Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionAmundi
Latest Disclosed Ownership312,099 shares
Latest Disclosed Value $ 39,311,991
Amundi reports 19.65% increase in ownership of SUI / Sun Communities, Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 312,099 shares of Sun Communities, Inc. (US:SUI) valued at $39,311,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 260,834 shares of Sun Communities, Inc.. This represents a change in shares of 19.65% during the quarter. The current value of the position is $38,291,426 USD.

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)
2026-05-15 2026-03-31 13F SUN CMNTYS COM 866674104 312,099 51,265 19.65 39,312 21.63 0.0045
2026-02-17 2025-12-31 13F SUN CMNTYS COM 866674104 260,834 22,298 9.35 32,320 6.27 0.0088
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 238,536 8,028 3.48 30,413 2.68 0.0098
2025-08-13 2025-06-30 13F SUN CMNTYS COM 866674104 230,508 59,490 34.79 29,620 33.16 0.0102
2025-05-15 2025-03-31 13F SUN COMMUNITIES COM 866674104 171,018 14,415 9.20 22,244 15.82 0.0081
2025-02-07 2024-12-31 13F SUN COMMUNITIES COM 866674104 156,603 -78,585 -33.41 19,206 -34.71 0.0067
2024-11-13 2024-09-30 13F SUN COMMUNITIES COM 866674104 235,188 78,161 49.78 29,417 59.13 0.0108
2024-08-14 2024-06-30 13F SUN COMMUNITIES COM 866674104 157,027 -296,319 -65.36 18,487 -65.43 0.0071
2024-05-15 2024-03-31 13F SUN COMMUNITIES COM 866674104 453,346 5,219 1.16 53,477 -11.65 0.0230
2024-02-14 2023-12-31 13F SUN COMMUNITIES COM 866674104 448,127 112,955 33.70 60,529 72.24 0.0272
2023-11-14 2023-09-30 13F SUN COMMUNITIES COM 866674104 335,172 17,515 5.51 35,143 -16.12 0.0173
2023-08-14 2023-06-30 13F SUN COMMUNITIES COM 866674104 317,657 56,017 21.41 41,896 14.94 0.0212
2023-05-15 2023-03-31 13F SUN COMMUNITIES COM 866674104 261,640 3,575 1.39 36,449 -4.93 0.0196
2023-02-14 2022-12-31 13F SUN COMMUNITIES COM 866674104 258,065 -4,256 -1.62 38,341 6.44 0.0210
2022-11-14 2022-09-30 13F SUN COMMUNITIES COM 866674104 262,321 22,763 9.50 36,020 -5.75 0.0214
2022-09-02 2022-06-30 13F/A-1 SUN COMMUNITIES COM 866674104 239,558 -19,146 -7.40 38,216 -18.95 0.0307
2022-08-15 2022-06-30 13F SUN COMMUNITIES COM 866674104 239,558 -19,146 38,216 0.0020
2022-05-16 2022-03-31 13F SUN COMMUNITIES COM 866674104 258,704 -64,521 -19.96 47,153 -26.73 0.0319
2022-02-14 2021-12-31 13F SUN COMMUNITIES COM 866674104 323,225 -7,665 -2.32 64,353 5.07 0.0408
2021-11-15 2021-09-30 13F SUN COMMUNITIES COM 866674104 330,890 19,694 6.33 61,248 115,462.26 0.0429
2021-08-16 2021-06-30 13F SUN COMMUNITIES COM 866674104 311,196 311,196 53 0.0370
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.