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Disclosery

SUI SUN CMNTYS INC

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REIT (common), issuer CIK 912593

487 managers (498 13F filers) reported a position in SUI shares at 2025-03-31, 130,506,024 shares in all. 60 filers opened a position and 39 filers sold out during the quarter.

Managers
487
13F filers
498
New
60
Added
184
Reduced
183
Sold out
39
Shares held by filers
130,506,024

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK318$40.9K<0.01%-413F-HRTimelineGroup
Allworth Financial LP297$36.3K<0.01%+2213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC261$33.8K<0.01%013F-HRTimeline
Independence Bank of Kentucky250$32.2K0.01%-4513F-HRTimeline
Ransom Advisory, Ltd239$30.7K0.02%-1513F-HRTimeline
Opal Wealth Advisors, LLC227$29.2K0.01%new13F-HRTimeline
Twin Tree Management, LP226$29.1K<0.01%new13F-HRTimeline
Key Financial Inc195$25.1K0.01%013F-HRTimeline
Brooklyn Investment Group191$24.6K0.01%-9913F-HRTimeline
Salomon & Ludwin, LLC190$24.4K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC177$22K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB168$21.6K<0.01%+1313F-HRTimeline
AdvisorNet Financial, Inc167$21.5K<0.01%-23813F-HRTimeline
Financial Network Wealth Advisors LLC145$18.7K0.02%new13F-HRTimeline
Riverview Trust Co133$17.1K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116$15K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.115$14.8K<0.01%013F-HRTimeline
MAI Capital Management101$13K<0.01%-513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC90$11.6K<0.01%+4513F-HRTimelineGroup
Bayforest Capital Ltd89$11.4K<0.01%-2,00713F-HR/ATimeline
JFS WEALTH ADVISORS, LLC83$10.7K<0.01%013F-HRTimeline
Covestor Ltd77$10K0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC74$10K<0.01%-2713F-HRTimeline
Valued Wealth Advisors LLC77$9.98K0.01%013F-HRTimeline
Quent Capital, LLC75$9.69K<0.01%013F-HRTimeline
TRUST CO OF VERMONT73$9.39K<0.01%013F-HRTimeline
CVA Family Office, LLC71$9.13K<0.01%+1613F-HRTimeline
West Branch Capital LLC70$9.01K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC66$8.49K0.01%013F-HRTimeline
Parkside Financial Bank & Trust65$8.36K<0.01%+413F-HRTimeline
Wilmington Savings Fund Society, FSB59$7.59K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.57$7.38K<0.01%013F-HRTimeline
Truvestments Capital LLC55$7.08K<0.01%-18013F-HRTimeline
Gen-Wealth Partners Inc55$7.08K<0.01%013F-HRTimeline
Arax Advisory Partners52$6.69K<0.01%+1013F-HRTimeline
Larson Financial Group LLC50$6.43K<0.01%+4913F-HRTimeline
Saudi Central Bank50$6.43K0.03%new13F-HRTimeline
Clearstead Trust, LLC46$5.92K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.46$5.92K<0.01%-2313F-HRTimelineGroup
Golden State Wealth Management, LLC46$5.92K<0.01%013F-HR/ATimeline
Continuum Advisory, LLC46$5.92K<0.01%013F-HRTimeline
UMB Bank, n.a.43$5.53K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.38$4.89K<0.01%013F-HRTimeline
LGT Financial Advisors LLC38$4.89K0.01%-23113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36$4.63K<0.01%+2013F-HRTimelineGroup
Fortitude Family Office, LLC36$4.63K<0.01%-613F-HRTimeline
Sachetta, LLC35$4.5K<0.01%-2213F-HRTimeline
PRIVATE TRUST CO NA35$4.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.32$4K<0.01%new13F-HRTimeline
CX Institutional29$4K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC29$3.76K<0.01%+1313F-HR/ATimeline
CENTRAL TRUST Co29$3.73K<0.01%+1013F-HRTimeline
High Note Wealth, LLC28$3.6K<0.01%+113F-HRTimeline
Investors Research Corp22$2.83K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18$2.32K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.16$2.06K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC16$2.06K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.13$1.67K<0.01%013F-HRTimeline
Versant Capital Management, Inc13$1.67K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10$1.29K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9$1.17K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC9$1.16K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC9$1.1K<0.01%+313F-HRTimeline
Bell Investment Advisors, Inc8$1.03K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC43$1.03K<0.01%+3513F-HRTimeline
SIERRA OCEAN, LLC8$1.03K<0.01%013F-HRTimeline
Dunhill Financial, LLC8$1.02K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7$900<0.01%new13F-HRTimeline
Cromwell Holdings LLC6$777<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$772<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$644<0.01%013F-HRTimeline
Bogart Wealth, LLC4$515<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4$515<0.01%new13F-HRTimeline
Hughes Financial Services, LLC4$514<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC4$399<0.01%+113F-HRTimeline
Clearstead Advisors, LLC3$386<0.01%+213F-HRTimeline
Pacer Advisors, Inc.3$386<0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$257<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$243<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$129<0.01%new13F-HRTimeline
PSI Advisors, LLC1$129<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$129<0.01%013F-HRTimeline
American Capital Advisory, LLC1$129<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$114<0.01%013F-HRTimeline
Avion Wealth4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.