13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment TrustsHigh-convictionMulti-bagger
SUI

Sun Communities Inc

539 institutions still hold Sun Communities Inc as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 866674104·Real Estate Investment Trusts·539 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$9.6B
51.0% inst. owned
of float
Holders
539
+50 QoQ
filers reporting
Activity
+92 / −37
+800 added · −700 reduced
this quarter
Concentration
18.71%
DODGE & COX #1
top holder share
AI Holders Summary · Q1 2026

539 institutions reported SUI in Q1 2026. DODGE & COX leads at 18.7% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DODGE & COX
CIK 0000200217
$1.8B14.3M0.99%Q1 202602
BlackRock, Inc.
CIK 0002012383
$1.6B12.7M0.03%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$1.3B10.2M0.07%Q1 202604
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$736M5.8M0.14%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$687M5.5M0.02%Q1 202606
STATE STREET CORP
CIK 0000093751
$662M5.2M0.02%Q1 202607
FMR LLC
CIK 0000315066
$628M5.0M0.03%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$300M2.4M0.02%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$228M1.8M0.05%Q1 202610
Daiwa Securities Group Inc.
CIK 0001481045
$223M1.8M0.64%Q1 202611
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$192M1.5M0.03%Q1 202612
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$190M1.5M0.04%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$157M1.3M0.02%Q4 202514
DEUTSCHE BANK AG\
CIK 0000948046
$156M1.2M0.05%Q1 202615
Nuveen, LLC
CIK 0001871926
$142M1.1M0.04%Q1 202616
Legal & General Group Plc
CIK 0000764068
$136M1.1M0.03%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$131M1.0M0.02%Q1 202618
CANADA PENSION PLAN INVESTMENT BOARD
CIK 0001283718
$128M1.0M0.09%Q4 202519
Russell Investments Group, Ltd.
CIK 0001692234
$123M975K0.13%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$113M894K0.01%Q1 2026
Page 1 of 27
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