Titelia

Fund shareholders of Sun Communities Inc

ISIN US8666741041 · United States · LEI 549300H5GEOJYN41ZG57

Fund shareholders
424
Of which ETFs
117 307 other funds
Value held
≈ 6.8B $ 6.8B $ · 435.6M SEK · 345K €
Share of capital
46.3 % of 121.8M shares on Jul 21, 2026
FundSharesValueWeight in fundShare of capital
Dodge & Cox Stock Fund Dodge & Cox Funds 7,021,300841.9M $0.71 %5.76 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 4,687,726578.8M $0.79 %3.85 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,909,630468.8M $0.02 %3.21 %as of Jun 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 3,724,582446.6M $0.68 %3.06 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,825,670338.8M $0.18 %2.32 %as of Jun 30, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 2,428,709291.2M $3.25 %1.99 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 2,213,614265.4M $3.25 %1.82 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 1,774,332212.8M $2.22 %1.46 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,629,795195.4M $0.42 %1.34 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 1,405,005168.5M $1.03 %1.15 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,327,562159.2M $0.16 %1.09 %as of Jun 30, 2026 ↗
Dodge & Cox Balanced Fund Dodge & Cox Funds 890,600106.8M $0.72 %0.73 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 822,717101.6M $0.93 %0.68 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 822,366101.7M $1.02 %0.68 %as of May 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 783,90196.8M $0.47 %0.64 %as of Jul 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 632,58478.1M $1.10 %0.52 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 601,92674.4M $0.17 %0.49 %as of May 31, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 576,40369.1M $0.68 %0.47 %as of Jun 30, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 517,03462M $2.71 %0.42 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 503,18260.3M $0.11 %0.41 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 462,36857.1M $0.11 %0.38 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 460,30556.8M $0.73 %0.38 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 457,53356.5M $1.21 %0.38 %as of Jul 31, 2026 ↗
THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC 445,85755.1M $1.12 %0.37 %as of Jul 31, 2026 ↗
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 443,24954.7M $0.49 %0.36 %as of Jul 31, 2026 ↗
Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios 422,27452.1M $1.53 %0.35 %as of Jul 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 412,35850.9M $0.22 %0.34 %as of Jul 31, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 399,98448M $1.03 %0.33 %as of Jun 30, 2026 ↗
Fidelity SAI Real Estate Fund Fidelity Summer Street Trust 395,32148.8M $1.53 %0.32 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 333,85741.2M $0.80 %0.27 %as of Jul 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 294,20035.3M $0.37 %0.24 %as of Jun 30, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 293,51236.2M $1.72 %0.24 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 271,04932.5M $0.04 %0.22 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 264,96631.8M $0.40 %0.22 %as of Jun 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 256,60231.7M $0.98 %0.21 %as of Jul 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 244,06729.3M $0.74 %0.20 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 243,64630.1M $0.05 %0.20 %as of May 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 233,18628.8M $0.75 %0.19 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 226,00027.1M $0.15 %0.19 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 218,99526.3M $3.00 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 218,80927.1M $0.02 %0.18 %as of May 31, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 202,78424.3M $0.93 %0.17 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 200,72624.1M $1.31 %0.16 %as of Jun 30, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 192,82523.8M $0.54 %0.16 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 191,111229.3M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 187,67822.5M $0.14 %0.15 %as of Jun 30, 2026 ↗
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 185,30022.2M $2.14 %0.15 %as of Jun 30, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 181,70022.4M $0.15 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 177,61322M $0.02 %0.15 %as of May 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 165,27219.8M $3.25 %0.14 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 162,13120M $1.12 %0.13 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 160,71319.9M $0.01 %0.13 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 160,63919.3M $1.86 %0.13 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 159,10019.1M $0.07 %0.13 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 154,67519.1M $0.96 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 148,42217.8M $0.02 %0.12 %as of Jun 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 139,50216.7M $0.67 %0.11 %as of Jun 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 132,95715.9M $1.11 %0.11 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 129,09416M $1.30 %0.11 %as of May 31, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 124,68315M $0.79 %0.10 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 123,24315.2M $0.02 %0.10 %as of May 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 119,70914.8M $0.99 %0.10 %as of Jul 31, 2026 ↗
Mid Value Fund John Hancock Funds II 119,44114.8M $1.10 %0.10 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 116,92314.4M $0.01 %0.10 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 114,25713.7M $0.51 %0.09 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 113,95314.1M $0.01 %0.09 %as of May 31, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 113,58014M $2.12 %0.09 %as of May 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 111,10013.3M $2.03 %0.09 %as of Jun 30, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 103,08212.4M $1.34 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 102,77312.7M $0.02 %0.08 %as of Jul 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 100,25712.4M $0.89 %0.08 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 97,35512M $0.56 %0.08 %as of Jul 31, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 97,31211.7M $1.72 %0.08 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 91,11610.9M $0.92 %0.07 %as of Jun 30, 2026 ↗
CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust 90,97011.2M $2.13 %0.07 %as of Jul 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 88,80110.6M $1.28 %0.07 %as of Jun 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 85,90410.3M $0.02 %0.07 %as of Jun 30, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 85,60510.6M $3.48 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 85,08610.2M $0.82 %0.07 %as of Jun 30, 2026 ↗
Guardian Equity Income VIP Fund Guardian Variable Products Trust 81,6919.8M $1.11 %0.07 %as of Jun 30, 2026 ↗
Sp Funds S&P Global REIT Sharia ETF Tidal Trust I 80,0589.9M $4.87 %0.07 %as of May 31, 2026 ↗
JNL/WMC Equity Income Fund JNL Series Trust 79,4159.5M $1.04 %0.07 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 74,5418.9M $0.01 %0.06 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 74,5149.2M $0.09 %0.06 %as of Jul 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 71,4008.6M $0.37 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 70,1318.7M $0.02 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 68,4408.5M $0.02 %0.06 %as of May 31, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 67,6658.1M $1.06 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 67,6658.1M $0.02 %0.06 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 67,0288.3M $0.35 %0.06 %as of Jul 31, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 66,0597.9M $0.97 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 64,1207.7M $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 63,4907.9M $0.03 %0.05 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,1687.8M $0.04 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 63,0887.8M $0.02 %0.05 %as of Jul 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 62,8787.8M $0.07 %0.05 %as of Jul 31, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 62,3047.7M $1.73 %0.05 %as of Jul 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 62,0007.7M $0.30 %0.05 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 61,5027.4M $0.13 %0.05 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Sp Funds S&P Global REIT Sharia ETF Tidal Trust I 4.87 %as of May 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 4.65 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 4.46 %as of Jul 31, 2026 ↗
SRH REIT Covered Call ETF Elevation Series Trust 3.65 %as of Jul 31, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 3.48 %as of Jul 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.34 %as of Jul 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 3.28 %as of Jun 30, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 3.26 %as of Jun 30, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 3.25 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 3.25 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3405-3656,000,997-6.8 %
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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 13.40 %16,261,647as of Aug 31, 2026 · SCHEDULE 13G
Dodge & Cox 7.70 %9,500,781as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Sun Communities Inc". https://titelia.com/en/stocks/sun-communities-inc-US8666741041