§ REAL ESTATE
USD · Real EstateSUI
SUN COMMUNITIES INC
USDSector · Real EstateBeta · 0.87
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 110.26HIGH 111.31LOW 109.8452W 109.22 — 137.85
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
261 increased/new, 200 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.6 | P/B | 2.15 |
| EPS (TTM) | 10.90 | Dividend | 3.57% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Dodge & Cox | 14.3M | 1.0% | −2% |
| BlackRock, Inc. | 12.7M | 0.0% | +19% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.2M | n/a | n/a |
| WELLINGTON MANAGEMENT GROUP LLP | 5.8M | 0.1% | +16% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | n/a | n/a |
| State Street | 5.2M | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for SUI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER48.1% · 372 holders
PASSIVE / INDEX14.9% · 11 holders
DEEP VALUE11.6% · 1 holder
QUALITY / COMPOUNDER11.1% · 33 holders
DEALER / BANK10.8% · 55 holders
INCOME / DEFENSIVE2.0% · 27 holders
TACTICAL / MACRO1.1% · 4 holders
SYSTEMATIC / QUANT0.5% · 7 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SUI in the last 180 days.