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Disclosery

SUI SUN CMNTYS INC

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REIT (common), issuer CIK 912593

503 managers (517 13F filers) reported a position in SUI shares at 2026-03-31, 117,490,735 shares in all. 56 filers opened a position and 83 filers sold out during the quarter.

Managers
503
13F filers
517
New
56
Added
183
Reduced
192
Sold out
83
Shares held by filers
117,490,735

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Smartleaf Asset Management LLC338$42.7K<0.01%-1,21613F-HRTimeline
Global X Japan Co., Ltd.338$42.6K<0.01%+7113F-HRTimeline
Larson Financial Group LLC292$36.8K<0.01%+18613F-HRTimeline
Allworth Financial LP290$36.5K<0.01%-14013F-HRTimeline
ROTHSCHILD INVESTMENT LLC276$34.8K<0.01%-32813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC261$32.6K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd251$32.3K0.01%+16713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC253$31.9K<0.01%+6613F-HRTimelineGroup
MAI Capital Management247$31.1K<0.01%+11613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.229$29K<0.01%-5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC229$29K<0.01%+9313F-HRTimelineGroup
Rosenberg Matthew Hamilton213$26.8K0.01%-7813F-HRTimeline
Fulcrum Asset Management LLP211$26.6K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.210$25.2K0.01%-1713F-HRTimeline
Salomon & Ludwin, LLC192$24.8K<0.01%-4613F-HRTimeline
Key Financial Inc195$24.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC194$24.4K<0.01%+3513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…183$23K0.01%-1613F-HRTimeline
BLUELINE ADVISORS LLC169$21.3K0.02%+413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…160$20.2K<0.01%+2013F-HRTimeline
Financial Network Wealth Advisors LLC146$18.4K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB143$18K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC137$17.3K<0.01%new13F-HRTimelineGroup
CX Institutional137$17K<0.01%+10813F-HRTimeline
Independence Bank of Kentucky125$15.7K<0.01%-12513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.123$15.5K0.01%-1913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…121$15.3K<0.01%013F-HRTimelineGroup
Quent Capital, LLC111$14K<0.01%-3113F-HRTimeline
Measured Wealth Private Client Group, L…110$13.9K<0.01%013F-HRTimeline
Blue Trust, Inc.108$13.6K<0.01%-40013F-HRTimeline
TD Capital Management LLC100$12.6K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC100$12.6K0.01%-7113F-HRTimeline
Scarborough Advisors, LLC100$12.6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC97$12.2K<0.01%-1,31913F-HRTimeline
Advisory Services Network, LLC96$12.1K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust92$11.6K<0.01%+2913F-HRTimeline
True Wealth Design, LLC88$11.1K<0.01%-1913F-HRTimeline
Essential Partners LLC88$11.1K<0.01%-22513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC80$10K<0.01%-11213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC79$9.95K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC77$9.79K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC75$9.45K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC69$8.54K<0.01%+2813F-HRTimeline
North Star Investment Management Corp.60$7.56K<0.01%+513F-HRTimeline
Strategic Wealth Partners, Ltd.57$7.18K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc55$6.93K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC51$6.42K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.49$6.17K<0.01%new13F-HRTimeline
CVA Family Office, LLC45$5.67K<0.01%-2513F-HRTimeline
Innovative Asset Advisors Group, LLC44$5.59K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO44$5.54K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.40$5.07K<0.01%new13F-HRTimeline
Covestor Ltd42$5K<0.01%-3213F-HRTimeline
Physician Wealth Advisors, Inc.36$4.54K<0.01%+1313F-HRTimeline
Fortitude Family Office, LLC36$4.54K<0.01%013F-HRTimeline
Root Financial Partners, LLC36$4.54K<0.01%+3013F-HRTimeline
UMB Bank, n.a.31$3.9K<0.01%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MJT & Associates Financial Advisory Gro…26$3.27K<0.01%new13F-HRTimeline
Clearstead Trust, LLC24$3.02K<0.01%-2813F-HRTimeline
Investors Research Corp22$2.77K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21$2.67K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…21$2.65K<0.01%+2013F-HRTimeline
Cromwell Holdings LLC20$2.54K<0.01%+613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$2.52K<0.01%013F-HRTimeline
CENTRAL TRUST Co19$2.39K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC19$2.39K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC18$2.27K<0.01%+513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC16$2.02K<0.01%013F-HRTimeline
Bogart Wealth, LLC16$2.02K<0.01%+1213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16$2.02K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC12$2K<0.01%013F-HRTimeline
Sachetta, LLC16$1.98K<0.01%-113F-HRTimeline
Key Capital Management, INC15$1.89K<0.01%new13F-HRTimeline
Rossby Financial, LCC14$1.78K<0.01%-213F-HRTimeline
Aspect Partners, LLC13$1.64K<0.01%013F-HRTimeline
Hughes Financial Services, LLC13$1.64K<0.01%+913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12$1.51K<0.01%+1013F-HRTimeline
Bruce G. Allen Investments, LLC12$1.51K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC12$1.51K<0.01%+1213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…11$1.39K<0.01%013F-HRTimeline
Sound Income Strategies, LLC9$1.17K<0.01%-1513F-HRTimeline
Provenance Wealth Advisors, LLC9$1.13K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC8$1.01K<0.01%new13F-HRTimeline
Manchester Capital Management LLC7$882<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$756<0.01%013F-HRTimeline
Dunhill Financial, LLC5$727<0.01%-113F-HRTimeline
FIRST HORIZON CORP5$630<0.01%013F-HRTimeline
Leonteq Securities AG5$630<0.01%-1613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5$630<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC5$630<0.01%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4$504<0.01%013F-HRTimelineGroup
Silicon Valley Capital Partners4$504<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc4$504<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$504<0.01%013F-HRTimeline
Cornerstone Financial Management LLC4$504<0.01%013F-HR/ATimeline
Ares Financial Consulting, LLC3$423<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$381<0.01%-1113F-HRTimelineGroup
GHP Investment Advisors, Inc.2$252<0.01%new13F-HRTimeline
Horizon Investments, LLC2$252<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$126<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1$126<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.0$44<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Pacer Advisors, Inc.3$00%013F-HR/ATimelineValue filed as zero, left out of ratios.