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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
GROUP ONE TRADING LLC109$13.4K<0.01%new13F-HR/ATimeline
MAI Capital Management106$13K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC101$12.2K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC101$12K<0.01%+5713F-HRTimeline
Blue Trust, Inc.96$11.8K<0.01%-52913F-HR/ATimeline
JFS WEALTH ADVISORS, LLC83$10.2K<0.01%-713F-HRTimeline
Covestor Ltd78$10K0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.79$9.71K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC77$9.54K0.01%013F-HRTimeline
Quent Capital, LLC75$9.26K<0.01%+7213F-HRTimeline
TRUST CO OF VERMONT73$8.98K<0.01%013F-HRTimeline
West Branch Capital LLC70$8.61K<0.01%-113F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.69$8.48K<0.01%-313F-HRTimelineGroup
Bruce G. Allen Investments, LLC66$8.12K0.01%013F-HRTimeline
Parkside Financial Bank & Trust61$7.5K<0.01%-4613F-HRTimeline
Wilmington Savings Fund Society, FSB59$7.25K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.57$7.02K<0.01%-113F-HRTimeline
Sachetta, LLC57$7.01K<0.01%+613F-HRTimeline
CVA Family Office, LLC55$6.76K<0.01%+1813F-HRTimeline
Gen-Wealth Partners Inc55$6.76K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC46$5.66K<0.01%13F-HRTimeline
Continuum Advisory, LLC46$5.66K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC45$5.53K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42$5.17K<0.01%+1513F-HRTimelineGroup
Arax Advisory Partners42$5.17K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC42$5.17K<0.01%-513F-HRTimeline
UMB Bank, n.a.40$4.92K<0.01%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…39$4.88K<0.01%013F-HRTimeline
Winch Advisory Services, LLC39$4.8K<0.01%new13F-HRTimeline
North Star Investment Management Corp.38$4.67K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA35$4.3K<0.01%-513F-HRTimeline
High Note Wealth, LLC27$3.32K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC23$2.8K<0.01%013F-HRTimeline
Investors Research Corp22$2.71K<0.01%013F-HRTimeline
CENTRAL TRUST Co19$2.34K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC17$2.09K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC16$1.98K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.97K<0.01%-18313F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC16$1.97K<0.01%013F-HRTimeline
Menard Financial Group LLC15$1.84K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.13$1.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc13$1.6K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9$1.12K<0.01%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SWAN Capital LLC9$1.11K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC9$1.11K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC9$1.1K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc8$984<0.01%013F-HRTimeline
SIERRA OCEAN, LLC8$984<0.01%13F-HRTimeline
Whipplewood Advisors, LLC8$984<0.01%13F-HRTimeline
Dunhill Financial, LLC8$979<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$861<0.01%+413F-HRTimeline
Cornerstone Planning Group LLC6$787<0.01%+313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$738<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC5$615<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$615<0.01%13F-HRTimeline
Pacer Advisors, Inc.4$492<0.01%013F-HRTimeline
Avior Wealth Management, LLC4$491<0.01%-4,32413F-HRTimeline
WINNACLE WEALTH LLC3$259<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC2$246<0.01%13F-HRTimeline
Clearstead Advisors, LLC1$158<0.01%-57813F-HRTimeline
Larson Financial Group LLC1$123<0.01%013F-HRTimeline
PSI Advisors, LLC1$123<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$123<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$106<0.01%13F-HRTimeline
Hemington Wealth Management4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.