Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionBailard, Inc.
Latest Disclosed Ownership1,600 shares
Latest Disclosed Value $ 201,536
Bailard, Inc. ownership in SUI / Sun Communities, Inc.

On May 11, 2026 - Bailard, Inc. filed a 13F-HR form disclosing ownership of 1,600 shares of Sun Communities, Inc. (US:SUI) valued at $201,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 0 shares of Sun Communities, Inc.. The current value of the position is $192,848 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)
2026-05-11 2026-03-31 13F SUN CMNTYS COM 866674104 1,600 1,600 202 0.0046
2026-02-04 2025-12-31 13F SUN CMNTYS COM 866674104 0 -1,605 -100.00 0 -100.00
2025-10-30 2025-09-30 13F SUN CMNTYS COM 866674104 1,605 5 0.31 207 2.48 0.0045
2025-08-08 2025-06-30 13F SUN CMNTYS COM 866674104 1,600 -54 -3.26 202 -4.72 0.0047
2025-05-02 2025-03-31 13F SUN CMNTYS COM 866674104 1,654 0 0.00 213 4.43 0.0055
2025-02-05 2024-12-31 13F SUN CMNTYS COM 866674104 1,654 0 0.00 203 -8.97 0.0052
2024-10-30 2024-09-30 13F SUN CMNTYS COM 866674104 1,654 1,654 224 0.0058
2024-07-25 2024-06-30 13F SUN CMNTYS COM 866674104 0 -1,700 -100.00 0 -100.00
2024-05-08 2024-03-31 13F SUN CMNTYS COM 866674104 1,700 0 0.00 219 -3.96 0.0060
2024-02-02 2023-12-31 13F SUN CMNTYS COM 866674104 1,700 0 0.00 227 12.94 0.0067
2023-10-24 2023-09-30 13F SUN CMNTYS COM 866674104 1,700 0 0.00 201 -9.05 0.0067
2023-07-20 2023-06-30 13F SUN CMNTYS COM 866674104 1,700 0 0.00 222 -7.53 0.0078
2023-05-08 2023-03-31 13F SUN CMNTYS COM 866674104 1,700 -50 -2.86 239 -4.40 0.0086
2023-02-02 2022-12-31 13F SUN CMNTYS COM 866674104 1,750 150 9.38 250 15.21 0.0095
2022-10-18 2022-09-30 13F SUN CMNTYS COM 866674104 1,600 0 0.00 217 -14.90 0.0090
2022-07-27 2022-06-30 13F SUN CMNTYS COM 866674104 1,600 -120 -6.98 255 -15.28 0.0100
2022-04-25 2022-03-31 13F SUN CMNTYS COM 866674104 1,720 0 0.00 301 -16.62 0.0101
2022-02-10 2021-12-31 13F SUN CMNTYS COM 866674104 1,720 0 0.00 361 13.52 0.0115
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 1,720 0 0.00 318 7.80 0.0109
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 1,720 0 0.00 295 14.34 0.0102
2021-05-13 2021-03-31 13F SUN CMNTYS COM 866674104 1,720 -400 -18.87 258 -19.88 0.0096
2021-02-03 2020-12-31 13F SUN CMNTYS COM 866674104 2,120 120 6.00 322 14.59 0.0147
2020-11-10 2020-09-30 13F SUN CMNTYS COM 866674104 2,000 0 0.00 281 3.69 0.0146
2020-08-12 2020-06-30 13F SUN CMNTYS COM 866674104 2,000 0 0.00 271 8.40 0.0151
2020-04-16 2020-03-31 13F SUN CMNTYS COM 866674104 2,000 0 0.00 250 -16.67 0.0178
2020-01-31 2019-12-31 13F SUN CMNTYS COM 866674104 2,000 0 0.00 300 1.01 0.0169
2019-10-18 2019-09-30 13F SUN CMNTYS COM 866674104 2,000 0 0.00 297 16.02 0.0180
2019-07-26 2019-06-30 13F SUN CMNTYS COM 866674104 2,000 0 0.00 256 8.02 0.0156
2019-04-24 2019-03-31 13F SUN CMNTYS COM 866674104 2,000 0 0.00 237 16.75 0.0147
2019-02-05 2018-12-31 13F SUN CMNTYS COM 866674104 2,000 0 0.00 203 0.00 0.0137
2018-11-13 2018-09-30 13F SUN CMNTYS COM 866674104 2,000 2,000 203 0.0119
2018-05-07 2018-03-31 13F SUN CMNTYS COM 866674104 0 -3,000 -100.00 0 -100.00
2018-02-08 2017-12-31 13F SUN CMNTYS COM 866674104 3,000 0 0.00 278 8.17 0.0175
2018-01-29 2017-09-30 13F/A-1 SUN CMNTYS COM 866674104 3,000 0 0.00 257 -2.28 0.0199
2017-10-11 2017-09-30 13F SUN CMNTYS COM 866674104 3,000 0 257 0.0196
2018-01-29 2017-06-30 13F/A-1 SUN CMNTYS COM 866674104 3,000 0 0.00 263 9.13 0.0215
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 3,000 0 263 0.0208
2018-01-29 2017-03-31 13F/A-1 SUN CMNTYS COM 866674104 3,000 0 0.00 241 4.78 0.0200
2017-05-12 2017-03-31 13F SUN CMNTYS COM 866674104 3,000 0 241 0.0201
2018-01-29 2016-12-31 13F/A-1 SUN CMNTYS COM 866674104 3,000 -1,750 -36.84 230 -38.34 0.0213
2017-02-10 2016-12-31 13F SUN CMNTYS COM 866674104 3,000 -1,750 230 0.0208
2018-01-29 2016-09-30 13F/A-1 SUN CMNTYS COM 866674104 4,750 4,750 373 0.0344
2016-11-08 2016-09-30 13F SUN CMNTYS COM 866674104 4,750 4,750 373 0.0340
2018-01-29 2016-06-30 13F/A-1 SUN CMNTYS COM 866674104 0 -14,000 -100.00 0 -100.00
2018-01-29 2016-03-31 13F/A-1 SUN CMNTYS COM 866674104 14,000 14,000 1,003 0.1401
2016-05-16 2016-03-31 13F SUN CMNTYS COM 866674104 14,000 14,000 1,003 0.1408
2018-01-29 2015-09-30 13F/A-1 SUN CMNTYS COM 866674104 0 -8,000 -100.00 0 -100.00
2018-01-29 2015-06-30 13F/A-1 SUN CMNTYS COM 866674104 8,000 8,000 495 0.0766
2015-08-06 2015-06-30 13F SUN CMNTYS COM 866674104 8,000 8,000 495 0.0774
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.