Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership13,678 shares
Latest Disclosed Value $ 1,722,943
Creative Planning reports 24.59% increase in ownership of SUI / Sun Communities, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 13,678 shares of Sun Communities, Inc. (US:SUI) valued at $1,722,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,978 shares of Sun Communities, Inc.. This represents a change in shares of 24.59% during the quarter. The current value of the position is $1,648,609 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F SUN CMNTYS COM 866674104 13,678 2,700 24.59 1,723 26.62 0.0011
2026-02-17 2025-12-31 13F SUN CMNTYS COM 866674104 10,978 -1,070 -8.88 1,360 -12.48 0.0010
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 12,048 252 2.14 1,554 4.16 0.0012
2025-08-08 2025-06-30 13F SUN CMNTYS COM 866674104 11,796 -1,370 -10.41 1,492 -11.87 0.0013
2025-05-15 2025-03-31 13F SUN CMNTYS COM 866674104 13,166 2,238 20.48 1,694 26.06 0.0016
2025-02-14 2024-12-31 13F SUN CMNTYS COM 866674104 10,928 1,437 15.14 1,344 4.76 0.0013
2024-10-11 2024-09-30 13F SUN CMNTYS COM 866674104 9,491 3,439 56.82 1,283 76.10 0.0013
2024-08-15 2024-06-30 13F SUN CMNTYS COM 866674104 6,052 -293 -4.62 728 -10.67 0.0008
2024-05-13 2024-03-31 13F SUN CMNTYS COM 866674104 6,345 1,043 19.67 816 15.11 0.0009
2024-02-14 2023-12-31 13F SUN CMNTYS COM 866674104 5,302 -2,220 -29.51 709 -20.45 0.0013
2023-11-16 2023-09-30 13F SUN CMNTYS COM 866674104 7,522 2,440 48.01 890 34.44 0.0012
2023-07-21 2023-06-30 13F SUN CMNTYS COM 866674104 5,082 -73 -1.42 663 -8.82 0.0009
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 5,155 205 4.14 726 2.69 0.0010
2023-02-10 2022-12-31 13F SUN CMNTYS COM 866674104 4,950 564 12.86 708 19.02 0.0011
2022-11-03 2022-09-30 13F SUN CMNTYS COM 866674104 4,386 370 9.21 594 -7.19 0.0010
2022-08-15 2022-06-30 13F SUN CMNTYS COM 866674104 4,016 537 15.44 640 4.92 0.0011
2022-05-16 2022-03-31 13F SUN CMNTYS COM 866674104 3,479 328 10.41 610 -7.85 0.0009
2022-02-11 2021-12-31 13F SUN CMNTYS COM 866674104 3,151 640 25.49 662 42.37 0.0011
2021-11-10 2021-09-30 13F SUN CMNTYS COM 866674104 2,511 3 0.12 465 8.14 0.0008
2021-08-04 2021-06-30 13F SUN CMNTYS COM 866674104 2,508 91 3.76 430 18.46 0.0008
2021-04-30 2021-03-31 13F CreativePlanning COM 866674104 2,417 593 32.51 363 31.05 0.0007
2021-01-29 2020-12-31 13F SUN CMNTYS COM 866674104 1,824 49 2.76 277 10.80 0.0006
2020-11-05 2020-09-30 13F SUN CMNTYS COM 866674104 1,775 1,775 250 0.0007
2020-07-23 2020-06-30 13F SUN CMNTYS COM 866674104 0 -4,804 -100.00 0 -100.00
2020-05-05 2020-03-31 13F SUN CMNTYS COM 866674104 4,804 -2,168 -31.10 600 -42.64 0.0021
2020-01-30 2019-12-31 13F SUN CMNTYS COM 866674104 6,972 307 4.61 1,046 5.76 0.0031
2019-11-01 2019-09-30 13F SUN CMNTYS COM 866674104 6,665 6,665 989 0.0032
2017-10-17 2017-09-30 13F SUN CMNTYS COM 866674104 0 -390 -100.00 0 -100.00
2017-07-12 2017-06-30 13F SUN CMNTYS COM 866674104 390 55 16.42 34 25.93 0.0002
2017-04-07 2017-03-31 13F SUN CMNTYS COM 866674104 335 0 0.00 27 3.85 0.0001
2017-01-09 2016-12-31 13F SUN CMNTYS COM 866674104 335 -61 -15.40 26 -16.13 0.0002
2016-10-12 2016-09-30 13F SUN CMNTYS COM 866674104 396 -100 -20.16 31 -18.42 0.0002
2016-07-12 2016-06-30 13F SUN CMNTYS COM 866674104 496 35 7.59 38 15.15 0.0003
2016-04-08 2016-03-31 13F SUN CMNTYS COM 866674104 461 -225 -32.80 33 -29.79 0.0003
2016-01-11 2015-12-31 13F SUN CMNTYS COM 866674104 686 325 90.03 47 95.83 0.0004
2015-10-09 2015-09-30 13F SUN CMNTYS COM 866674104 361 361 0.00 24 0.0002
2015-07-09 2015-06-30 13F SUN CMNTYS COM 866674104 0 -1,108 -100.00 0 -100.00
2015-04-13 2015-03-31 13F SUN CMNTYS COM 866674104 1,108 1,108 0.00 74 0.0007
2015-01-29 2014-12-31 13F SUN CMNTYS COM 866674104 0 -2,058 -100.00 0 -100.00
2014-10-10 2014-09-30 13F SUN CMNTYS COM 866674104 2,058 1,250 154.70 104 160.00 0.0012
2014-08-20 2014-06-30 13F SUN CMNTYS COM 866674104 808 0 0.00 40 11.11 0.0005
2014-04-11 2014-03-31 13F SUN CMNTYS COM 866674104 808 0 0.00 36 5.88 0.0005
2014-01-06 2013-12-31 13F SUN CMNTYS COM 866674104 808 -233 -22.38 34 -22.73 0.0006
2013-10-10 2013-09-30 13F SUN CMNTYS COM 866674104 1,041 211 25.42 44 7.32 0.0009
2013-07-09 2013-06-30 13F SUN CMNTYS COM 866674104 830 830 41 0.0010
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.