Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership1,038,383 shares
Latest Disclosed Value $ 130,794,724
Northern Trust Corp reports 0.03% decrease in ownership of SUI / Sun Communities, Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 1,038,383 shares of Sun Communities, Inc. (MX:SUI) valued at $130,794,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,038,722 shares of Sun Communities, Inc.. This represents a change in shares of -0.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SUN CMNTYS COM 866674104 1,038,383 -339 -0.03 130,795 1.62 0.0035
2026-02-17 2025-12-31 13F SUN CMNTYS COM 866674104 1,038,722 -2,712 -0.26 128,708 -4.20 0.0034
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 1,041,434 -45,523 -4.19 134,345 -2.29 0.0172
2025-08-13 2025-06-30 13F SUN CMNTYS COM 866674104 1,086,957 -73,901 -6.37 137,489 -7.93 0.0189
2025-05-13 2025-03-31 13F SUN CMNTYS COM 866674104 1,160,858 53,464 4.83 149,333 9.66 0.0222
2025-02-14 2024-12-31 13F SUN CMNTYS COM 866674104 1,107,394 360,774 48.32 136,176 34.95 0.0193
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 746,620 -72,638 -8.87 100,906 2.35 0.0165
2024-08-14 2024-06-30 13F SUN CMNTYS COM 866674104 819,258 24,707 3.11 98,590 -3.50 0.0166
2024-05-14 2024-03-31 13F SUN CMNTYS COM 866674104 794,551 -23,288 -2.85 102,163 -6.53 0.0177
2024-02-13 2023-12-31 13F SUN CMNTYS COM 866674104 817,839 -256,727 -23.89 109,304 -14.04 0.0198
2023-11-13 2023-09-30 13F SUN CMNTYS COM 866674104 1,074,566 37,652 3.63 127,164 -6.00 0.0246
2023-08-11 2023-06-30 13F SUN CMNTYS COM 866674104 1,036,914 -223,159 -17.71 135,276 -23.80 0.0260
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 1,260,073 28,679 2.33 177,519 0.81 0.0352
2023-02-13 2022-12-31 13F SUN CMNTYS COM 866674104 1,231,394 225,257 22.39 176,089 29.33 0.0370
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 1,006,137 -24,870 -2.41 136,160 -17.13 0.0311
2022-08-12 2022-06-30 13F SUN CMNTYS COM 866674104 1,031,007 -15,021 -1.44 164,301 -10.39 0.0352
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 1,046,028 -23,202 -2.17 183,359 -18.33 0.0323
2022-02-08 2021-12-31 13F SUN CMNTYS COM 866674104 1,069,230 -23,503 -2.15 224,505 11.00 0.0368
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 1,092,733 -57,528 -5.00 202,265 2.59 0.0358
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 1,150,261 -36,864 -3.11 197,154 10.69 0.0347
2021-05-12 2021-03-31 13F SUN CMNTYS COM 866674104 1,187,125 51,322 4.52 178,115 3.20 0.0331
2021-02-11 2020-12-31 13F SUN CMNTYS COM 866674104 1,135,803 77,787 7.35 172,585 16.01 0.0336
2020-11-16 2020-09-30 13F SUN CMNTYS COM 866674104 1,058,016 -4,771 -0.45 148,768 3.17 0.0326
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 1,062,787 34,928 3.40 144,199 12.37 0.0342
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 1,027,859 43,641 4.43 128,328 -13.13 0.0368
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 984,218 37,154 3.92 147,730 5.08 0.0331
2019-11-13 2019-09-30 13F SUN CMNTYS COM 866674104 947,064 65,234 7.40 140,593 24.37 0.0337
2019-08-13 2019-06-30 13F SUN CMNTYS COM 866674104 881,830 151,049 20.67 113,042 30.52 0.0268
2019-05-13 2019-03-31 13F SUN CMNTYS COM 866674104 730,781 -20,664 -2.75 86,611 13.32 0.0214
2019-02-12 2018-12-31 13F SUN CMNTYS COM 866674104 751,445 -76,080 -9.19 76,430 -9.04 0.0214
2018-11-14 2018-09-30 13F SUN CMNTYS COM 866674104 827,525 9,597 1.17 84,026 4.96 0.0206
2018-09-18 2018-06-30 13F/A-1 SUN CMNTYS COM 866674104 817,928 3,378 0.41 80,059 7.57 0.0203
2018-08-14 2018-06-30 13F SUN CMNTYS COM 866674104 823,072 8,522 80,562
2018-05-09 2018-03-31 13F SUN CMNTYS COM 866674104 814,550 62,937 8.37 74,426 6.73 0.0194
2018-02-14 2017-12-31 13F SUN CMNTYS COM 866674104 751,613 40,112 5.64 69,734 14.39 0.0177
2017-11-13 2017-09-30 13F SUN CMNTYS COM 866674104 711,501 16,435 2.36 60,962 0.02 0.0159
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 695,066 76,771 12.42 60,951 22.72 0.0170
2017-05-12 2017-03-31 13F SUN CMNTYS COM 866674104 618,295 8,733 1.43 49,668 6.36 0.0143
2017-02-13 2016-12-31 13F SUN CMNTYS COM 866674104 609,562 14,887 2.50 46,699 0.06 0.0143
2016-11-09 2016-09-30 13F SUN CMNTYS COM 866674104 594,675 40,446 7.30 46,670 9.87 0.0145
2016-08-12 2016-06-30 13F SUN CMNTYS COM 866674104 554,229 -241,430 -30.34 42,476 -25.26 0.0138
2016-08-19 2016-03-31 13F/A-1 SUN CMNTYS COM 866674104 795,659 19,653 2.53 56,834 6.87 0.0189
2016-05-13 2016-03-31 13F Sun Communities REIT 866674104 795,659 56,977
2016-02-12 2015-12-31 13F Sun Communities REIT 866674104 776,006 78,675 11.28 53,179 12.55 0.0176
2015-11-12 2015-09-30 13F Sun Communities REIT 866674104 697,331 697,331 0.00 47,251 0.0158
2015-08-13 2015-06-30 13F Sun Communities REIT 866674104 0 -760,201 -100.00 0 -100.00
2015-05-14 2015-03-31 13F Sun Communities REIT 866674104 760,201 71,457 10.37 50,721 21.81 0.0153
2015-02-12 2014-12-31 13F Sun Communities REIT 866674104 688,744 47,423 7.39 41,641 28.57 0.0126
2014-11-13 2014-09-30 13F Sun Communities REIT 866674104 641,321 41,328 6.89 32,387 8.30 0.0102
2014-08-14 2014-06-30 13F SUN CMNTYS com 866674104 599,993 -32,326 -5.11 29,904 4.89 0.0093
2014-05-14 2014-03-31 13F SUN CMNTYS REIT 866674104 632,319 19,487 3.18 28,510 9.10 0.0090
2014-02-21 2013-12-31 13F/A-1 SUN CMNTYS COM 866674104 612,832 13,969 2.33 26,131 2.38 0.0084
2014-02-12 2013-12-31 13F SUN CMNTYS COM 866674104 612,832 26,131
2013-11-13 2013-09-30 13F SUN CMNTYS COM 866674104 598,863 -16,704 -2.71 25,523 -16.67 0.0090
2013-08-09 2013-06-30 13F SUN CMNTYS COM 866674104 615,567 615,567 30,630 0.0111
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.