Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership6,695 shares
Latest Disclosed Value $ 843
Amalgamated Bank reports 3.40% decrease in ownership of SUI / Sun Communities, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 6,695 shares of Sun Communities, Inc. (US:SUI) valued at $843,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,931 shares of Sun Communities, Inc.. The current value of the position is $828,105 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.

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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)
2026-05-08 2026-03-31 13F SUN COMMUNITIES COM 866674104 6,695 -236 -3.40 1 0.0065
2026-02-05 2025-12-31 13F SUN COMMUNITIES COM 866674104 6,931 -96 -1.37 1 0.0062
2025-10-29 2025-09-30 13F SUN COMMUNITIES COM 866674104 7,027 -51 -0.72 1 0.0065
2025-08-04 2025-06-30 13F SUN COMMUNITIES COM 866674104 7,078 323 4.78 1 0.0069
2025-04-25 2025-03-31 13F SUN COMMUNITIES COM 866674104 6,755 462 7.34 1 0.0074
2025-02-04 2024-12-31 13F SUN COMMUNITIES COM 866674104 6,293 -188 -2.90 1 0.0064
2024-10-30 2024-09-30 13F SUN COMMUNITIES COM 866674104 6,481 -276 -4.08 1 0.0072
2024-08-12 2024-06-30 13F SUN COMMUNITIES COM 866674104 6,757 -421 -5.87 1 0.0069
2024-04-23 2024-03-31 13F SUN COMMUNITIES COM 866674104 7,178 -3,646 -33.68 1 -100.00 0.0079
2024-02-06 2023-12-31 13F SUN COMMUNITIES COM 866674104 10,824 -1,261 -10.43 1 0.00 0.0115
2023-11-08 2023-09-30 13F SUN COMMUNITIES COM 866674104 12,085 -58 -0.48 1 0.00 0.0122
2023-08-11 2023-06-30 13F SUN COMMUNITIES COM 866674104 12,143 -171 -1.39 2 0.00 0.0128
2023-05-02 2023-03-31 13F SUN COMMUNITIES COM 866674104 12,314 48 0.39 2 0.00 0.0148
2023-02-10 2022-12-31 13F SUN COMMUNITIES COM 866674104 12,266 253 2.11 2 -99.94 0.0156
2022-11-09 2022-09-30 13F SUN COMMUNITIES COM 866674104 12,013 -566 -4.50 1,626 -18.90 0.0157
2022-08-15 2022-06-30 13F SUN COMMUNITIES COM 866674104 12,579 1,276 11.29 2,005 1.21 0.0187
2022-08-25 2022-03-31 13F/A-1 SUN COMMUNITIES COM 866674104 11,303 -666 -5.56 1,981 -21.17 0.0154
2022-06-30 2022-03-31 13F SUN COMMUNITIES COM 866674104 11,303 -666 1,981 0.0157
2022-02-15 2021-12-31 13F/A-1 SUN COMMUNITIES COM 866674104 11,969 -146 -1.21 2,513 12.09 0.0185
2022-02-15 2021-12-31 13F SUN COMMUNITIES COM 866674104 11,969 -146 2,513 0.0185
2021-10-29 2021-09-30 13F SUN COMMUNITIES COM 866674104 12,115 -642 -5.03 2,242 2.51 0.0189
2021-08-16 2021-06-30 13F SUN COMMUNITIES COM 866674104 12,757 8,274 184.56 2,187 224.96 0.0175
2021-05-13 2021-03-31 13F SUN COMMUNITIES COM 866674104 4,483 -198 -4.23 673 -5.34 0.0252
2021-02-12 2020-12-31 13F SUN COMMUNITIES COM 866674104 4,681 339 7.81 711 16.37 0.0269
2020-10-30 2020-09-30 13F SUN COMMUNITIES COM 866674104 4,342 -18 -0.41 611 3.21 0.0266
2020-08-10 2020-06-30 13F SUN COMMUNITIES COM 866674104 4,360 -16,357 -78.95 592 -77.12 0.0274
2020-05-13 2020-03-31 13F SUN COMMUNITIES COM 866674104 20,717 -521 -2.45 2,587 -18.85 0.0632
2020-02-13 2019-12-31 13F SUN COMMUNITIES COM 866674104 21,238 3,100 17.09 3,188 18.38 0.0587
2019-11-13 2019-09-30 13F SUN COMMUNITIES COM 866674104 18,138 769 4.43 2,693 20.93 0.0566
2019-08-14 2019-06-30 13F SUN COMMUNITIES COM 866674104 17,369 1,268 7.88 2,227 16.72 0.0520
2019-05-15 2019-03-31 13F SUN COMMUNITIES COM 866674104 16,101 432 2.76 1,908 19.70 0.0462
2019-02-15 2018-12-31 13F SUN COMMUNITIES COM 866674104 15,669 221 1.43 1,594 1.59 0.0452
2018-11-14 2018-09-30 13F SUN COMMUNITIES COM 866674104 15,448 646 4.36 1,569 8.28 0.0388
2018-07-18 2018-06-30 13F SUN COMMUNITIES COM 866674104 14,802 222 1.52 1,449 8.78 0.0354
2018-05-22 2018-03-31 13F SUN COMMUNITIES COM 866674104 14,580 -137 -0.93 1,332 -2.42 0.0353
2018-02-13 2017-12-31 13F SUN COMMUNITIES COM 866674104 14,717 860 6.21 1,365 15.00 0.0369
2017-11-09 2017-09-30 13F SUN COMMUNITIES COM 866674104 13,857 877 6.76 1,187 4.31 0.0370
2017-08-10 2017-06-30 13F SUN COMMUNITIES COM 866674104 12,980 3,367 35.03 1,138 47.41 0.0373
2017-05-12 2017-03-31 13F SUN COMMUNITIES COM 866674104 9,613 311 3.34 772 8.27 0.0384
2017-02-14 2016-12-31 13F SUN COMMUNITIES COM 866674104 9,302 1,726 22.78 713 19.83 0.0322
2016-11-15 2016-09-30 13F/A-1 SUN COMMUNITIES COM 866674104 7,576 23 0.30 595 0.85 0.0345
2016-08-16 2016-06-30 13F SUN COMMUNITIES COM 866674104 7,553 2,135 39.41 590 52.06 0.0341
2016-05-11 2016-03-31 13F SUN COMMUNITIES COM 866674104 5,418 517 10.55 388 15.48 0.0378
2016-02-10 2015-12-31 13F SUN COMMUNITIES COM 866674104 4,901 32 0.66 336 1.82 0.0414
2015-11-04 2015-09-30 13F SUN COMMUNITIES COM 866674104 4,869 58 1.21 330 11.11 0.0346
2015-07-10 2015-06-30 13F SUN COMMUNITIES COM 866674104 4,811 -63 -1.29 297 -8.62 0.0292
2015-04-22 2015-03-31 13F SUN COMMUNITIES COM 866674104 4,874 4,874 0.00 325 0.0397
2015-01-29 2014-12-31 13F SUN COMMUNITIES COM 866674104 0 -4,573 -100.00 0 -100.00
2014-11-14 2014-09-30 13F SUN COMMUNITIES COM 866674104 4,573 4,573 231 0.0344
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.