Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership104,809 shares
Latest Disclosed Value $ 13,201,742
Macquarie Group Ltd reports 1.97% decrease in ownership of SUI / Sun Communities, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 104,809 shares of Sun Communities, Inc. (US:SUI) valued at $13,201,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 106,912 shares of Sun Communities, Inc.. This represents a change in shares of -1.97% during the quarter. The current value of the position is $12,632,629 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)
2026-05-15 2026-03-31 13F SUN CMNTYS COM 866674104 104,809 -2,103 -1.97 13,202 -0.35 0.0615
2026-02-13 2025-12-31 13F SUN CMNTYS COM 866674104 106,912 2,937 2.82 13,247 -1.23 0.0579
2025-11-13 2025-09-30 13F SUN CMNTYS COM 866674104 103,975 -240,340 -69.80 13,412 -69.20 0.0157
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 344,315 -11,339 -3.19 43,553 -4.81 0.0534
2025-08-14 2025-03-31 13F/A-1 SUN CMNTYS COM 866674104 355,654 -51,819 -12.72 45,752 -8.69 0.0568
2025-05-15 2025-03-31 13F SUN CMNTYS COM 866674104 355,654 -51,819 45,752 0.0374
2025-02-14 2024-12-31 13F SUN CMNTYS COM 866674104 407,473 7,865 1.97 50,107 -7.22 0.0608
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 399,608 -131,566 -24.77 54,007 -15.51 0.0583
2024-08-09 2024-06-30 13F SUN CMNTYS COM 866674104 531,174 -14,576 -2.67 63,922 -8.91 0.0733
2024-05-14 2024-03-31 13F SUN CMNTYS COM 866674104 545,750 -6 -0.00 70,173 -3.79 0.0796
2024-02-14 2023-12-31 13F SUN CMNTYS COM 866674104 545,756 95,855 21.31 72,940 37.00 0.0843
2023-11-14 2023-09-30 13F SUN CMNTYS COM 866674104 449,901 86,556 23.82 53,241 12.32 0.0669
2023-10-27 2023-06-30 13F/A-2 SUN CMNTYS COM 866674104 363,345 -2,090 -0.57 47,402 -7.93 0.0542
2023-10-12 2023-06-30 13F/A-1 SUN CMNTYS COM 866674104 363,345 -2,090 47,402 0.0476
2023-08-14 2023-06-30 13F SUN CMNTYS COM 866674104 363,345 -2,090 47,402 0.0481
2023-06-01 2023-03-31 13F/A-1 SUN CMNTYS COM 866674104 365,435 -54,252 -12.93 51,483 -14.16 0.0612
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 365,435 -54,252 51,483 0.0473
2023-02-21 2022-12-31 13F SUN CMNTYS COM 866674104 419,687 -60,993 -12.69 59,972 -8.08 0.0708
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 480,680 4,486 0.94 65,244 -14.19 0.0800
2022-08-17 2022-06-30 13F/A-1 SUN CMNTYS COM 866674104 476,194 -3,224 -0.67 76,029 -9.24 0.0854
2022-08-15 2022-06-30 13F SUN CMNTYS COM 866674104 476,194 -3,224 76,029 0.0272
2022-05-16 2022-03-31 13F SUN CMNTYS COM 866674104 479,418 371,153 342.82 83,770 272.13 0.0637
2022-02-11 2021-12-31 13F Sun Communities COM 866674104 108,265 3,929 3.77 22,511 16.56 0.0188
2021-11-12 2021-09-30 13F SUN CMNTYS COM 866674104 104,336 -7,502 -6.71 19,312 0.75 0.0165
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 111,838 8,268 7.98 19,168 23.35 0.0157
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 103,570 -895 -0.86 15,540 -2.10 0.0220
2021-02-16 2020-12-31 13F SUN CMNTYS COM 866674104 104,465 -12,593 -10.76 15,874 -3.55 0.0232
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 117,058 -93,556 -44.42 16,459 -42.40 0.0279
2020-08-11 2020-06-30 13F SUN CMNTYS COM 866674104 210,614 11,635 5.85 28,576 15.03 0.0492
2020-05-15 2020-03-31 13F SUN CMNTYS COM 866674104 198,979 -4,964 -2.43 24,843 -18.84 0.0510
2020-03-18 2019-12-31 13F/A-2 SUN CMNTYS COM 866674104 203,943 -9,044 -4.25 30,611 -3.18 0.0437
2020-02-28 2019-12-31 13F/A-1 SUN CMNTYS COM 866674104 203,943 0 30,611 0.0442
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 203,943 -9,044 30,611 38,414.2108
2019-11-14 2019-09-30 13F SUN CMNTYS COM 866674104 212,987 -14,161 -6.23 31,618 8.59 0.0530
2019-11-06 2019-06-30 13F/A-2 SUN CMNTYS COM 866674104 227,148 4,784 2.15 29,118 10.49 0.0491
2019-09-24 2019-06-30 13F/A-1 SUN CMNTYS COM 866674104 227,148 0 29,118 0.0495
2019-08-14 2019-06-30 13F SUN CMNTYS COM 866674104 227,148 4,784 29,118
2019-05-15 2019-03-31 13F SUN CMNTYS COM 866674104 222,364 -3,688 -1.63 26,354 14.62 0.0450
2019-02-15 2018-12-31 13F SUN CMNTYS COM 866674104 226,052 20,674 10.07 22,992 10.25 0.0444
2018-11-15 2018-09-30 13F SUN CMNTYS COM 866674104 205,378 47,712 30.26 20,855 35.14 0.0340
2019-03-21 2018-06-30 13F/A-1 SUN CMNTYS COM 866674104 157,666 27,152 20.80 15,432 29.41 0.0266
2018-08-14 2018-06-30 13F SYNCHRONY FINL COM 866674104 157,666 27,152 15,432
2018-05-11 2018-03-31 13F SUN CMNTYS COM 866674104 130,514 102,014 357.94 11,925 859.37 0.0217
2018-02-14 2017-12-31 13F SUN CMNTYS COM 866674104 28,500 -300 -1.04 1,243 -49.61 0.0022
2017-11-08 2017-09-30 13F SUN CMNTYS COM 866674104 28,800 -5,113 -15.08 2,467 -17.05 0.0044
2017-08-14 2017-06-30 13F SUN CMNTYS COM 866674104 33,913 12,413 57.73 2,974 72.21 0.0054
2017-05-15 2017-03-31 13F Sun Communities COM 866674104 21,500 700 3.37 1,727 8.41 0.0031
2017-03-30 2016-12-31 13F/A-1 Sun Communities REIT 866674104 20,800 700 3.48 1,593 1.01 0.0030
2017-02-15 2016-12-31 13F Sun Communities REIT 866674104 20,800 1,593
2016-11-15 2016-09-30 13F Sun Communities REIT 866674104 20,100 7,600 60.80 1,577 64.61 0.0030
2016-09-14 2016-06-30 13F/A-1 Sun Communities REIT 866674104 12,500 2,100 20.19 958 28.59 0.0019
2016-08-15 2016-06-30 13F Sun Communities REIT 866674104 12,500 958
2016-05-16 2016-03-31 13F Sun Communities REIT 866674104 10,400 2,800 36.84 745 42.99 0.0015
2016-02-16 2015-12-31 13F Sun Communities REIT 866674104 7,600 -1,700 -18.28 521 -17.30 0.0011
2015-11-16 2015-09-30 13F Sun Communities REIT 866674104 9,300 -4,900 -34.51 630 -28.25 0.0014
2015-08-21 2015-06-30 13F/A-1 Sun Communities REIT 866674104 14,200 -24,700 -63.50 878 -66.17 0.0017
2015-08-14 2015-06-30 13F Sun Communities REIT 866674104 14,200 878
2015-05-18 2015-03-31 13F Sun Communities REIT 866674104 38,900 30,800 380.25 2,595 429.59 0.0051
2015-02-17 2014-12-31 13F Sun Communities REIT 866674104 8,100 -86,286 -91.42 490 -89.72 0.0010
2014-11-14 2014-09-30 13F Sun Communities REIT 866674104 94,386 44,400 88.82 4,767 91.29 0.0102
2014-08-14 2014-06-30 13F SUN COMMUNITIES REIT 866674104 49,986 -2,800 -5.30 2,492 4.66 0.0056
2014-05-15 2014-03-31 13F Sun Communities REIT 866674104 52,786 1,500 2.92 2,381 8.87 0.0041
2014-02-14 2013-12-31 13F Sun Communities REIT 866674104 51,286 6,500 14.51 2,187 14.56 0.0039
2013-11-14 2013-09-30 13F SUN COMMUNITIES REIT 866674104 44,786 -13,100 -22.63 1,909 -33.74 0.0037
2013-08-16 2013-06-30 13F/A-1 SUN COMMUNITIES REIT 866674104 57,886 57,886 2,881 0.0063
2013-08-14 2013-06-30 13F SUN COMMUNITIES REIT 866674104 57,886 2,881 0.0063
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.