$SUI

$114.97 -$4.87 (4.06%) Close

$SUI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 119.4M shares outstanding

Who owns SUI?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 65.5%

Dodge & Cox 8.0% · BlackRock, Inc. 11.5%

Institutional ownership

100.0%

+1.6 pts vs last qtr

Institutional holders

533

+16 vs last qtr

Net shares bought

+6.1M

by institutions in Q2 2026

New / sold out

83 / 67

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +5.4M
Cohen & Steers, Inc. +1.3M

Biggest sellers in Q2 2026

Dodge & Cox −4.8M
Susquehanna International Group, LLP SOLD OUT −509.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.3M

3 notices from 3 people

Shares covered

58.6K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gary A. Shiffman Director $3.08M
Fernando Castro-Caratini Cfo $3.02M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+88.3%

+7.29% a year

Each share's claim on the business

−46.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$539M vs $249M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years1% 1–3 years11% Under 1 year9%

Quarterly turnover

11.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SUI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DC Dodge & Cox	9.5M	7.96%	−4.8M (−33.4%)	2024	0.6%
Shares held by quarter Peak holding14.5M (Q4'25) Change over 8 quarters+3.5M Share of the company7.960% Dodge & Cox's full portfolio →
B BlackRock, Inc.	13.8M	11.53%	+1.1M (+8.5%)	≤2021	0.0%
Shares held by quarter Peak holding13.8M (Q2'26) Change over 8 quarters+2.8M Share of the company11.530% BlackRock, Inc.'s full portfolio →

Dodge & Cox

9.5M

% of company

7.96%

Change vs last qtr

−4.8M (−33.4%)

Held since

2024

BlackRock, Inc.

13.8M

% of company

11.53%

Change vs last qtr

+1.1M (+8.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sun Communities Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SUI on Form N-PORT; together they hold 48.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
DC Dodge & Cox Stock Fund Dodge & Cox Funds	$842M	7.0M	5.76%	0.71%	June 30, 2026
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$579M	4.7M	3.85%	0.79%	July 31, 2026

Dodge & Cox Stock Fund

Dodge & Cox Funds

Position value

$842M

% of company

5.76%

% of the fund

0.71%

As of

June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$579M

% of company

3.85%

% of the fund

0.79%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Sun Communities Inc and how much of the fund the position is.

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