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Disclosery

SUI SUN CMNTYS INC

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REIT (common), issuer CIK 912593

466 managers (478 13F filers) reported a position in SUI shares at 2024-12-31, 128,874,912 shares in all. 38 filers opened a position and 89 filers sold out during the quarter.

Managers
466
13F filers
478
New
38
Added
162
Reduced
194
Sold out
89
Shares held by filers
128,874,912

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Elo Mutual Pension Insurance Co12,570$1.55M0.03%+1,49913F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.8,684$1.54M0.15%-97,50013F-HRTimeline
AMG National Trust Bank12,429$1.53M0.04%-7413F-HRTimeline
XPONANCE LLC12,383$1.52M0.01%+1,53013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC11,862$1.46M0.02%+4013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co11,700$1.44M0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,601$1.43M<0.01%+55613F-HRTimelineGroup
Vestcor Inc11,539$1.42M0.05%+8,62413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,455$1.41M0.02%-3,47613F-HRTimelineGroup
Burns Matteson Capital Management, LLC11,411$1.4M0.79%-58113F-HRTimeline
Illinois Municipal Retirement Fund11,320$1.39M0.02%+3,61913F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,187$1.38M0.04%+63713F-HRTimeline
WBH ADVISORY INC11,092$1.36M0.13%-49213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,000$1.35M0.27%013F-HRTimeline
Creative Planningin group Creative Planning10,928$1.34M<0.01%+1,43713F-HRTimelineGroup
VCI Wealth Management LLC10,670$1.31M0.56%new13F-HR/ATimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …10,633$1.31M<0.01%+75613F-HRTimelineGroup
Cascade Investment Advisors, Inc.10,373$1.28M0.82%+8513F-HRTimeline
Paralel Advisors LLC10,314$1.27M0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,249$1.26M<0.01%-4,59913F-HRTimelineGroup
Tredje AP-fonden9,854$1.21M0.01%-9,85313F-HRTimeline
Gulf International Bank (UK) Ltd9,717$1.19M0.03%-21613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP9,360$1.14M0.2%-1,50013F-HRTimeline
Vanderbilt University9,125$1.12M0.22%new13F-HRTimeline
Bristlecone Advisors, LLC9,120$1.12M0.09%+3,56513F-HRTimeline
Orion Porfolio Solutions, LLC9,076$1.12M0.01%-1,21613F-HRTimeline
Orion Portfolio Solutions, LLC9,076$1.12M0.01%-1,21613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…9,073$1.12M0.01%new13F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT8,841$1.09M0.09%-36513F-HRTimeline
Quantinno Capital Management LP8,650$1.06M0.01%+95513F-HRTimeline
Wealthfront Advisers LLC8,463$1.04M<0.01%-42513F-HR/ATimeline
DoubleLine ETF Adviser LP8,443$1.04M0.28%+7413F-HRTimeline
OSSIAM8,408$1.03M0.02%-1,16813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP8,383$1.03M0.03%+2,34613F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …8,306$1.02M0.15%13F-HRTimeline
Cannon Global Investment Management, LLC8,300$1.02M2.53%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,196$1.01M<0.01%+4,34213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,175$1.01M<0.01%+26313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,006$985K<0.01%-16613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,456$917K0.01%+1,71213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,432$914K0.02%-5,15713F-HRTimelineGroup
Candriam S.C.A.7,390$909K0.01%+1,79813F-HRTimeline
MACKENZIE FINANCIAL CORP7,383$908K<0.01%+76513F-HR/ATimeline
Ethic Inc.7,346$903K0.02%+86313F-HRTimeline
Sterling Capital Management LLC7,310$899K0.01%-19,21913F-HRTimeline
Tacita Capital Inc7,259$893K0.64%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding7,021$865K-81Timeline
Naviter Wealth, LLC6,961$863K0.1%-1,97513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…7,001$861K0.01%+5,72113F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,973$857K0.06%-5,83313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,931$852K<0.01%-14413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,856$843K0.01%-10,96313F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,601$810K0.01%+4,61213F-HRTimelineGroup
Maryland State Retirement & Pension Sys…6,585$810K0.02%-46113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,544$805K<0.01%+99613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,502$800K<0.01%-5113F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC6,312$776K0.01%-13313F-HRTimeline
AMALGAMATED BANK6,293$774K0.01%-18813F-HRTimeline
Cetera Investment Advisers6,271$771K<0.01%-27313F-HRTimeline
BLAIR WILLIAM & CO/IL6,206$763K<0.01%-2213F-HRTimeline
GeoWealth Management, LLC6,179$760K0.02%+3,29413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,134$754K0.02%-59,93313F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC6,118$752K0.01%+5,78513F-HRTimelineGroup
GC Wealth Management RIA, LLC6,112$752K0.13%+3,14013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,075$747K<0.01%-40813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,046$744K<0.01%+9413F-HR/ATimelineGroup
Arkadios Wealth Advisors5,847$719K0.04%+67813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…5,860$719K0.01%+8313F-HRTimelineGroup
Freestone Grove Partners LP5,821$716K0.01%13F-HRTimeline
CHOREO, LLC5,741$705K0.01%+1,55313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…5,683$699K<0.01%-3513F-HRTimelineGroup
One Capital Management, LLC5,488$675K0.02%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,351$658K0.01%-1313F-HRTimelineGroup
OMERS ADMINISTRATION Corp5,239$644K0.01%+89813F-HRTimeline
HB Wealth Management, LLC5,183$637K0.01%+20713F-HRTimeline
Legacy Trust5,081$625K0.15%new13F-HRTimeline
CIBC Asset Management Inc5,007$616K<0.01%+60613F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.5,000$615K0.06%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,992$613K0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,951$609K0.01%-74113F-HRTimelineGroup
SkyOak Wealth, LLC4,946$608K0.13%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,811$592K0.01%+20313F-HRTimelineGroup
Global Wealth Management Investment Adv…4,774$587K0.12%+58513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,760$585K<0.01%-2,12713F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT4,775$567K0.01%13F-HRTimeline
AVIVA PLCin group AVIVA PLC4,589$564K<0.01%-10013F-HRTimelineGroup
EntryPoint Capital, LLC4,420$544K0.23%-1,15213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,405$542K<0.01%-24513F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.4,398$541K0.02%-6513F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,395$540K0.04%+97513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,381$539K<0.01%+23813F-HRTimelineGroup
Pasadena Private Wealth, LLC4,342$534K0.11%-15313F-HRTimeline
MML INVESTORS SERVICES, LLC4,165$512K<0.01%+55613F-HRTimeline
Atria Investments, Inc4,107$505K0.01%-2,71013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,068$500K<0.01%+95813F-HRTimelineGroup
Summit Wealth Group, LLC3,887$478K0.14%013F-HRTimeline
Cresset Asset Management, LLC3,830$474K<0.01%+46113F-HRTimeline
Hunting Hill Global Capital, LLC3,825$470K0.21%013F-HRTimeline
Cambridge Investment Research Advisors,…3,677$452K<0.01%+67313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,627$446K<0.01%+12813F-HRTimeline
Vestmark Advisory Solutions, Inc.3,618$445K0.02%-10013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,509$432K0.01%-2,20313F-HRTimelineGroup
Central Pacific Bank - Trust Division3,500$430K0.06%+1,72513F-HRTimeline
Versor Investments LP3,400$418K0.07%new13F-HRTimeline
SIMPLEX TRADING, LLC3,394$417K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,389$417K<0.01%+1,18113F-HRTimeline
Farringdon Capital, Ltd.3,275$403K0.17%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,275$403K<0.01%-17013F-HRTimelineGroup
State of Wyoming3,185$392K0.05%new13F-HRTimeline
RB Capital Management, LLC3,142$386K0.09%-58513F-HRTimeline
IFP Advisors, Inc3,063$377K0.01%-19813F-HRTimeline
Advisory Alpha, LLC3,000$369K0.01%013F-HRTimeline
NorthCoast Asset Management LLC2,950$363K<0.01%-45513F-HR/ATimeline
CRAWFORD INVESTMENT COUNSEL INC2,910$358K0.01%-1,12413F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …2,901$357K0.12%+12613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG2,889$355K<0.01%013F-HRTimelineGroup
Lantern Wealth Advisors, LLC2,800$344K0.22%-50013F-HRTimeline
HighTower Advisors, LLC2,787$343K<0.01%-8613F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,760$339K0.01%-10013F-HRTimelineGroup
NIXON PEABODY TRUST CO2,700$332K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,680$330K<0.01%-48113F-HRTimelineGroup
Empowered Funds, LLC2,547$313K<0.01%+52613F-HRTimeline
Lee Financial Co2,502$308K0.04%-3,77513F-HRTimeline
Canal Capital Management, LLC2,498$307K0.05%-67113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,493$307K<0.01%-3613F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC2,449$301K0.06%013F-HRTimeline
Snowden Capital Advisors LLC2,429$301K0.01%+23213F-HRTimeline
Laird Norton Wetherby Wealth Management…2,437$300K0.01%+5413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,402$295K<0.01%-14713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,381$293K<0.01%-30,22413F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,265$279K0.01%13F-HRTimeline
CoreCap Advisors, LLC2,263$278K0.01%-1413F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,220$273K<0.01%-2,75313F-HRTimeline
Andra AP-fonden2,181$268K<0.01%-40,21913F-HRTimeline
Sanctuary Advisors, LLC2,088$263K<0.01%+18013F-HRTimeline
Bayforest Capital Ltd2,096$258K0.32%13F-HRTimeline
Tributary Capital Management, LLC2,085$256K0.02%-10013F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,992$245K0.14%013F-HRTimeline
Checchi Capital Advisers, LLC1,975$243K0.02%+23013F-HRTimeline
World Investment Advisors1,960$241K0.01%+813F-HRTimeline
&PARTNERS1,921$239K<0.01%-1113F-HRTimeline
Phocas Financial Corp.1,934$238K0.03%new13F-HR/ATimeline
Prime Capital Investment Advisors, LLC1,912$235K<0.01%-28313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,900$234K0.01%013F-HRTimeline
Cetera Trust Company, N.A1,865$229K0.15%+10513F-HRTimeline
TOWNSQUARE CAPITAL LLC1,843$227K<0.01%-2113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,841$226K<0.01%+62913F-HRTimelineGroup
HighPoint Advisor Group LLC1,785$225K0.01%+3713F-HRTimeline
BAILARD, INC.1,654$203K0.01%013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC1,650$203K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC1,645$202K<0.01%-32913F-HRTimeline
SIGNATUREFD, LLC1,639$202K<0.01%+20513F-HRTimeline
CWM, LLCin group CWM, LLC1,633$201K<0.01%-2313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,614$198K0.01%+1,52813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,559$192K<0.01%+26713F-HRTimeline
NewEdge Advisors, LLC1,465$180K<0.01%-1613F-HRTimeline
MATHER GROUP, LLC.1,098$135K<0.01%+413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,069$131K0.03%+8413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,033$127K<0.01%013F-HRTimelineGroup
BFSG, LLC1,008$124K0.01%-3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.872$107K<0.01%-42013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corebridge Financial, Inc.in group Corebridge Financial, Inc.857$105K<0.01%-6113F-HRTimelineGroup
GAMMA Investing LLC846$104K0.01%+1913F-HRTimeline
QUADRANT CAPITAL GROUP LLC837$103K0.01%+12313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS775$95.3K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…754$92.7K<0.01%-9,59813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…729$89.6K<0.01%-5413F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…700$86.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/645$79.4K<0.01%+3913F-HRTimelineGroup
Oslo Pensjonsforsikring AS594$73K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.591$72.5K<0.01%-82313F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich513$69.6K<0.01%-2,54113F-HRTimeline
Plante Moran Financial Advisors, LLC509$62.6K0.01%013F-HRTimeline
Farther Finance Advisors, LLC443$54.5K<0.01%-5813F-HRTimeline
CKW FINANCIAL GROUP435$53K0.01%+13513F-HRTimeline
AdvisorNet Financial, Inc405$49.8K<0.01%+313F-HRTimeline
Smartleaf Asset Management LLC399$49K<0.01%+12413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.352$43.3K0.03%-2413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management351$43.1K<0.01%+113F-HRTimelineGroup
Wiser Advisor Group LLC337$41.4K0.06%+313F-HRTimeline
Rosenberg Matthew Hamilton332$40.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC330$40.6K<0.01%+4313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK322$39.6K<0.01%-1813F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd320$39.4K0.02%+23213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…320$39.4K0.01%013F-HRTimeline
Independence Bank of Kentucky295$36.3K0.01%013F-HRTimeline
Brooklyn Investment Group290$35.7K0.01%-1513F-HRTimeline
Parallel Advisors, LLC286$35.2K<0.01%-10913F-HRTimeline
Allworth Financial LP275$34.4K<0.01%+2013F-HRTimeline
LGT Financial Advisors LLC269$33K0.07%-6913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC261$32.3K<0.01%013F-HRTimeline
Ransom Advisory, Ltd254$31.2K0.01%013F-HRTimeline
Lindbrook Capital, LLC248$30.5K<0.01%+1913F-HRTimeline
Truvestments Capital LLC235$28.9K0.01%+3813F-HRTimeline
Key Financial Inc195$24K0.01%+18913F-HRTimeline
Salomon & Ludwin, LLC190$23.4K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB155$19.1K<0.01%+6913F-HRTimeline
Riverview Trust Co133$16.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.115$14.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116$14K<0.01%+213F-HRTimelineGroup