Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,812,301 shares
Latest Disclosed Value $ 228,279,844
Dimensional Fund Advisors Lp reports 2.93% increase in ownership of SUI / Sun Communities, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,812,301 shares of Sun Communities, Inc. (US:SUI) valued at $228,277,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,760,713 shares of Sun Communities, Inc.. This represents a change in shares of 2.93% during the quarter. The current value of the position is $224,163,511 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)
2026-05-07 2026-03-31 13F SUN CMNTYS COM 866674104 1,812,301 51,588 2.93 228,280 4.63 0.0102
2026-02-12 2025-12-31 13F SUN CMNTYS COM 866674104 1,760,713 -28,200 -1.58 218,177 -5.46 0.0458
2025-11-12 2025-09-30 13F SUN CMNTYS COM 866674104 1,788,913 51,404 2.96 230,770 5.00 0.0495
2025-08-12 2025-06-30 13F SUN CMNTYS COM 866674104 1,737,509 -36,815 -2.07 219,779 -3.71 0.0509
2025-05-13 2025-03-31 13F SUN CMNTYS COM 866674104 1,774,324 -55,492 -3.03 228,255 1.44 0.0567
2025-02-13 2024-12-31 13F SUN CMNTYS COM 866674104 1,829,816 49,404 2.77 225,012 -6.49 0.0540
2024-11-07 2024-09-30 13F SUN CMNTYS COM 866674104 1,780,412 -4,135 -0.23 240,624 12.05 0.0584
2024-08-09 2024-06-30 13F SUN CMNTYS COM 866674104 1,784,547 10,592 0.60 214,752 -5.85 0.0561
2024-05-10 2024-03-31 13F SUN CMNTYS COM 866674104 1,773,955 -8,051 -0.45 228,095 -4.23 0.0618
2024-02-07 2023-12-31 13F SUN CMNTYS COM 866674104 1,782,006 5,031 0.28 238,170 13.26 0.0695
2023-11-09 2023-09-30 13F SUN CMNTYS COM 866674104 1,776,975 32,540 1.87 210,288 -7.60 0.0690
2023-08-09 2023-06-30 13F SUN CMNTYS COM 866674104 1,744,435 21,109 1.22 227,575 -6.26 0.0725
2023-05-12 2023-03-31 13F SUN CMNTYS COM 866674104 1,723,326 56,353 3.38 242,779 101,907.98 0.0818
2023-02-09 2022-12-31 13F SUN CMNTYS COM 866674104 1,666,973 -25,186 -1.49 238 -99.90 0.0704
2022-11-10 2022-09-30 13F SUN CMNTYS COM 866674104 1,692,159 -64,273 -3.66 228,999 -18.19 0.0879
2022-08-12 2022-06-30 13F SUN CMNTYS COM 866674104 1,756,432 10,893 0.62 279,904 -8.52 0.1004
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 1,745,539 -3,194 -0.18 305,982 -16.67 0.0943
2022-02-09 2021-12-31 13F SUN CMNTYS COM 866674104 1,748,733 -4,909 -0.28 367,180 13.11 0.1110
2021-11-12 2021-09-30 13F SUN CMNTYS COM 866674104 1,753,642 16,771 0.97 324,609 9.04 0.1046
2021-08-12 2021-06-30 13F SUN CMNTYS COM 866674104 1,736,871 -17,064 -0.97 297,702 13.13 0.0943
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 1,753,935 78,167 4.66 263,160 3.35 0.0870
2021-03-08 2020-12-31 13F/A-2 SUN CMNTYS COM 866674104 1,675,768 119,030 7.65 254,627 16.33 0.0919
2021-02-11 2020-12-31 13F SUN CMNTYS COM 866674104 1,675,768 119,030 254,627 91,957.7382
2020-11-12 2020-09-30 13F SUN CMNTYS COM 866674104 1,556,738 126,024 8.81 218,890 12.76 0.0928
2020-08-13 2020-06-30 13F SUN CMNTYS COM 866674104 1,430,714 57,874 4.22 194,115 13.26 0.0853
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 1,372,840 2,730 0.20 171,391 -16.66 0.0893
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 1,370,110 29,124 2.17 205,649 3.31 0.0749
2019-11-12 2019-09-30 13F SUN CMNTYS COM 866674104 1,340,986 22,430 1.70 199,069 17.78 0.0774
2019-08-13 2019-06-30 13F SUN CMNTYS COM 866674104 1,318,556 66,839 5.34 169,021 13.93 0.0656
2019-08-12 2019-03-31 13F/A-2 SUN CMNTYS COM 866674104 1,251,717 37,044 3.05 148,354 20.08 0.0591
2019-05-10 2019-03-31 13F SUN CMNTYS COM 866674104 1,251,717 37,044 148,354
2019-02-26 2018-12-31 13F/A-1 SUN CMNTYS COM 866674104 1,214,673 32,701 2.77 123,542 2.94 0.0560
2019-02-13 2018-12-31 13F SUN CMNTYS COM 866674104 1,214,673 32,701 123,542
2018-11-13 2018-09-30 13F SUN CMNTYS COM 866674104 1,181,972 14,144 1.21 120,013 4.99 0.0457
2018-08-10 2018-06-30 13F SUN CMNTYS COM 866674104 1,167,828 26,938 2.36 114,307 9.66 0.0456
2018-05-11 2018-03-31 13F SUN CMNTYS COM 866674104 1,140,890 41,811 3.80 104,242 2.23 0.0434
2018-02-12 2017-12-31 13F SUN CMNTYS COM 866674104 1,099,079 79,811 7.83 101,972 16.77 0.0423
2017-11-13 2017-09-30 13F SUN CMNTYS COM 866674104 1,019,268 25,291 2.54 87,330 0.19 0.0382
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 993,977 60,630 6.50 87,162 16.25 0.0402
2017-05-12 2017-03-31 13F SUN CMNTYS COM 866674104 933,347 45,979 5.18 74,975 10.29 0.0358
2017-02-09 2016-12-31 13F SUN CMNTYS COM 866674104 887,368 110,142 14.17 67,980 11.45 0.0340
2016-11-10 2016-09-30 13F SUN CMNTYS COM 866674104 777,226 50,789 6.99 60,998 9.56 0.0330
2016-08-09 2016-06-30 13F SUN CMNTYS COM 866674104 726,437 49,581 7.33 55,673 14.86 0.0320
2016-05-13 2016-03-31 13F SUN CMNTYS COM 866674104 676,856 24,109 3.69 48,469 8.35 0.0290
2016-02-10 2015-12-31 13F SUN CMNTYS COM 866674104 652,747 27,940 4.47 44,734 5.66 0.0279
2015-11-13 2015-09-30 13F SUN CMNTYS COM 866674104 624,807 31,325 5.28 42,337 15.38 0.0278
2015-08-14 2015-06-30 13F SUN CMNTYS COM 866674104 593,482 52,694 9.74 36,695 1.70 0.0225
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 540,788 45,288 9.14 36,082 20.44 0.0228
2015-02-06 2014-12-31 13F SUN CMNTYS COM 866674104 495,500 34,671 7.52 29,959 28.73 0.0197
2014-11-13 2014-09-30 13F SUN CMNTYS COM 866674104 460,829 42,352 10.12 23,273 11.58 0.0165
2014-08-08 2014-06-30 13F SUN CMNTYS COM 866674104 418,477 47,677 12.86 20,857 24.76 0.0145
2014-05-14 2014-03-31 13F SUN CMNTYS COM 866674104 370,800 24,935 7.21 16,718 13.36 0.0125
2014-02-12 2013-12-31 13F SUN CMNTYS COM 866674104 345,865 16,290 4.94 14,748 4.99 0.0115
2013-11-13 2013-09-30 13F SUN CMNTYS COM 866674104 329,575 40,360 13.96 14,047 -2.40 0.0122
2013-08-15 2013-06-30 13F SUN CMNTYS COM 866674104 289,215 289,215 14,392 0.0136
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.