Skip to content

SUI SUN CMNTYS INC

Follow

REIT (common), issuer CIK 912593

493 managers (506 13F filers) reported a position in SUI shares at 2025-09-30, 116,208,681 shares in all. 74 filers opened a position and 41 filers sold out during the quarter.

Managers
493
13F filers
506
New
74
Added
164
Reduced
177
Sold out
41
Shares held by filers
116,208,681

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Independence Bank of Kentucky250$32.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC234$30.2K<0.01%-9913F-HRTimeline
Aster Capital Management (DIFC) Ltd213$27.5K0.01%new13F-HRTimeline
Fulcrum Asset Management LLP211$27.2K0.01%013F-HR/ATimeline
Key Financial Inc195$25.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC391$23.9K<0.01%+37813F-HRTimeline
SJS Investment Consulting Inc.181$23.3K<0.01%new13F-HRTimeline
Allworth Financial LP178$23K<0.01%-9613F-HRTimeline
Larson Financial Group LLC174$22.4K<0.01%+1413F-HRTimeline
Dynamic Wealth Strategies, LLC171$22.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB160$20.6K<0.01%-113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.154$19.9K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC145$18.6K0.02%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137$18K<0.01%+1813F-HRTimelineGroup
MAI Capital Management126$16.3K<0.01%-14113F-HRTimeline
Quent Capital, LLC125$16.2K<0.01%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…121$15.6K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC121$15.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc117$15.1K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC113$14.6K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…110$14.2K<0.01%new13F-HRTimeline
Advisory Services Network, LLC104$13.5K<0.01%new13F-HRTimeline
Abound Wealth Management102$13.2K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC83$10.7K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC77$10K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.75$9.68K<0.01%013F-HRTimeline
TRUST CO OF VERMONT73$9.42K<0.01%013F-HRTimeline
West Branch Capital LLC70$9.03K<0.01%013F-HRTimeline
Clearstead Trust, LLC69$8.9K<0.01%-713F-HRTimeline
HARBOUR INVESTMENTS, INC.57$7.36K<0.01%+113F-HRTimeline
Gen-Wealth Partners Inc55$7.09K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.51$6.58K<0.01%+3613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC51$6.58K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO47$6.06K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC46$5.93K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC45$5.8K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.44$5.68K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust41$5.29K<0.01%-413F-HRTimeline
CVA Family Office, LLC41$5.29K<0.01%013F-HRTimeline
Fortitude Family Office, LLC40$5.16K<0.01%-83013F-HRTimeline
Ransom Advisory, Ltd39$5.03K<0.01%-20013F-HR/ATimeline
North Star Investment Management Corp.38$4.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC36$4.64K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC36$4.64K<0.01%013F-HRTimeline
Truvestments Capital LLC32$4.13K<0.01%-2313F-HRTimeline
CX Institutional29$4K<0.01%013F-HRTimeline
Investors Research Corp22$2.84K<0.01%013F-HRTimeline
CENTRAL TRUST Co19$2.45K<0.01%013F-HRTimeline
True Wealth Design, LLC18$2.32K<0.01%new13F-HRTimeline
Sachetta, LLC17$2.19K<0.01%-1413F-HRTimeline
UMB Bank, n.a.16$2.06K<0.01%-3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAFFA WEALTH MANAGEMENT, LLC16$2.06K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC12$2K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC15$1.95K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15$1.94K<0.01%-1,11113F-HRTimeline
Sound Income Strategies, LLC15$1.84K<0.01%013F-HRTimeline
Cromwell Holdings LLC14$1.82K<0.01%013F-HRTimeline
FIRST HORIZON CORP13$1.68K<0.01%13F-HRTimeline
Aspect Partners, LLC13$1.68K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC12$1.55K<0.01%-3013F-HRTimeline
Wealth Watch Advisors, INC12$1.55K<0.01%new13F-HRTimeline
Essential Partners LLC12$1.55K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…11$1.42K<0.01%013F-HRTimeline
Root Financial Partners, LLC10$1.29K<0.01%new13F-HRTimeline
Versant Capital Management, Inc9$1.16K<0.01%+513F-HRTimeline
Provenance Wealth Advisors, LLC9$1.16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8$1.03K<0.01%-313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8$1.03K<0.01%-513F-HRTimelineGroup
Tortoise Investment Management, LLC8$1.03K<0.01%+513F-HRTimeline
Bell Investment Advisors, Inc8$1.03K<0.01%013F-HRTimeline
Avion Wealth8$1K<0.01%+413F-HRTimeline
Manchester Capital Management LLC7$903<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$774<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6$774<0.01%013F-HRTimelineGroup
ESL Trust Services, LLC5$645<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC4$516<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$516<0.01%new13F-HRTimeline
Rise Advisors, LLC4$516<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4$516<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$503<0.01%013F-HRTimeline
Pacer Advisors, Inc.3$387<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$387<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2$258<0.01%new13F-HR/ATimeline
Principia Wealth Advisory, LLC2$258<0.01%-213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$129<0.01%013F-HRTimeline
Davis Capital Management1$129<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$129<0.01%013F-HRTimeline
Activest Wealth Management1$129<0.01%+113F-HRTimeline
American Capital Advisory, LLC1$129<0.01%013F-HRTimeline
WINNACLE WEALTH LLC1$129<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$117<0.01%013F-HRTimeline
Hemington Wealth Management4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.