← Every company
Funds Holding Sun Communities Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Sun Communities Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SUI →Funds holding
117
as of 2026-07-31
Reported value
$1.8B
summed across funds
Fund families
55
named trusts
Largest conviction
3.65%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| SRH REIT Covered Call ETFElevation Series Trust16.1K sh$2M | 3.65% |
| Leadershares Alphafactor Tactical Focused ETFTwo Roads Shared Trust17.2K sh$2.1M | 3.34% |
| CRM SMALL/MID CAP VALUE FUNDCRM Mutual Fund Trust47.1K sh$5.8M | 3.21% |
| YieldMax(R) Target 12(TM) Real Estate Option Income ETFTidal Trust II2K sh$242.1K | 2.77% |
| PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST12.2K sh$1.5M | 2.70% |
| Abacus FCF Real Assets Leaders ETFAbacus FCF ETF Trust20.1K sh$2.5M | 2.67% |
| SA Fidelity Institutional AM Real Estate PortfolioSUNAMERICA SERIES TRUST44.9K sh$5.5M | 2.20% |
| CRM LONG/SHORT OPPORTUNITIESCRM Mutual Fund Trust91K sh$11.2M | 2.13% |
| BlackRock Real Estate Securities FundBlackRock Funds62.3K sh$7.7M | 1.73% |
| iShares Select U.S. REIT ETFiShares Trust293.5K sh$36.2M | 1.72% |
| Fidelity Real Estate Investment PortfolioFidelity Select Portfolios422.3K sh$52.1M | 1.53% |
| Fidelity SAI Real Estate FundFidelity Summer Street Trust395.3K sh$48.8M | 1.53% |
| Global Real Estate Securities FundRUSSELL INVESTMENT CO50.5K sh$6.2M | 1.49% |
| Fidelity Real Estate Investment ETFFidelity Covington Trust2K sh$245.7K | 1.49% |
| Hartford Global Impact FundHARTFORD MUTUAL FUNDS, INC42.9K sh$5.3M | 1.48% |
| iShares Core U.S. REIT ETFiShares Trust457.5K sh$56.5M | 1.21% |
| Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III15.9K sh$2M | 1.14% |
| Dimensional US Real Estate ETFDimensional ETF Trust162.1K sh$20M | 1.12% |
| THE HARTFORD EQUITY INCOME FUNDHARTFORD MUTUAL FUNDS, INC445.9K sh$55.1M | 1.12% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC632.6K sh$78.1M | 1.10% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST119.7K sh$14.8M | 0.99% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust16.8K sh$2.1M | 0.98% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust256.6K sh$31.7M | 0.98% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds154.7K sh$19.1M | 0.96% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS822.7K sh$101.6M | 0.93% |
| iShares Global REIT ETFiShares Trust333.9K sh$41.2M | 0.80% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS4.7M sh$578.8M | 0.79% |
| iShares Environmentally Aware Real Estate ETFiShares Trust875 sh$108K | 0.76% |
| Dimensional Global Real Estate ETFDimensional ETF Trust233.2K sh$28.8M | 0.75% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC460.3K sh$56.8M | 0.73% |
| iShares Developed Real Estate Index FundBlackRock Funds18.2K sh$2.2M | 0.72% |
| iShares Large Cap Value Active ETFBlackRock ETF Trust18.7K sh$2.3M | 0.67% |
| AMG GW&K Small/Mid Cap Growth FundAMG Funds IV2.3K sh$283K | 0.66% |
| Fidelity SAI Real Estate Income FundFidelity Securities Fund97.4K sh$12M | 0.56% |
| Fidelity Real Estate Income FundFidelity Securities Fund192.8K sh$23.8M | 0.54% |
| NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust281 sh$34.7K | 0.50% |
| THE HARTFORD BALANCED INCOME FUNDHARTFORD MUTUAL FUNDS, INC443.2K sh$54.7M | 0.49% |
| BlackRock Equity Dividend FundBlackRock Equity Dividend Fund783.9K sh$96.8M | 0.47% |
| BNY Mellon Developed Markets Real Estate Securities FundBNY Mellon Investment Funds V, Inc.11.5K sh$1.4M | 0.42% |
| Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust6.7K sh$828.1K | 0.35% |
| Fidelity Mid Cap Value FundFidelity Devonshire Trust67K sh$8.3M | 0.35% |
| Allspring Macro Strategies PortfolioALLSPRING MASTER TRUST5K sh$621.1K | 0.30% |
| PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 104.7K sh$580.4K | 0.30% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds12.6K sh$1.6M | 0.26% |
| Wilmington Real Asset FundWilmington Funds9.7K sh$1.2M | 0.26% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust42.2K sh$5.2M | 0.25% |
| PGIM Global Real Estate FundPrudential Investment Portfolios 1222.3K sh$2.8M | 0.25% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust850 sh$105K | 0.23% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO5.3K sh$657.9K | 0.22% |
| iShares MSCI USA Min Vol Factor ETFiShares Trust412.4K sh$50.9M | 0.22% |
| iShares MSCI USA Size Factor ETFiShares Trust6.7K sh$826.8K | 0.19% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust2K sh$250.9K | 0.18% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust6.1K sh$752.2K | 0.16% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO7.8K sh$957.7K | 0.16% |
| Fidelity Growth and Income PortfolioFidelity Securities Fund181.7K sh$22.4M | 0.15% |
| Morningstar Alternatives FundMorningstar Funds Trust3.1K NC$385.3K | 0.15% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I4K sh$488.4K | 0.15% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO15.4K sh$1.9M | 0.13% |
| Allspring Real Return PortfolioALLSPRING MASTER TRUST4K sh$487.7K | 0.11% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust462.4K sh$57.1M | 0.11% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST24.6K sh$3M | 0.11% |
| iShares Russell Mid-Cap Index FundBlackRock Funds22.4K sh$2.8M | 0.11% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust8.7K sh$1.1M | 0.09% |
| JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust356 sh$44K | 0.09% |
| iShares Morningstar Mid-Cap ETFiShares Trust12.2K sh$1.5M | 0.09% |
| BlackRock Multi-Asset Income PortfolioBlackRock Funds II74.5K sh$9.2M | 0.09% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust27.9K sh$3.4M | 0.09% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust38.6K sh$4.8M | 0.08% |
| BlackRock Dynamic High Income PortfolioBlackRock Funds II10.3K sh$1.3M | 0.08% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I35.3K sh$4.4M | 0.07% |
| Fidelity Large Cap Stock FundFidelity Concord Street Trust62.9K sh$7.8M | 0.07% |
| Fidelity Large Cap Stock K6 FundFidelity Concord Street Trust972 sh$120K | 0.07% |
| Equity Income FundRUSSELL INVESTMENT CO800 sh$98.8K | 0.06% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust3.6K sh$438.8K | 0.06% |
| JPMorgan Income Builder FundJPMorgan Trust I33.6K sh$4.2M | 0.05% |
| iShares Core Dividend ETFiShares Trust6.1K sh$749.9K | 0.04% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust41.2K sh$5.1M | 0.04% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust48.2K sh$6M | 0.04% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds44.7K sh$5.5M | 0.04% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST3.8K sh$463.5K | 0.04% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust89 sh$11K | 0.04% |
| FlexShares STOXX US ESG Select Index FundFlexShares Trust390 sh$48.2K | 0.04% |
| Pacer MSCI World Industry Advantage ETFPacer Funds Trust3 sh$370.4 | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust23.7K sh$2.9M | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust322 sh$39.8K | 0.03% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST3.2K sh$393.7K | 0.03% |
| T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.1.8K sh$225.1K | 0.03% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST27.1K sh$3.3M | 0.03% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.6K sh$201.1K | 0.02% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust11K sh$1.4M | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III694 sh$85.7K | 0.02% |
| Victory 500 Index FundVictory Portfolios III28.5K sh$3.5M | 0.02% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust33.1K sh$4.1M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds8.1K sh$1M | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds102.8K sh$12.7M | 0.02% |
| iShares Morningstar U.S. Equity ETFiShares Trust2.1K sh$264.6K | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust5K sh$612.2K | 0.02% |
| iShares Morningstar Growth ETFiShares Trust5.2K sh$643.2K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS37.1K sh$4.6M | 0.02% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust14.7K sh$1.8M | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds1K sh$123.5K | 0.02% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust464 sh$57.3K | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust63.1K sh$7.8M | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST70.1K sh$8.7M | 0.02% |
| iShares Morningstar Value ETFiShares Trust2.1K sh$259.6K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust393 sh$48.5K | 0.02% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO3.2K sh$395.5K | 0.02% |
| Wilmington Global Alpha Equities FundWilmington Funds357 sh$44.1K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST566 sh$69.9K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS116.9K sh$14.4M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust131 sh$16.2K | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc2.7K sh$336.9K | 0.01% |
| iShares MSCI ACWI ETFiShares Trust35.1K sh$4.3M | 0.01% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust16 sh$2K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.7K sh$214.6K | 0.01% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust382 sh$47.2K | 0.00% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds181 sh$22.3K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.