Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership48,445 shares
Latest Disclosed Value $ 6,102,132
Td Asset Management Inc reports 24.29% decrease in ownership of SUI / Sun Communities, Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 48,445 shares of Sun Communities, Inc. (US:SUI) valued at $6,102,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 63,984 shares of Sun Communities, Inc.. This represents a change in shares of -24.29% during the quarter. The current value of the position is $5,992,162 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 48,445 -15,539 -24.29 6,102 -23.03 0.0050
2026-02-10 2025-12-31 13F SUN CMNTYS COM 866674104 63,984 634 1.00 7,928 -2.99 0.0064
2025-11-10 2025-09-30 13F SUN CMNTYS COM 866674104 63,350 -12,676 -16.67 8,172 -15.02 0.0066
2025-07-28 2025-06-30 13F SUN CMNTYS COM 866674104 76,026 -966 -1.25 9,617 -2.91 0.0082
2025-05-07 2025-03-31 13F SUN CMNTYS COM 866674104 76,992 876 1.15 9,904 5.82 0.0091
2025-02-11 2024-12-31 13F SUN CMNTYS COM 866674104 76,116 1,875 2.53 9,360 -7.29 0.0083
2024-11-01 2024-09-30 13F SUN CMNTYS COM 866674104 74,241 254 0.34 10,095 13.39 0.0089
2024-08-02 2024-06-30 13F SUN CMNTYS COM 866674104 73,987 -2,191 -2.88 8,904 -9.10 0.0083
2024-05-08 2024-03-31 13F SUN CMNTYS COM 866674104 76,178 -10,412 -12.02 9,795 -15.36 0.0091
2024-02-12 2023-12-31 13F SUN CMNTYS COM 866674104 86,590 -4,588 -5.03 11,573 7.25 0.0114
2023-10-27 2023-09-30 13F SUN CMNTYS COM 866674104 91,178 -362 -0.40 10,790 -9.65 0.0131
2023-08-09 2023-06-30 13F SUN CMNTYS COM 866674104 91,540 -382 -0.42 11,942 -7.78 0.0136
2023-05-10 2023-03-31 13F SUN CMNTYS COM 866674104 91,922 212 0.23 12,950 -1.26 0.0156
2023-02-07 2022-12-31 13F SUN CMNTYS COM 866674104 91,710 -2,494 -2.65 13,115 3.82 0.0162
2022-11-07 2022-09-30 13F SUN CMNTYS COM 866674104 94,204 -18,626 -16.51 12,632 -29.75 0.0158
2022-08-04 2022-06-30 13F SUN CMNTYS COM 866674104 112,830 -2,135 -1.86 17,981 -10.77 0.0208
2022-05-10 2022-03-31 13F SUN CMNTYS COM 866674104 114,965 -1,220 -1.05 20,152 -17.39 0.0119
2022-02-10 2021-12-31 13F SUN CMNTYS COM 866674104 116,185 -699 -0.60 24,395 12.76 0.0204
2021-11-09 2021-09-30 13F SUN CMNTYS COM 866674104 116,884 -3,808 -3.16 21,635 -8.59 0.0225
2021-08-11 2021-06-30 13F SUN CMNTYS COM 866674104 120,692 6,481 5.67 23,669 38.12 0.0240
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 114,211 234 0.21 17,136 -1.06 0.0192
2021-02-16 2020-12-31 13F SUN CMNTYS COM 866674104 113,977 1,767 1.57 17,319 9.77 0.0210
2020-11-10 2020-09-30 13F SUN CMNTYS COM 866674104 112,210 7,932 7.61 15,778 11.52 0.0219
2020-08-13 2020-06-30 13F SUN CMNTYS COM 866674104 104,278 -67,800 -39.40 14,148 -34.15 0.0201
2020-05-15 2020-03-31 13F SUN CMNTYS COM 866674104 172,078 100 0.06 21,484 -16.77 0.0364
2020-02-11 2019-12-31 13F SUN CMNTYS COM 866674104 171,978 4,358 2.60 25,814 3.74 0.0375
2019-11-07 2019-09-30 13F SUN CMNTYS COM 866674104 167,620 97,430 138.81 24,883 176.54 0.0380
2019-08-01 2019-06-30 13F SUN CMNTYS COM 866674104 70,190 70,190 8,998 0.0135
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.