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

SUI ranks #1104 out of 37501 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.

Cohen & Steers, Inc. has added to its SUI position for two straight quarters, increasing it by $360.1M to reach $1.6B today.

State Street has trimmed its SUI position for two straight quarters, cutting it by $56.4M while still holding $606.1M.

SUI is down 0.2% today, but institutions show net buying of $3.4B this quarter — a divergence between today's price move and the underlying institutional flow.

SUI posted net income of $1.3B over the trailing twelve months, and currently trades at a P/E of 12.0.

• 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