Sun Communities, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 05/14/2026 | 14.27 M | $1.80 B | -1.56% | 11.59% |
| BLACKROCK, INC. | 05/13/2026 | 12.68 M | $1.60 B | 18.93% | 10.30% |
| COHEN & STEERS, INC. | 05/15/2026 | 12.06 M | $1.52 B | 19.92% | 9.80% |
| 05/08/2026 | 10.17 M | $1.28 B | 100.00% | 8.26% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 5.84 M | $735.97 M | 15.93% | 4.75% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 5.53 M | $696.49 M | -0.55% | 4.49% |
| 05/15/2026 | 5.45 M | $686.87 M | 100.00% | 4.43% | |
| STATE STREET CORP | 05/15/2026 | 5.21 M | $662.44 M | -1.69% | 4.23% |
| FMR LLC | 05/15/2026 | 4.98 M | $627.76 M | 2.36% | 4.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.39 M | $299.70 M | 2.03% | 1.94% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.81 M | $228.28 M | 2.93% | 1.47% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 1.77 M | $222.74 M | 17.02% | 1.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.53 M | $192.23 M | 3.77% | 1.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.50 M | $189.54 M | 2.08% | 1.22% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.24 M | $155.61 M | -0.68% | 1.00% |
| NUVEEN, LLC | 04/30/2026 | 1.12 M | $141.62 M | 14.39% | 0.91% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.08 M | $135.58 M | -0.39% | 0.87% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.04 M | $130.79 M | -0.03% | 0.84% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 1.03 M | $129.86 M | 0.00% | 0.84% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 974.98 K | $122.81 M | 22.12% | 0.79% |
| JPMORGAN CHASE & CO | 05/13/2026 | 893.92 K | $112.81 M | 37.43% | 0.73% |
| MORGAN STANLEY | 05/15/2026 | 806.64 K | $101.60 M | -15.51% | 0.66% |
| SEI INVESTMENTS CO | 05/13/2026 | 771.98 K | $97.24 M | 33.10% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 730.29 K | $91.99 M | 100.00% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 682.50 K | $85.97 M | -1.37% | 0.55% |
| HSBC HOLDINGS PLC | 04/30/2026 | 601.53 K | $75.82 M | 0.82% | 0.49% |
| CITADEL ADVISORS LLC | 05/15/2026 | 579.94 K | $73.05 M | -53.72% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 568.51 K | $71.61 M | 9.36% | 0.46% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 05/14/2026 | 536.75 K | $67.61 M | 104.75% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 509.35 K | $64.16 M | 87.11% | 0.41% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 435.39 K | $54.84 M | 3.86% | 0.35% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 427.96 K | $53.91 M | -8.92% | 0.35% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 421.93 K | $53.15 M | -45.00% | 0.34% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 392.92 K | $49.49 M | -1.28% | 0.32% |
| SWISS NATIONAL BANK | 05/07/2026 | 362.86 K | $45.71 M | 5.80% | 0.29% |
| VISION CAPITAL CORP | 05/14/2026 | 330.80 K | $41.67 M | 16.75% | 0.27% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 325.20 K | $40.96 M | 74.53% | 0.26% |
| AMUNDI | 05/18/2026 | 312.10 K | $39.31 M | 19.65% | 0.25% |
| APG ASSET MANAGEMENT US INC. | 05/13/2026 | 307.05 K | $39.11 M | 0.97% | 0.25% |
| UBS GROUP AG | 05/05/2026 | 297.86 K | $37.52 M | 50.21% | 0.24% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 282.14 K | $35.54 M | -8.15% | 0.23% |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 275.71 K | $34.73 M | -3.42% | 0.22% |
| CRAMER ROSENTHAL MCGLYNN LLC | 05/15/2026 | 268.49 K | $33.82 M | 5.57% | 0.22% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 264.18 K | $33.28 M | -14.99% | 0.21% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 262.02 K | $33.00 M | -37.62% | 0.21% |
| INVESCO LTD. | 05/12/2026 | 260.77 K | $32.85 M | -1.31% | 0.21% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 259.89 K | $32.74 M | 1.95% | 0.21% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 257.18 K | $32.39 M | -8.80% | 0.21% |
| MARSHALL WACE, LLP | 05/15/2026 | 235.68 K | $29.69 M | 2,711.01% | 0.19% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 230.81 K | $29.12 M | 2.26% | 0.19% |
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Sun Communities, Inc. institutional Ownership - FAQ's
During the previous two years, 756 institutional investors and hedge funds held shares of Sun Communities, Inc.. The most heavily invested institutionals were:
DODGE & COX: 14.27 M
BlackRock, Inc.: 12.68 M
COHEN & STEERS, INC.: 12.06 M
WELLINGTON MANAGEMENT GROUP LLP: 5.84 M
PRICE T ROWE ASSOCIATES INC /MD/: 5.53 M
STATE STREET CORP: 5.21 M
95.39% of Sun Communities, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 153.57 M shares in the last 24 months. This purchase volume represents approximately $20.81 B in transactions.