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Who Owns Sun Communities Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Sun Communities Inc.

Who crossed 5% of SUI →
Managers holding
14
as of 2026-09-30
Reported value
$6.4M
summed across filings
Shares held
57.3K
Added vs trimmed
5 / 1
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Adams Asset Advisors, LLCCOM35.6K shadded$3.9M
AMERICAN NATIONAL BANK & TRUSTCOM6K shheld$664.7K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM5.6K shadded$615.2K
Wedmont Private CapitalCOM4.6K sh—$513.6K
CoreCap Advisors, LLCREIT2.2K shheld$238.5K
GAMMA Investing LLCREIT1.6K shadded$180.8K
Farther Finance Advisors, LLCREIT1.2K shadded$137.8K
Rosenberg Matthew HamiltonREIT213 shheld$23.6K
GK Wealth Management LLCCOM165 sh—$18.3K
Wealth Enhancement Trust Services, Inc.COM63 shadded$7K
MassMutual Private Wealth & Trust, FSBClosed-end REIT63 shtrimmed$7K
GILPIN WEALTH MANAGEMENT, LLCCOM31 sh—$3.4K
MJT & Associates Financial Advisory Group, Inc.REIT26 shheld$2.9K
Investors Research CorpCOM22 shheld$2.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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