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
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 67,0668.6M $2.07 %0.06 %as of Apr 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 66,3818.4M $0.99 %0.05 %as of Mar 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 64,0908.7M $0.04 %0.05 %as of Feb 28, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 62,8788M $0.08 %0.05 %as of Apr 30, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 61,9177.8M $1.22 %0.05 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 61,5427.8M $0.30 %0.05 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 60,8987.8M $0.53 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 60,5147.7M $0.02 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 59,5297.5M $0.02 %0.05 %as of Mar 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 59,1388.1M $3.49 %0.05 %as of Feb 28, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 58,7167.5M $0.07 %0.05 %as of Apr 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 58,5827.4M $0.33 %0.05 %as of Mar 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 58,3148M $2.62 %0.05 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 57,8107.3M $0.15 %0.05 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,7857.9M $0.04 %0.05 %as of Feb 28, 2026 ↗
VIP Real Estate Portfolio Variable Insurance Products Fund IV 57,6007.3M $2.22 %0.05 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 55,3007.5M $0.32 %0.05 %as of Feb 28, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 54,5156.9M $3.48 %0.04 %as of Mar 31, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 53,9026.8M $0.95 %0.04 %as of Mar 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 52,5526.6M $0.82 %0.04 %as of Mar 31, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 52,3037.1M $1.06 %0.04 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 52,2486.6M $0.02 %0.04 %as of Mar 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 51,6077M $0.91 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 51,1117M $0.03 %0.04 %as of Feb 28, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 50,8656.5M $0.07 %0.04 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 50,2686.3M $0.22 %0.04 %as of Mar 31, 2026 ↗
SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST 49,5006.3M $2.50 %0.04 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,7666.2M $0.42 %0.04 %as of Apr 30, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 48,4106.1M $2.10 %0.04 %as of Mar 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 47,8006M $0.36 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 46,7085.9M $0.04 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 44,49853.4M SEK0.19 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 43,5215.5M $0.21 %0.04 %as of Mar 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 41,2655.2M $0.76 %0.03 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 40,2675.1M $0.04 %0.03 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 39,1325M $0.04 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 38,6004.9M $0.09 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,0385.2M $0.01 %0.03 %as of Feb 28, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 37,0754.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC 37,0034.7M $1.40 %0.03 %as of Apr 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 36,4004.6M $0.17 %0.03 %as of Mar 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,4254.5M $1.83 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 35,1354.5M $0.01 %0.03 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 34,6924.4M $0.08 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 34,6884.4M $0.04 %0.03 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 34,5094.3M $0.25 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 34,4464.4M $0.05 %0.03 %as of Apr 30, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 34,1774.4M $0.27 %0.03 %as of Apr 30, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 34,1444.4M $1.65 %0.03 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 33,3244.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 33,1704.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 32,2694.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 32,1244M $1.29 %0.03 %as of Mar 31, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 31,8004M $0.07 %0.03 %as of Mar 31, 2026 ↗
CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust 30,3743.9M $2.55 %0.02 %as of Apr 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,7393.7M $1.06 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 28,6403.6M $0.11 %0.02 %as of Mar 31, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 28,5583.6M $3.11 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 28,4343.6M $0.02 %0.02 %as of Apr 30, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 26,9023.4M $0.56 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 25,8763.5M $0.03 %0.02 %as of Feb 28, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 24,9163.1M $1.13 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 24,8613.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 24,5093.1M $1.57 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 23,4583M $0.12 %0.02 %as of Apr 30, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 22,8362.9M $3.11 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 22,5982.9M $0.03 %0.02 %as of Apr 30, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 22,4552.8M $1.51 %0.02 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 22,2472.8M $0.56 %0.02 %as of Mar 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 22,0122.8M $1.18 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 21,9683M $0.19 %0.02 %as of Feb 28, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 21,6032.8M $0.26 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 21,3392.7M $0.18 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 21,2702.9M $0.03 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 21,0342.7M $0.11 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,4212.8M $0.03 %0.02 %as of Feb 28, 2026 ↗
DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 20,4152.6M $1.41 %0.02 %as of Mar 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 20,2812.6M $1.42 %0.02 %as of Mar 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 19,7582.5M $1.57 %0.02 %as of Apr 30, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 19,2662.6M $0.56 %0.02 %as of Feb 27, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 19,0432.4M $3.11 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 18,7212.6M $0.21 %0.02 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 18,6002.3M $0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 18,5412.4M $0.30 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 18,4322.3M $0.23 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 18,2182.3M $0.16 %0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 18,0862.3M $0.76 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 17,5792.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,3922.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 16,8322.1M $0.13 %0.01 %as of Mar 31, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 16,5172.1M $0.10 %0.01 %as of Mar 31, 2026 ↗
SRH REIT Covered Call ETF Elevation Series Trust 16,0942.1M $4.06 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 15,9722.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 15,5682M $0.99 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 15,4802M $0.19 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 15,0621.9M $1.03 %0.01 %as of Apr 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 14,7611.9M $1.20 %0.01 %as of Mar 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 14,6071.9M $3.09 %0.01 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 14,3001.8M $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 14,2531.8M $1.78 %0.01 %as of Apr 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 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 4 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
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
Cite this page

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