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SUI · Sun Communities Inc · Held by Funds

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$118.52 +1.11 (+0.95%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$14.44B
Shares
121.80M
Volume · Nov 13 645.99K Avg daily vol (3M) 1.51M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SUI by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 21.07% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.39% 4,130,566
Index ETFs 17.68% 21,530,891
Active ETFs 0.60% 727,366
Active funds 25.45% 31,004,080
Unclassified 0.14% 171,055
All registered funds 47.26% 57,563,958
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SUI

499 fund positions
Fund Balance Value % of Fund Open
Dodge & Cox Stock Fund 7,021,300 $841,924,083 0.71%
VANGUARD REAL ESTATE INDEX FUND 4,687,726 $578,840,406 0.79%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,909,630 $468,803,733 0.02%
VANGUARD EQUITY INCOME FUND 3,724,582 $446,614,628 0.68%
VANGUARD SMALL-CAP INDEX FUND 2,825,670 $338,826,090 0.18%
Cohen & Steers Institutional Realty Shares 2,428,709 $291,226,496 3.25%
Cohen & Steers Realty Shares 2,213,614 $265,434,455 3.25%
Cohen & Steers Real Estate Securities Fund 1,774,332 $212,760,150 2.22%
VANGUARD SMALL-CAP GROWTH INDEX FUND 1,629,795 $195,428,718 0.42%
T. Rowe Price Mid-Cap Value Fund, Inc. 1,405,005 $168,474,150 1.03%
VANGUARD EXTENDED MARKET INDEX FUND 1,327,562 $159,187,959 0.16%
Schwab U.S. REIT ETF 912,213 $110,760,902 0.99%
Dodge & Cox Balanced Fund 890,600 $106,791,846 0.72%
VANGUARD REAL ESTATE II INDEX FUND 822,717 $101,589,095 0.93%
BlackRock Equity Dividend Fund 783,901 $96,796,095 0.47%
DFA REAL ESTATE SECURITIES PORTFOLIO 632,584 $78,111,472 1.10%
T. Rowe Price Real Assets Fund, Inc. 576,403 $69,116,484 0.68%
Fidelity Extended Market Index Fund 566,726 $68,811,871 0.17%
Cohen & Steers Global Realty Shares, Inc. 517,034 $61,997,547 2.71%
iShares Russell Mid-Cap ETF 503,182 $60,336,554 0.11%
Bridge Builder Large Cap Value Fund 497,074 $59,604,143 0.21%
Fidelity Mid Cap Index Fund 462,368 $57,093,201 0.11%
DFA Global Real Estate Securities Portfolio 460,305 $56,838,461 0.73%
iShares Core U.S. REIT ETF 457,533 $56,496,175 1.21%
THE HARTFORD EQUITY INCOME FUND 445,857 $55,054,422 1.12%
THE HARTFORD BALANCED INCOME FUND 443,249 $54,732,387 0.49%
Fidelity Real Estate Investment Portfolio 422,274 $52,142,394 1.53%
iShares MSCI USA Min Vol Factor ETF 412,358 $50,917,966 0.22%
Fidelity SAI Real Estate Fund 395,321 $48,814,237 1.53%
iShares U.S. Real Estate ETF 399,984 $47,962,081 1.03%
iShares Global REIT ETF 333,857 $41,224,662 0.80%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 322,168 $38,631,165 2.15%
iShares Select U.S. REIT ETF 293,512 $36,242,862 1.72%
VIP Mid Cap Portfolio 294,200 $35,277,522 0.37%
Schwab U.S. Large-Cap Growth ETF 280,650 $34,076,523 0.05%
iShares Russell 1000 Value ETF 271,049 $32,501,486 0.04%
First Trust Value Line Dividend Index Fund 264,966 $31,772,073 0.40%
Fidelity Real Estate Index Fund 256,602 $31,685,215 0.98%
CBRE Global Real Estate Income Fund 262,148 $31,434,167 4.54%
WisdomTree U.S. Midcap Dividend Fund 244,067 $29,266,074 0.74%
Dimensional Global Real Estate ETF 233,186 $28,793,807 0.75%
T. Rowe Price Equity Income Fund 226,000 $27,099,660 0.15%
Fidelity Total Market Index Fund 221,892 $26,942,127 0.02%
iShares Residential and Multisector Real Estate ETF 218,995 $26,259,690 3.00%
Nuveen Real Estate Securities Select Fund 202,784 $24,315,829 0.93%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 200,726 $24,069,055 1.31%
Fidelity Real Estate Income Fund 192,825 $23,810,031 0.54%
VANGUARD S&P MID-CAP 400 INDEX FUND 190,590 $23,141,438 0.39%
iShares Russell Mid-Cap Value ETF 187,678 $22,504,469 0.14%
Fidelity Growth and Income Portfolio 181,700 $22,436,316 0.15%
Showing 1–50 of 499 positions
Key facts CIK 912593 CUSIP 866674104 13F (30d) 439 filings 391 filers Visit website Investor relations