Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership227,245 shares
Latest Disclosed Value $ 29,050,990
Whittier Trust Co reports 14.09% decrease in ownership of SUI / Sun Communities, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 227,245 shares of Sun Communities, Inc. (MX:SUI) valued at $29,050,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 264,511 shares of Sun Communities, Inc.. This represents a change in shares of -14.09% 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)
2026-04-28 2026-03-31 13F SUN CMNTYS common 866674104 227,245 -37,266 -14.09 29,051 -10.60 0.3278
2026-01-26 2025-12-31 13F SUN CMNTYS common 866674104 264,511 21,364 8.79 32,495 2.69 0.3519
2025-10-31 2025-09-30 13F SUN CMNTYS common 866674104 243,147 -18,104 -6.93 31,643 -4.24 0.3602
2025-07-30 2025-06-30 13F SUN COMMUNITIES REIT'S 866674104 261,251 15,935 6.50 33,045 4.72 0.3984
2025-05-02 2025-03-31 13F SUN COMMUNITIES REIT'S 866674104 245,316 29,177 13.50 31,557 18.73 0.4396
2025-02-11 2024-12-31 13F SUN COMMUNITIES REIT'S 866674104 216,139 4,708 2.23 26,578 -6.99 0.3502
2024-10-21 2024-09-30 13F SUN COMMUNITIES REIT'S 866674104 211,431 5,648 2.74 28,574 15.39 0.3824
2024-07-29 2024-06-30 13F SUN COMMUNITIES REIT'S 866674104 205,783 7,107 3.58 24,763 -3.06 0.3513
2024-05-02 2024-03-31 13F SUN COMMUNITIES REIT'S 866674104 198,676 9,140 4.82 25,545 0.85 0.3725
2024-01-11 2023-12-31 13F SUN COMMUNITIES REIT'S 866674104 189,536 7,245 3.97 25,331 17.43 0.4107
2023-10-27 2023-09-30 13F SUN COMMUNITIES REIT'S 866674104 182,291 4,991 2.82 21,572 -6.74 0.3834
2023-07-24 2023-06-30 13F SUN COMMUNITIES REIT'S 866674104 177,300 5,301 3.08 23,130 -4.54 0.4021
2023-04-21 2023-03-31 13F SUN COMMUNITIES REIT'S 866674104 171,999 66,506 63.04 24,231 60.62 0.4411
2023-01-25 2022-12-31 13F SUN COMMUNITIES REIT'S 866674104 105,493 76,653 265.79 15,085 286.60 0.2934
2022-10-21 2022-09-30 13F SUN COMMUNITIES REIT'S 866674104 28,840 1,202 4.35 3,902 -11.40 0.0818
2022-07-28 2022-06-30 13F SUN COMMUNITIES REIT'S 866674104 27,638 259 0.95 4,404 -8.23 0.0890
2022-04-29 2022-03-31 13F SUN COMMUNITIES REIT'S 866674104 27,379 1,488 5.75 4,799 -11.72 0.0809
2022-01-19 2021-12-31 13F SUN COMMUNITIES REIT'S 866674104 25,891 1,551 6.37 5,436 20.67 0.0883
2021-11-01 2021-09-30 13F SUN COMMUNITIES REIT'S 866674104 24,340 866 3.69 4,505 11.95 0.0820
2021-07-29 2021-06-30 13F SUN COMMUNITIES REIT'S 866674104 23,474 1,133 5.07 4,024 20.05 0.0717
2021-04-26 2021-03-31 13F SUN COMMUNITIES REIT'S 866674104 22,341 1,646 7.95 3,352 6.62 0.0651
2021-01-29 2020-12-31 13F SUN COMMUNITIES REIT'S 866674104 20,695 783 3.93 3,144 12.33 0.0672
2020-10-30 2020-09-30 13F SUN COMMUNITIES REIT'S 866674104 19,912 964 5.09 2,799 8.87 0.0666
2020-07-10 2020-06-30 13F SUN COMMUNITIES REIT'S 866674104 18,948 -153 -0.80 2,571 7.80 0.0714
2020-04-27 2020-03-31 13F SUN COMMUNITIES REIT'S 866674104 19,101 13,422 236.34 2,385 179.93 0.0779
2020-01-31 2019-12-31 13F SUN COMMUNITIES REIT'S 866674104 5,679 41 0.73 852 1.79 0.0224
2019-10-18 2019-09-30 13F SUN COMMUNITIES REIT'S 866674104 5,638 5,000 783.70 837 920.73 0.0240
2019-07-23 2019-06-30 13F SUN COMMUNITIES REIT'S 866674104 638 638 82 0.0024
2019-04-29 2019-03-31 13F SUN COMMUNITIES REIT'S 866674104 0 -203 -100.00 0 -100.00
2019-02-07 2018-12-31 13F SUN COMMUNITIES REIT'S 866674104 203 203 21 0.0007
2015-08-13 2015-06-30 13F SUN COMMUNITIES US SMALL AND MID-CAP EQUITIES 866674104 0 -210 -100.00 0 -100.00
2015-05-05 2015-03-31 13F SUN COMMUNITIES US SMALL AND MID-CAP EQUITIES 866674104 210 210 14 0.0006
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.