Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership2,026 shares
Latest Disclosed Value $ 261,354
Wetherby Asset Management Inc reports 4.21% decrease in ownership of SUI / Sun Communities, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 2,026 shares of Sun Communities, Inc. (US:SUI) valued at $261,354 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 2,115 shares of Sun Communities, Inc.. This represents a change in shares of -4.21% during the quarter. The current value of the position is $250,596 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)
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 2,026 -89 -4.21 261 -2.25 0.0107
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 2,115 -322 -13.21 268 -10.70 0.0119
2025-02-14 2024-12-31 13F SUN CMNTYS COM 866674104 2,437 54 2.27 300 -7.14 0.0144
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 2,383 -17 -0.71 322 11.81 0.0147
2024-08-14 2024-06-30 13F SUN CMNTYS COM 866674104 2,400 -285 -10.61 289 -16.52 0.0136
2024-05-15 2024-03-31 13F SUN CMNTYS COM 866674104 2,685 -11 -0.41 345 -4.17 0.0165
2024-02-14 2023-12-31 13F SUN CMNTYS COM 866674104 2,696 159 6.27 360 20.00 0.0188
2023-11-14 2023-09-30 13F SUN CMNTYS COM 866674104 2,537 -254 -9.10 300 -17.58 0.0170
2023-08-14 2023-06-30 13F SUN CMNTYS COM 866674104 2,791 -329 -10.54 364 -17.08 0.0196
2023-05-12 2023-03-31 13F SUN CMNTYS COM 866674104 3,120 -308 -8.98 440 -10.41 0.0257
2023-02-14 2022-12-31 13F SUN CMNTYS COM 866674104 3,428 -39 -1.12 490 4.48 0.0315
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 3,467 473 15.80 469 -1.68 0.0331
2022-08-15 2022-06-30 13F SUN CMNTYS COM 866674104 2,994 -123 -3.95 477 -12.64 0.0326
2022-05-16 2022-03-31 13F SUN CMNTYS COM 866674104 3,117 -85 -2.65 546 -18.75 0.0313
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 3,202 61 1.94 672 15.66 0.0377
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 3,141 8 0.26 581 8.19 0.0359
2021-08-16 2021-06-30 13F SUN CMNTYS COM 866674104 3,133 59 1.92 537 16.49 0.0328
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 3,074 -33 -1.06 461 -2.33 0.0351
2021-02-11 2020-12-31 13F SUN CMNTYS COM 866674104 3,107 3,020 3,471.26 472 3,833.33 0.0320
2020-12-16 2020-09-30 13F/A-01 SUN CMNTYS COM 866674104 3,110 -142 437 0.0401
2020-12-16 2020-09-30 13F/A-02 SUN CMNTYS COM 866674104 87 -3,165 -97.32 12 -97.28 0.0361
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 3,217 -35 452 28,751.1688
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 3,252 -580 -15.14 441 -7.93 0.0418
2020-05-06 2020-03-31 13F SUN CMNTYS COM 866674104 3,832 89 2.38 479 -14.77 0.0538
2020-01-28 2019-12-31 13F SUN CMNTYS COM 866674104 3,743 233 6.64 562 7.87 0.0554
2019-10-31 2019-09-30 13F SUN CMNTYS COM 866674104 3,510 284 8.80 521 26.15 0.0544
2019-07-25 2019-06-30 13F SUN CMNTYS COM 866674104 3,226 225 7.50 413 16.34 0.0452
2019-07-25 2019-03-31 13F/A-1 SUN CMNTYS COM 866674104 3,001 -28 -0.92 355 15.26 0.0442
2019-05-09 2019-03-31 13F SUN CMNTYS COM 866674104 3,001 -28 355
2019-01-30 2018-12-31 13F SUN CMNTYS COM 866674104 3,029 68 2.30 308 2.33 0.0436
2018-11-07 2018-09-30 13F SUN CMNTYS COM 866674104 2,961 67 2.32 301 5.99 0.0372
2018-07-24 2018-06-30 13F SUN CMNTYS COM 866674104 2,894 276 10.54 284 18.83 0.0384
2018-05-04 2018-03-31 13F SUN CMNTYS COM 866674104 2,618 13 0.50 239 -1.24 0.0330
2018-02-09 2017-12-31 13F SUN CMNTYS COM 866674104 2,605 2,605 242 0.0336
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.