Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership9,625 shares
Latest Disclosed Value $ 1,212,378
Truist Financial Corp reports 7.18% increase in ownership of SUI / Sun Communities, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 9,625 shares of Sun Communities, Inc. (US:SUI) valued at $1,212,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,980 shares of Sun Communities, Inc.. This represents a change in shares of 7.18% during the quarter. The current value of the position is $1,160,101 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)
2026-04-27 2026-03-31 13F SUN CMNTYS COM 866674104 9,625 645 7.18 1,212 8.99 0.0016
2026-02-02 2025-12-31 13F SUN CMNTYS COM 866674104 8,980 -16,937 -65.35 1,113 -66.74 0.0015
2025-11-03 2025-09-30 13F SUN CMNTYS COM 866674104 25,917 -249 -0.95 3,343 1.03 0.0045
2025-07-18 2025-06-30 13F SUN CMNTYS COM 866674104 26,166 -157 -0.60 3,310 -2.27 0.0048
2025-04-29 2025-03-31 13F SUN CMNTYS COM 866674104 26,323 345 1.33 3,386 6.01 0.0054
2025-01-31 2024-12-31 13F SUN CMNTYS COM 866674104 25,978 -597 -2.25 3,195 -11.06 0.0050
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 26,575 -1,357 -4.86 3,592 6.84 0.0056
2024-08-21 2024-06-30 13F SUN CMNTYS COM 866674104 27,932 -5,201 -15.70 3,361 -21.10 0.0051
2024-05-13 2024-03-31 13F SUN CMNTYS COM 866674104 33,133 -2,139 -6.06 4,260 -9.63 0.0065
2024-02-02 2023-12-31 13F SUN CMNTYS COM 866674104 35,272 -1,005 -2.77 4,714 9.83 0.0075
2023-11-14 2023-09-30 13F SUN CMNTYS COM 866674104 36,277 -39 -0.11 4,293 -9.39 0.0072
2023-08-01 2023-06-30 13F SUN CMNTYS COM 866674104 36,316 -930 -2.50 4,738 -9.72 0.0079
2023-05-05 2023-03-31 13F SUN CMNTYS COM 866674104 37,246 -977 -2.56 5,247 -3.99 0.0090
2023-02-17 2022-12-31 13F SUN CMNTYS COM 866674104 38,223 -3,053 -7.40 5,466 -2.17 0.0096
2022-10-26 2022-09-30 13F SUN CMNTYS COM 866674104 41,276 -1,471 -3.44 5,586 -18.00 0.0107
2022-07-22 2022-06-30 13F SUN CMNTYS COM 866674104 42,747 -10,234 -19.32 6,812 -26.65 0.0125
2022-04-22 2022-03-31 13F SUN CMNTYS COM 866674104 52,981 -511 -0.96 9,287 -17.32 0.0147
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 53,492 330 0.62 11,232 14.15 0.0171
2021-11-05 2021-09-30 13F SUN CMNTYS COM 866674104 53,162 2,397 4.72 9,840 13.09 0.0161
2021-08-16 2021-06-30 13F SUN CMNTYS COM 866674104 50,765 767 1.53 8,701 15.98 0.0142
2021-05-17 2021-03-31 13F SUN CMNTYS COM 866674104 49,998 99 0.20 7,502 -1.06 0.0130
2021-11-19 2020-12-31 13F/A-1 SUN CMNTYS COM 866674104 49,899 4,385 9.63 7,582 18.47 0.0145
2021-02-18 2020-12-31 13F SUN CMNTYS COM 866674104 111,720 66,206 16,976 0.0315
2021-11-05 2020-09-30 13F/A-1 SUN CMNTYS COM 866674104 45,514 -365 -0.80 6,400 2.81 0.0140
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 100,444 6,355 14,124 0.0305
2021-11-16 2020-06-30 13F/A-1 SUN CMNTYS COM 866674104 45,879 -4,308 -8.58 6,225 -0.67 0.0140
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 94,089 43,902 12,766 0.0283
2021-11-05 2020-03-31 13F/A-1 SUN CMNTYS COM 866674104 50,187 -2,172 -4.15 6,267 -20.26 0.0165
2020-05-15 2020-03-31 13F SUN CMNTYS COM 866674104 50,187 -2,172 6,267 0.0163
2021-11-16 2019-12-31 13F/A-1 SUN CMNTYS COM 866674104 52,359 37,944 263.23 7,859 267.24 0.0160
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 52,359 37,944 7,859 0.0158
2019-10-31 2019-09-30 13F SUN CMNTYS COMMON STOCK 866674104 14,415 1,641 12.85 2,140 30.65 0.0367
2019-07-24 2019-06-30 13F SUN CMNTYS COMMON STOCK 866674104 12,774 1,340 11.72 1,638 20.89 0.0284
2019-04-23 2019-03-31 13F SUN CMNTYS COMMON STOCK 866674104 11,434 2,245 24.43 1,355 44.92 0.0242
2019-01-22 2018-12-31 13F SUN CMNTYS COMMON STOCK 866674104 9,189 6,366 225.50 935 226.92 0.0192
2018-10-17 2018-09-30 13F SUN CMNTYS COMMON STOCK 866674104 2,823 2,823 286 0.0051
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.