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
iShares Morningstar Mid-Cap ETF iShares Trust 12,1601.5M $0.09 %0.01 %as of Jul 31, 2026 ↗
PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST 12,1541.5M $2.70 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 12,1301.5M $0.16 %0.01 %as of Jun 30, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 11,7091.4M $1.28 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 11,5101.4M $0.42 %0.01 %as of Jul 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 11,4781.4M $1.08 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 11,4031.4M $0.02 %0.01 %as of May 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 11,2391.3M $0.95 %0.01 %as of Jun 30, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,2341.3M $0.16 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 11,0301.4M $0.02 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,8181.3M $0.26 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,4321.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 10,2721.3M $0.08 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 10,2701.3M $0.08 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,2681.3M $0.02 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 10,0281.2M $0.08 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 9,9671.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 9,7411.2M $0.26 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,7291.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 9,4721.2M $0.02 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 9,4101.1M $0.10 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,3391.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 9,2331.1M $0.20 %0.01 %as of Jun 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 9,1081.1M $0.39 %0.01 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 8,9501.1M $1.48 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 8,7181.1M $0.09 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. 8,5401M $1.60 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,5361M $0.25 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 8,242988.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 8,237987.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 8,1091M $0.02 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 8,1081M $0.12 %0.01 %as of May 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 7,756957.7K $0.16 %0.01 %as of Jul 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 7,712953.7K $0.11 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 7,510900.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 7,4438.9M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Equity Income Fund John Hancock Funds II 7,418917.3K $0.15 %0.01 %as of May 31, 2026 ↗
Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust 7,027869K $0.13 %0.01 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 6,9718.4M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 6,949833.3K $1.55 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 6,880825K $0.42 %0.01 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 6,870849.5K $0.06 %0.01 %as of May 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 6,706828.1K $0.35 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 6,696826.8K $0.19 %0.01 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,670799.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 6,530783K $0.75 %0.01 %as of Jun 30, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 6,400767.4K $0.50 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,331759.2K $0.15 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,306756.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 6,298755.2K $0.08 %0.01 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 6,218768.9K $0.09 %0.01 %as of May 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 6,1327.4M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 6,1137.3M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,092752.2K $0.16 %0.01 %as of Jul 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 6,073749.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,055747.7K $0.44 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 5,747689.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 5,588670.1K $0.16 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 5,540664.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 5,415649.3K $0.74 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 5,328657.9K $0.22 %0.00 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 5,295634.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 5,209643.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 5,143616.7K $0.26 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 5,142616.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 5,034603.6K $0.93 %0.00 %as of Jun 30, 2026 ↗
Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST 5,030621.1K $0.30 %0.00 %as of Jul 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 4,958612.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 4,700580.4K $0.30 %0.00 %as of Jul 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 4,242524.6K $1.54 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 4,152513.4K $0.02 %0.00 %as of May 31, 2026 ↗
MML VIP T. Rowe Price Equity Income Fund MML SERIES INVESTMENT FUND 4,108492.6K $0.15 %0.00 %as of Jun 30, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 4,090490.4K $0.28 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 3,955488.4K $0.15 %0.00 %as of Jul 31, 2026 ↗
Allspring Real Return Portfolio ALLSPRING MASTER TRUST 3,950487.7K $0.11 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,800469.9K $0.02 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 3,754463.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 3,703444K $0.04 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 3,681455.2K $0.62 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,644437K $0.01 %0.00 %as of Jun 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 3,607432.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 3,560426.9K $0.45 %0.00 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 3,554438.8K $0.06 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 3,283393.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 3,2813.9M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 3,203395.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Wahed FTSE USA Shariah ETF Listed Funds Trust 3,198395.5K $0.04 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 3,188393.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 3,175380.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,094371K $0.11 %0.00 %as of Jun 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 3,030363.3K $0.48 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 3,030363.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 3,0003.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,912349.2K $0.25 %0.00 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 2,901358.2K $4.46 %0.00 %as of Jul 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,876344.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 2,778343.5K $0.22 %0.00 %as of May 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 2,728336.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,719326K $0.10 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,692322.8K $0.00 %0.00 %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