Sun Communities Inc (SUI) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $3.4B

SUI ranks #1101 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SUI is a top-conviction position for Land & Buildings Investment Management, LLC — at 6.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SUI belongs to BlackRock, Inc., but the position matters far more to Land & Buildings Investment Management, LLC, who has 6.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wealth Enhancement Advisory Services, LLC has added to its SUI position for two straight quarters, increasing it by $11.4M to reach $11.9M today.

Fjarde Ap-fonden /fourth Swedish National Pension Fund has trimmed its SUI position for two straight quarters, cutting it by $3.9M while still holding $6.5M.

SUI is up 1.5% today, and institutions have been net buyers of $3.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SUI posted net income of $1.3B over the trailing twelve months, and currently trades at a P/E of 11.3.

• Profitable — net income of $1.3B over the trailing twelve months
• Revenue declined 6.0% year over year
• Net income improved year over year, from $290.8M to $1.3B
• Generated $864.2M in positive operating cash flow
• Liabilities run 0.75x equity — within a conventional range