DaveManuel.com · Institutional Ownership · Who Owns It
SUN CMNTYS INC (SUI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
538
Reporting holders
$14.9B
Reported value
101.7%
Of shares outstanding
0.1%
Calls
0.2%
Puts
+16
Holder change
Institutions report 123,892,689 shares against 121,800,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 13,757,945 | 0.02% | 8q | +8.5%+$129.1M |
| COHEN & STEERS, INC. | $1.6B | 13,398,864 | 2.54% | 31q | +11.1%+$160.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 10,263,766 | 0.06% | 2q | +0.9%+$11.4M |
| Dodge & Cox | $1.1B | 9,500,781 | 0.60% | 10q | -33.4%-$571.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $658.8M | 5,494,428 | 0.01% | 2q | +0.8%+$5.0M |
| NORGES BANK | $652.2M | 5,439,467 | 0.07% | 32q | -10.5%-$76.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $646.3M | 5,390,114 | 0.11% | 31q | -7.7%-$54.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $646.2M | 5,389,029 | 0.06% | 31q | -2.5%-$16.8M |
| STATE STREET CORP | $606.1M | 5,008,789 | 0.02% | 31q | -3.9%-$24.7M |
| FMR LLC | $547.4M | 4,565,468 | 0.02% | 31q | -8.4%-$50.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $279.8M | 2,340,449 | 0.01% | 31q | -1.9%-$5.4M |
| Daiwa Securities Group Inc. | $217.1M | 1,810,684 | 0.42% | 31q | +2.4%+$5.1M |
| DIMENSIONAL FUND ADVISORS LP | $215.6M | 1,798,284 | 0.04% | 31q | -0.8%-$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $197.6M | 1,648,236 | 0.03% | 31q | +8.0%+$14.6M |
| CITADEL ADVISORS LLC | $193.0M incl. $17.3M options CALL+PUT | 1,465,733 | 0.02% | 31q | +152.7%+$116.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $184.2M | 1,536,249 | 0.03% | 31q | +2.1%+$3.8M |
| MILLENNIUM MANAGEMENT LLC | $170.5M | 1,421,561 | 0.06% | 31q | +710.7%+$149.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $156.8M | 1,307,991 | 0.09% | 29q | +26.9%+$33.2M |
| Legal & General Group Plc | $122.7M | 1,023,572 | 0.03% | 31q | -4.9%-$6.3M |
| NORTHERN TRUST CORP | $118.7M | 989,742 | 0.01% | 31q | -4.7%-$5.8M |
| MORGAN STANLEY | $114.8M | 957,254 | 0.01% | 35q | +18.7%+$18.1M |
| Russell Investments Group, Ltd. | $111.2M | 927,049 | 0.10% | 31q | -4.9%-$5.7M |
| JANE STREET GROUP, LLC | $108.9M incl. $5.8M options CALL+PUT | 859,712 | 0.01% | 26q | +1223.2%+$100.7M |
| DEUTSCHE BANK AG\ | $108.4M | 904,260 | 0.03% | 34q | -26.8%-$39.7M |
| Balyasny Asset Management L.P. | $103.9M | 866,101 | 0.13% | 4q | +105.3%+$53.3M |
| JPMORGAN CHASE & CO | $97.9M | 807,182 | 0.01% | 31q | -9.7%-$10.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $92.1M | 767,879 | 1.28% | 31q | +43.1%+$27.7M |
| VANGUARD FIDUCIARY TRUST CO | $88.5M | 738,463 | 0.02% | 2q | +1.1%+$980.4K |
| SEI INVESTMENTS CO | $88.3M | 736,312 | 0.08% | 31q | -4.6%-$4.3M |
| Bank of New York Mellon Corp | $82.7M | 689,363 | 0.01% | 31q | +1.0%+$822.5K |
| Nuveen, LLC | $78.8M | 656,780 | 0.02% | 6q | -41.6%-$56.1M |
| BANK OF AMERICA CORP /DE/ | $74.8M | 623,891 | 0.00% | 31q | +9.7%+$6.6M |
| HSBC HOLDINGS PLC | $68.7M | 573,646 | 0.03% | 31q | -4.6%-$3.3M |
| Alyeska Investment Group, L.P. | $66.8M | 557,257 | 0.17% | new | NEW |
| Hudson Bay Capital Management LP | $55.6M | 463,853 | 0.15% | 3q | +201.6%+$37.2M |
| Sumitomo Mitsui Trust Group, Inc. | $54.8M | 456,746 | 0.03% | 31q | +4.9%+$2.6M |
| FIRST TRUST ADVISORS LP | $51.9M | 432,682 | 0.03% | 31q | +53.4%+$18.1M |
| Qube Research & Technologies Ltd | $46.9M | 391,465 | 0.04% | 4q | -8.5%-$4.4M |
| GW&K Investment Management, LLC | $44.6M | 371,593 | 0.35% | 31q | -5.4%-$2.6M |
| Swiss National Bank | $41.7M | 347,560 | 0.02% | 31q | -4.2%-$1.8M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $41.7M | 347,520 | 0.36% | 31q | +577.1%+$35.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.6M incl. $11.2M options CALL+PUT | 244,394 | 0.00% | 31q | -52.0%-$44.0M |
| Land & Buildings Investment Management, LLC | $37.2M | 310,187 | 6.37% | 19q | +12.5%+$4.1M |
| APG Asset Management US Inc. | $37.1M | 307,048 | 0.26% | 29q | HELD |
| Amundi | $37.0M | 308,912 | 0.01% | 21q | -1.0%-$382.2K |
| Invesco Ltd. | $36.4M | 303,704 | 0.00% | 31q | +16.5%+$5.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.3M | 285,654 | 0.02% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $30.8M | 256,813 | 0.05% | 6q | -1.2%-$369.0K |
| GOLDMAN SACHS GROUP INC | $30.7M | 256,337 | 0.00% | 31q | +33.8%+$7.8M |
| UBS Group AG | $30.7M incl. $479.6K options PUT | 251,973 | 0.00% | 31q | -15.4%-$5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $30.2M | 251,701 | 0.02% | 2q | +13.5%+$3.6M |
| FRANKLIN RESOURCES INC | $30.2M | 251,460 | 0.01% | 23q | -4.0%-$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $29.7M | 247,912 | 0.01% | 31q | +40.7%+$8.6M |
| PRUDENTIAL FINANCIAL INC | $29.4M | 245,181 | 0.03% | 33q | -7.2%-$2.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.9M | 240,847 | 0.02% | 31q | +6.7%+$1.8M |
| CRAMER ROSENTHAL MCGLYNN LLC | $28.7M | 239,019 | 1.45% | 12q | -11.0%-$3.5M |
| WHITTIER TRUST CO | $28.4M | 232,839 | 0.28% | 29q | +2.5%+$683.5K |
| CANADA LIFE ASSURANCE Co | $28.3M | 236,160 | 0.05% | 31q | +2.3%+$640.4K |
| NOMURA ASSET MANAGEMENT CO LTD | $27.6M | 230,522 | 0.06% | 31q | +5.1%+$1.3M |
| Engineers Gate Manager LP | $27.3M | 227,305 | 0.35% | 4q | +5319.8%+$26.8M |
| Arbejdsmarkedets Tillaegspension | $27.2M | 227,000 | 0.59% | 3q | +15.4%+$3.6M |
| Asset Management One Co., Ltd. | $27.2M | 226,642 | 0.07% | 31q | +2.4%+$636.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $25.4M | 212,214 | 0.02% | 31q | +14.8%+$3.3M |
| California Public Employees Retirement System | $24.8M | 206,868 | 0.01% | 31q | -19.6%-$6.0M |
| Woodline Partners LP | $21.4M | 178,657 | 0.07% | 3q | +38.2%+$5.9M |
| PRIVATE MANAGEMENT GROUP INC | $21.3M | 177,852 | 0.56% | 15q | -1.4%-$310.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $21.3M | 177,469 | 0.06% | 31q | HELD |
| CITIGROUP INC | $20.9M | 174,685 | 0.01% | 31q | -11.9%-$2.8M |
| AMERIPRISE FINANCIAL INC | $20.6M | 171,996 | 0.00% | 31q | +76.8%+$9.0M |
| WELLS FARGO & COMPANY/MN | $20.1M | 168,042 | 0.00% | 31q | +15.8%+$2.8M |
| BNP PARIBAS FINANCIAL MARKETS | $20.1M | 167,897 | 0.01% | 31q | +41.8%+$5.9M |
| Jain Global LLC | $20.0M | 166,624 | 0.08% | 2q | +515.7%+$16.7M |
| State of New Jersey Common Pension Fund D | $19.5M | 162,381 | 0.07% | 31q | -1.6%-$315.4K |
| Heitman Real Estate Securities LLC | $19.3M | 160,857 | 1.24% | 4q | -6.6%-$1.4M |
| Quantinno Capital Management LP | $19.1M | 158,982 | 0.02% | 11q | -17.3%-$4.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $18.4M | 153,350 | 0.02% | 30q | -3.7%-$709.3K |
| RHUMBLINE ADVISERS | $17.8M | 148,803 | 0.01% | 31q | -2.4%-$440.4K |
| Vanguard Investments Australia, Ltd. | $17.2M | 143,803 | 0.04% | 2q | HELD |
| MACQUARIE GROUP LTD | $16.9M | 140,939 | 0.07% | 32q | +34.5%+$4.3M |
| Aberdeen Group plc | $16.8M | 140,337 | 0.02% | 30q | -26.6%-$6.1M |
| Vision Capital Corp | $16.2M | 135,152 | 5.24% | 18q | -59.1%-$23.5M |
| 1832 Asset Management L.P. | $15.9M | 132,420 | 0.01% | 14q | +25.6%+$3.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $15.6M | 129,770 | 0.06% | 2q | -30.5%-$6.8M |
| SG Americas Securities, LLC | $15.5M | 129,253 | 0.01% | 5q | -34.8%-$8.3M |
| RAYMOND JAMES FINANCIAL INC | $15.5M | 129,056 | 0.00% | 7q | +32.8%+$3.8M |
| PRINCIPAL FINANCIAL GROUP INC | $15.4M | 128,376 | 0.01% | 31q | -2.4%-$382.8K |
| ROYAL BANK OF CANADA | $15.2M | 126,545 | 0.00% | 31q | -20.2%-$3.8M |
| BARCLAYS PLC | $13.9M | 116,307 | 0.00% | 31q | -12.9%-$2.1M |
| DekaBank Deutsche Girozentrale | $13.9M | 110,373 | 0.02% | 29q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $13.3M | 109,345 | 0.01% | 12q | +653.0%+$11.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13.2M | 110,112 | 0.02% | 31q | -2.7%-$373.2K |
| AVIVA PLC | $12.3M | 102,880 | 0.02% | 31q | -1.8%-$223.5K |
| Clearbridge Investments, LLC | $12.3M | 102,340 | 0.01% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $12.0M | 99,889 | 0.02% | 31q | -7.6%-$985.3K |
| NATIXIS ADVISORS, LLC | $11.9M | 99,110 | 0.01% | 31q | +813.0%+$10.6M |
| ArrowMark Colorado Holdings LLC | $11.7M | 97,312 | 0.49% | 6q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $11.6M | 97,672 | 0.00% | 31q | -14.5%-$2.0M |
| Tidal Investments LLC | $11.2M incl. $167.9K options CALL | 92,332 | 0.02% | 19q | +14.8%+$1.5M |
| CHILTON CAPITAL MANAGEMENT LLC | $11.2M | 92,944 | 0.35% | 24q | -7.3%-$884.1K |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $11.2M | 93,665 | 0.40% | 19q | +76.3%+$4.9M |
Showing the largest 100 of 538 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-02 | 2026-10-01 | Material agreement entered | filing |
| 2026-09-23 | 2026-09-22 | Acquisition or disposal completed | filing |
| 2026-08-27 | 2026-08-21 | Directors or officers departed or appointed | filing |
| 2026-08-25 | 2026-08-24 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-24 | SHIFFMAN GARY A | Director | Sold | 25,031 | $3.0M |
| 2026-05-26 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sold | 23,750 | $3.0M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 140 | $508.5M | 4,589,226 | 29 | 47 | 28 | 0.0% |
| Q2 2026 | 538 | $14.9B | 123,892,689 | 78 | 171 | 197 | 0.3% |
| Q1 2026 | 522 | $14.9B | 117,490,784 | 60 | 179 | 182 | 0.3% |
| Q4 2025 | 543 | $15.2B | 122,594,843 | 68 | 154 | 188 | 0.2% |
| Q3 2025 | 507 | $15.1B | 116,719,337 | 79 | 154 | 164 | 0.2% |
| Q2 2025 | 470 | $16.5B | 130,590,251 | 36 | 178 | 165 | 0.1% |
| Q1 2025 | 500 | $16.8B | 130,649,807 | 62 | 177 | 168 | 0.1% |
| Q4 2024 | 478 | $16.0B | 128,958,202 | 39 | 153 | 189 | 0.7% |
| Q3 2024 | 520 | $16.8B | 123,754,050 | 68 | 158 | 194 | 0.5% |
| Q2 2024 | 509 | $14.8B | 122,398,742 | 66 | 151 | 203 | 0.3% |
| Q1 2024 | 502 | $16.2B | 126,010,943 | 45 | 159 | 190 | 0.1% |
| Q4 2023 | 532 | $17.0B | 126,917,845 | 72 | 178 | 182 | 0.5% |
| Q3 2023 | 499 | $14.6B | 122,779,631 | 52 | 193 | 150 | 0.2% |
| Q2 2023 | 506 | $15.7B | 120,145,969 | 54 | 148 | 203 | 0.4% |
| Q1 2023 | 505 | $17.4B | 123,160,277 | 53 | 190 | 158 | 0.2% |
| Q4 2022 | 511 | $17.2B | 120,465,302 | 52 | 178 | 190 | 0.1% |
| Q3 2022 | 491 | $40.9B | 302,165,055 | 59 | 184 | 155 | 0.1% |
| Q2 2022 | 492 | $61.9B | 388,155,503 | 48 | 174 | 170 | 0.1% |
| Q1 2022 | 513 | $31.2B | 177,781,758 | 56 | 197 | 166 | 0.1% |
| Q4 2021 | 516 | $38.6B | 183,541,626 | 58 | 231 | 118 | 0.1% |
| Q3 2021 | 483 | $30.0B | 161,855,754 | 64 | 188 | 136 | 0.2% |
| Q2 2021 | 448 | $28.9B | 168,384,260 | 40 | 152 | 155 | 0.1% |
| Q1 2021 | 452 | $25.0B | 166,198,688 | 53 | 195 | 126 | 0.4% |
| Q4 2020 | 443 | $23.3B | 152,683,180 | 47 | 180 | 124 | 0.3% |
| Q3 2020 | 427 | $60.4B | 429,059,583 | 33 | 148 | 144 | 0.1% |
| Q2 2020 | 435 | $53.2B | 391,335,801 | 66 | 145 | 161 | 0.1% |
| Q1 2020 | 423 | $37.0B | 295,965,941 | 41 | 148 | 151 | 0.1% |
| Q4 2019 | 456 | $53.7B | 357,463,376 | 64 | 138 | 153 | 0.1% |
| Q3 2019 | 400 | $50.0B | 336,399,879 | 48 | 155 | 116 | 0.1% |
| Q2 2019 | 386 | $54.2B | 422,308,830 | 68 | 130 | 106 | 0.0% |
| Q1 2019 | 355 | $30.8B | 259,460,017 | 43 | 107 | 120 | 0.0% |
| Q4 2018 | 354 | $33.9B | 332,821,993 | 8 | 11 | 4 | 0.0% |