Filing Research | SUI - SUN CMNTYS INC Institutional Holdings

Snapshot holdings

50 / 91 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	227.0KSH	$27.2M
2	Swedbank AB	Shares	92.5KSH	$11.1M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	91.1KSH	$10.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	62.7KSH	$7.5M
5	Robeco Institutional Asset Management B.V.	Shares	48.1KSH	$5.8M
6	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	43.3KSH	$5.2M
7	IFM Investors Pty Ltd	Shares	42.1KSH	$5.0M
8	EASTERLY INVESTMENT PARTNERS LLC	Shares	34.0KSH	$4.1M
9	Fideuram Asset Management (Ireland) dac	Shares	29.4KSH	$3.6M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	28.9KSH	$3.5M
11	DAVENPORT & Co LLC	Shares	27.5KSH	$3.3M
12	Adams Asset Advisors, LLC	Shares	22.3KSH	$2.7M
13	Police & Firemen's Retirement System of New Jersey	Shares	18.5KSH	$2.2M
14	First National Advisers, LLC	Shares	14.0KSH	$1.7M
15	Cascade Investment Advisors, Inc.	Shares	11.7KSH	$1.4M
16	Union Bancaire Privee, UBP SA	Shares	14.0KSH	$1.2M
17	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.9KSH	$1.1M
18	Burns Matteson Capital Management, LLC	Shares	8.8KSH	$1.1M
19	Vanderbilt University	Shares	8.6KSH	$1.0M
20	Portside Wealth Group, LLC	Shares	8.5KSH	$1.0M
21	ABN AMRO INVESTMENT SOLUTIONS	Shares	7.0KSH	$845.2K
22	Avanza Fonder AB	Shares	6.9KSH	$827.9K
23	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.2KSH	$744.6K
24	AMERICAN NATIONAL BANK & TRUST	Shares	6.0KSH	$719.5K
25	Oak Thistle LLC	Shares	4.9KSH	$585.5K
26	D.A. DAVIDSON & CO.	Shares	4.4KSH	$530.7K
27	E. Ohman J:or Asset Management AB	Shares	4.3KSH	$512.9K
28	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	4.1KSH	$488.4K
29	PensionDanmark Pensionsforsikringsaktieselskab	Shares	3.6KSH	$434.1K
30	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$424.5K
31	QRG CAPITAL MANAGEMENT, INC.	Shares	3.5KSH	$418.5K
32	Braeburn Wealth Management LLC	Shares	3.3KSH	$398.8K
33	OFI INVEST ASSET MANAGEMENT	Shares	3.3KSH	$349.0K
34	IFP Advisors, Inc	Shares	2.6KSH	$314.3K
35	Discipline Wealth Solutions, LLC	Shares	2.6KSH	$313.9K
36	Y-Intercept (Hong Kong) Ltd	Shares	2.4KSH	$290.7K
37	Central Pacific Bank - Trust Division	Shares	2.3KSH	$269.8K
38	CoreCap Advisors, LLC	Shares	2.2KSH	$258.2K
39	ZWJ INVESTMENT COUNSEL INC	Shares	1.9KSH	$227.8K
40	Mirae Asset Global Investments Co., Ltd.	Shares	1.8KSH	$213.9K
41	Alliance Wealth Advisors, LLC /UT	Shares	1.8KSH	$209.8K
42	Versant Capital Management, Inc	Shares	1.3KSH	$156.8K
43	SIGNATUREFD, LLC	Shares	1.1KSH	$135.8K
44	BFSG, LLC	Shares	1.1KSH	$128.9K
45	Farther Finance Advisors, LLC	Shares	947SH	$113.7K
46	GAMMA Investing LLC	Shares	916SH	$109.8K
47	EverSource Wealth Advisors, LLC	Shares	756SH	$90.6K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	261SH	$31.6K
49	Cape Investment Advisory, Inc.	Shares	243SH	$29.1K
50	SJS Investment Consulting Inc.	Shares	223SH	$26.7K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 104 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+58.7K	+$6.9M	$7.5M
2	Robeco Institutional Asset Management B.V. added	Shares	+42.0K	+$5.0M	$5.8M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+35.4K	+$3.9M	$10.9M
4	Fideuram Asset Management (Ireland) dac new	Shares	+29.4K	+$3.6M	$3.6M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+27.1K	+$3.2M	$3.5M
6	Arbejdsmarkedets Tillaegspension added	Shares	+30.2K	+$2.4M	$27.2M
7	Vanderbilt University new	Shares	+8.6K	+$1.0M	$1.0M
8	Portside Wealth Group, LLC new	Shares	+8.5K	+$1.0M	$1.0M
9	Union Bancaire Privee, UBP SA added	Shares	+8.5K	+$670.0K	$1.2M
10	Oak Thistle LLC new	Shares	+4.9K	+$585.5K	$585.5K
11	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new	Shares	+4.1K	+$488.4K	$488.4K
12	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+4.8K	+$399.0K	$4.1M
13	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.0K	+$339.4K	$845.2K
14	Y-Intercept (Hong Kong) Ltd new	Shares	+2.4K	+$290.7K	$290.7K
15	Alliance Wealth Advisors, LLC /UT new	Shares	+1.8K	+$209.8K	$209.8K
16	D.A. DAVIDSON & CO. added	Shares	+1.1K	+$106.3K	$530.7K
17	Farther Finance Advisors, LLC added	Shares	+578	+$66.6K	$113.7K
18	Cascade Investment Advisors, Inc. added	Shares	+1.0K	+$58.8K	$1.4M
19	Avanza Fonder AB added	Shares	+691	+$45.3K	$827.9K
20	Cape Investment Advisory, Inc. new	Shares	+243	+$29.1K	$29.1K
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+332	+$20.7K	$418.5K
22	TRUST CO OF TOLEDO NA /OH/ new	Shares	+170	+$20.4K	$20.4K
23	Wealth Enhancement Trust Services, Inc. new	Shares	+42	+$5.0K	$5.0K
24	Hughes Financial Services, LLC added	Shares	+20	+$2.3K	$4.0K
25	Cromwell Holdings LLC added	Shares	+11	+$1.2K	$3.8K
26	Dogwood Wealth Management LLC added	Shares	+10	+$1.1K	$2.6K
27	Sachetta, LLC added	Shares	+4	+$415	$2.4K
28	Center for Financial Planning, Inc. new	Shares	+3	+$360	$360
29	Activest Wealth Management new	Shares	+1	+$120	$120
30	AdvisorNet Financial, Inc new	Shares	+1	+$120	$120
31	PARK AVENUE SECURITIES LLC added	Shares	+594	+$40	$673
32	AMALGAMATED BANK added	Shares	+410	+$9	$852
33	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$1
34	TFC Financial Management, Inc. unchanged	Shares	0	-$6	$120
35	GHP Investment Advisors, Inc. unchanged	Shares	0	-$12	$240
36	CX Institutional trimmed	Shares	-107	-$13	$4
37	Ares Financial Consulting, LLC unchanged	Shares	0	-$21	$402
38	FIRST HORIZON CORP unchanged	Shares	0	-$30	$600
39	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$55	$1.1K
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$115	$2.3K
41	Investors Research Corp unchanged	Shares	0	-$133	$2.6K
42	Handelsbanken Fonder AB added	Shares	+1.0K	-$149	$5.5K
43	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$157	$3.1K
44	Fortitude Family Office, LLC unchanged	Shares	0	-$218	$4.3K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1	-$259	$2.4K
46	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$309	$6.1K
47	State of Alaska, Department of Revenue trimmed	Shares	-260	-$401	$7.3K
48	Valued Wealth Advisors LLC unchanged	Shares	0	-$466	$9.3K
49	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$478	$9.5K
50	Dynamic Wealth Strategies, LLC unchanged	Shares	0	-$605	$12.0K

Scroll to load more