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
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 59,3297.1M $0.35 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 58,9977.1M $0.02 %0.05 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 58,7567.3M $0.46 %0.05 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 58,5437M $0.25 %0.05 %as of Jun 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 55,8816.9M $0.85 %0.05 %as of May 31, 2026 ↗
VIP Real Estate Portfolio Variable Insurance Products Fund IV 54,8006.6M $1.88 %0.04 %as of Jun 30, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 52,5736.3M $0.48 %0.04 %as of Jun 30, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 51,7406.2M $0.75 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 50,6306.3M $0.02 %0.04 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 50,4696.2M $1.49 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 48,2156M $0.04 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 48,0455.8M $0.68 %0.04 %as of Jun 30, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 47,0925.8M $3.21 %0.04 %as of Jul 31, 2026 ↗
SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST 44,9005.5M $2.20 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 44,6685.5M $0.04 %0.04 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 44,49853.4M SEK0.19 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 43,7675.2M $0.46 %0.04 %as of Jun 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 43,6405.4M $1.61 %0.04 %as of May 31, 2026 ↗
Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC 42,8595.3M $1.48 %0.04 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 42,1955.2M $0.25 %0.03 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 41,1915.1M $0.04 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 40,7214.9M $0.16 %0.03 %as of Jun 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 40,0884.8M $0.71 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,7094.8M $0.01 %0.03 %as of May 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 38,6004.8M $0.08 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 38,5524.8M $1.01 %0.03 %as of May 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 37,7304.7M $1.74 %0.03 %as of May 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 37,0754.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 36,4004.4M $0.15 %0.03 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 35,2534.4M $0.07 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 35,0574.3M $0.01 %0.03 %as of Jul 31, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 33,8974.1M $3.26 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 33,6144.2M $0.05 %0.03 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 33,1934M $0.21 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 33,0994.1M $0.02 %0.03 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 32,9754.1M $0.48 %0.03 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 32,9183.9M $0.02 %0.03 %as of Jun 30, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 31,9403.9M $2.13 %0.03 %as of May 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 31,9083.8M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 31,8003.8M $0.06 %0.03 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,7393.6M $0.92 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 28,5403.5M $0.02 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 27,8533.4M $0.09 %0.02 %as of Jul 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 27,7633.3M $0.96 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 27,6903.4M $0.03 %0.02 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 27,0993.3M $0.03 %0.02 %as of Jul 31, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 26,7583.2M $3.28 %0.02 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 26,4863.2M $0.91 %0.02 %as of Jun 30, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,4743.2M $1.20 %0.02 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 26,3333.2M $0.14 %0.02 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 26,3083.2M $0.10 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 26,1243.1M $0.43 %0.02 %as of Jun 30, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 25,7163.1M $0.48 %0.02 %as of Jun 30, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 24,9163M $0.94 %0.02 %as of Jun 30, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 24,9083M $1.05 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 24,6213M $0.11 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 23,7342.9M $0.03 %0.02 %as of Jul 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 23,6272.8M $0.30 %0.02 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 23,3722.9M $0.17 %0.02 %as of May 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 22,8112.7M $0.14 %0.02 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 22,6972.7M $0.62 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 22,4482.7M $0.13 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 22,3842.8M $0.11 %0.02 %as of Jul 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 22,3252.8M $0.25 %0.02 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 21,4472.7M $0.02 %0.02 %as of May 31, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 21,3552.6M $1.23 %0.02 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 21,3522.6M $0.01 %0.02 %as of Jun 30, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 20,2812.4M $1.23 %0.02 %as of Jun 30, 2026 ↗
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 20,0712.5M $2.67 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,8902.5M $0.02 %0.02 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,4212.4M $0.18 %0.02 %as of May 31, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 19,4012.4M $0.46 %0.02 %as of May 29, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 19,2792.3M $0.69 %0.02 %as of Jun 30, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 18,7272.3M $0.67 %0.02 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 18,5902.2M $0.02 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 18,4322.2M $0.19 %0.02 %as of Jun 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 18,2152.2M $0.72 %0.01 %as of Jul 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 17,9022.1M $0.96 %0.01 %as of Jun 30, 2026 ↗
DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 17,5472.1M $0.99 %0.01 %as of Jun 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 17,1992.1M $3.34 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 16,8142.1M $0.98 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 16,1612M $0.02 %0.01 %as of May 31, 2026 ↗
SRH REIT Covered Call ETF Elevation Series Trust 16,0942M $3.65 %0.01 %as of Jul 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 15,9002M $1.14 %0.01 %as of Jul 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 15,4001.9M $0.13 %0.01 %as of Jul 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 15,3171.8M $1.02 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 14,9441.8M $0.83 %0.01 %as of Jun 30, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 14,7471.8M $0.08 %0.01 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 14,7331.8M $0.01 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 14,6881.8M $0.02 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 14,5701.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 14,1001.7M $0.02 %0.01 %as of Jun 30, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 13,8051.7M $4.65 %0.01 %as of Jun 30, 2026 ↗
VanEck Real Assets ETF VanEck ETF Trust 13,3401.6M $0.15 %0.01 %as of Jun 30, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 13,1951.6M $0.35 %0.01 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 12,9621.6M $0.10 %0.01 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 12,6321.6M $0.26 %0.01 %as of Jul 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 12,4071.5M $0.48 %0.01 %as of Jun 30, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 12,3711.5M $0.16 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 12,2011.5M $0.43 %0.01 %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