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XNYS 12 Oct, 2026 5:30 PM (EDT)
Sun Communities Inc Ownership Pattern for Latest - Insider, Institutional (13F), Mutual Fund Ownership
Sun Communities Inc ownership pattern - Insider holdings, Institutional (13F), Mutual Fund holding changes for Latest
Promoter Ownership trend
Institutional (13F) Ownership trend
MF Ownership Trends
No of Institutional (13F) holding shares
Insiders have decreased holdings from 1.33% to 1.32% in Oct 2026
Institutional Investors holding remains unchanged at 115.41% in Oct 2026
Mutual Funds holding remains unchanged at 94.04% in Oct 2026
Sun Communities Inc Top Insiders and Share Ownership
Sun Communities Inc insider ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Mr. Gary A. Shiffman | 0.92% | 857,761 | 98.2 | 0 | 0% | 0 | 0% | 0 | 0% | 24 Jun, 2026 | |
| 2Mr. John B. McLaren | 0.08% | 75,100 | 8.6 | 0 | 0% | 0 | 0% | 0 | 0% | 21 Jul, 2026 | |
| 3Mr. Charles D. Young | 0.08% | 74,084 | 8.5 | -3,393 | -4.38% | 0 | 0% | 0 | 0% | 01 Oct, 2026 | |
| 4Mr. Aaron Weiss | 0.07% | 62,227 | 7.1 | 0 | 0% | 0 | 0% | 0 | 0% | 21 Jul, 2026 | |
| 5Mr. Marc Farrugia | 0.05% | 46,891 | 5.4 | 0 | 0% | 0 | 0% | 0 | 0% | 21 Jul, 2026 | |
| 6Mr. Brian M. Hermelin | 0.03% | 27,317 | 3.1 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 | |
| 7Ms. Meghan G. Baivier | 0.02% | 19,417 | 2.2 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 | |
| 8Mr. Brian P. Loftus | 0.02% | 15,282 | 1.7 | 0 | 0% | 0 | 0% | 0 | 0% | 21 Jul, 2026 | |
| 9Ms. Tonya Allen | 0.01% | 10,426 | 1.2 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 | |
| 10Mr. Jeff T. Blau | 0.01% | 7,217 | 0.8 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 | |
| 11Mr. Robert A. Garechana | 0.01% | 6,374 | 0.7 | 0 | 0% | 6,374 | 100% | 0 | 0% | 08 Sep, 2026 | |
| 12Mr. Jerome W. Ehlinger | 0% | 3,217 | 0.4 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 | |
| 13Mr. Mark A. Denien | 0% | 1,200 | 0.1 | 0 | 0% | 0 | 0% | 0 | 0% | 05 Feb, 2026 |
*All financials are in $ Million
Sun Communities Inc Top Institutional (13F) Ownership
Sun Communities Inc institutional (13F) ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Vanguard Group Inc | 13.52% | 16,664,977 | 1907.5 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Dec, 2025 | |
| 2BlackRock Inc | 11.3% | 13,757,945 | 1574.7 | 0 | 0% | 0 | 0% | 1,076,417 | 8.49% | 30 Sep, 2026 | |
| 3Cohen & Steers Inc | 11% | 13,398,864 | 1533.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 4Vanguard Portfolio Management, LLC | 8.43% | 10,263,766 | 1174.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 5Dodge & Cox | 7.8% | 9,500,781 | 1087.5 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 6Vanguard Capital Management, LLC | 4.51% | 5,494,428 | 628.9 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 7NORGES BANK | 4.47% | 5,439,467 | 622.6 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 8Wellington Management Company LLP | 4.43% | 5,390,114 | 617.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 9T. Rowe Price Associates, Inc. | 4.42% | 5,389,029 | 616.8 | 0 | 0% | 0 | 0% | -140,397 | -2.54% | 30 Sep, 2026 | |
| 10State Street Corp | 4.11% | 5,008,789 | 573.3 | 0 | 0% | 0 | 0% | -204,435 | -3.92% | 30 Sep, 2026 | |
| 11FMR Inc | 3.75% | 4,565,468 | 522.6 | 0 | 0% | 0 | 0% | -418,348 | -8.39% | 30 Sep, 2026 | |
| 12Geode Capital Management, LLC | 1.92% | 2,340,449 | 267.9 | 0 | 0% | 0 | 0% | -45,428 | -1.9% | 30 Sep, 2026 | |
| 13Daiwa Securities Group Inc | 1.49% | 1,810,684 | 207.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 14Dimensional Fund Advisors, Inc. | 1.48% | 1,798,284 | 205.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 15Charles Schwab Investment Management Inc | 1.35% | 1,648,236 | 188.7 | 0 | 0% | 0 | 0% | 122,128 | 8% | 30 Sep, 2026 | |
| 16UBS Asset Mgmt Americas Inc | 1.26% | 1,536,249 | 175.8 | 0 | 0% | 0 | 0% | 31,497 | 2.09% | 30 Sep, 2026 | |
| 17Citadel Advisors Llc | 1.2% | 1,465,733 | 167.8 | 0 | 0% | 0 | 0% | 885,795 | 152.74% | 30 Sep, 2026 | |
| 18Millennium Management LLC | 1.17% | 1,421,561 | 162.7 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 19Canada Pension Plan Investment Board | 1.07% | 1,307,991 | 149.7 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 20Legal & General Group PLC | 0.84% | 1,023,572 | 117.2 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 21Northern Trust Corp | 0.81% | 989,742 | 113.3 | 0 | 0% | 0 | 0% | -48,641 | -4.68% | 30 Sep, 2026 | |
| 22Morgan Stanley - Brokerage Accounts | 0.79% | 957,254 | 109.6 | 0 | 0% | 150,612 | 18.67% | 0 | 0% | 30 Sep, 2026 | |
| 23Deutsche Bank AG | 0.74% | 904,260 | 103.5 | 0 | 0% | 0 | 0% | -331,161 | -26.81% | 30 Sep, 2026 | |
| 24Balyasny Asset Management LLC | 0.71% | 866,101 | 99.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 25Jane Street Group LLC | 0.71% | 859,712 | 98.4 | 0 | 0% | 0 | 0% | 794,742 | 1,223.24% | 30 Sep, 2026 |
*All financials are in $ Million
Sun Communities Inc Top Mutual Fund Ownership
Sun Communities Inc MF ownership and trend
| History | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1Dodge & Cox Stock Fund | 5.53% | 6,736,000 | 771.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 2M&G SA Equity Fund | 5.07% | 6,453,455 | 738.7 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Mar, 2024 | |
| 3Vanguard Real Estate Index Fund | 3.8% | 4,633,203 | 530.3 | 0 | 0% | 0 | 0% | -54,762 | -1.17% | 30 Sep, 2026 | |
| 4iShares Core S&P Mid-Cap ETF | 3.56% | 4,338,587 | 496.6 | 0 | 0% | 283,775 | 7% | 4,054,812 | 100% | 30 Sep, 2026 | |
| 5Vanguard Morningstar Ttl Stk Mkt Idx Fd | 3.21% | 3,907,754 | 447.3 | 0 | 0% | 0 | 0% | -12,032 | -0.31% | 30 Sep, 2026 | |
| 6Vanguard MStar US Total Market Index ETF | 3.21% | 3,907,754 | 447.3 | 0 | 0% | 0 | 0% | -12,032 | -0.31% | 30 Sep, 2026 | |
| 7Vanguard Equity Income Fund | 3.06% | 3,724,582 | 426.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 8Vanguard Small Cap Index | 2.33% | 2,835,178 | 324.5 | 0 | 0% | 0 | 0% | 1,364 | 0.05% | 30 Sep, 2026 | |
| 9Cohen & Steers Instl Realty Shares | 1.99% | 2,428,709 | 278.0 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 10Cohen & Steers Realty Shares Fund | 1.82% | 2,213,614 | 253.4 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 11Cohen & Steers Real Estate Securities Fd | 1.46% | 1,774,332 | 203.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 12Cohen & Steers Real Estate Opportunities | 1.46% | 1,774,332 | 203.1 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 13Vanguard Extended Market Index Fund | 1.38% | 1,720,271 | 196.9 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Jul, 2023 | |
| 14Vanguard Morningstar Small Cap Gr Idx Fd | 1.34% | 1,627,189 | 186.2 | 0 | 0% | 0 | 0% | -11,519 | -0.7% | 30 Sep, 2026 | |
| 15M&G Balanced Fund | 1.24% | 1,580,221 | 180.9 | 0 | 0% | 0 | 0% | 0 | 0% | 31 Mar, 2024 | |
| 16T. Rowe Price US Mid-Cap Value Equity | 1.15% | 1,405,005 | 160.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 17Vanguard Institutional Extnd Mkt Idx Tr | 1.1% | 1,344,958 | 153.9 | 0 | 0% | 0 | 0% | 11,255 | 0.84% | 30 Sep, 2026 | |
| 18T. Rowe Price Mid-Cap Value Fund | 1.1% | 1,341,750 | 153.6 | 0 | 0% | -27,923 | -2.04% | 0 | 0% | 30 Sep, 2026 | |
| 19Fidelity US REIT Mother Fund | 1.08% | 1,334,909 | 152.8 | 0 | 0% | 0 | 0% | 0 | 0% | 17 Mar, 2025 | |
| 20Daiwa US-REIT Open Mother Fund | 1.01% | 1,242,757 | 142.2 | 0 | 0% | 0 | 0% | 0 | 0% | 17 Sep, 2025 | |
| 21T. Rowe Price Real Assets Trust I | 0.9% | 1,094,477 | 125.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 22Schwab US REIT ETF™ | 0.79% | 957,290 | 109.6 | 0 | 0% | 45,077 | 4.94% | 0 | 0% | 30 Sep, 2026 | |
| 23T. Rowe Price U.S. Mid-Cap Value Eq Tr | 0.75% | 911,342 | 104.3 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 24Dodge & Cox Balanced Fund | 0.7% | 854,400 | 97.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 | |
| 25Dodge & Cox Balanced Composite | 0.7% | 854,400 | 97.8 | 0 | 0% | 0 | 0% | 0 | 0% | 30 Sep, 2026 |
*All financials are in $ Million