Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership4,171 shares
Latest Disclosed Value $ 525,380
Us Bancorp \de\ reports 3.60% increase in ownership of SUI / Sun Communities, Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 4,171 shares of Sun Communities, Inc. (MX:SUI) valued at $525,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,026 shares of Sun Communities, Inc.. This represents a change in shares of 3.60% 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)
2026-05-14 2026-03-31 13F SUN CMNTYS COM 866674104 4,171 145 3.60 525 5.42 0.0002
2026-01-30 2025-12-31 13F SUN CMNTYS COM 866674104 4,026 -511 -11.26 499 -14.87 0.0006
2025-11-12 2025-09-30 13F SUN CMNTYS COM 866674104 4,537 550 13.79 585 16.07 0.0007
2025-07-24 2025-06-30 13F SUN CMNTYS COM 866674104 3,987 -2,854 -41.72 504 -42.73 0.0006
2025-05-08 2025-03-31 13F SUN CMNTYS COM 866674104 6,841 -90 -1.30 880 3.29 0.0012
2025-02-05 2024-12-31 13F SUN CMNTYS COM 866674104 6,931 -144 -2.04 852 -10.88 0.0011
2024-10-28 2024-09-30 13F SUN CMNTYS COM 866674104 7,075 -57 -0.80 956 11.42 0.0012
2024-08-07 2024-06-30 13F SUN CMNTYS COM 866674104 7,132 -717 -9.13 858 -14.97 0.0012
2024-05-08 2024-03-31 13F SUN CMNTYS COM 866674104 7,849 -12,692 -61.79 1,009 -63.24 0.0014
2024-02-09 2023-12-31 13F SUN CMNTYS COM 866674104 20,541 107 0.52 2,745 13.52 0.0041
2023-11-03 2023-09-30 13F SUN CMNTYS COM 866674104 20,434 331 1.65 2,418 -7.78 0.0040
2023-08-10 2023-06-30 13F SUN CMNTYS COM 866674104 20,103 -202 -0.99 2,623 -8.32 0.0042
2023-05-09 2023-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 20,305 942 4.86 2,861 3.32 0.0048
2023-02-13 2022-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 19,363 -187 -0.96 2,769 4.57 0.0049
2022-10-27 2022-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 19,550 -1,300 -6.24 2,647 -20.32 0.0055
2022-08-01 2022-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 20,850 2,512 13.70 3,322 3.33 0.0064
2022-05-11 2022-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 18,338 191 1.05 3,215 -15.62 0.0054
2022-02-11 2021-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 18,147 372 2.09 3,810 15.77 0.0060
2021-11-10 2021-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 17,775 -471 -2.58 3,291 5.21 0.0062
2021-08-05 2021-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 18,246 540 3.05 3,128 17.68 0.0059
2021-04-28 2021-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 17,706 1,565 9.70 2,658 8.40 0.0054
2021-02-04 2020-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 16,141 255 1.61 2,452 9.76 0.0053
2020-11-10 2020-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 15,886 882 5.88 2,234 9.72 0.0054
2020-08-07 2020-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 15,004 624 4.34 2,036 13.36 0.0053
2020-05-13 2020-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 14,380 1,170 8.86 1,796 -9.43 0.0056
2020-02-04 2019-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 13,210 -1,375 -9.43 1,983 -8.41 0.0051
2019-11-08 2019-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 14,585 10,573 263.53 2,165 320.39 0.0059
2019-08-13 2019-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 4,012 -3,315 -45.24 515 -40.60 0.0014
2019-05-08 2019-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 7,327 -689 -8.60 867 6.38 0.0025
2019-02-13 2018-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 8,016 -3,135 -28.11 815 -28.00 0.0026
2018-10-31 2018-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 11,151 1,318 13.40 1,132 17.67 0.0033
2018-08-08 2018-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 9,833 2,231 29.35 962 38.62 0.0029
2018-05-08 2018-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 7,602 5,796 320.93 694 313.10 0.0021
2018-02-02 2017-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 1,806 280 18.35 168 29.23 0.0005
2017-11-13 2017-09-30 13F SUN COMMUNITIES COMMON STOCK 866674104 1,526 53 3.60 130 0.78 0.0004
2017-07-19 2017-06-30 13F SUN COMMUNITIES COMMON STOCK 866674104 1,473 755 105.15 129 122.41 0.0004
2017-05-03 2017-03-31 13F SUN COMMUNITIES COMMON STOCK 866674104 718 73 11.32 58 18.37 0.0002
2017-02-08 2016-12-31 13F SUN CMNTYS COMMON STOCK 866674104 645 -390 -37.68 49 -39.51 0.0002
2016-11-04 2016-09-30 13F SUN CMNTYS COMMON STOCK 866674104 1,035 -4,206 -80.25 81 -79.80 0.0003
2016-08-10 2016-06-30 13F SUN CMNTYS COMMON STOCK 866674104 5,241 2,661 103.14 401 116.76 0.0015
2016-05-13 2016-03-31 13F SUN COMMUNITIES OTHER 866674104 2,580 1,430 124.35 185 134.18 0.0007
2016-02-10 2015-12-31 13F SUN COMMUNITIES COMMON STOCK 866674104 1,150 1,097 2,069.81 79 1,875.00 0.0003
2015-11-16 2015-09-30 13F SUN CMNTYS COMMON STOCK 866674104 53 0 0.00 4 33.33 0.0000
2015-08-10 2015-06-30 13F SUN CMNTYS COMMON STOCK 866674104 53 -20 -27.40 3 -40.00 0.0000
2015-05-08 2015-03-31 13F SUN CMNTYS COMMON STOCK 866674104 73 -80 -52.29 5 -44.44 0.0000
2015-02-13 2014-12-31 13F SUN CMNTYS COMMON STOCK 866674104 153 80 109.59 9 125.00 0.0000
2014-11-14 2014-09-30 13F SUN CMNTYS COMMON STOCK 866674104 73 20 37.74 4 33.33 0.0000
2014-08-14 2014-06-30 13F SUN CMNTYS COMMON STOCK 866674104 53 0 0.00 3 50.00 0.0000
2014-05-14 2014-03-31 13F SUN CMNTYS COMMON STOCK 866674104 53 53 10.42 2 0.00 0.0000
2014-02-13 2013-12-31 13F SUN CMNTYS COMMON STOCK 866674104 0 -48 -100.00 0 -100.00
2013-11-07 2013-09-30 13F SUN CMNTYS COMMON STOCK 866674104 48 -241 -83.39 2 -85.71 0.0000
2013-08-09 2013-06-30 13F SUN CMNTYS COMMON STOCK 866674104 289 289 14 0.0001
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.