Reported 493,774 shares, up 40,589 (9.0%) from the prior quarter.
Reported value -1.2%; share count 9.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 103314000 |
| 2022-03-31 | 84683000 |
| 2022-06-30 | 75707000 |
| 2022-09-30 | 63441000 |
| 2022-12-31 | 68565336 |
| 2023-03-31 | 67128060 |
| 2023-06-30 | 59122580 |
| 2023-09-30 | 58433178 |
| 2023-12-31 | 62482242 |
| 2024-03-31 | 57397809 |
| 2024-06-30 | 52800909 |
| 2024-09-30 | 59193190 |
| 2024-12-31 | 50568446 |
| 2025-03-31 | 42408312 |
| 2025-06-30 | 4754215 |
| 2025-09-30 | 4674594 |
| 2025-12-31 | 4560303 |
| 2026-03-31 | 3958463 |
| 2026-06-30 | 3709324 |
| 2026-09-30 | 3257745 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 29,407 | -1,527 (-4.9%) | 0.1% | $3,257,745 | 2026-11-05 | |
| Q2 2026 | Reduced | 30,934 | -492 (-1.6%) | 0.1% | $3,709,324 | 2026-08-05 | |
| Q1 2026 | Reduced | 31,426 | -5,377 (-14.6%) | 0.11% | $3,958,463 | 2026-05-12 | |
| Q4 2025 | Added | 36,803 | +566 (1.6%) | 0.13% | $4,560,303 | 2026-02-10 | |
| Q3 2025 | Reduced | 36,237 | -1,349 (-3.6%) | 0.14% | $4,674,594 | 2025-10-30 | |
| Q2 2025 | Reduced | 37,586 | -292,081 (-88.6%) | 0.14% | $4,754,215 | 2025-08-06 | |
| Q1 2025 | Reduced | 329,667 | -81,559 (-19.8%) | 1.27% | $42,408,312 | 2025-05-13 | |
| Q4 2024 | Reduced | 411,226 | -26,755 (-6.1%) | 1.44% | $50,568,446 | 2025-02-05 | |
| Q3 2024 | Reduced | 437,981 | -783 (-0.2%) | 1.57% | $59,193,190 | 2024-10-31 | |
| Q2 2024 | Reduced | 438,764 | -7,634 (-1.7%) | 1.48% | $52,800,909 | 2024-08-06 | |
| Q1 2024 | Reduced | 446,398 | -21,108 (-4.5%) | 1.5% | $57,397,809 | 2024-05-07 | |
| Q4 2023 | Reduced | 467,506 | -26,268 (-5.3%) | 1.65% | $62,482,242 | 2024-02-05 | |
| Q3 2023 | Added | 493,774 | +40,589 (9.0%) | 1.63% | $58,433,178 | 2023-11-09 | |
| Q2 2023 | Reduced | 453,185 | -23,306 (-4.9%) | 1.53% | $59,122,580 | 2023-08-04 | |
| Q1 2023 | Reduced | 476,491 | -2,987 (-0.6%) | 1.77% | $67,128,060 | 2023-05-03 | |
| Q4 2022 | Added | 479,478 | +10,694 (2.3%) | 1.76% | $68,565,336 | 2023-02-10 | |
| Q3 2022 | Reduced | 468,784 | -6,286 (-1.3%) | 1.75% | $63,441,000 | 2022-11-09 | |
| Q2 2022 | Reduced | 475,070 | -8,030 (-1.7%) | 1.92% | $75,707,000 | 2022-08-04 | |
| Q1 2022 | Reduced | 483,100 | -8,941 (-1.8%) | 1.79% | $84,683,000 | 2022-05-06 | |
| Q4 2021 | Reduced | 492,041 | -12,171 (-2.4%) | 2.05% | $103,314,000 | 2022-02-10 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
554 managers reported SUN COMMUNITIES INC for Q3 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Reduced | 17,538,195 | -10,349 | 0.05% | $2,075,469,997 | 42 qtrs |
| COHEN & STEERS INC | Added | 13,671,749 | +1,007,428 | 3.72% | $1,617,919,000 | 42 qtrs |
| BlackRock Inc | Reduced | 10,872,237 | -153,476 | 0.04% | $1,286,620,487 | 42 qtrs |
| JPMorgan Chase & Co | Added | 6,567,246 | +1,094,176 | 0.09% | $777,167,976 | 42 qtrs |
| STATE STREET CORPORATION | Added | 5,911,176 | +26,300 | 0.04% | $704,781,771 | 42 qtrs |
| PRINCIPAL FINANCIAL GROUP INC | Added | 4,523,701 | +84,767 | 0.38% | $535,331,492 | 42 qtrs |
| NORGES BANK | Added | 2,705,635 | +414,374 | 0.06% | $320,184,846 | 42 qtrs |
| Invesco Ltd | Reduced | 2,584,211 | -26,069 | 0.08% | $305,815,576 | 42 qtrs |
| Daiwa Securities Group Inc | Added | 2,565,944 | +109,598 | 2.16% | $303,653,000 | 42 qtrs |
| FMR LLC | Added | 2,406,644 | +236,771 | 0.02% | $284,802,205 | 42 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2023
- Filed
- November 09, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 476,773
- Shared
- 0
- None
- 17,001
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.