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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 559 | 76.3K $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 558 | 71.3K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 552 | 69.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 536 | 67.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 525 | 67.1K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 495 | 62.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 487 | 584.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 486 | 61.2K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 424 | 53.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 420 | 52.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 407 | 51.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 401 | 50.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 398 | 50.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 393 | 53.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 393 | 50.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 392 | 53.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 389 | 49K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 387 | 52.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 367 | 46.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 364 | 45.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 358 | 48.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 355 | 44.7K $ | 1.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 336 | 43K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 328 | 44.8K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 326 | 41.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 298 | 40.7K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 281 | 35.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 272 | 34.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 269 | 33.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 257 | 32.4K $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 247 | 31.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 227 | 28.6K $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 226 | 28.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 195 | 24.6K $ | 1.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 172 | 22K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 166 | 20.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 135 | 17K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 131 | 16.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 123 | 15.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 121 | 15.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 101 | 12.7K $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 100 | 120K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 100 | 12.6K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 99 | 13.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 96 | 12.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 91 | 11.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 76 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 54 | 6.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 39 | 4.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 34 | 40.8K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 31 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 27 | 32.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 19 | 2.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 14 | 1.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 9 | 1.2K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 3 | 383.5 $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 2 | 251.9 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 2 | 251.9 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| IBERCAJA INFRAESTRUCTURAS, FI IBERCAJA GESTION, SGIIC, S.A. | 335.5K € | 1.72 % | as of Dec 31, 2025 ↗ | ||
| ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA | 9.5K € | 0.02 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 441 | +17 | 60,117,463 | +3.7 % |
| 2026Q1 | 424 | +13 | 57,995,449 | -3.5 % |
| 2025Q4 | 411 | +3 | 60,110,516 | -0.8 % |
| 2025Q3 | 408 | +7 | 60,594,520 | +0.3 % |
| 2025Q2 | 401 | -2 | 60,434,571 | +5.9 % |
| 2025Q1 | 403 | -19 | 57,083,474 | +13.4 % |
| 2024Q4 | 422 | -18 | 50,347,748 | +0.6 % |
| 2024Q3 | 440 | -44 | 50,032,887 | -2.0 % |
| 2024Q2 | 484 | +24 | 51,032,296 | +23.4 % |
| 2024Q1 | 460 | +8 | 41,349,015 | -11.4 % |
| 2023Q4 | 452 | 46,648,637 |
Institutional managers
505 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| COHEN & STEERS, INC. | 12,063,415 | 1.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,842,918 | 736M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,529,426 | 696.5K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Cohen & Steers, Inc. and 4 others | 10.63 % | 13,101,349 | as of Apr 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 9.20 % | 11,383,185 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 8.26 % | 10,187,046 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.34 % | 6,588,793 | as 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