Funds holding Sun Communities Inc
460 funds declare a position · 117 ETFs and 343 other funds · 7.6B $· 435.6M SEK· 345K € · US8666741041
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Stock Fund Dodge & Cox Funds | 10,801,900 | 1.4B $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 4,591,358 | 587M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,904,424 | 491.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 3,806,525 | 479.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,840,545 | 357.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 6 | Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 2,021,957 | 254.7M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 7 | Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 1,797,187 | 226.4M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 8 | Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1,758,441 | 221.5M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,588,822 | 200.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 10 | T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 1,430,265 | 180.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,802 | 163.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 12 | Dodge & Cox Balanced Fund Dodge & Cox Funds | 1,108,900 | 139.7M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares MSCI USA Min Vol Factor ETF iShares Trust | 960,482 | 122.8M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 14 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 813,997 | 104.1M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 15 | Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 804,189 | 109.7M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 16 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 668,389 | 85.4M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 17 | T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 633,643 | 79.8M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 607,775 | 82.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 19 | Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 483,181 | 60.9M $ | 2.97 % | as of Mar 31, 2026 · Original filing |
| 20 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 471,559 | 60.3M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Russell Mid-Cap ETF iShares Trust | 467,328 | 58.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 22 | THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 460,563 | 58.9M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 23 | THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 455,555 | 58.2M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 24 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 453,621 | 58M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 25 | Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 421,432 | 53.1M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| 26 | iShares Core U.S. REIT ETF iShares Trust | 398,239 | 50.9M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 27 | iShares U.S. Real Estate ETF iShares Trust | 367,343 | 46.3M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 358,500 | 45.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 29 | iShares Global REIT ETF iShares Trust | 326,477 | 41.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 30 | iShares Select U.S. REIT ETF iShares Trust | 287,518 | 36.8M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 282,774 | 36.1M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 32 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 262,749 | 33.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 33 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 256,398 | 32.8M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 34 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 246,342 | 31M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 35 | T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 245,000 | 30.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 234,121 | 29.9M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 37 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 230,700 | 29.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 38 | iShares Russell 1000 Value ETF iShares Trust | 226,658 | 28.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 39 | iShares Residential and Multisector Real Estate ETF iShares Trust | 224,915 | 28.3M $ | 3.60 % | as of Mar 31, 2026 · Original filing |
| 40 | Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 223,178 | 30.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 41 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 220,012 | 28.1M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 42 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 217,486 | 29.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 210,033 | 26.5M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| 44 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 207,780 | 26.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 201,800 | 25.4M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 46 | AP7 Aktiefond Sjunde AP-fonden | 191,111 | 229.3M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | Fidelity Real Estate Income Fund Fidelity Securities Fund | 185,725 | 23.7M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 48 | Fidelity Growth and Income Portfolio Fidelity Securities Fund | 181,700 | 23.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 49 | DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 178,500 | 22.5M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| 50 | Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 174,888 | 22M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 171,922 | 23.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 52 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 166,244 | 22.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 53 | Dimensional US Real Estate ETF Dimensional ETF Trust | 161,393 | 20.6M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 54 | Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 159,100 | 20M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 55 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 158,558 | 20.3M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 56 | iShares Russell Mid-Cap Growth ETF iShares Trust | 157,244 | 19.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 57 | DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 147,350 | 18.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 58 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 144,886 | 18.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 59 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 143,283 | 18M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 60 | iShares Russell Mid-Cap Value ETF iShares Trust | 142,415 | 17.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 134,100 | 18.3M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| 62 | Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 132,912 | 16.7M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 63 | Select Construction and Housing Portfolio Fidelity Select Portfolios | 124,380 | 17M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| 64 | JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 121,515 | 16.6M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| 65 | Mid Value Fund John Hancock Funds II | 120,509 | 16.4M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| 66 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 120,449 | 16.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 67 | T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 119,600 | 15.1M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 119,372 | 15.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 69 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 115,739 | 15.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 70 | Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 114,882 | 14.5M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| 71 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 109,600 | 14M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 72 | Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 108,681 | 13.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 73 | Nuveen Equity Index Fund TIAA-CREF Funds | 102,773 | 13.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 74 | Meridian Contrarian Fund Meridian Fund Inc | 97,312 | 12.3M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 75 | iShares Russell 1000 Growth ETF iShares Trust | 94,545 | 11.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 76 | Global Real Estate Fund American Century Capital Portfolios, Inc. | 94,152 | 12M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 77 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 91,185 | 11.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 78 | First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 89,860 | 11.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 79 | Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 88,455 | 11.3M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 80 | Swedbank Robur Fastighet Swedbank Robur Fonder AB | 88,000 | 105.6M SEK | 1.96 % | as of Mar 31, 2026 · Original filing |
| 81 | iShares Russell 1000 ETF iShares Trust | 87,308 | 11M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 82 | Third Avenue Real Estate Value Fund Third Avenue Trust | 85,605 | 10.9M $ | 3.58 % | as of Apr 30, 2026 · Original filing |
| 83 | JNL/WMC Equity Income Fund JNL Series Trust | 85,245 | 10.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 84 | State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 84,887 | 10.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 85 | Real Estate Securities Trust John Hancock Variable Insurance Trust | 83,006 | 10.5M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| 86 | Real Estate Fund American Century Capital Portfolios, Inc. | 82,375 | 10.5M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| 87 | Guardian Equity Income VIP Fund Guardian Variable Products Trust | 82,039 | 10.3M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 88 | CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust | 81,652 | 10.4M $ | 2.29 % | as of Apr 30, 2026 · Original filing |
| 89 | Sp Funds S&p Global Reit Sharia ETF Tidal Trust I | 78,154 | 10.7M $ | 5.11 % | as of Feb 28, 2026 · Original filing |
| 90 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 77,428 | 9.9M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 91 | VIP Value Strategies Portfolio Variable Insurance Products Fund III | 76,300 | 9.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 92 | T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 75,840 | 9.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 93 | BlackRock Real Estate Securities Fund BlackRock Funds | 74,009 | 9.5M $ | 2.17 % | as of Apr 30, 2026 · Original filing |
| 94 | Large Cap Index Master Portfolio Master Investment Portfolio | 73,630 | 9.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 69,331 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 68,919 | 8.7M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 97 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 68,247 | 8.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 98 | JNL/WMC Global Real Estate Fund JNL Series Trust | 68,069 | 8.6M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 99 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 67,887 | 8.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 100 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 67,482 | 9.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
Institutional managers
505 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Dodge & Cox | 14,266,030 | 1.8B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 12,681,528 | 1.6B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,842,918 | 736M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,213,224 | 662.4M $ | as of Mar 31, 2026 |
| FMR LLC | 4,983,816 | 627.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,385,877 | 299.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,812,301 | 228.3M $ | as of Mar 31, 2026 |
| Daiwa Securities Group Inc. | 1,768,350 | 222.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,526,108 | 192.2M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,504,752 | 189.5M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 1,235,421 | 155.6M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,124,291 | 141.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,076,405 | 135.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,038,383 | 130.8M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,030,991 | 129.9M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 974,982 | 122.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 893,921 | 112.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 806,642 | 101.6M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 771,978 | 97.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 682,504 | 86M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 601,525 | 75.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 579,938 | 73M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 568,513 | 71.6M $ | as of Mar 31, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 536,746 | 67.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 509,346 | 64.2M $ | as of Mar 31, 2026 |