Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership1,768,350 shares
Latest Disclosed Value $ 222,741,366
Daiwa Securities Group Inc. reports 17.02% increase in ownership of SUI / Sun Communities, Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 1,768,350 shares of Sun Communities, Inc. (MX:SUI) valued at $222,741,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,511,146 shares of Sun Communities, Inc.. This represents a change in shares of 17.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SUN CMNTYS COM 866674104 1,768,350 257,204 17.02 222,741 119,012.83 0.3758
2026-02-10 2025-12-31 13F SUN CMNTYS COM 866674104 1,511,146 -293,969 -16.29 187 -19.40 0.5982
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 1,805,115 -970,795 -34.97 233 -33.90 0.7858
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 2,775,910 128,334 4.85 351 3.24 1.2960
2025-05-13 2025-03-31 13F SUN CMNTYS COM 866674104 2,647,576 303,556 12.95 341 18.06 1.4398
2025-02-07 2024-12-31 13F SUN CMNTYS COM 866674104 2,344,020 442,557 23.27 288 12.50 1.2872
2024-11-12 2024-09-30 13F SUN CMNTYS COM 866674104 1,901,463 -294,421 -13.41 257 -3.03 1.1871
2024-08-07 2024-06-30 13F SUN CMNTYS COM 866674104 2,195,884 424,842 23.99 264 16.30 1.4057
2024-05-02 2024-03-31 13F SUN CMNTYS COM 866674104 1,771,042 -826,733 -31.82 228 -34.58 1.2850
2024-01-31 2023-12-31 13F SUN CMNTYS COM 866674104 2,597,775 31,831 1.24 347 14.52 2.1596
2023-11-01 2023-09-30 13F SUN CMNTYS COM 866674104 2,565,944 109,598 4.46 304 -5.31 2.1634
2023-07-31 2023-06-30 13F SUN CMNTYS COM 866674104 2,456,346 769,749 45.64 320 35.02 2.1189
2023-05-02 2023-03-31 13F SUN CMNTYS COM 866674104 1,686,597 -325,566 -16.18 238 -17.42 1.6522
2023-02-06 2022-12-31 13F SUN CMNTYS COM 866674104 2,012,163 222,611 12.44 288 -99.88 2.2097
2022-11-02 2022-09-30 13F SUN CMNTYS COM 866674104 1,789,552 84,696 4.97 242,180 -10.86 2.0118
2022-08-09 2022-06-30 13F SUN CMNTYS COM 866674104 1,704,856 1,580,605 1,272.11 271,686 1,147.41 2.0757
2022-04-29 2022-03-31 13F SUN CMNTYS COM 866674104 124,251 -1,267,015 -91.07 21,780 -92.54 0.1007
2022-04-29 2022-03-31 13F SUN CMNTYS COM 866674104 1,700,411 298,065
2022-02-03 2021-12-31 13F SUN CMNTYS COM 866674104 1,391,266 71,686 5.43 292,124 19.60 1.7182
2021-11-05 2021-09-30 13F SUN CMNTYS COM 866674104 1,319,580 -877,848 -39.95 244,254 -35.15 1.6057
2021-08-06 2021-06-30 13F SUN CMNTYS COM 866674104 2,197,428 -175,247 -7.39 376,639 5.80 2.5370
2021-05-03 2021-03-31 13F SUN CMNTYS COM 866674104 2,372,675 321,146 15.65 355,997 14.20 2.6492
2021-02-04 2020-12-31 13F SUN CMNTYS COM 866674104 2,051,529 678,587 49.43 311,729 61.48 2.4097
2020-11-02 2020-09-30 13F SUN CMNTYS COM 866674104 1,372,942 1,348,548 5,528.20 193,050 6,237.82 1.7485
2020-08-11 2020-06-30 13F SUN CMNTYS COM 866674104 24,394 0 0.00 3,046 0.00 0.0642
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 24,394 -366,424 -93.76 3,046 -94.81 0.0316
2020-01-31 2019-12-31 13F SUN CMNTYS COM 866674104 390,818 -1,334,114 -77.34 58,662 -77.09 0.4842
2019-11-04 2019-09-30 13F SUN CMNTYS COM 866674104 1,724,932 -491,933 -22.19 256,066 -9.89 2.1694
2019-07-24 2019-06-30 13F SUN CMNTYS COM 866674104 2,216,865 -316,428 -12.49 284,180 -5.35 2.5107
2019-04-26 2019-03-31 13F SUN CMNTYS COM 866674104 2,533,293 84,675 3.46 300,245 20.56 2.6229
2019-02-05 2018-12-31 13F SUN CMNTYS COM 866674104 2,448,618 -289,224 -10.56 249,049 -10.41 2.3891
2018-11-01 2018-09-30 13F SUN CMNTYS COM 866674104 2,737,842 -288,134 -9.52 278,000 -6.14 2.3280
2018-07-30 2018-06-30 13F SUN CMNTYS COM 866674104 3,025,976 -223,235 -6.87 296,183 -0.23 2.3328
2018-05-02 2018-03-31 13F SUN CMNTYS COM 866674104 3,249,211 -445,204 -12.05 296,880 -13.39 2.3778
2018-02-06 2017-12-31 13F SUN CMNTYS COM 866674104 3,694,415 61,270 1.69 342,768 10.11 2.4234
2017-11-02 2017-09-30 13F SUN CMNTYS COM 866674104 3,633,145 -270,470 -6.93 311,288 -9.06 2.1320
2017-07-28 2017-06-30 13F SUN CMNTYS COM 866674104 3,903,615 107,844 2.84 342,308 12.26 2.2121
2017-05-02 2017-03-31 13F SUN CMNTYS COM 866674104 3,795,771 -81,396 -2.10 304,915 2.65 1.9166
2017-02-01 2016-12-31 13F SUN CMNTYS COM 866674104 3,877,167 406,519 11.71 297,030 9.05 1.9057
2017-01-10 2016-09-30 13F/A-1 SUN CMNTYS COM 866674104 3,470,648 327,096 10.41 272,376 13.06 1.6264
2016-11-04 2016-09-30 13F SUN CMNTYS COM 866674104 3,470,648 272,376
2016-07-25 2016-06-30 13F SUN CMNTYS COM 866674104 3,143,552 60,284 1.96 240,922 9.12 1.4404
2016-05-12 2016-03-31 13F SUN CMNTYS COM 866674104 3,083,268 447,536 16.98 220,793 22.24 1.3951
2016-02-04 2015-12-31 13F SUN CMNTYS COM 866674104 2,635,732 665,901 33.80 180,627 35.33 1.1946
2015-11-10 2015-09-30 13F SUN CMNTYS COM 866674104 1,969,831 1,669,049 554.90 133,476 617.73 0.9498
2015-08-05 2015-06-30 13F SUN CMNTYS COM 866674104 300,782 36,201 13.68 18,597 5.35 0.1322
2015-05-12 2015-03-31 13F SUN CMNTYS COM 866674104 264,581 31,728 13.63 17,652 25.38 0.1181
2015-02-13 2014-12-31 13F SUN CMNTYS COM 866674104 232,853 17 0.01 14,079 19.73 0.0994
2014-11-12 2014-09-30 13F SUN CMNTYS COM 866674104 232,836 18,145 8.45 11,759 9.90 0.0891
2014-08-13 2014-06-30 13F/A-1 SUN CMNTYS COM 866674104 214,691 174,432 433.27 10,700 489.21 0.0798
2014-08-13 2014-06-30 13F SUN CMNTYS COM 866674104 214,691 10,700
2014-05-14 2014-03-31 13F/A-1 SUN CMNTYS COM 866674104 40,259 39,459 1,816 0.0142
2014-05-15 2014-03-31 13F/A-2 SUN CMNTYS COM 866674104 40,259 39,459 4,932.38 1,816 5,241.18 0.0142
2014-05-13 2014-03-31 13F SUN CMNTYS COM 866674104 40,259 1,816
2014-02-13 2013-12-31 13F SUN CMNTYS COM 866674104 800 -6,002 -88.24 34 -88.28 0.0003
2013-11-14 2013-09-30 13F SUN CMNTYS COM 866674104 6,802 -17,115 -71.56 290 -75.63 0.0023
2013-08-16 2013-06-30 13F/A-1 SUN CMNTYS COM 866674104 23,917 23,917 1,190 0.0090
2013-08-13 2013-06-30 13F SUN CMNTYS COM 866674104 23,917 1,190
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.