Sun Communities, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 17.55 M | $2.37 B | -1.06% | 14.18% |
| COHEN & STEERS, INC. | 11/14/2024 | 12.56 M | $1.70 B | 10.40% | 10.15% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 10.92 M | $1.48 B | 100.00% | 8.82% |
| DODGE & COX | 11/13/2024 | 5.96 M | $805.65 M | 6.89% | 4.82% |
| FMR LLC | 11/13/2024 | 5.23 M | $707.33 M | 37.62% | 4.23% |
| STATE STREET CORP | 11/14/2024 | 4.99 M | $678.74 M | -4.74% | 4.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 4.64 M | $626.79 M | 23.79% | 3.75% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 2.95 M | $399.12 M | 0.11% | 2.39% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 2.49 M | $336.41 M | -28.73% | 2.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.09 M | $282.39 M | -2.56% | 1.69% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 2.06 M | $278.19 M | -4.66% | 1.66% |
| DAIWA SECURITIES GROUP INC. | 11/12/2024 | 1.90 M | $256.98 M | -13.41% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.78 M | $240.62 M | -0.23% | 1.44% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1.26 M | $170.63 M | -5.14% | 1.02% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.25 M | $168.54 M | 6.39% | 1.01% |
| PGGM INVESTMENTS | 11/13/2024 | 1.17 M | $157.94 M | -6.27% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.08 M | $145.36 M | 0.30% | 0.87% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 1.04 M | $141.23 M | -26.52% | 0.84% |
| MORGAN STANLEY | 11/14/2024 | 1.01 M | $136.58 M | -8.18% | 0.82% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.00 M | $136.37 M | -15.70% | 0.81% |
| JPMORGAN CHASE & CO | 12/26/2024 | 990,076 | $133.81 M | -39.09% | 0.80% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2024 | 959,879 | $129.73 M | 58.80% | 0.78% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 671,690 | $90.78 M | -4.43% | 0.54% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 662,521 | $89.55 M | -29.40% | 0.54% |
| RESOLUTION CAPITAL LTD | 11/14/2024 | 659,792 | $89.17 M | 4.12% | 0.53% |
| SEI INVESTMENTS CO | 11/12/2024 | 646,445 | $87.37 M | 5.21% | 0.52% |
| CITADEL ADVISORS LLC | 11/14/2024 | 623,302 | $84.24 M | 479.59% | 0.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 609,647 | $82.39 M | -8.04% | 0.49% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 566,346 | $76.48 M | -1.02% | 0.46% |
| ADELANTE CAPITAL MANAGEMENT LLC | 11/14/2024 | 559,129 | $20.48 M | 168.67% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 538,533 | $72.78 M | 0.82% | 0.44% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 500,785 | $67.68 M | 9.62% | 0.40% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 499,810 | $67.55 M | -19.90% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 492,299 | $66.53 M | -6.82% | 0.40% |
| LONG POND CAPITAL, LP | 11/13/2024 | 481,033 | $65.01 M | 100.00% | 0.39% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 472,808 | $63.90 M | 117.85% | 0.38% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 448,651 | $60.64 M | 12.93% | 0.36% |
| APG ASSET MANAGEMENT US INC. | 11/14/2024 | 447,638 | $59.87 M | -1.40% | 0.36% |
| ANCHOR CAPITAL ADVISORS LLC | 10/31/2024 | 437,981 | $59.19 M | -0.18% | 0.35% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 437,869 | $59.18 M | -2.56% | 0.35% |
| GRS ADVISORS, LLC | 11/14/2024 | 430,996 | $58.25 M | 2,116.49% | 0.35% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 11/12/2024 | 428,625 | $57.93 M | -2.11% | 0.35% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 425,307 | $57.48 M | 2.48% | 0.34% |
| MACQUARIE GROUP LTD | 11/14/2024 | 399,608 | $54.01 M | -24.77% | 0.32% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 374,577 | $50.62 M | 981.97% | 0.30% |
| INVESCO LTD. | 11/12/2024 | 372,049 | $50.28 M | -45.14% | 0.30% |
| UBS GROUP AG | 11/14/2024 | 370,875 | $50.12 M | 180.63% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 369,860 | $49.99 M | 0.43% | 0.30% |
| ROYAL BANK OF CANADA | 11/14/2024 | 300,058 | $40.55 M | 0.84% | 0.24% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/14/2024 | 294,706 | $39.83 M | 3.88% | 0.24% |
Sun Communities, Inc.institutional Ownership - FAQ's
During the previous two years, 700 institutional investors and hedge funds held shares of Sun Communities, Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Carolina Wealth Advisors, LLC: 0
VANGUARD GROUP INC: 17.55 M
COHEN & STEERS, INC.: 12.56 M
BlackRock Funding, Inc. /DE: 10.92 M
DODGE & COX: 5.96 M
93.60% of Sun Communities, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 147.81 M shares in the last 24 months. This purchase volume represents approximately $17.92 B in transactions.