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Disclosery

SUI SUN CMNTYS INC

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REIT (common), issuer CIK 912593

460 managers (471 13F filers) reported a position in SUI shares at 2025-06-30, 130,339,391 shares in all. 35 filers opened a position and 61 filers sold out during the quarter.

Managers
460
13F filers
471
New
35
Added
191
Reduced
172
Sold out
61
Shares held by filers
130,339,391

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Geneos Wealth Management Inc.75$9.49K<0.01%-4013F-HRTimeline
TRUST CO OF VERMONT73$9.23K<0.01%013F-HRTimeline
West Branch Capital LLC70$8.86K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB59$7.46K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.56$7.04K<0.01%-113F-HRTimeline
Truvestments Capital LLC55$6.96K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc55$6.96K<0.01%013F-HRTimeline
UMB Bank, n.a.50$6.33K<0.01%+713F-HR/ATimeline
Golden State Wealth Management, LLC46$5.82K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust45$5.69K<0.01%-2013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC45$5.69K<0.01%-4513F-HRTimelineGroup
IMG Wealth Management, Inc.44$5.57K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC42$5.31K<0.01%-2413F-HRTimeline
CVA Family Office, LLC41$5.19K<0.01%-3013F-HRTimeline
North Star Investment Management Corp.38$4.81K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC36$4.58K<0.01%new13F-HRTimeline
Headlands Technologies LLC35$4.43K<0.01%new13F-HRTimeline
CX Institutional29$4K<0.01%013F-HR/ATimeline
Sachetta, LLC31$3.92K<0.01%-413F-HRTimeline
High Note Wealth, LLC27$3.42K<0.01%-113F-HRTimeline
Investors Research Corp22$2.78K<0.01%013F-HRTimeline
CENTRAL TRUST Co19$2.4K<0.01%-1013F-HRTimeline
PRIVATE TRUST CO NA18$2.21K<0.01%-1713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC16$2.02K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC12$2K<0.01%-6213F-HRTimeline
CBIZ Investment Advisory Services, LLC15$1.91K<0.01%-1413F-HRTimeline
Physician Wealth Advisors, Inc.15$1.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC15$1.9K<0.01%new13F-HRTimeline
Caitong International Asset Management …15$1.9K<0.01%-1,07713F-HRTimeline
Cromwell Holdings LLC14$1.78K<0.01%+813F-HRTimeline
Cornerstone Planning Group LLC13$1.65K<0.01%+413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$1.65K<0.01%-513F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…11$1.39K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC11$1.39K<0.01%+913F-HRTimeline
Provenance Wealth Advisors, LLC9$1.14K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.8$1.01K<0.01%-513F-HRTimeline
Bell Investment Advisors, Inc8$1.01K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC8$1.01K<0.01%-3513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$759<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6$759<0.01%new13F-HRTimelineGroup
WealthTrak Capital Management LLC5$633<0.01%013F-HRTimeline
Versant Capital Management, Inc4$506<0.01%-913F-HRTimeline
Stephens Consulting, LLC4$506<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$506<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC4$506<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$501<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$380<0.01%-713F-HRTimeline
Tortoise Investment Management, LLC3$379<0.01%new13F-HRTimeline
Pacer Advisors, Inc.3$379<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2$295<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$253<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2$252<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$127<0.01%new13F-HRTimeline
American Capital Advisory, LLC1$127<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$126<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$113<0.01%013F-HRTimeline
Avion Wealth4$00%013F-HR/ATimelineValue 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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount 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.