Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,643 shares
Latest Disclosed Value $ 332,912
IFP Advisors, Inc reports 8.92% decrease in ownership of SUI / Sun Communities, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,643 shares of Sun Communities, Inc. (US:SUI) valued at $332,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,902 shares of Sun Communities, Inc.. This represents a change in shares of -8.92% during the quarter. The current value of the position is $318,561 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)
2026-04-13 2026-03-31 13F SUN CMNTYS cs 866674104 2,643 -259 -8.92 333 -7.52 0.0069
2026-02-06 2025-12-31 13F SUN CMNTYS cs 866674104 2,902 89 3.16 360 -0.83 0.0081
2026-02-06 2025-09-30 13F/A-1 SUN CMNTYS cs 866674104 2,813 -144 -4.87 363 -3.21 0.0094
2025-12-02 2025-09-30 13F SUN CMNTYS cs 866674104 2,814 -143 363 0.0094
2025-07-24 2025-06-30 13F SUN CMNTYS cs 866674104 2,957 3 0.10 374 -1.32 0.0106
2025-05-05 2025-03-31 13F SUN CMNTYS cs 866674104 2,954 -109 -3.56 380 0.80 0.0117
2025-02-04 2024-12-31 13F SUN CMNTYS cs 866674104 3,063 -198 -6.07 377 -14.55 0.0123
2025-02-04 2024-09-30 13F SUN CMNTYS cs 866674104 3,261 -100 -2.98 441 8.91 0.0159
2024-07-30 2024-06-30 13F SUN CMNTYS cs 866674104 3,361 122 3.77 404 -2.88 0.0161
2024-07-30 2024-03-31 13F SUN CMNTYS cs 866674104 3,239 -2,606 -44.59 416 -46.73 0.0183
2024-01-09 2023-12-31 13F SUN CMNTYS cs 866674104 5,845 -402 -6.44 781 5.68 0.0369
2023-10-12 2023-09-30 13F SUN CMNTYS cs 866674104 6,247 -113 -1.78 739 -10.86 0.0332
2023-08-14 2023-06-30 13F/A-1 SUN CMNTYS cs 866674104 6,360 -77 -1.20 830 207.04 0.0347
2023-08-04 2023-06-30 13F SUN CMNTYS cs 866674104 6,360 -77 267 0.0124
2023-04-18 2023-03-31 13F SUN CMNTYS cs 866674104 6,437 -131 -1.99 270 0.0118
2023-02-07 2022-12-31 13F SUN CMNTYS cs 866674104 6,568 -466 -6.62 0 -100.00 0.0074
2022-11-08 2022-09-30 13F SUN CMNTYS cs 866674104 7,034 74 1.06 297 1.37 0.0077
2022-09-06 2022-06-30 13F/A-1 SUN CMNTYS re 866674104 6,960 0 0.00 293 0.00 0.0094
2022-09-06 2022-03-31 13F/A-1 SUN CMNTYS re 866674104 6,960 -174 -2.44 293 -80.44 0.0094
2022-08-08 2022-03-31 13F SUN CMNTYS INC COM Stock 866674104 7,134 0 300 0.0061
2022-01-12 2021-12-31 13F SUN CMNTYS INC COM Stock 866674104 7,134 4 0.06 1,498 12.97 0.0293
2021-10-06 2021-09-30 13F SUN CMNTYS INC COM Stock 866674104 7,130 2 0.03 1,326 8.69 0.0265
2021-07-13 2021-06-30 13F SUN CMNTYS INC COM Stock 866674104 7,128 3 0.04 1,220 14.13 0.0253
2021-04-30 2021-03-31 13F SUN CMNTYS INC COM Stock 866674104 7,125 -480 -6.31 1,069 -7.37 0.0208
2021-01-25 2020-12-31 13F SUN CMNTYS INC COM Stock 866674104 7,605 -118 -1.53 1,154 6.56 0.0468
2020-10-29 2020-09-30 13F SUN CMNTYS INC COM Stock 866674104 7,723 -25 -0.32 1,083 4.34 0.0646
2020-08-05 2020-06-30 13F SUN CMNTYS INC COM Stock 866674104 7,748 -783 -9.18 1,038 6.79 0.0823
2020-05-12 2020-03-31 13F SUN CMNTYS INC COM Stock 866674104 8,531 -203 -2.32 972 -25.52 0.0981
2020-01-17 2019-12-31 13F SUN CMNTYS INC COM Stock 866674104 8,734 -343 -3.78 1,305 -3.12 0.0981
2019-11-07 2019-09-30 13F SUN CMNTYS INC COM Stock 866674104 9,077 8,867 4,222.38 1,347 5,288.00 0.0902
2019-05-15 2019-03-31 13F SUN COMMUNITIES Stock 866674104 210 -2,998 -93.45 25 -92.26 0.0034
2019-06-03 2018-12-31 13F/A-10 SUN CMNTYS INC COM REIT 866674104 3,208 382 13.52 323 12.54 0.0197
2019-01-23 2018-12-31 13F SUN CMNTYS INC COM REIT 866674104 3,208 382 323 0.0197
2019-06-03 2018-09-30 13F/A-9 SUN CMNTYS INC COM REIT 866674104 2,826 652 29.99 287 34.74 0.0117
2018-10-25 2018-09-30 13F SUN CMNTYS INC COM REIT 866674104 2,826 652 287 0.0117
2019-06-03 2018-06-30 13F/A-8 SUN CMNTYS INC COM REIT 866674104 2,174 1,463 205.77 213 222.73 0.0090
2018-08-07 2018-06-30 13F SUN CMNTYS INC COM REIT 866674104 2,174 204 213
2019-06-03 2018-03-31 13F/A-7 SUN CMNTYS INC COM REIT 866674104 711 0 0.00 66 0.00 0.0030
2018-05-09 2018-03-31 13F SUN CMNTYS INC COM REIT 866674104 1,970 1,259 180
2019-06-03 2017-12-31 13F/A-6 SUN CMNTYS INC COM REIT 866674104 711 69 10.75 66 20.00 0.0030
2018-01-24 2017-12-31 13F SUN CMNTYS INC COM REIT 866674104 711 69 66
2017-10-30 2017-09-30 13F SUN CMNTYS INC COM REIT 866674104 642 462 256.67 55 243.75 0.0022
2019-06-03 2017-06-30 13F/A-5 SUN CMNTYS INC COM REIT 866674104 180 0 0.00 16 14.29 0.0007
2017-07-31 2017-06-30 13F SUN CMNTYS INC COM REIT 866674104 180 0 16
2019-06-03 2017-03-31 13F/A-4 SUN CMNTYS INC COM REIT 866674104 180 60 50.00 14 55.56 0.0006
2017-04-26 2017-03-31 13F SUN CMNTYS INC COM REIT 866674104 180 60 14
2019-06-03 2016-12-31 13F/A-3 SUN CMNTYS INC COM REIT 866674104 120 0 0.00 9 0.00 0.0004
2017-02-14 2016-12-31 13F SUN CMNTYS INC COM REIT 866674104 120 0 9
2016-11-04 2016-09-30 13F SUN CMNTYS INC COM REIT 866674104 120 0 0.00 9 0.00 0.0005
2019-06-03 2016-06-30 13F/A-2 SUN CMNTYS INC COM REIT 866674104 120 -90 -42.86 9 -64.00 0.0005
2016-08-22 2016-06-30 13F SUN CMNTYS INC COM REIT 866674104 120 -90 9
2019-06-03 2016-03-31 13F/A-1 SUN COMMUNITIES Stock 866674104 210 67 46.85 25 150.00 0.0034
2016-05-02 2016-03-31 13F SUN CMNTYS INC COM REIT 866674104 120 -23 9
2016-02-11 2015-12-31 13F SUN CMNTYS INC COM REIT 866674104 143 143 10 0.0007
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.