SUN COMMUNITIES INC (SUI) — Institutional Holders, Q2 2026 (page 6)
537 institutional investment managers reported a SUI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 537. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SUI 13F holders ranked 501–537 of 537
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Whipplewood Advisors#501 · 9 sh | 9 | $1.1K | — | +12.5% |
| 502 | Provenance Wealth Advisors#502 · 9 sh | 9 | $1.1K | <0.01% | 0.0% |
| 503 | Capital Advisors, Ltd.#503 · 12 sh | 12 | $1.0K | <0.01% | 0.0% |
| 504 | Signature Equity Partners#504 · 8 sh | 8 | $959.00 | <0.01% | New |
| 505 | James T. Borello RIA#505 · 8 sh | 8 | $959.00 | — | -11.1% |
| 506 | ZRC WEALTH MANAGEMENT#506 · 7 sh | 7 | $840.00 | — | -61.1% |
| 507 | Ancora Advisors#507 · 6 sh | 6 | $719.00 | 0.00% | -97.6% |
| 508 | Principia Wealth Advisory#508 · 6 sh | 6 | $719.00 | <0.01% | +20.0% |
| 509 | CALDWELL SUTTER CAPITAL#509 · 6 sh | 6 | $719.00 | <0.01% | 0.0% |
| 510 | ROTHSCHILD INVESTMENT#510 · 6 sh | 6 | $719.00 | 0.00% | -97.8% |
| 511 | Manchester Capital Management#511 · 5 sh | 5 | $600.00 | — | -28.6% |
| 512 | Leonteq Securities AG#512 · 5 sh | 5 | $600.00 | 0.00% | 0.0% |
| 513 | Planning Strategies#513 · 5 sh | 5 | $600.00 | — | — |
| 514 | FIRST HORIZON NATIONAL#514 · 5 sh | 5 | $600.00 | — | 0.0% |
| 515 | Silicon Valley Capital Partners#515 · 4 sh | 4 | $484.00 | 0.00% | 0.0% |
| 516 | Physician Wealth Advisors#516 · 4 sh | 4 | $480.00 | — | -88.9% |
| 517 | Bell Investment Advisors#517 · 4 sh | 4 | $480.00 | <0.01% | 0.0% |
| 518 | Bare Financial Services#518 · 4 sh | 4 | $480.00 | <0.01% | New |
| 519 | American Capital Advisory#519 · 4 sh | 4 | $480.00 | <0.01% | New |
| 520 | Rialto Wealth Management#520 · 4 sh | 4 | $480.00 | <0.01% | 0.0% |
| 521 | Cornerstone Financial Management#521 · 4 sh | 4 | $480.00 | <0.01% | 0.0% |
| 522 | ALERUS FINANCIAL NA#522 · 4 sh | 4 | $480.00 | 0.00% | New |
| 523 | Ares Financial Consulting#523 · 3 sh | 3 | $402.00 | — | 0.0% |
| 524 | MV CAPITAL MANAGEMENT#524 · 3 sh | 3 | $360.00 | 0.00% | -40.0% |
| 525 | Center for Financial Planning#525 · 3 sh | 3 | $360.00 | — | New |
| 526 | GHP Investment Advisors#526 · 2 sh | 2 | $240.00 | — | 0.0% |
| 527 | SHP Wealth Management#527 · 2 sh | 2 | $210.00 | 0.00% | New |
| 528 | AdvisorNet Financial#528 · 1 sh | 1 | $120.00 | — | New |
| 529 | TFC Financial Management#529 · 1 sh | 1 | $120.00 | — | 0.0% |
| 530 | Newbridge Financial Services Group#530 · 1 sh | 1 | $120.00 | — | New |
| 531 | Activest Wealth Management#531 · 1 sh | 1 | $120.00 | — | New |
| 532 | Cassaday & Wealth Management#532 · 1 sh | 1 | $120.00 | 0.00% | 0.0% |
| 533 | TOUNJIAN ADVISORY PARTNERS#533 · 0 sh | 0 | $56.00 | 0.00% | New |
| 534 | BOK Financial Private Wealth#534 · 0 sh | 0 | $44.00 | 0.00% | New |
| 535 | Pacer Advisors#535 · 3 sh | 3 | $0.00 | 0.00% | 0.0% |
| 536 | Avion Wealth#536 · 8 sh | 8 | $0.00 | 0.00% | New |
| 537 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#537 · 212,214 sh | 212,214 | — | — | +14.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.