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
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 3,028387.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 3,0003.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 2,940375.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,865360.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,852359.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 2,839362.9K $4.23 %0.00 %as of Apr 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,824355.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,814354.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,797352.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,772354.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,762347.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,732344.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,710341.4K $0.43 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US Multi-Factor Minimum Volatility ETF Victory Portfolios II 2,674336.8K $0.23 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 2,628358.6K $0.25 %0.00 %as of Feb 28, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 2,580325K $0.12 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 2,525318K $0.04 %0.00 %as of Mar 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 2,511316.3K $0.81 %0.00 %as of Mar 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 2,464315K $1.60 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 2,463314.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 2,4412.9M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,383300.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 2,326293K $0.17 %0.00 %as of Mar 31, 2026 ↗
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 2,322316.9K $0.94 %0.00 %as of Feb 28, 2026 ↗
AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV 2,322296.8K $0.71 %0.00 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 2,303290.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,251307.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Value Equity Index Fund GuideStone Funds 2,221279.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,180274.6K $0.20 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 2,143274K $0.02 %0.00 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 2,112266K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 2,096264K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 2,065281.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,980249.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,967247.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 1,956250.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,940264.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,926242.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 1,916244.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,913241K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 1,901243K $0.06 %0.00 %as of Apr 30, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 1,877240K $2.70 %0.00 %as of Apr 30, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 1,861237.9K $0.19 %0.00 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 1,778224K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 1,771223.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,763225.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 1,755239.5K $0.94 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,739219K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust 1,673210.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 1,546194.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 1,532193K $0.05 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 1,521191.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 1,503189.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,476185.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,441181.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 1,421179K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,400176.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,378176.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 1,357170.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 1,351172.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 1,348183.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 1,322166.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,315165.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,312179K $0.04 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 1,2771.5M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 1,193150.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 1,172147.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II 1,157147.9K $2.91 %0.00 %as of Apr 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 1,130154.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 1,1291.4M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,103138.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,100140.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 1,078135.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 1,063145.1K $0.02 %0.00 %as of Feb 27, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 1,0001.2M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 989135K $0.02 %0.00 %as of Feb 28, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 972124.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 972124.3K $0.07 %0.00 %as of Apr 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 962121.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 885111.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 867118.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 866110.7K $0.79 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 857107.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 836105.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 812110.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 71089.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 69588.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 68085.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 67686.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 65382.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 62879.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Real Estate Investment ETF Fidelity Covington Trust 61778.9K $0.53 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 61577.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 61178.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 60075.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 59781.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 57972.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 56672.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 56270.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 56270.8K $0.01 %0.00 %as of Mar 31, 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