Stock ownership · SEC 13F · Q4 2025

SUN CMNTYS INC

Who owns SUN CMNTYS INC (CUSIP 866674104)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$868
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $868 in SUN CMNTYS INC positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$868
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 866674104 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - SUN CMNTYS INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SUN CMNTYS INC position has held steady from 2 to 2 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding SUN CMNTYS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 4 $496 57.1%
2 Pacer Advisors, Inc. 3 $372 42.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SUN CMNTYS INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Pacer Advisors, Inc. $372

Complete exits (6)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Bancorp USA Inc. exited
Capital Square, LLC exited
Lantern Wealth Advisors, LLC exited
CIBC Private Wealth Group LLC exited
Fulcrum Asset Management LLP exited

Frequently Asked Questions

How many institutions hold SUN CMNTYS INC?▼
SUN CMNTYS INC is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SUN CMNTYS INC?▼
Institutions report $868 of SUN CMNTYS INC as of Q4 2025.
How concentrated is ownership of SUN CMNTYS INC?▼
The top five institutional holders account for 100% of the reported institutional value in SUN CMNTYS INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SUN CMNTYS INC?▼
Bell Investment Advisors, Inc is the largest reported holder of SUN CMNTYS INC with $496 across 4 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.