | Jun 30, 2024 |
PRESIMA SECURITIES ULC | 0.11% | 3.54% | 132,399 | -38,305 | -22.44% | 15,932,896 | Jun 30, 2024 |
B&I CAPITAL AG | 0.07% | 3.43% | 88,998 | - | - | 10,710,019 | Jun 30, 2024 |
HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.09% | 2.90% | 114,125 | -3,445 | -2.93% | 13,808,000 | Jun 30, 2024 |
WARATAH CAPITAL ADVISORS LTD. | 0.53% | 2.88% | 653,180 | -188,560 | -22.40% | 78,603,681 | Jun 30, 2024 |
COHEN & STEERS, INC. | 9.21% | 2.87% | 11,378,373 | 933,581 | 8.94% | 1,369,250,000 | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.75% | 2.81% | 2,158,999 | -12,869 | -0.59% | 259,813,940 | Jun 30, 2024 |
HAZELVIEW SECURITIES INC. | 0.10% | 2.63% | 118,324 | -12,220 | -9.36% | 13,930,285 | Jun 30, 2024 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.95% | 2.58% | 1,172,174 | 173,097 | 17.33% | 141,059,419 | Jun 30, 2024 |
VERT ASSET MANAGEMENT LLC | 0.04% | 2.43% | 50,651 | 478 | 0.95% | 6,095,341 | Jun 30, 2024 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.35% | 2.26% | 437,852 | 100,605 | 29.83% | 52,691,110 | Jun 30, 2024 |
THIRD AVENUE MANAGEMENT LLC | 0.09% | 2.23% | 107,795 | 20,617 | 23.65% | 12,972,050 | Jun 30, 2024 |
MICHELSON MEDICAL RESEARCH FOUNDATION, INC. | 0.02% | 2.17% | 21,000 | 21,000 | 100.00% | 2,527,140 | Jun 30, 2024 |
PGGM INVESTMENTS | 1.01% | 2.15% | 1,246,739 | 767,126 | 159.95% | 150,033,000 | Jun 30, 2024 |
POPLAR FOREST CAPITAL LLC | 0.10% | 2.05% | 122,066 | 63,144 | 107.17% | 14,689,422 | Jun 30, 2024 |
CRAMER ROSENTHAL MCGLYNN LLC | 0.23% | 2.00% | 283,689 | -12,184 | -4.12% | 34,139,134 | Jun 30, 2024 |
ADELANTE CAPITAL MANAGEMENT LLC | 0.17% | 1.98% | 208,112 | 208,112 | 100.00% | 25,045,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 5.39% | 0.12% | 6,668,223 | 6,668,223 | 100.00% | 802,453,956 | Jun 30, 2024 |
COHEN & STEERS, INC. | 9.21% | 2.87% | 11,378,373 | 933,581 | 8.94% | 1,369,250,000 | Jun 30, 2024 |
PGGM INVESTMENTS | 1.01% | 2.15% | 1,246,739 | 767,126 | 159.95% | 150,033,000 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3.03% | 0.05% | 3,746,514 | 443,710 | 13.43% | 450,857,000 | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 1.78% | 1.41% | 2,195,884 | 424,842 | 23.99% | 264,253,000 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.29% | 0.03% | 358,284 | 238,498 | 199.10% | 42,754,383 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.18% | 0.15% | 217,034 | 217,034 | 100.00% | 26,117,872 | Jun 30, 2024 |
ADELANTE CAPITAL MANAGEMENT LLC | 0.17% | 1.98% | 208,112 | 208,112 | 100.00% | 25,045,000 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.15% | 0.04% | 180,000 | 180,000 | 100.00% | 21,661,200 | Jun 30, 2024 |
VANGUARD GROUP INC | 14.36% | 0.04% | 17,743,378 | 173,105 | 0.99% | 2,135,238,109 | Jun 30, 2024 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.95% | 2.58% | 1,172,174 | 173,097 | 17.33% | 141,059,419 | Jun 30, 2024 |
DODGE & COX | 4.51% | 0.40% | 5,576,740 | 158,125 | 2.92% | 671,104,892 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.39% | 0.11% | 2,949,862 | 111,569 | 3.93% | 354,986,393 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.09% | 0.15% | 109,394 | 109,394 | 100.00% | 13,164,474 | Jun 30, 2024 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.35% | 2.26% | 437,852 | 100,605 | 29.83% | 52,691,110 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.08% | 0.59% | 100,264 | 100,264 | 100.00% | 12,065,770 | Jun 30, 2024 |
FIL LTD | 0.11% | 0.02% | 136,073 | 87,898 | 182.46% | 16,375,025 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.08% | 0.06% | 97,245 | 84,178 | 644.20% | 11,702,463 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.32% | 0.04% | 397,273 | 82,906 | 26.37% | 47,807,845 | Jun 30, 2024 |
DIGITALBRIDGE GROUP, INC. | 0.14% | 1.83% | 176,365 | 78,000 | 79.30% | 21,223,764 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.09% | 0.00% | 113,957 | -1,064,331 | -90.33% | 13,713,585 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.32% | 0.02% | 1,625,589 | -671,325 | -29.23% | 195,623,344 | Jun 30, 2024 |
HEITMAN REAL ESTATE SECURITIES LLC | - | - | - | -356,521 | -100.00% | - | Jun 30, 2024 |
NZS CAPITAL, LLC | - | - | - | -353,031 | -100.00% | - | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | - | - | - | -325,865 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.24% | 0.05% | 296,940 | -323,369 | -52.13% | 35,733,778 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.18% | 0.05% | 217,724 | -309,839 | -58.73% | 26,200,906 | Jun 30, 2024 |
AEW CAPITAL MANAGEMENT L P | 0.15% | 1.08% | 185,540 | -305,042 | -62.18% | 22,327,884 | Jun 30, 2024 |
AMUNDI | 0.13% | 0.01% | 157,027 | -296,319 | -65.36% | 18,486,789 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.62% | 0.04% | 761,021 | -257,468 | -25.28% | 91,581,267 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.76% | 0.18% | 938,354 | -255,117 | -21.38% | 112,899,427 | Jun 30, 2024 |
UBS GROUP AG | 0.11% | 0.00% | 132,158 | -211,644 | -61.56% | 15,903,894 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.50% | 0.01% | 623,975 | -199,369 | -24.21% | 75,089,152 | Jun 30, 2024 |
WARATAH CAPITAL ADVISORS LTD. | 0.53% | 2.88% | 653,180 | -188,560 | -22.40% | 78,603,681 | Jun 30, 2024 |
INVESCO LTD. | 0.55% | 0.02% | 678,138 | -186,732 | -21.59% | 81,607,143 | Jun 30, 2024 |
BROOKFIELD CORP /ON/ | - | - | - | -182,771 | -100.00% | - | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 2.83% | 0.25% | 3,492,648 | -173,023 | -4.72% | 420,303,842,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -171,600 | -100.00% | - | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.00% | 0.00% | 582 | -157,395 | -99.63% | 69,115 | Jun 30, 2024 |
RESOLUTION CAPITAL LTD | 0.51% | 1.43% | 633,667 | -148,818 | -19.02% | 76,255,487 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 5.39% | 0.12% | 6,668,223 | 6,668,223 | 100.00% | 802,453,956 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.09% | 0.15% | 109,394 | 109,394 | 100.00% | 13,164,474 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.08% | 0.59% | 100,264 | 100,264 | 100.00% | 12,065,770 | Jun 30, 2024 |
UBS GROUP AG | 0.05% | 0.00% | 56,500 | 56,500 | 100.00% | 6,799,210 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.04% | 0.02% | 54,871 | 54,871 | 100.00% | 6,603,176 | Jun 30, 2024 |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.02% | 0.23% | 29,489 | 29,489 | 100.00% | 3,548,706 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.03% | 22,208 | 22,208 | 100.00% | 2,673,000 | Jun 30, 2024 |
MICHELSON MEDICAL RESEARCH FOUNDATION, INC. | 0.02% | 2.17% | 21,000 | 21,000 | 100.00% | 2,527,140 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.02% | 0.00% | 20,702 | 20,702 | 100.00% | 2,491,279 | Jun 30, 2024 |
FREESTONE CAPITAL HOLDINGS, LLC | 0.02% | 0.09% | 19,758 | 19,758 | 100.00% | 2,377,678 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.01% | 16,697 | 16,697 | 100.00% | 2,009,278 | Jun 30, 2024 |
FORA CAPITAL, LLC | 0.01% | 0.21% | 14,309 | 14,309 | 100.00% | 1,721,945 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.01% | 0.28% | 12,528 | 12,528 | 100.00% | 1,507,620 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.01% | 0.00% | 11,900 | 11,900 | 100.00% | 1,432,046 | Jun 30, 2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.01% | 0.00% | 10,496 | 10,496 | 100.00% | 1,263,089 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 9,000 | 9,000 | 100.00% | 1,083,060 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.01% | 0.11% | 8,782 | 8,782 | 100.00% | 1,056,826 | Jun 30, 2024 |
TACITA CAPITAL INC | 0.01% | 0.69% | 8,104 | 8,104 | 100.00% | 975,235 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.01% | 0.01% | 7,241 | 7,241 | 100.00% | 871,382 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.05% | 6,945 | 6,945 | 100.00% | 835,761 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 6,030 | 6,030 | 100.00% | 723,962 | Jun 30, 2024 |
ONE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 5,859 | 5,859 | 100.00% | 705,072 | Jun 30, 2024 |
WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 0.01% | 4,972 | 4,972 | 100.00% | 598,330 | Jun 30, 2024 |
HB WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 4,950 | 4,950 | 100.00% | 595,683 | Jun 30, 2024 |
VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.03% | 4,766 | 4,766 | 100.00% | 572,206 | Jun 30, 2024 |
SUMMIT WEALTH GROUP, LLC | 0.00% | 0.14% | 3,887 | 3,887 | 100.00% | 468,000 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 3,342 | 3,342 | 100.00% | 402,193 | Jun 30, 2024 |
CATALYTIC WEALTH RIA, LLC | 0.00% | 0.07% | 3,076 | 3,076 | 100.00% | 370,166 | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | 0.00% | 0.16% | 2,982 | 2,982 | 100.00% | 358,854 | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.15% | 2,974 | 2,974 | 100.00% | 357,891 | Jun 30, 2024 |
CREDIT AGRICOLE S A | 0.00% | 0.00% | 2,900 | 2,900 | 100.00% | 348,986 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.00% | 0.21% | 2,868 | 2,868 | 100.00% | 345,135 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.00% | 0.02% | 2,647 | 2,647 | 100.00% | 318,540 | Jun 30, 2024 |
AXXCESS WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 2,015 | 2,015 | 100.00% | 242,485 | Jun 30, 2024 |
RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 1,969 | 1,969 | 100.00% | 236,970 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,903 | 1,903 | 100.00% | 228,000 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,034 | 1,034 | 100.00% | 124,432 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 948 | 948 | 100.00% | 114,082 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.03% | 925 | 925 | 100.00% | 111,308 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 857 | 857 | 100.00% | 103,131 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 574 | 574 | 100.00% | 69,000 | Jun 30, 2024 |
1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.05% | 513 | 513 | 100.00% | 61,734 | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.00% | 175 | 175 | 100.00% | 21,060 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 154 | 154 | 100.00% | 18,520 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 83 | 83 | 100.00% | 9,989 | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 69 | 69 | 100.00% | 8,303 | Jun 30, 2024 |
ST GERMAIN D J CO INC | - | 0.00% | 60 | 60 | 100.00% | 7,220 | Jun 30, 2024 |
FORTITUDE FAMILY OFFICE, LLC | - | 0.00% | 36 | 36 | 100.00% | 4,332 | Jun 30, 2024 |
ZIONS BANCORPORATION, N.A. | - | 0.00% | 15 | 15 | 100.00% | 1,805 | Jun 30, 2024 |
PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 14 | 14 | 100.00% | 1,685 | Jun 30, 2024 |
ASSETMARK, INC | - | - | 9 | 9 | 100.00% | 1,083 | Jun 30, 2024 |
CONCORD WEALTH PARTNERS | - | 0.00% | 9 | 9 | 100.00% | 1,083 | Jun 30, 2024 |
THOMAS J. HERZFELD ADVISORS, INC. | - | 0.00% | 9 | 9 | 100.00% | 1,083 | Jun 30, 2024 |
JOHNSON FINANCIAL GROUP, INC. | - | - | 8 | 8 | 100.00% | 971 | Jun 30, 2024 |
NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 8 | 8 | 100.00% | 963 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 6 | 6 | 100.00% | 722 | Jun 30, 2024 |
KEY FINANCIAL INC | - | 0.00% | 6 | 6 | 100.00% | 722 | Jun 30, 2024 |
CAROLINAS WEALTH CONSULTING LLC | - | 0.00% | 5 | 5 | 100.00% | 602 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HEITMAN REAL ESTATE SECURITIES LLC | - | - | - | -356,521 | -100.00% | - | Jun 30, 2024 |
NZS CAPITAL, LLC | - | - | - | -353,031 | -100.00% | - | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | - | - | - | -325,865 | -100.00% | - | Jun 30, 2024 |
BROOKFIELD CORP /ON/ | - | - | - | -182,771 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -171,600 | -100.00% | - | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -75,000 | -100.00% | - | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | - | - | - | -48,740 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -19,258 | -100.00% | - | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -17,271 | -100.00% | - | Jun 30, 2024 |
FARROW FINANCIAL INC. | - | - | - | -11,263 | -100.00% | - | Jun 30, 2024 |
CASTLE HOOK PARTNERS LP | - | - | - | -10,749 | -100.00% | - | Jun 30, 2024 |
PERPETUAL LTD | - | - | - | -10,232 | -100.00% | - | Jun 30, 2024 |
DOUBLELINE ETF ADVISER LP | - | - | - | -9,507 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -8,991 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -8,598 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -8,443 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -7,860 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -5,547 | -100.00% | - | Jun 30, 2024 |
INCEPTIONR LLC | - | - | - | -5,441 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -4,976 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -4,411 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -3,892 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,843 | -100.00% | - | Jun 30, 2024 |
CONGRESS ASSET MANAGEMENT CO /MA | - | - | - | -3,588 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -3,392 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -3,300 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -2,647 | -100.00% | - | Jun 30, 2024 |
YORKTOWN MANAGEMENT & RESEARCH CO INC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -2,352 | -100.00% | - | Jun 30, 2024 |
WEXFORD CAPITAL LP | - | - | - | -2,194 | -100.00% | - | Jun 30, 2024 |
BAILARD, INC. | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
CIBC WORLD MARKET INC. | - | - | - | -1,687 | -100.00% | - | Jun 30, 2024 |
AVESTAR CAPITAL, LLC | - | - | - | -1,680 | -100.00% | - | Jun 30, 2024 |
GTS SECURITIES LLC | - | - | - | -1,666 | -100.00% | - | Jun 30, 2024 |
CHECCHI CAPITAL ADVISERS, LLC | - | - | - | -1,568 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,239 | -100.00% | - | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -1,061 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -890 | -100.00% | - | Jun 30, 2024 |
CREWE ADVISORS LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -645 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -598 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | - | - | - | -240 | -100.00% | - | Jun 30, 2024 |
FARMERS & MERCHANTS INVESTMENTS INC | - | - | - | -203 | -100.00% | - | Jun 30, 2024 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -131 | -100.00% | - | Jun 30, 2024 |
CAPITAL ADVISORS, LTD. LLC | - | - | - | -94 | -100.00% | - | Jun 30, 2024 |
HHM WEALTH ADVISORS, LLC | - | - | - | -65 | -100.00% | - | Jun 30, 2024 |
PARK PLACE CAPITAL CORP | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
WASHINGTON TRUST ADVISORS, INC. | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
CULLEN/FROST BANKERS, INC. | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
TIDEMARK, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
TRUE WEALTH DESIGN, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Sun Communities Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PERMANENT PORTFOLIO FAMILY OF FUNDS | 1.41% | 16,000,000 | 7,000,000 | 77.78% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.39% | 725,000 | - | - | Mar 31, 2024 |
COHEN & STEERS REALTY SHARES INC | 1.33% | 1,739,767 | 19,958 | 1.16% | Dec 31, 2023 |
COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1.20% | 2,217,691 | - | - | Dec 31, 2023 |
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 0.98% | 1,961,649 | 57,312 | 3.01% | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.48% | 250,000 | - | - | Jun 30, 2023 |
HSBC FUNDS | 0.46% | 14,810 | - | - | Jan 31, 2024 |
T. Rowe Price Real Estate Fund, Inc. | 0.46% | 97,300 | 41,000 | 72.82% | Mar 31, 2024 |
Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.44% | 7,000,000 | 7,000,000 | - | Jan 31, 2024 |
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.40% | 33,320 | 12,202 | 57.78% | Jan 31, 2024 |
MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.38% | 200,000 | - | - | Jun 30, 2023 |
PFM Multi-Manager Series Trust | 0.35% | 285,000 | - | - | Dec 31, 2023 |
COHEN & STEERS GLOBAL REALTY SHARES, INC | 0.34% | 400,813 | 39,761 | 11.01% | Dec 31, 2023 |
SCM Trust | 0.34% | 1,000,000 | -500,000 | -33.33% | Dec 31, 2023 |
Federated Hermes Equity Income Fund, Inc. | 0.30% | 43,922 | - | - | Feb 29, 2024 |
CALVERT VARIABLE SERIES INC | 0.30% | 570,000 | - | - | Mar 31, 2024 |
CRM Mutual Fund Trust | 0.29% | 147,800 | 22,852 | 18.29% | Mar 31, 2024 |
Manager Directed Portfolios | 0.29% | 47,753 | - | - | Jan 31, 2024 |
Core Bond Portfolio | 0.29% | 2,189,000 | - | - | Mar 31, 2024 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.28% | 15,600 | - | - | Feb 29, 2024 |
PIONEER BOND FUND /DE/ | 0.25% | 15,090,000 | - | - | Mar 28, 2024 |
PIONEER REAL ESTATE SHARES | 0.25% | 9,581 | - | - | Mar 31, 2023 |
Nuveen Real Asset Income & Growth Fund | 0.24% | 620,000 | - | - | Mar 31, 2024 |
CBRE GLOBAL REAL ESTATE INCOME FUND | 0.23% | 262,148 | - | - | Mar 28, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.23% | 86,445 | - | - | Mar 31, 2024 |
NUVEEN REAL ESTATE INCOME FUND | 0.23% | 30,745 | 23,010 | 297.48% | Mar 31, 2024 |
TARGET PORTFOLIO TRUST | 0.22% | 4,670,000 | - | - | Jan 31, 2024 |
Elevation Series Trust | 0.21% | 10,314 | 10,314 | - | Jan 31, 2024 |
AB EQUITY INCOME FUND INC | 0.21% | 20,960 | - | - | Feb 29, 2024 |
MFS SERIES TRUST XI | 0.21% | 999,973 | 118,062 | 13.39% | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.19% | 17,750,000 | - | - | Jan 31, 2024 |
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.18% | 15,737,000 | 15,737,000 | - | Mar 28, 2024 |
JANUS ASPEN SERIES | 0.18% | 7,662,000 | - | - | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.17% | 86,426 | - | - | Mar 31, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.16% | 70,243 | 7 | 0.01% | Dec 31, 2023 |
LIBERTY ALL STAR GROWTH FUND INC. | 0.15% | 19,500 | - | - | Dec 31, 2023 |
Adviser Managed Trust | 0.15% | 250,000 | 250,000 | - | Jan 31, 2024 |
PIONEER MID CAP VALUE FUND | 0.15% | 25,680 | - | - | Jan 31, 2024 |
TARGET PORTFOLIO TRUST | 0.13% | 2,785,000 | 2,785,000 | - | Jan 31, 2024 |
FIDELITY SECURITIES FUND | 0.12% | 11,439,000 | - | - | Jan 31, 2024 |
JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.12% | 559,494 | -10,769 | -1.89% | Dec 31, 2023 |
AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.12% | 6,443 | -450 | -6.53% | Feb 29, 2024 |
abrdn Global Premier Properties Fund | 0.12% | 53,874 | - | - | Jan 31, 2024 |
AB INSTITUTIONAL FUNDS INC | 0.12% | 20,108 | 3,650 | 22.18% | Jan 31, 2024 |
T. Rowe Price Global Real Estate Fund, Inc. | 0.11% | 10,664 | 561 | 5.55% | Mar 31, 2024 |
Apollo Diversified Real Estate Fund | 0.11% | 396,443 | 3,820 | 0.97% | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.11% | 10,000,000 | 10,000,000 | - | Jan 31, 2024 |
Core Bond Portfolio | 0.10% | 790,000 | - | - | Mar 31, 2024 |
CALVERT SOCIAL INVESTMENT FUND | 0.10% | 4,587,000 | - | - | Mar 31, 2024 |
American Funds Multi-Sector Income Fund | 0.10% | 14,413,000 | - | - | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.10% | 30,642,000 | - | - | Dec 31, 2023 |
CALVERT VARIABLE SERIES INC | 0.10% | 190,000 | - | - | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.09% | 5,025,055 | -104,428 | -2.04% | Jan 31, 2024 |
Nuveen Core Equity Alpha Fund | 0.09% | 6,350 | - | - | Mar 31, 2024 |
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.09% | 7,705,000 | 7,705,000 | - | Mar 28, 2024 |
CALVERT SOCIAL INVESTMENT FUND | 0.09% | 3,855,000 | - | - | Mar 31, 2024 |
AMERICAN FUNDS CORPORATE BOND FUND | 0.08% | 1,503,000 | - | - | Feb 29, 2024 |
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS | 0.08% | 559,000 | - | - | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.08% | 6,450,000 | 6,450,000 | - | Mar 28, 2024 |
PPM Funds | 0.08% | 65,000 | - | - | Mar 31, 2024 |
T. Rowe Price Mid-Cap Value Fund, Inc. | 0.08% | 884,500 | 269,100 | 43.73% | Mar 31, 2024 |
Principal Diversified Select Real Asset Fund | 0.08% | 3,647 | - | - | Mar 31, 2024 |
CALVERT VARIABLE SERIES INC | 0.07% | 141,000 | - | - | Mar 31, 2024 |
Core Bond Portfolio | 0.07% | 543,000 | - | - | Mar 31, 2024 |
T. Rowe Price Value Fund, Inc. | 0.07% | 362,784 | - | - | Mar 31, 2024 |
Seven Hills Realty Trust | 0.07% | 65,356 | - | - | Dec 31, 2020 |
PRAXIS MUTUAL FUNDS | 0.07% | 750,000 | - | - | Dec 31, 2023 |
Total Fund Solution | 0.07% | 25,039 | -581 | -2.27% | Mar 31, 2024 |
MFS SERIES TRUST XV | 0.07% | 1,468,000 | 1,468,000 | - | Jan 31, 2024 |
BNY Mellon Investment Funds V, Inc. | 0.06% | 50,190 | -5,060 | -9.16% | Jan 31, 2024 |
AMERICAN FUNDS STRATEGIC BOND FUND | 0.06% | 18,016,000 | - | - | Mar 31, 2024 |
ALLSPRING MASTER TRUST | 0.06% | 4,106,000 | 1,104,000 | 36.78% | Feb 29, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.06% | 531,000 | - | - | Mar 31, 2024 |
Columbia Funds Variable Series Trust II | 0.06% | 1,969,000 | 413,000 | 26.54% | Mar 31, 2024 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.06% | 544,847 | 855 | 0.16% | Dec 31, 2023 |
CALVERT SOCIAL INVESTMENT FUND | 0.06% | 2,658,000 | - | - | Mar 31, 2024 |
Calvert Management Series | 0.06% | 599,000 | - | - | Mar 31, 2024 |
PIONEER BOND FUND /DE/ | 0.06% | 3,420,000 | - | - | Mar 28, 2024 |
Capital Group Central Fund Series II | 0.06% | 6,698,000 | - | - | Feb 29, 2024 |
PRUDENTIAL SERIES FUND | 0.06% | 4,361,000 | - | - | Mar 28, 2024 |
AMERICAN CENTURY GOVERNMENT INCOME TRUST | 0.05% | 2,561,000 | - | - | Mar 31, 2024 |
Invesco Bond Fund | 0.05% | 98,000 | - | - | Feb 29, 2024 |
Capital Group Central Fund Series II | 0.05% | 5,822,000 | - | - | Feb 29, 2024 |
UNDISCOVERED MANAGERS FUNDS | 0.05% | 361,060 | - | - | Dec 31, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.05% | 115,000 | - | - | Mar 31, 2024 |
MFS VARIABLE INSURANCE TRUST III | 0.04% | 750,000 | 750,000 | - | Mar 31, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.04% | 1,435,000 | - | - | Jan 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.04% | 24,954 | - | - | Mar 31, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,707,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.04% | 340,000 | - | - | Mar 31, 2024 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.04% | 47,970 | 32,440 | 208.89% | Mar 31, 2024 |
CALVERT FUND | 0.04% | 2,227,000 | - | - | Mar 31, 2024 |
T. Rowe Price Real Assets Fund, Inc. | 0.04% | 505,912 | 132,639 | 35.53% | Mar 31, 2024 |
Cohen & Steers Real Estate Opportunities & Income Fund | 0.04% | 85,815 | 10,767 | 14.35% | Dec 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,074 | - | - | Mar 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.03% | 79,632 | - | - | Jan 31, 2024 |
CGM TRUST | 0.03% | 45,000 | - | - | Sep 30, 2022 |
Collaborative Investment Series Trust | 0.03% | 5,121 | - | - | Mar 31, 2024 |
Sun Communities Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 492 | -1.60% |
31 Mar, 24 | 500 | -5.84% |
31 Dec, 23 | 531 | 7.06% |
30 Sep, 23 | 496 | -2.36% |
30 Jun, 23 | 508 | 0.40% |
31 Mar, 23 | 506 | -1.56% |
31 Dec, 22 | 514 | 0.59% |
30 Sep, 22 | 511 | 0.39% |
30 Jun, 22 | 509 | -4.68% |
31 Mar, 22 | 534 | 0.56% |
31 Dec, 21 | 531 | 5.57% |
30 Sep, 21 | 503 | 9.35% |
30 Jun, 21 | 460 | -1.92% |
31 Mar, 21 | 469 | 2.85% |
31 Dec, 20 | 456 | 3.64% |
30 Sep, 20 | 440 | -1.12% |
30 Jun, 20 | 445 | 2.77% |
31 Mar, 20 | 433 | -8.07% |
31 Dec, 19 | 471 | 14.88% |
30 Sep, 19 | 410 | 4.33% |
30 Jun, 19 | 393 | 7.97% |
31 Mar, 19 | 364 | 2.25% |
31 Dec, 18 | 356 | 4.40% |
30 Sep, 18 | 341 | 5.57% |
30 Jun, 18 | 323 | 5.56% |
31 Mar, 18 | 306 | 5.15% |
31 Dec, 17 | 291 | 6.99% |
30 Sep, 17 | 272 | -1.81% |
30 Jun, 17 | 277 | 2.59% |
31 Mar, 17 | 270 | 3.45% |
31 Dec, 16 | 261 | 1.56% |
30 Sep, 16 | 257 | - |
30 Jun, 16 | 257 | 4.47% |
31 Mar, 16 | 246 | 17.70% |
31 Dec, 15 | 209 | 14.84% |
30 Sep, 15 | 182 | -3.19% |
30 Jun, 15 | 188 | 0.53% |
31 Mar, 15 | 187 | 3.31% |
31 Dec, 14 | 181 | 2.84% |
30 Sep, 14 | 176 | 4.76% |
30 Jun, 14 | 168 | 2.44% |
31 Mar, 14 | 164 | 4.46% |
31 Dec, 13 | 157 | -0.63% |
30 Sep, 13 | 158 | -0.63% |
30 Jun, 13 | 159 | 148.44% |
31 Mar, 13 | 64 | 10.34% |
31 Dec, 12 | 58 | -12.12% |
30 Sep, 12 | 66 | 10.00% |
30 Jun, 12 | 60 | - |
31 Mar, 12 | 60 | 13.21% |
31 Dec, 11 | 53 | 6.00% |
30 Sep, 11 | 50 | 4.17% |
30 Jun, 11 | 48 | 6.67% |
31 Mar, 11 | 45 | 12.50% |
31 Dec, 10 | 40 | 8.11% |
30 Sep, 10 | 37 | -13.95% |
30 Jun, 10 | 43 | 26.47% |
31 Mar, 10 | 34 | 9.68% |
31 Dec, 09 | 31 | 6.90% |
30 Sep, 09 | 29 | -3.33% |
30 Jun, 09 | 30 | 15.38% |
31 Mar, 09 | 26 | -3.70% |
31 Dec, 08 | 27 | -12.90% |
30 Sep, 08 | 31 | 14.81% |
30 Jun, 08 | 27 | 12.50% |
31 Mar, 08 | 24 | -14.29% |
31 Dec, 07 | 28 | -9.68% |
30 Sep, 07 | 31 | 6.90% |
30 Jun, 07 | 29 | 26.09% |
31 Mar, 07 | 23 | -14.81% |
31 Dec, 06 | 27 | 35.00% |
30 Sep, 06 | 20 | - |
30 Jun, 06 | 20 | - |
31 Mar, 06 | 20 | 17.65% |
31 Dec, 05 | 17 | -19.05% |
30 Sep, 05 | 21 | -27.59% |
30 Jun, 05 | 29 | 61.11% |
31 Mar, 05 | 18 | -5.26% |
31 Dec, 04 | 19 | 5.56% |
30 Sep, 04 | 18 | - |
30 Jun, 04 | 18 | -33.33% |
31 Mar, 04 | 27 | 22.73% |
31 Dec, 03 | 22 | 15.79% |
30 Sep, 03 | 19 | 35.71% |
30 Jun, 03 | 14 | 7.69% |
31 Mar, 03 | 13 | -23.53% |
31 Dec, 02 | 17 | 30.77% |
30 Sep, 02 | 13 | -7.14% |
30 Jun, 02 | 14 | -12.50% |
31 Mar, 02 | 16 | 45.45% |
31 Dec, 01 | 11 | 10.00% |
30 Sep, 01 | 10 | -16.67% |
30 Jun, 01 | 12 | 50.00% |
31 Mar, 01 | 8 | - |
31 Dec, 00 | 8 | -11.11% |
30 Sep, 00 | 9 | -25.00% |
30 Jun, 00 | 12 | - |
31 Mar, 00 | 12 | - |
31 Dec, 99 | 12 | - |
30 Sep, 99 | 12 | -14.29% |
30 Jun, 99 | 14 | 55.56% |
31 Mar, 99 | 9 | 350.00% |
31 Dec, 98 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 120,265,019 | 3.16% |
31 Mar, 24 | 116,585,587 | -5.19% |
31 Dec, 23 | 122,969,257 | 2.47% |
30 Sep, 23 | 119,999,815 | -0.08% |
30 Jun, 23 | 120,095,033 | -1.62% |
31 Mar, 23 | 122,069,518 | 1.32% |
31 Dec, 22 | 120,477,329 | 2.15% |
30 Sep, 22 | 117,939,579 | -0.18% |
30 Jun, 22 | 118,156,447 | 0.55% |
31 Mar, 22 | 117,508,216 | 0.70% |
31 Dec, 21 | 116,686,356 | 6.36% |
30 Sep, 21 | 109,709,255 | -1.82% |
30 Jun, 21 | 111,740,311 | -0.14% |
31 Mar, 21 | 111,900,554 | 7.42% |
31 Dec, 20 | 104,166,562 | 11.99% |
30 Sep, 20 | 93,016,249 | 1.40% |
30 Jun, 20 | 91,736,043 | 6.50% |
31 Mar, 20 | 86,137,625 | 1.59% |
31 Dec, 19 | 84,791,509 | -2.05% |
30 Sep, 19 | 86,564,407 | 1.88% |
30 Jun, 19 | 84,969,959 | 4.53% |
31 Mar, 19 | 81,288,747 | -0.23% |
31 Dec, 18 | 81,474,362 | -0.27% |
30 Sep, 18 | 81,697,437 | 7.33% |
30 Jun, 18 | 76,117,259 | 0.78% |
31 Mar, 18 | 75,531,770 | -0.29% |
31 Dec, 17 | 75,752,812 | 1.16% |
30 Sep, 17 | 74,883,761 | -0.38% |
30 Jun, 17 | 75,170,586 | 6.95% |
31 Mar, 17 | 70,283,411 | -0.78% |
31 Dec, 16 | 70,836,158 | -2.06% |
30 Sep, 16 | 72,326,343 | 10.45% |
30 Jun, 16 | 65,481,237 | 5.78% |
31 Mar, 16 | 61,905,911 | 14.29% |
31 Dec, 15 | 54,164,063 | 8.50% |
30 Sep, 15 | 49,923,087 | 11.82% |
30 Jun, 15 | 44,646,739 | -8.37% |
31 Mar, 15 | 48,726,046 | 12.38% |
31 Dec, 14 | 43,359,385 | 0.67% |
30 Sep, 14 | 43,071,490 | 24.14% |
30 Jun, 14 | 34,696,752 | 0.78% |
31 Mar, 14 | 34,427,957 | 16.09% |
31 Dec, 13 | 29,656,736 | -3.23% |
30 Sep, 13 | 30,645,340 | -0.17% |
30 Jun, 13 | 30,696,578 | 89.85% |
31 Mar, 13 | 16,168,996 | 24.38% |
31 Dec, 12 | 13,000,010 | 13.39% |
30 Sep, 12 | 11,465,305 | -6.75% |
30 Jun, 12 | 12,295,570 | -2.91% |
31 Mar, 12 | 12,664,056 | 41.98% |
31 Dec, 11 | 8,919,619 | 15.26% |
30 Sep, 11 | 7,738,767 | -14.87% |
30 Jun, 11 | 9,090,208 | 20.88% |
31 Mar, 11 | 7,520,331 | 68.54% |
31 Dec, 10 | 4,461,915 | 22.57% |
30 Sep, 10 | 3,640,153 | -19.66% |
30 Jun, 10 | 4,530,860 | 34.63% |
31 Mar, 10 | 3,365,457 | -14.28% |
31 Dec, 09 | 3,926,132 | -2.88% |
30 Sep, 09 | 4,042,414 | -1.04% |
30 Jun, 09 | 4,084,928 | 14.77% |
31 Mar, 09 | 3,559,118 | -18.79% |
31 Dec, 08 | 4,382,367 | 30.47% |
30 Sep, 08 | 3,358,791 | 69.01% |
30 Jun, 08 | 1,987,380 | 43.65% |
31 Mar, 08 | 1,383,463 | -48.52% |
31 Dec, 07 | 2,687,622 | -42.20% |
30 Sep, 07 | 4,649,861 | 140.08% |
30 Jun, 07 | 1,936,815 | 133.82% |
31 Mar, 07 | 828,348 | -4.07% |
31 Dec, 06 | 863,533 | 13.19% |
30 Sep, 06 | 762,927 | -45.48% |
30 Jun, 06 | 1,399,436 | -14.13% |
31 Mar, 06 | 1,629,667 | -6.57% |
31 Dec, 05 | 1,744,232 | -5.48% |
30 Sep, 05 | 1,845,380 | -26.90% |
30 Jun, 05 | 2,524,352 | 19.92% |
31 Mar, 05 | 2,105,104 | -12.17% |
31 Dec, 04 | 2,396,911 | 17.42% |
30 Sep, 04 | 2,041,302 | 0.57% |
30 Jun, 04 | 2,029,803 | -38.65% |
31 Mar, 04 | 3,308,314 | 52.55% |
31 Dec, 03 | 2,168,632 | -21.04% |
30 Sep, 03 | 2,746,358 | 4.38% |
30 Jun, 03 | 2,631,179 | -4.89% |
31 Mar, 03 | 2,766,585 | -14.43% |
31 Dec, 02 | 3,233,135 | 171.15% |
30 Sep, 02 | 1,192,375 | -58.31% |
30 Jun, 02 | 2,859,932 | -39.52% |
31 Mar, 02 | 4,729,077 | 184.11% |
31 Dec, 01 | 1,664,514 | -10.75% |
30 Sep, 01 | 1,865,050 | -53.22% |
30 Jun, 01 | 3,986,801 | 14.02% |
31 Mar, 01 | 3,496,545 | 45.15% |
31 Dec, 00 | 2,408,843 | -3.44% |
30 Sep, 00 | 2,494,715 | 4.96% |
30 Jun, 00 | 2,376,748 | 4.27% |
31 Mar, 00 | 2,279,412 | 16.50% |
31 Dec, 99 | 1,956,607 | -36.48% |
30 Sep, 99 | 3,080,194 | 7.96% |
30 Jun, 99 | 2,853,006 | 0.36% |
31 Mar, 99 | 2,842,650 | 783.39% |
31 Dec, 98 | 321,790 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 97.30% | 1.09% |
31 Mar, 24 | 94.32% | 0.95% |
31 Dec, 23 | 99.57% | 1.05% |
30 Sep, 23 | 97.17% | 1.03% |
30 Jun, 23 | 97.32% | 0.99% |
31 Mar, 23 | 99.00% | 0.99% |
31 Dec, 22 | 100.23% | 1.08% |
30 Sep, 22 | 96.36% | 0.99% |
30 Jun, 22 | 98.46% | 0.95% |
31 Mar, 22 | 101.92% | 0.99% |
31 Dec, 21 | 101.31% | 1.12% |
30 Sep, 21 | 95.32% | 0.96% |
30 Jun, 21 | 99.70% | 0.93% |
31 Mar, 21 | 103.71% | 1.04% |
31 Dec, 20 | 99.90% | 1.10% |
30 Sep, 20 | 95.36% | 1.04% |
30 Jun, 20 | 95.70% | 1.10% |
31 Mar, 20 | 93.21% | 1.01% |
31 Dec, 19 | 95.85% | 1.03% |
30 Sep, 19 | 96.35% | 1.01% |
30 Jun, 19 | 97.52% | 1.08% |
31 Mar, 19 | 95.05% | 1.05% |
31 Dec, 18 | 95.31% | 0.95% |
30 Sep, 18 | 100.12% | 1.10% |
30 Jun, 18 | 95.61% | 1.04% |
31 Mar, 18 | 95.79% | 1.03% |
31 Dec, 17 | 96.34% | 1.06% |
30 Sep, 17 | 95.55% | 0.94% |
30 Jun, 17 | 100.66% | 1.08% |
31 Mar, 17 | 96.71% | 1.01% |
31 Dec, 16 | 98.01% | 0.88% |
30 Sep, 16 | 105.35% | 0.97% |
30 Jun, 16 | 104.35% | 0.91% |
31 Mar, 16 | 107.22% | 1.15% |
31 Dec, 15 | 96.41% | 1.10% |
30 Sep, 15 | 93.81% | 1.31% |
30 Jun, 15 | 84.48% | 0.98% |
31 Mar, 15 | 92.82% | 0.84% |
31 Dec, 14 | 104.89% | 0.95% |
30 Sep, 14 | 104.99% | 1.42% |
30 Jun, 14 | 86.03% | 0.97% |
31 Mar, 14 | 94.34% | 1.26% |
31 Dec, 13 | 86.64% | 1.20% |
30 Sep, 13 | 84.82% | 1.16% |
30 Jun, 13 | 85.54% | 3.10% |
31 Mar, 13 | 52.54% | 2.26% |
31 Dec, 12 | 48.20% | 2.66% |
30 Sep, 12 | 42.56% | 1.97% |
30 Jun, 12 | 46.45% | 1.90% |
31 Mar, 12 | 49.49% | 2.78% |
31 Dec, 11 | 42.18% | 3.22% |
30 Sep, 11 | 36.22% | 1.95% |
30 Jun, 11 | 43.10% | 3.30% |
31 Mar, 11 | 36.14% | 6.78% |
31 Dec, 10 | 23.09% | 6.51% |
30 Sep, 10 | 18.84% | 3.32% |
30 Jun, 10 | 23.81% | 7.46% |
31 Mar, 10 | 17.86% | 3.96% |
31 Dec, 09 | 21.24% | 4.46% |
30 Sep, 09 | 21.84% | 4.46% |
30 Jun, 09 | 22.12% | 5.98% |
31 Mar, 09 | 19.23% | 3.33% |
31 Dec, 08 | 24.01% | 7.06% |
30 Sep, 08 | 18.44% | 15.40% |
30 Jun, 08 | 10.94% | 18.68% |
31 Mar, 08 | 7.65% | 3.44% |
31 Dec, 07 | 14.91% | 2.23% |
30 Sep, 07 | 25.89% | 22.17% |
30 Jun, 07 | 10.81% | 50.13% |
31 Mar, 07 | 4.64% | 19.38% |
31 Dec, 06 | 4.89% | 26.21% |
30 Sep, 06 | 4.32% | 6.85% |
30 Jun, 06 | 7.94% | 9.20% |
31 Mar, 06 | 9.29% | 9.59% |
31 Dec, 05 | 9.85% | 9.10% |
30 Sep, 05 | 10.40% | 5.13% |
30 Jun, 05 | 14.24% | 10.23% |
31 Mar, 05 | 11.79% | 6.82% |
31 Dec, 04 | 13.15% | 10.34% |
30 Sep, 04 | 11.28% | 9.51% |
30 Jun, 04 | 10.89% | 3.48% |
31 Mar, 04 | 17.69% | 12.28% |
31 Dec, 03 | 12.00% | 5.45% |
30 Sep, 03 | 14.84% | 6.87% |
30 Jun, 03 | 14.70% | 6.08% |
31 Mar, 03 | 15.55% | 4.71% |
31 Dec, 02 | 18.17% | 40.23% |
30 Sep, 02 | 6.72% | 2.53% |
30 Jun, 02 | 16.30% | 2.19% |
31 Mar, 02 | 27.30% | 29.34% |
31 Dec, 01 | 9.65% | 8.21% |
30 Sep, 01 | 10.84% | 2.02% |
30 Jun, 01 | 23.18% | 5.72% |
31 Mar, 01 | 20.14% | 10.39% |
31 Dec, 00 | 13.92% | 6.70% |
30 Sep, 00 | 14.41% | 7.64% |
30 Jun, 00 | 13.73% | 7.90% |
31 Mar, 00 | 13.19% | 10.18% |
31 Dec, 99 | 11.38% | 3.50% |
30 Sep, 99 | 18.04% | 6.79% |
30 Jun, 99 | 16.30% | 5.77% |
31 Mar, 99 | 16.82% | 461.39% |
31 Dec, 98 | 1.91% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 218 | -4.80% |
31 Mar, 24 | 229 | -16.73% |
31 Dec, 23 | 275 | 6.59% |
30 Sep, 23 | 258 | 20.00% |
30 Jun, 23 | 215 | -16.67% |
31 Mar, 23 | 258 | -2.64% |
31 Dec, 22 | 265 | 0.76% |
30 Sep, 22 | 263 | 3.54% |
30 Jun, 22 | 254 | -5.93% |
31 Mar, 22 | 270 | -18.18% |
31 Dec, 21 | 330 | 21.32% |
30 Sep, 21 | 272 | 25.93% |
30 Jun, 21 | 216 | -18.49% |
31 Mar, 21 | 265 | 0.76% |
31 Dec, 20 | 263 | 34.87% |
30 Sep, 20 | 195 | -12.95% |
30 Jun, 20 | 224 | 10.89% |
31 Mar, 20 | 202 | -15.48% |
31 Dec, 19 | 239 | 10.65% |
30 Sep, 19 | 216 | 4.35% |
30 Jun, 19 | 207 | 26.99% |
31 Mar, 19 | 163 | -3.55% |
31 Dec, 18 | 169 | -11.52% |
30 Sep, 18 | 191 | 26.49% |
30 Jun, 18 | 151 | -7.93% |
31 Mar, 18 | 164 | 13.10% |
31 Dec, 17 | 145 | 5.84% |
30 Sep, 17 | 137 | -10.46% |
30 Jun, 17 | 153 | 11.68% |
31 Mar, 17 | 137 | - |
31 Dec, 16 | 137 | -2.84% |
30 Sep, 16 | 141 | -6.62% |
30 Jun, 16 | 151 | 4.86% |
31 Mar, 16 | 144 | 13.39% |
31 Dec, 15 | 127 | 49.41% |
30 Sep, 15 | 85 | -6.59% |
30 Jun, 15 | 91 | -14.15% |
31 Mar, 15 | 106 | 13.98% |
31 Dec, 14 | 93 | -16.22% |
30 Sep, 14 | 111 | 18.09% |
30 Jun, 14 | 94 | -12.15% |
31 Mar, 14 | 107 | 38.96% |
31 Dec, 13 | 77 | -10.47% |
30 Sep, 13 | 86 | -31.20% |
30 Jun, 13 | 125 | 220.51% |
31 Mar, 13 | 39 | 25.81% |
31 Dec, 12 | 31 | -26.19% |
30 Sep, 12 | 42 | 35.48% |
30 Jun, 12 | 31 | -29.55% |
31 Mar, 12 | 44 | 51.72% |
31 Dec, 11 | 29 | -3.33% |
30 Sep, 11 | 30 | - |
30 Jun, 11 | 30 | 7.14% |
31 Mar, 11 | 28 | 27.27% |
31 Dec, 10 | 22 | 69.23% |
30 Sep, 10 | 13 | -48.00% |
30 Jun, 10 | 25 | 25.00% |
31 Mar, 10 | 20 | 11.11% |
31 Dec, 09 | 18 | 20.00% |
30 Sep, 09 | 15 | -16.67% |
30 Jun, 09 | 18 | 5.88% |
31 Mar, 09 | 17 | -15.00% |
31 Dec, 08 | 20 | 42.86% |
30 Sep, 08 | 14 | -12.50% |
30 Jun, 08 | 16 | 14.29% |
31 Mar, 08 | 14 | -6.67% |
31 Dec, 07 | 15 | -31.82% |
30 Sep, 07 | 22 | 22.22% |
30 Jun, 07 | 18 | 38.46% |
31 Mar, 07 | 13 | -27.78% |
31 Dec, 06 | 18 | 125.00% |
30 Sep, 06 | 8 | -27.27% |
30 Jun, 06 | 11 | 10.00% |
31 Mar, 06 | 10 | -16.67% |
31 Dec, 05 | 12 | 33.33% |
30 Sep, 05 | 9 | -55.00% |
30 Jun, 05 | 20 | 122.22% |
31 Mar, 05 | 9 | -18.18% |
31 Dec, 04 | 11 | -8.33% |
30 Sep, 04 | 12 | 33.33% |
30 Jun, 04 | 9 | -55.00% |
31 Mar, 04 | 20 | 17.65% |
31 Dec, 03 | 17 | 54.55% |
30 Sep, 03 | 11 | 57.14% |
30 Jun, 03 | 7 | -22.22% |
31 Mar, 03 | 9 | -10.00% |
31 Dec, 02 | 10 | -9.09% |
30 Sep, 02 | 11 | 37.50% |
30 Jun, 02 | 8 | -38.46% |
31 Mar, 02 | 13 | 62.50% |
31 Dec, 01 | 8 | 60.00% |
30 Sep, 01 | 5 | -50.00% |
30 Jun, 01 | 10 | 66.67% |
31 Mar, 01 | 6 | 20.00% |
31 Dec, 00 | 5 | 150.00% |
30 Sep, 00 | 2 | -60.00% |
30 Jun, 00 | 5 | -28.57% |
31 Mar, 00 | 7 | 133.33% |
31 Dec, 99 | 3 | -57.14% |
30 Sep, 99 | 7 | -36.36% |
30 Jun, 99 | 11 | 22.22% |
31 Mar, 99 | 9 | 350.00% |
31 Dec, 98 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 199 | 2.58% |
31 Mar, 24 | 194 | 3.74% |
31 Dec, 23 | 187 | 16.15% |
30 Sep, 23 | 161 | -22.60% |
30 Jun, 23 | 208 | 22.35% |
31 Mar, 23 | 170 | -6.08% |
31 Dec, 22 | 181 | 4.02% |
30 Sep, 22 | 174 | 3.57% |
30 Jun, 22 | 168 | -7.69% |
31 Mar, 22 | 182 | 35.82% |
31 Dec, 21 | 134 | -10.67% |
30 Sep, 21 | 150 | -10.18% |
30 Jun, 21 | 167 | 21.01% |
31 Mar, 21 | 138 | 11.29% |
31 Dec, 20 | 124 | -23.46% |
30 Sep, 20 | 162 | -0.61% |
30 Jun, 20 | 163 | 2.52% |
31 Mar, 20 | 159 | 0.63% |
31 Dec, 19 | 158 | 33.90% |
30 Sep, 19 | 118 | 5.36% |
30 Jun, 19 | 112 | -15.79% |
31 Mar, 19 | 133 | 12.71% |
31 Dec, 18 | 118 | 38.82% |
30 Sep, 18 | 85 | -26.72% |
30 Jun, 18 | 116 | 30.34% |
31 Mar, 18 | 89 | -4.30% |
31 Dec, 17 | 93 | 8.14% |
30 Sep, 17 | 86 | 1.18% |
30 Jun, 17 | 85 | -12.37% |
31 Mar, 17 | 97 | 10.23% |
31 Dec, 16 | 88 | 7.32% |
30 Sep, 16 | 82 | 18.84% |
30 Jun, 16 | 69 | 4.55% |
31 Mar, 16 | 66 | 6.45% |
31 Dec, 15 | 62 | -6.06% |
30 Sep, 15 | 66 | -5.71% |
30 Jun, 15 | 70 | 22.81% |
31 Mar, 15 | 57 | -17.39% |
31 Dec, 14 | 69 | 46.81% |
30 Sep, 14 | 47 | - |
30 Jun, 14 | 47 | 17.50% |
31 Mar, 14 | 40 | -27.27% |
31 Dec, 13 | 55 | 17.02% |
30 Sep, 13 | 47 | 123.81% |
30 Jun, 13 | 21 | 16.67% |
31 Mar, 13 | 18 | 12.50% |
31 Dec, 12 | 16 | 6.67% |
30 Sep, 12 | 15 | -28.57% |
30 Jun, 12 | 21 | 61.54% |
31 Mar, 12 | 13 | -7.14% |
31 Dec, 11 | 14 | 16.67% |
30 Sep, 11 | 12 | 9.09% |
30 Jun, 11 | 11 | 10.00% |
31 Mar, 11 | 10 | 11.11% |
31 Dec, 10 | 9 | -43.75% |
30 Sep, 10 | 16 | 33.33% |
30 Jun, 10 | 12 | 20.00% |
31 Mar, 10 | 10 | 100.00% |
31 Dec, 09 | 5 | -28.57% |
30 Sep, 09 | 7 | - |
30 Jun, 09 | 7 | 40.00% |
31 Mar, 09 | 5 | - |
31 Dec, 08 | 5 | -44.44% |
30 Sep, 08 | 9 | 80.00% |
30 Jun, 08 | 5 | -16.67% |
31 Mar, 08 | 6 | -45.45% |
31 Dec, 07 | 11 | 57.14% |
30 Sep, 07 | 7 | 16.67% |
30 Jun, 07 | 6 | - |
31 Mar, 07 | 6 | -14.29% |
31 Dec, 06 | 7 | -12.50% |
30 Sep, 06 | 8 | -11.11% |
30 Jun, 06 | 9 | 50.00% |
31 Mar, 06 | 6 | 50.00% |
31 Dec, 05 | 4 | -33.33% |
30 Sep, 05 | 6 | 50.00% |
30 Jun, 05 | 4 | - |
31 Mar, 05 | 4 | 100.00% |
31 Dec, 04 | 2 | 100.00% |
30 Sep, 04 | 1 | -80.00% |
30 Jun, 04 | 5 | 25.00% |
31 Mar, 04 | 4 | - |
31 Dec, 03 | 4 | -33.33% |
30 Sep, 03 | 6 | -14.29% |
30 Jun, 03 | 7 | 75.00% |
31 Mar, 03 | 4 | - |
31 Dec, 02 | 4 | 300.00% |
30 Sep, 02 | 1 | -80.00% |
30 Jun, 02 | 5 | 400.00% |
31 Mar, 02 | 1 | -50.00% |
31 Dec, 01 | 2 | - |
30 Sep, 01 | 2 | - |
30 Jun, 01 | 2 | 100.00% |
31 Mar, 01 | 1 | -66.67% |
31 Dec, 00 | 3 | -40.00% |
30 Sep, 00 | 5 | 25.00% |
30 Jun, 00 | 4 | - |
31 Mar, 00 | 4 | -42.86% |
31 Dec, 99 | 7 | 133.33% |
30 Sep, 99 | 3 | 50.00% |
30 Jun, 99 | 2 | - |
31 Mar, 99 | - | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 492 | -1.60% | 120,265,019 | 3.16% | 97.30% | 1.09% | 218 | -4.80% | 199 | 2.58% |
31 Mar, 24 | 500 | -5.84% | 116,585,587 | -5.19% | 94.32% | 0.95% | 229 | -16.73% | 194 | 3.74% |
31 Dec, 23 | 531 | 7.06% | 122,969,257 | 2.47% | 99.57% | 1.05% | 275 | 6.59% | 187 | 16.15% |
30 Sep, 23 | 496 | -2.36% | 119,999,815 | -0.08% | 97.17% | 1.03% | 258 | 20.00% | 161 | -22.60% |
30 Jun, 23 | 508 | 0.40% | 120,095,033 | -1.62% | 97.32% | 0.99% | 215 | -16.67% | 208 | 22.35% |
31 Mar, 23 | 506 | -1.56% | 122,069,518 | 1.32% | 99.00% | 0.99% | 258 | -2.64% | 170 | -6.08% |
31 Dec, 22 | 514 | 0.59% | 120,477,329 | 2.15% | 100.23% | 1.08% | 265 | 0.76% | 181 | 4.02% |
30 Sep, 22 | 511 | 0.39% | 117,939,579 | -0.18% | 96.36% | 0.99% | 263 | 3.54% | 174 | 3.57% |
30 Jun, 22 | 509 | -4.68% | 118,156,447 | 0.55% | 98.46% | 0.95% | 254 | -5.93% | 168 | -7.69% |
31 Mar, 22 | 534 | 0.56% | 117,508,216 | 0.70% | 101.92% | 0.99% | 270 | -18.18% | 182 | 35.82% |
31 Dec, 21 | 531 | 5.57% | 116,686,356 | 6.36% | 101.31% | 1.12% | 330 | 21.32% | 134 | -10.67% |
30 Sep, 21 | 503 | 9.35% | 109,709,255 | -1.82% | 95.32% | 0.96% | 272 | 25.93% | 150 | -10.18% |
30 Jun, 21 | 460 | -1.92% | 111,740,311 | -0.14% | 99.70% | 0.93% | 216 | -18.49% | 167 | 21.01% |
31 Mar, 21 | 469 | 2.85% | 111,900,554 | 7.42% | 103.71% | 1.04% | 265 | 0.76% | 138 | 11.29% |
31 Dec, 20 | 456 | 3.64% | 104,166,562 | 11.99% | 99.90% | 1.10% | 263 | 34.87% | 124 | -23.46% |
30 Sep, 20 | 440 | -1.12% | 93,016,249 | 1.40% | 95.36% | 1.04% | 195 | -12.95% | 162 | -0.61% |
30 Jun, 20 | 445 | 2.77% | 91,736,043 | 6.50% | 95.70% | 1.10% | 224 | 10.89% | 163 | 2.52% |
31 Mar, 20 | 433 | -8.07% | 86,137,625 | 1.59% | 93.21% | 1.01% | 202 | -15.48% | 159 | 0.63% |
31 Dec, 19 | 471 | 14.88% | 84,791,509 | -2.05% | 95.85% | 1.03% | 239 | 10.65% | 158 | 33.90% |
30 Sep, 19 | 410 | 4.33% | 86,564,407 | 1.88% | 96.35% | 1.01% | 216 | 4.35% | 118 | 5.36% |
30 Jun, 19 | 393 | 7.97% | 84,969,959 | 4.53% | 97.52% | 1.08% | 207 | 26.99% | 112 | -15.79% |
31 Mar, 19 | 364 | 2.25% | 81,288,747 | -0.23% | 95.05% | 1.05% | 163 | -3.55% | 133 | 12.71% |
31 Dec, 18 | 356 | 4.40% | 81,474,362 | -0.27% | 95.31% | 0.95% | 169 | -11.52% | 118 | 38.82% |
30 Sep, 18 | 341 | 5.57% | 81,697,437 | 7.33% | 100.12% | 1.10% | 191 | 26.49% | 85 | -26.72% |
30 Jun, 18 | 323 | 5.56% | 76,117,259 | 0.78% | 95.61% | 1.04% | 151 | -7.93% | 116 | 30.34% |
31 Mar, 18 | 306 | 5.15% | 75,531,770 | -0.29% | 95.79% | 1.03% | 164 | 13.10% | 89 | -4.30% |
31 Dec, 17 | 291 | 6.99% | 75,752,812 | 1.16% | 96.34% | 1.06% | 145 | 5.84% | 93 | 8.14% |
30 Sep, 17 | 272 | -1.81% | 74,883,761 | -0.38% | 95.55% | 0.94% | 137 | -10.46% | 86 | 1.18% |
30 Jun, 17 | 277 | 2.59% | 75,170,586 | 6.95% | 100.66% | 1.08% | 153 | 11.68% | 85 | -12.37% |
31 Mar, 17 | 270 | 3.45% | 70,283,411 | -0.78% | 96.71% | 1.01% | 137 | - | 97 | 10.23% |
31 Dec, 16 | 261 | 1.56% | 70,836,158 | -2.06% | 98.01% | 0.88% | 137 | -2.84% | 88 | 7.32% |
30 Sep, 16 | 257 | - | 72,326,343 | 10.45% | 105.35% | 0.97% | 141 | -6.62% | 82 | 18.84% |
30 Jun, 16 | 257 | 4.47% | 65,481,237 | 5.78% | 104.35% | 0.91% | 151 | 4.86% | 69 | 4.55% |
31 Mar, 16 | 246 | 17.70% | 61,905,911 | 14.29% | 107.22% | 1.15% | 144 | 13.39% | 66 | 6.45% |
31 Dec, 15 | 209 | 14.84% | 54,164,063 | 8.50% | 96.41% | 1.10% | 127 | 49.41% | 62 | -6.06% |
30 Sep, 15 | 182 | -3.19% | 49,923,087 | 11.82% | 93.81% | 1.31% | 85 | -6.59% | 66 | -5.71% |
30 Jun, 15 | 188 | 0.53% | 44,646,739 | -8.37% | 84.48% | 0.98% | 91 | -14.15% | 70 | 22.81% |
31 Mar, 15 | 187 | 3.31% | 48,726,046 | 12.38% | 92.82% | 0.84% | 106 | 13.98% | 57 | -17.39% |
31 Dec, 14 | 181 | 2.84% | 43,359,385 | 0.67% | 104.89% | 0.95% | 93 | -16.22% | 69 | 46.81% |
30 Sep, 14 | 176 | 4.76% | 43,071,490 | 24.14% | 104.99% | 1.42% | 111 | 18.09% | 47 | - |
30 Jun, 14 | 168 | 2.44% | 34,696,752 | 0.78% | 86.03% | 0.97% | 94 | -12.15% | 47 | 17.50% |
31 Mar, 14 | 164 | 4.46% | 34,427,957 | 16.09% | 94.34% | 1.26% | 107 | 38.96% | 40 | -27.27% |
31 Dec, 13 | 157 | -0.63% | 29,656,736 | -3.23% | 86.64% | 1.20% | 77 | -10.47% | 55 | 17.02% |
30 Sep, 13 | 158 | -0.63% | 30,645,340 | -0.17% | 84.82% | 1.16% | 86 | -31.20% | 47 | 123.81% |
30 Jun, 13 | 159 | 148.44% | 30,696,578 | 89.85% | 85.54% | 3.10% | 125 | 220.51% | 21 | 16.67% |
31 Mar, 13 | 64 | 10.34% | 16,168,996 | 24.38% | 52.54% | 2.26% | 39 | 25.81% | 18 | 12.50% |
31 Dec, 12 | 58 | -12.12% | 13,000,010 | 13.39% | 48.20% | 2.66% | 31 | -26.19% | 16 | 6.67% |
30 Sep, 12 | 66 | 10.00% | 11,465,305 | -6.75% | 42.56% | 1.97% | 42 | 35.48% | 15 | -28.57% |
30 Jun, 12 | 60 | - | 12,295,570 | -2.91% | 46.45% | 1.90% | 31 | -29.55% | 21 | 61.54% |
31 Mar, 12 | 60 | 13.21% | 12,664,056 | 41.98% | 49.49% | 2.78% | 44 | 51.72% | 13 | -7.14% |
31 Dec, 11 | 53 | 6.00% | 8,919,619 | 15.26% | 42.18% | 3.22% | 29 | -3.33% | 14 | 16.67% |
30 Sep, 11 | 50 | 4.17% | 7,738,767 | -14.87% | 36.22% | 1.95% | 30 | - | 12 | 9.09% |
30 Jun, 11 | 48 | 6.67% | 9,090,208 | 20.88% | 43.10% | 3.30% | 30 | 7.14% | 11 | 10.00% |
31 Mar, 11 | 45 | 12.50% | 7,520,331 | 68.54% | 36.14% | 6.78% | 28 | 27.27% | 10 | 11.11% |
31 Dec, 10 | 40 | 8.11% | 4,461,915 | 22.57% | 23.09% | 6.51% | 22 | 69.23% | 9 | -43.75% |
30 Sep, 10 | 37 | -13.95% | 3,640,153 | -19.66% | 18.84% | 3.32% | 13 | -48.00% | 16 | 33.33% |
30 Jun, 10 | 43 | 26.47% | 4,530,860 | 34.63% | 23.81% | 7.46% | 25 | 25.00% | 12 | 20.00% |
31 Mar, 10 | 34 | 9.68% | 3,365,457 | -14.28% | 17.86% | 3.96% | 20 | 11.11% | 10 | 100.00% |
31 Dec, 09 | 31 | 6.90% | 3,926,132 | -2.88% | 21.24% | 4.46% | 18 | 20.00% | 5 | -28.57% |
30 Sep, 09 | 29 | -3.33% | 4,042,414 | -1.04% | 21.84% | 4.46% | 15 | -16.67% | 7 | - |
30 Jun, 09 | 30 | 15.38% | 4,084,928 | 14.77% | 22.12% | 5.98% | 18 | 5.88% | 7 | 40.00% |
31 Mar, 09 | 26 | -3.70% | 3,559,118 | -18.79% | 19.23% | 3.33% | 17 | -15.00% | 5 | - |
31 Dec, 08 | 27 | -12.90% | 4,382,367 | 30.47% | 24.01% | 7.06% | 20 | 42.86% | 5 | -44.44% |
30 Sep, 08 | 31 | 14.81% | 3,358,791 | 69.01% | 18.44% | 15.40% | 14 | -12.50% | 9 | 80.00% |
30 Jun, 08 | 27 | 12.50% | 1,987,380 | 43.65% | 10.94% | 18.68% | 16 | 14.29% | 5 | -16.67% |
31 Mar, 08 | 24 | -14.29% | 1,383,463 | -48.52% | 7.65% | 3.44% | 14 | -6.67% | 6 | -45.45% |
31 Dec, 07 | 28 | -9.68% | 2,687,622 | -42.20% | 14.91% | 2.23% | 15 | -31.82% | 11 | 57.14% |
30 Sep, 07 | 31 | 6.90% | 4,649,861 | 140.08% | 25.89% | 22.17% | 22 | 22.22% | 7 | 16.67% |
30 Jun, 07 | 29 | 26.09% | 1,936,815 | 133.82% | 10.81% | 50.13% | 18 | 38.46% | 6 | - |
31 Mar, 07 | 23 | -14.81% | 828,348 | -4.07% | 4.64% | 19.38% | 13 | -27.78% | 6 | -14.29% |
31 Dec, 06 | 27 | 35.00% | 863,533 | 13.19% | 4.89% | 26.21% | 18 | 125.00% | 7 | -12.50% |
30 Sep, 06 | 20 | - | 762,927 | -45.48% | 4.32% | 6.85% | 8 | -27.27% | 8 | -11.11% |
30 Jun, 06 | 20 | - | 1,399,436 | -14.13% | 7.94% | 9.20% | 11 | 10.00% | 9 | 50.00% |
31 Mar, 06 | 20 | 17.65% | 1,629,667 | -6.57% | 9.29% | 9.59% | 10 | -16.67% | 6 | 50.00% |
31 Dec, 05 | 17 | -19.05% | 1,744,232 | -5.48% | 9.85% | 9.10% | 12 | 33.33% | 4 | -33.33% |
30 Sep, 05 | 21 | -27.59% | 1,845,380 | -26.90% | 10.40% | 5.13% | 9 | -55.00% | 6 | 50.00% |
30 Jun, 05 | 29 | 61.11% | 2,524,352 | 19.92% | 14.24% | 10.23% | 20 | 122.22% | 4 | - |
31 Mar, 05 | 18 | -5.26% | 2,105,104 | -12.17% | 11.79% | 6.82% | 9 | -18.18% | 4 | 100.00% |
31 Dec, 04 | 19 | 5.56% | 2,396,911 | 17.42% | 13.15% | 10.34% | 11 | -8.33% | 2 | 100.00% |
30 Sep, 04 | 18 | - | 2,041,302 | 0.57% | 11.28% | 9.51% | 12 | 33.33% | 1 | -80.00% |
30 Jun, 04 | 18 | -33.33% | 2,029,803 | -38.65% | 10.89% | 3.48% | 9 | -55.00% | 5 | 25.00% |
31 Mar, 04 | 27 | 22.73% | 3,308,314 | 52.55% | 17.69% | 12.28% | 20 | 17.65% | 4 | - |
31 Dec, 03 | 22 | 15.79% | 2,168,632 | -21.04% | 12.00% | 5.45% | 17 | 54.55% | 4 | -33.33% |
30 Sep, 03 | 19 | 35.71% | 2,746,358 | 4.38% | 14.84% | 6.87% | 11 | 57.14% | 6 | -14.29% |
30 Jun, 03 | 14 | 7.69% | 2,631,179 | -4.89% | 14.70% | 6.08% | 7 | -22.22% | 7 | 75.00% |
31 Mar, 03 | 13 | -23.53% | 2,766,585 | -14.43% | 15.55% | 4.71% | 9 | -10.00% | 4 | - |
31 Dec, 02 | 17 | 30.77% | 3,233,135 | 171.15% | 18.17% | 40.23% | 10 | -9.09% | 4 | 300.00% |
30 Sep, 02 | 13 | -7.14% | 1,192,375 | -58.31% | 6.72% | 2.53% | 11 | 37.50% | 1 | -80.00% |
30 Jun, 02 | 14 | -12.50% | 2,859,932 | -39.52% | 16.30% | 2.19% | 8 | -38.46% | 5 | 400.00% |
31 Mar, 02 | 16 | 45.45% | 4,729,077 | 184.11% | 27.30% | 29.34% | 13 | 62.50% | 1 | -50.00% |
31 Dec, 01 | 11 | 10.00% | 1,664,514 | -10.75% | 9.65% | 8.21% | 8 | 60.00% | 2 | - |
30 Sep, 01 | 10 | -16.67% | 1,865,050 | -53.22% | 10.84% | 2.02% | 5 | -50.00% | 2 | - |
30 Jun, 01 | 12 | 50.00% | 3,986,801 | 14.02% | 23.18% | 5.72% | 10 | 66.67% | 2 | 100.00% |
31 Mar, 01 | 8 | - | 3,496,545 | 45.15% | 20.14% | 10.39% | 6 | 20.00% | 1 | -66.67% |
31 Dec, 00 | 8 | -11.11% | 2,408,843 | -3.44% | 13.92% | 6.70% | 5 | 150.00% | 3 | -40.00% |
30 Sep, 00 | 9 | -25.00% | 2,494,715 | 4.96% | 14.41% | 7.64% | 2 | -60.00% | 5 | 25.00% |
30 Jun, 00 | 12 | - | 2,376,748 | 4.27% | 13.73% | 7.90% | 5 | -28.57% | 4 | - |
31 Mar, 00 | 12 | - | 2,279,412 | 16.50% | 13.19% | 10.18% | 7 | 133.33% | 4 | -42.86% |
31 Dec, 99 | 12 | - | 1,956,607 | -36.48% | 11.38% | 3.50% | 3 | -57.14% | 7 | 133.33% |
30 Sep, 99 | 12 | -14.29% | 3,080,194 | 7.96% | 18.04% | 6.79% | 7 | -36.36% | 3 | 50.00% |
30 Jun, 99 | 14 | 55.56% | 2,853,006 | 0.36% | 16.30% | 5.77% | 11 | 22.22% | 2 | - |
31 Mar, 99 | 9 | 350.00% | 2,842,650 | 783.39% | 16.82% | 461.39% | 9 | 350.00% | - | - |
31 Dec, 98 | 2 | - | 321,790 | - | 1.91% | - | 2 | - | - | - |
Sun Communities Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Sun Communities Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | 1 | 5 | 20.00% |
Q1 2024 | 21 | 34 | 61.76% |
Q4 2023 | - | 3 | - |
Q3 2023 | 2 | 1 | 200.00% |
Q2 2023 | 3 | 5 | 60.00% |
Q1 2023 | 17 | 39 | 43.59% |
Q4 2022 | - | 4 | - |
Q3 2022 | - | 2 | - |
Q2 2022 | - | 15 | - |
Q1 2022 | 13 | 34 | 38.24% |
Q4 2021 | 1 | 4 | 25.00% |
Q3 2021 | 4 | 4 | 100.00% |
Q2 2021 | 1 | 15 | 6.67% |
Q1 2021 | 15 | 35 | 42.86% |
Q4 2020 | - | 3 | - |
Q3 2020 | - | 2 | - |
Q2 2020 | - | 10 | - |
Q1 2020 | 10 | 23 | 43.48% |
Q4 2019 | 2 | 3 | 66.67% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 5 | - |
Q4 2023 | - | 1 | - |
Q3 2023 | 2 | 1 | 200.00% |
Q2 2023 | 1 | - | - |
Q1 2023 | - | 1 | - |
Q4 2022 | - | - | - |
Q3 2022 | - | 1 | - |
Q2 2022 | - | 5 | - |
Q1 2022 | - | 2 | - |
Q4 2021 | 1 | 1 | 100.00% |
Q3 2021 | 3 | 2 | 150.00% |
Q2 2021 | - | 5 | - |
Q1 2021 | - | - | - |
Q4 2020 | - | 1 | - |
Q3 2020 | - | 1 | - |
Q2 2020 | - | 1 | - |
Q1 2020 | - | 5 | - |
Q4 2019 | 2 | 3 | 66.67% |
Sun Communities Peer Ownership
Ticker | Company |
---|---|
AMH | American Homes 4 Rent |
MAA | Mid-America Apartment Communities, Inc. |
EQR | Equity Residential |
AVB | AvalonBay Communities, Inc. |
NXRT | NexPoint Residential Trust, Inc. |
CPT | Camden Property Trust |
UDR | UDR, Inc. |
ESS | Essex Property Trust, Inc. |
ELS | Equity LifeStyle Properties, Inc. |
CLPR | Clipper Realty Inc. |
UMH | UMH Properties, Inc. |
SUI Ownership FAQ
Who Owns Sun Communities?
Sun Communities is owned by institutional shareholders (97.30%), insiders (1.34%), and public (1.35%). The largest institutional shareholder of Sun Communities is VANGUARD GROUP INC (14.36% of total shares) and the top mutual fund owner is PERMANENT PORTFOLIO FAMILY OF FUNDS (1.41% of total shares).
Who are the major institutional shareholders of Sun Communities?
Sun Communities's major institutional shareholders are VANGUARD GROUP INC, COHEN & STEERS, INC., BLACKROCK INC., NORGES BANK, and DODGE & COX. The top five shareholders own together 42.51% of the company's share outstanding.
How many Sun Communities shareholders are there?
As of Jun 2024, there are 492 institutional shareholders of Sun Communities.
What percentage of Sun Communities is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 17.74M shares of Sun Communities, representing 14.36% of the company's total shares outstanding, valued at $2.14B (as of Jun 2024).
What percentage of Sun Communities is owned by COHEN & STEERS, INC?
As of Jun 2024, COHEN & STEERS, INC holds 11.38M shares of Sun Communities (SUI), compromising 9.21% of the company, valued at $1.37B.
What percentage of Sun Communities is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Sun Communities. The company owns 11.17M of the company's shares outstanding (worth $1.34B).