| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $658.8M | +0.8% | 4.459% | 0.01% |
| 5 | NORGES BANK | 5.4M | $652.2M | — | 4.414% | 0.07% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 5.4M | $646.3M | -7.8% | 4.374% | 0.11% |
| 7 | STATE STREET CORP | 5.0M | $606.1M | -3.9% | 4.065% | 0.01% |
| 8 | FMR LLC | 4.6M | $547.4M | -8.4% | 3.705% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $279.8M | -1.9% | 1.899% | 0.01% |
| 10 | Daiwa Securities Group Inc. | 1.8M | $217.1M | +2.4% | 1.469% | 0.42% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $215.6M | -0.8% | 1.459% | 0.04% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $197.6M | +8.0% | 1.337% | 0.03% |
| 13 | CITADEL ADVISORS LLC | 1.6M | $193.0M | +142.8% | 1.306% | 0.01% |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $184.2M | +2.1% | 1.247% | 0.03% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.4M | $170.5M | +710.7% | 1.154% | 0.06% |
| 16 | CANADA PENSION PLAN INVESTMENT BOARD | 1.3M | $156.8M | +26.9% | 1.061% | 0.09% |
| 17 | Legal & General Group Plc | 1.0M | $122.7M | -4.9% | 0.831% | 0.03% |
| 18 | NORTHERN TRUST CORP | 990K | $118.7M | -4.7% | 0.803% | 0.01% |
| 19 | MORGAN STANLEY | 957K | $114.8M | +18.7% | 0.777% | 0.01% |
| 20 | Russell Investments Group, Ltd. | 927K | $111.2M | -4.9% | 0.752% | 0.10% |
| 21 | JANE STREET GROUP, LLC | 908K | $108.9M | +459.2% | 0.737% | 0.01% |
| 22 | DEUTSCHE BANK AG\ | 904K | $108.4M | -26.8% | 0.734% | 0.03% |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | 866K | $103.9M | +105.3% | 0.703% | 0.13% |
| 24 | JPMORGAN CHASE & CO | 807K | $97.9M | -9.7% | 0.655% | 0.01% |
| 25 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 768K | $92.1M | +43.1% | 0.623% | 1.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SUI — a direct measure of their conviction.
| 95.99% |
| 4.03 pp |
| $12.30B |
| 0.8% |
| Q4 2024 | 462 | 8.0% | 100.02% | +10.22 pp | $12.40B | 0.2% |
| Q3 2024 | 502 | — | 89.80% | — | $12.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
76 institutions opened new positions in SUI during Q2 2026, while 64 fully exited. 127 added to existing positions and 309 trimmed.
SUI institutional ownership rose by 5.75 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 61.2% of all reported 13F value in SUI, and the top 25 account for 78.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sun Communities, Inc. (SUI) Institutional Ownership