Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership5,269,273 shares
Ownership 4.20%
Fmr Llc ownership in SUI / Sun Communities, Inc.

2025-11-05 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,269,273 shares of Sun Communities, Inc. (US:SUI). This represents 4.2 percent ownership of the company. In their previous filing dated 2025-02-12 , Fmr Llc had reported owning 7,909,794 shares, indicating a decrease of -33.38 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-11-05 2025-11-05 13G/A 7,909,794 5,269,273 -33.38 4.20 -32.26
2025-02-12 2025-02-12 13G 3,464,689 7,909,794 128.30 6.20 42.01
2018-02-13 2018-02-13 13G/A 5,204,853 3,464,689 -33.43 4.37 -38.74
2017-02-14 2017-02-14 13G/A 6,165,805 5,204,853 -15.59 7.13 -25.35
2016-05-10 2016-05-10 13G/A 8,743,064 6,165,805 -29.48 9.55 -36.35
2016-02-12 2016-02-12 13G/A 8,743,064 15.00
2015-02-13 2015-02-13 13G/A 6,471,560 13.48
2014-11-10 2014-11-10 13G 6,476,599 13.49
2014-02-14 2014-02-14 13G/A 5,417,384 14.99
2013-02-14 2013-02-14 13G/A 4,457,106 14.99
2012-02-14 2012-02-14 13G/A 1,689,146 7.78
2012-02-10 2012-02-10 13G/A 2,791,546 10.55

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 4,983,816 115,032 2.36 627,762 4.06 0.0066
2026-02-17 2025-12-31 13F SUN CMNTYS COM 866674104 4,868,784 -408,853 -7.75 603,291 -11.39 0.0308
2025-11-13 2025-09-30 13F SUN CMNTYS COM 866674104 5,277,637 -1,449,703 -21.55 680,815 -19.99 0.0354
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 6,727,340 -1,016,331 -13.12 850,941 -14.58 0.0480
2025-05-12 2025-03-31 13F SUN CMNTYS COM 866674104 7,743,671 -174,199 -2.20 996,146 2.31 0.0636
2025-02-13 2024-12-31 13F SUN CMNTYS COM 866674104 7,917,870 2,684,214 51.29 973,660 37.65 0.0581
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 5,233,656 1,430,630 37.62 707,329 54.55 0.0430
2024-08-13 2024-06-30 13F SUN CMNTYS COM 866674104 3,803,026 -22,998 -0.60 457,656 -6.97 0.0293
2024-05-13 2024-03-31 13F SUN CMNTYS COM 866674104 3,826,024 1,127,501 41.78 491,950 36.40 0.0330
2024-02-13 2023-12-31 13F SUN CMNTYS COM 866674104 2,698,523 291,879 12.13 360,658 26.63 0.0277
2023-11-13 2023-09-30 13F SUN CMNTYS COM 866674104 2,406,644 236,771 10.91 284,802 0.61 0.0246
2023-08-11 2023-06-30 13F SUN CMNTYS COM 866674104 2,169,873 -38,096 -1.73 283,082 -8.99 0.0237
2023-08-11 2023-03-31 13F/A-1 SUN CMNTYS COM 866674104 2,207,969 93,952 4.44 311,059 2.90 0.0285
2023-05-11 2023-03-31 13F SUN CMNTYS COM 866674104 2,207,969 93,952 311,059 0.0057
2023-02-13 2022-12-31 13F SUN CMNTYS COM 866674104 2,114,017 196,046 10.22 302,304 16.47 0.0300
2022-11-10 2022-09-30 13F SUN CMNTYS COM 866674104 1,917,971 -123,632 -6.06 259,559 -20.22 0.0271
2022-08-12 2022-06-30 13F SUN CMNTYS COM 866674104 2,041,603 234,637 12.99 325,349 2.72 0.0324
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 1,806,966 64,063 3.68 316,744 -13.45 0.0253
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 1,742,903 149,489 9.38 365,956 24.08 0.0270
2022-02-14 2021-09-30 13F/A-1 SUN CMNTYS COM 866674104 1,593,414 40,401 2.60 294,941 10.80 0.0234
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 1,593,414 40,401 294,941 0.0045
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 1,553,013 -1,987 -0.13 266,187 14.09 0.0209
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 1,555,000 27,646 1.81 233,312 0.53 0.0199
2021-02-08 2020-12-31 13F SUN CMNTYS COM 866674104 1,527,354 -625,661 -29.06 232,081 -23.34 0.0206
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 2,153,015 170,583 8.60 302,736 12.55 0.0306
2020-08-24 2020-06-30 13F/A-1 SUN CMNTYS COM 866674104 1,982,432 318,438 19.14 268,976 29.47 0.0296
2020-08-13 2020-06-30 13F SUN CMNTYS COM 866674104 1,982,432 318,438 268,976 6,607.9532
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 1,663,994 -42,556 -2.49 207,750 -18.90 0.0288
2020-02-07 2019-12-31 13F SUN CMNTYS COM 866674104 1,706,550 -70,428 -3.96 256,152 -2.90 0.0283
2019-11-13 2019-09-30 13F SUN CMNTYS COM 866674104 1,776,978 17,827 1.01 263,792 16.98 0.0316
2019-08-13 2019-06-30 13F SUN CMNTYS COM 866674104 1,759,151 -118,443 -6.31 225,505 1.34 0.0263
2019-05-13 2019-03-31 13F SUN CMNTYS COM 866674104 1,877,594 -81,752 -4.17 222,533 11.67 0.0267
2019-02-13 2018-12-31 13F SUN CMNTYS COM 866674104 1,959,346 -148,725 -7.06 199,285 -6.90 0.0273
2018-11-09 2018-09-30 13F SUN CMNTYS COM 866674104 2,108,071 -332,310 -13.62 214,054 -10.39 0.0241
2018-08-10 2018-06-30 13F SUN CMNTYS COM 866674104 2,440,381 -720,864 -22.80 238,865 -17.30 0.0282
2018-05-14 2018-03-31 13F SUN CMNTYS COM 866674104 3,161,245 -291,852 -8.45 288,843 -9.84 0.0343
2018-02-12 2017-12-31 13F SUN CMNTYS COM 866674104 3,453,097 -432,645 -11.13 320,378 -3.77 0.0376
2017-11-13 2017-09-30 13F SUN CMNTYS COM 866674104 3,885,742 -606,352 -13.50 332,931 -15.48 0.0403
2017-08-29 2017-06-30 13F/A-1 SUN CMNTYS COM 866674104 4,492,094 -413,540 -8.43 393,912 -0.04 0.0490
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 4,492,094 -413,540 393,912
2017-05-11 2017-03-31 13F SUN CMNTYS COM 866674104 4,905,634 -278,392 -5.37 394,070 -0.78 0.0501
2017-02-10 2016-12-31 13F SUN CMNTYS COM 866674104 5,184,026 -502,481 -8.84 397,148 -11.01 0.0531
2016-11-14 2016-09-30 13F SUN CMNTYS COM 866674104 5,686,507 721,053 14.52 446,277 17.27 0.0594
2016-08-11 2016-06-30 13F SUN CMNTYS COM 866674104 4,965,454 -2,671,631 -34.98 380,552 -30.42 0.0519
2016-05-16 2016-03-31 13F SUN CMNTYS COM 866674104 7,637,085 -1,104,033 -12.63 546,891 -8.70 0.0757
2016-02-12 2015-12-31 13F SUN CMNTYS COM 866674104 8,741,118 1,099,280 14.39 599,028 15.68 0.0806
2015-11-10 2015-09-30 13F SUN CMNTYS COM 866674104 7,641,838 1,123,293 17.23 517,811 28.48 0.0737
2015-08-25 2015-06-30 13F/A-1 SUN CMNTYS COM 866674104 6,518,545 -234,351 -3.47 403,042 -10.55 0.0517
2015-08-13 2015-06-30 13F SUN CMNTYS COM 866674104 6,518,545 403,042
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 6,752,896 281,336 4.35 450,553 15.15 0.0574
2015-02-17 2014-12-31 13F SUN CMNTYS COM 866674104 6,471,560 116,757 1.84 391,271 21.92 0.0509
2014-11-14 2014-09-30 13F SUN CMNTYS COM 866674104 6,354,803 823,722 14.89 320,918 16.41 0.0435
2014-08-14 2014-06-30 13F SUN CMNTYS COM 866674104 5,531,081 86,696 1.59 275,669 12.29 0.0369
2014-05-15 2014-03-31 13F SUN CMNTYS COM 866674104 5,444,385 109,647 2.06 245,487 7.92 0.0341
2014-02-13 2013-12-31 13F SUN CMNTYS COM 866674104 5,334,738 14,063 0.26 227,474 0.31 0.0321
2013-11-14 2013-09-30 13F SUN CMNTYS COM 866674104 5,320,675 -53,698 -1.00 226,767 -15.20 0.0347
2013-09-24 2013-06-30 13F/A-1 SUN CMNTYS COM 866674104 5,374,373 5,374,373 267,429 0.0438
2013-08-14 2013-06-30 13F SUN CMNTYS COM 866674104 5,374,373 267,429 0.0438
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.