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Sun Communities, Inc.

SUI Real Estate
$127.38 +$1.42 (1.13%)
Market Cap: $16.02 B
Gurus Holding
5
Popularity Rank
#1980
% of Shares Held
0.33%
Net Activity (Q4 2025)
+$28.67 M

Guru Ownership Trend

Guru Analysis for Sun Communities, Inc. (SUI)

Sun Communities, Inc. (SUI), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $52.84 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $28.67 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 162.9%. Conversely, Chris Davis reduced exposure by 2.5%.

Key Holders

Top 5 by Value

$18.89 M
$18.76 M
$6.94 M
$5.31 M
$1.49 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$32.22 M
Total Buy Value
New Buys 1
Additions 2
-$3.54 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Sun Communities, Inc. (SUI)

Major holders include Cliff Asness ($18.89 M), Steven Cohen ($18.76 M), Joel Greenblatt ($6.94 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 414,817 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $28.67 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SUI. The total reported sell value was $3.54 M.

Yes, 1 managers opened new positions in SUI, and 2 increased their existing holdings. The total reported buy value was $32.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 162.9% 152,462 $18.89 M Q4 2025
0.02% New Buy 151,440 $18.76 M Q4 2025
0.03% Add 33.6% 56,010 $6.94 M Q4 2025
0.02% Reduce -2.5% 42,840 $5.31 M Q4 2025
0.01% 12,065 $1.49 M Q4 2025
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