Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership7,797 shares
Latest Disclosed Value $ 982,167
Stifel Financial Corp reports 33.28% increase in ownership of SUI / Sun Communities, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 7,797 shares of Sun Communities, Inc. (MX:SUI) valued at $982,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,850 shares of Sun Communities, Inc.. This represents a change in shares of 33.28% 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)
2026-05-12 2026-03-31 13F SUN CMNTYS COM 866674104 7,797 1,947 33.28 982 35.64 0.0002
2026-02-13 2025-12-31 13F SUN CMNTYS COM 866674104 5,850 -290 -4.72 725 -8.59 0.0007
2025-11-12 2025-09-30 13F SUN CMNTYS COM 866674104 6,140 138 2.30 792 4.35 0.0007
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 6,002 -3,723 -38.28 759 -39.33 0.0007
2025-05-14 2025-03-31 13F SUN CMNTYS COM 866674104 9,725 -2,945 -23.24 1,251 -19.70 0.0013
2025-02-13 2024-12-31 13F SUN CMNTYS COM 866674104 12,670 -536 -4.06 1,558 -12.67 0.0016
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 13,206 -387 -2.85 1,785 9.11 0.0019
2024-08-13 2024-06-30 13F SUN CMNTYS COM 866674104 13,593 91 0.67 1,636 -5.76 0.0018
2024-05-14 2024-03-31 13F SUN CMNTYS COM 866674104 13,502 -1,830 -11.94 1,736 -15.32 0.0020
2024-02-12 2023-12-31 13F SUN CMNTYS COM 866674104 15,332 2,013 15.11 2,049 30.01 0.0026
2023-11-13 2023-09-30 13F SUN CMNTYS COM 866674104 13,319 -1,206 -8.30 1,576 -16.79 0.0022
2023-08-14 2023-06-30 13F SUN CMNTYS COM 866674104 14,525 -3,247 -18.27 1,895 -24.33 0.0026
2023-05-12 2023-03-31 13F SUN CMNTYS COM 866674104 17,772 2,007 12.73 2,504 11.05 0.0036
2023-02-13 2022-12-31 13F SUN CMNTYS COM 866674104 15,765 -4,784 -23.28 2,254 -18.92 0.0034
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 20,549 677 3.41 2,780 -12.22 0.0046
2022-08-15 2022-06-30 13F SUN CMNTYS COM 866674104 19,872 1,141 6.09 3,167 -3.53 0.0050
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 18,731 4,073 27.79 3,283 6.66 0.0045
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 14,658 1,336 10.03 3,078 24.82 0.0041
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 13,322 2,955 28.50 2,466 38.77 0.0036
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 10,367 527 5.36 1,777 20.31 0.0027
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 9,840 -1,103 -10.08 1,477 -11.18 0.0024
2021-02-12 2020-12-31 13F SUN CMNTYS COM 866674104 10,943 -4,208 -27.77 1,663 -21.96 0.0030
2020-11-16 2020-09-30 13F SUN CMNTYS COM 866674104 15,151 6,181 68.91 2,131 74.96 0.0044
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 8,970 221 2.53 1,218 12.67 0.0028
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 8,749 -12,365 -58.56 1,081 -65.92 0.0030
2020-02-13 2019-12-31 13F SUN CMNTYS COM 866674104 21,114 1,997 10.45 3,172 11.93 0.0066
2019-11-19 2019-09-30 13F/A-1 SUN CMNTYS COM 866674104 19,117 10,574 123.77 2,834 158.58 0.0072
2019-11-13 2019-09-30 13F SUN CMNTYS COM 866674104 19,022 10,479 2,821 1,581.3119
2019-08-14 2019-06-30 13F SUN CMNTYS COM 866674104 8,543 386 4.73 1,096 13.22 0.0028
2019-05-14 2019-03-31 13F SUN CMNTYS COM 866674104 8,157 599 7.93 968 25.55 0.0027
2019-02-13 2018-12-31 13F SUN CMNTYS COM 866674104 7,558 1,236 19.55 771 19.91 0.0025
2018-11-13 2018-09-30 13F SUN CMNTYS COM 866674104 6,322 -212 -3.24 643 0.16 0.0018
2018-08-14 2018-06-30 13F SUN CMNTYS COM 866674104 6,534 330 5.32 642 12.83 0.0020
2018-05-11 2018-03-31 13F SUN CMNTYS COM 866674104 6,204 28 0.45 569 -1.04 0.0018
2018-02-14 2017-12-31 13F SUN CMNTYS COM 866674104 6,176 -74 -1.18 575 7.28 0.0018
2017-11-13 2017-09-30 13F SUN CMNTYS COM 866674104 6,250 -306 -4.67 536 -6.78 0.0019
2017-08-14 2017-06-30 13F SUN CMNTYS COM 866674104 6,556 992 17.83 575 29.21 0.0021
2017-05-10 2017-03-31 13F SUN CMNTYS COM 866674104 5,564 -47 -0.84 445 4.95 0.0017
2017-02-16 2016-12-31 13F SUN CMNTYS COM 866674104 5,611 -1,386 -19.81 424 -22.34 0.0018
2016-11-15 2016-09-30 13F SUN CMNTYS COM 866674104 6,997 -170 -2.37 546 -0.73 0.0025
2016-08-17 2016-06-30 13F SUN CMNTYS COM 866674104 7,167 347 5.09 550 12.70 0.0025
2016-05-16 2016-03-31 13F SUN CMNTYS COM 866674104 6,820 -813 -10.65 488 -6.69 0.0026
2016-03-21 2015-12-31 13F/A-2 SUN CMNTYS COM 866674104 7,633 122 1.62 523 2.75 0.0027
2016-02-26 2015-12-31 13F/A-1 SUN CMNTYS COM 866674104 7,615 -18 522 0.0027
2016-02-16 2015-12-31 13F SUN CMNTYS COM 866674104 7,615 522
2015-11-16 2015-09-30 13F SUN CMNTYS COM 866674104 7,511 -143 -1.87 509 7.61 0.0029
2015-08-17 2015-06-30 13F/A-1 SUN CMNTYS COM 866674104 7,654 -186 -2.37 473 -9.56 0.0024
2015-08-17 2015-06-30 13F SUN CMNTYS COM 866674104 7,654 473
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 7,840 -115 -1.45 523 8.73 0.0029
2015-02-13 2014-12-31 13F SUN CMNTYS COM 866674104 7,955 -383 -4.59 481 14.25 0.0027
2014-11-13 2014-09-30 13F SUN CMNTYS COM 866674104 8,338 8,338 421 0.0037
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.