Titelia

Fund shareholders of Sun Communities Inc

ISIN US8666741041 · United States · LEI 549300H5GEOJYN41ZG57

Fund shareholders
460
Of which ETFs
117 343 other funds
Value held
7.6B $ 435.6M SEK · 345K €
Share of capital
49.7 % of 121.8M shares on Jul 21, 2026
FundSharesValueWeight in fundShare of capital
Dodge & Cox Stock Fund Dodge & Cox Funds 10,801,9001.4B $1.19 %8.87 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 4,591,358587M $0.84 %3.77 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,904,424491.8M $0.02 %3.21 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 3,806,525479.5M $0.77 %3.13 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,840,545357.8M $0.22 %2.33 %as of Mar 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 2,021,957254.7M $3.10 %1.66 %as of Mar 31, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 1,797,187226.4M $3.10 %1.48 %as of Mar 31, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 1,758,441221.5M $2.57 %1.44 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,588,822200.1M $0.52 %1.30 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 1,430,265180.2M $1.22 %1.17 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,296,802163.3M $0.20 %1.06 %as of Mar 31, 2026 ↗
Dodge & Cox Balanced Fund Dodge & Cox Funds 1,108,900139.7M $0.95 %0.91 %as of Mar 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 960,482122.8M $0.54 %0.79 %as of Apr 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 813,997104.1M $0.98 %0.67 %as of Apr 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 804,189109.7M $1.13 %0.66 %as of Feb 28, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 668,38985.4M $1.23 %0.55 %as of Apr 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 633,64379.8M $0.76 %0.52 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 607,77582.9M $0.20 %0.50 %as of Feb 28, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 483,18160.9M $2.97 %0.40 %as of Mar 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 471,55960.3M $0.79 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 467,32858.9M $0.12 %0.38 %as of Mar 31, 2026 ↗
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 460,56358.9M $0.52 %0.38 %as of Apr 30, 2026 ↗
THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC 455,55558.2M $1.18 %0.37 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 453,62158M $0.12 %0.37 %as of Apr 30, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 421,43253.1M $2.06 %0.35 %as of Mar 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 398,23950.9M $1.35 %0.33 %as of Apr 30, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 367,34346.3M $1.17 %0.30 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 358,50045.8M $0.29 %0.29 %as of Apr 30, 2026 ↗
iShares Global REIT ETF iShares Trust 326,47741.7M $0.87 %0.27 %as of Apr 30, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 287,51836.8M $1.74 %0.24 %as of Apr 30, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 282,77436.1M $1.10 %0.23 %as of Apr 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 262,74933.1M $0.41 %0.22 %as of Mar 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 256,39832.8M $1.03 %0.21 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 246,34231M $0.83 %0.20 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 245,00030.9M $0.19 %0.20 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 234,12129.9M $1.10 %0.19 %as of Apr 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 230,70029.1M $0.36 %0.19 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 226,65828.5M $0.04 %0.19 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 224,91528.3M $3.60 %0.18 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 223,17830.5M $0.06 %0.18 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 220,01228.1M $0.80 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 217,48629.7M $0.02 %0.18 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 210,03326.5M $1.55 %0.17 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 207,78026.2M $0.02 %0.17 %as of Mar 31, 2026 ↗
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 201,80025.4M $2.69 %0.17 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 191,111229.3M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 185,72523.7M $0.58 %0.15 %as of Apr 30, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 181,70023.2M $0.16 %0.15 %as of Apr 30, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 178,50022.5M $2.39 %0.15 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 174,88822M $2.26 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 171,92223.5M $0.02 %0.14 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 166,24422.7M $0.01 %0.14 %as of Feb 28, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 161,39320.6M $1.23 %0.13 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 159,10020M $0.08 %0.13 %as of Mar 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 158,55820.3M $1.03 %0.13 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 157,24419.8M $0.11 %0.13 %as of Mar 31, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 147,35018.6M $0.39 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 144,88618.2M $0.02 %0.12 %as of Mar 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 143,28318M $0.76 %0.12 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 142,41517.9M $0.13 %0.12 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 134,10018.3M $0.95 %0.11 %as of Feb 28, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 132,91216.7M $1.31 %0.11 %as of Mar 31, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 124,38017M $2.26 %0.10 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 121,51516.6M $1.47 %0.10 %as of Feb 28, 2026 ↗
Mid Value Fund John Hancock Funds II 120,50916.4M $1.25 %0.10 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 120,44916.4M $0.03 %0.10 %as of Feb 28, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 119,60015.1M $2.42 %0.10 %as of Mar 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 119,37215.3M $1.06 %0.10 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 115,73915.8M $0.02 %0.10 %as of Feb 28, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 114,88214.5M $1.94 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 109,60014M $0.02 %0.09 %as of Apr 30, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 108,68113.7M $0.76 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 102,77313.1M $0.02 %0.08 %as of Apr 30, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 97,31212.3M $2.08 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 94,54511.9M $0.01 %0.08 %as of Mar 31, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 94,15212M $1.48 %0.08 %as of Apr 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 91,18511.5M $1.05 %0.07 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 89,86011.5M $0.88 %0.07 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 88,45511.3M $0.58 %0.07 %as of Apr 30, 2026 ↗
Swedbank Robur Fastighet Swedbank Robur Fonder AB 88,000105.6M SEK1.96 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 87,30811M $0.03 %0.07 %as of Mar 31, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 85,60510.9M $3.58 %0.07 %as of Apr 30, 2026 ↗
JNL/WMC Equity Income Fund JNL Series Trust 85,24510.7M $1.20 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 84,88710.7M $0.94 %0.07 %as of Mar 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 83,00610.5M $3.40 %0.07 %as of Mar 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 82,37510.5M $1.98 %0.07 %as of Apr 30, 2026 ↗
Guardian Equity Income VIP Fund Guardian Variable Products Trust 82,03910.3M $1.20 %0.07 %as of Mar 31, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 81,65210.4M $2.29 %0.07 %as of Apr 30, 2026 ↗
Sp Funds S&p Global Reit Sharia ETF Tidal Trust I 78,15410.7M $5.11 %0.06 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 77,4289.9M $0.47 %0.06 %as of Apr 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 76,3009.6M $0.94 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 75,8409.6M $0.62 %0.06 %as of Mar 31, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 74,0099.5M $2.17 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 73,6309.3M $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 69,3318.7M $0.01 %0.06 %as of Mar 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 68,9198.7M $1.50 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 68,2478.6M $0.59 %0.06 %as of Mar 31, 2026 ↗
JNL/WMC Global Real Estate Fund JNL Series Trust 68,0698.6M $1.67 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 67,8878.7M $0.02 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 67,4829.2M $0.02 %0.06 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Sp Funds S&p Global Reit Sharia ETF Tidal Trust I 5.11 %as of Feb 28, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 4.77 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 4.23 %as of Apr 30, 2026 ↗
SRH REIT Covered Call ETF Elevation Series Trust 4.06 %as of Apr 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 3.60 %as of Mar 31, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 3.58 %as of Apr 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 3.49 %as of Feb 28, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 3.48 %as of Mar 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 3.40 %as of Mar 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 3.11 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2441+1760,117,463+3.7 %
2026Q1424+1357,995,449-3.5 %
2025Q4411+360,110,516-0.8 %
2025Q3408+760,594,520+0.3 %
2025Q2401-260,434,571+5.9 %
2025Q1403-1957,083,474+13.4 %
2024Q4422-1850,347,748+0.6 %
2024Q3440-4450,032,887-2.0 %
2024Q2484+2451,032,296+23.4 %
2024Q1460+841,349,015-11.4 %
2023Q445246,648,637

Institutional managers

505 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Dodge & Cox14,266,0301.8B $as of Mar 31, 2026
BlackRock, Inc.12,681,5281.6B $as of Mar 31, 2026
COHEN & STEERS, INC.12,063,4151.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,842,918736M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/5,529,426696.5K $as of Mar 31, 2026
STATE STREET CORP5,213,224662.4M $as of Mar 31, 2026
FMR LLC4,983,816627.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,385,877299.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,812,301228.3M $as of Mar 31, 2026
Daiwa Securities Group Inc.1,768,350222.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,526,108192.2M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,504,752189.5M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,235,421155.6M $as of Mar 31, 2026
Nuveen, LLC1,124,291141.6M $as of Mar 31, 2026
Legal & General Group Plc1,076,405135.6M $as of Mar 31, 2026
NORTHERN TRUST CORP1,038,383130.8M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD1,030,991129.9M $as of Mar 31, 2026
Russell Investments Group, Ltd.974,982122.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO893,921112.8M $as of Mar 31, 2026
MORGAN STANLEY806,642101.6M $as of Mar 31, 2026
SEI INVESTMENTS CO771,97897.2M $as of Mar 31, 2026
Bank of New York Mellon Corp682,50486M $as of Mar 31, 2026
HSBC HOLDINGS PLC601,52575.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC579,93873M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/568,51371.6M $as of Mar 31, 2026

Declared shareholders of Sun Communities Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Cohen & Steers, Inc. and 4 others10.63 %13,101,349as of Apr 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 9.20 %11,383,185as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 8.26 %10,187,046as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.34 %6,588,793as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Sun Communities Inc". https://titelia.com/en/stocks/sun-communities-inc-US8666741041