Sun Communities, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionFIL Ltd
Latest Disclosed Ownership6,982 shares
Latest Disclosed Value $ 879,453
FIL Ltd reports 71.68% decrease in ownership of SUI / Sun Communities, Inc.

On May 15, 2026 - FIL Ltd filed a 13F-HR form disclosing ownership of 6,982 shares of Sun Communities, Inc. (MX:SUI) valued at $879,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,655 shares of Sun Communities, Inc.. This represents a change in shares of -71.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUN CMNTYS COM 866674104 6,982 -17,673 -71.68 879 -71.23 0.0004
2026-02-17 2025-12-31 13F SUN CMNTYS COM 866674104 24,655 -84,951 -77.51 3,055 -78.39 0.0023
2025-11-13 2025-09-30 13F SUN CMNTYS COM 866674104 109,606 -59,505 -35.19 14,139 -33.90 0.0111
2025-08-14 2025-06-30 13F SUN CMNTYS COM 866674104 169,111 15,564 10.14 21,391 8.29 0.0183
2025-05-12 2025-03-31 13F SUN CMNTYS COM 866674104 153,547 -47,892 -23.77 19,752 -20.26 0.0188
2025-02-13 2024-12-31 13F SUN CMNTYS COM 866674104 201,439 -14,472 -6.70 24,771 -15.11 0.0231
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 215,911 79,838 58.67 29,180 78.20 0.0265
2024-08-13 2024-06-30 13F SUN CMNTYS COM 866674104 136,073 87,898 182.46 16,375 164.37 0.0162
2024-05-13 2024-03-31 13F SUN CMNTYS COM 866674104 48,175 15,169 45.96 6,194 40.42 0.0061
2024-02-13 2023-12-31 13F SUN CMNTYS COM 866674104 33,006 7,400 28.90 4,411 45.58 0.0046
2023-11-13 2023-09-30 13F SUN CMNTYS COM 866674104 25,606 6,200 31.95 3,030 19.72 0.0036
2023-08-11 2023-06-30 13F SUN CMNTYS COM 866674104 19,406 450 2.37 2,532 -5.21 0.0028
2023-05-11 2023-03-31 13F SUN CMNTYS COM 866674104 18,956 -21,544 -53.20 2,671 -53.89 0.0031
2023-02-13 2022-12-31 13F SUN CMNTYS COM 866674104 40,500 -9,800 -19.48 5,792 -14.93 0.0070
2022-11-10 2022-09-30 13F SUN CMNTYS COM 866674104 50,300 16,800 50.15 6,807 27.50 0.0088
2022-08-12 2022-06-30 13F SUN CMNTYS COM 866674104 33,500 33,500 5,339 0.0064
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 0 -66,218 -100.00 0 -100.00
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 66,218 -31,570 -32.28 13,904 -23.19 0.0143
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 97,788 -5,180 -5.03 18,101 2.56 0.0201
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 102,968 102,968 17,649 0.0189
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 0 -65,499 -100.00 0 -100.00
2020-02-07 2019-12-31 13F SUN CMNTYS COM 866674104 65,499 -10,146 -13.41 9,831 -12.46 0.0136
2019-11-13 2019-09-30 13F SUN CMNTYS COM 866674104 75,645 -10,809 -12.50 11,230 1.33 0.0170
2019-08-13 2019-06-30 13F SUN CMNTYS COM 866674104 86,454 -52,880 -37.95 11,083 -32.89 0.0167
2019-05-13 2019-03-31 13F SUN CMNTYS COM 866674104 139,334 -31,422 -18.40 16,514 -4.92 0.0259
2019-02-13 2018-12-31 13F SUN CMNTYS COM 866674104 170,756 -7,257 -4.08 17,368 -3.91 0.0308
2018-11-09 2018-09-30 13F SUN CMNTYS COM 866674104 178,013 -13,703 -7.15 18,075 -3.68 0.0267
2018-08-10 2018-06-30 13F SUN CMNTYS COM 866674104 191,716 4,846 2.59 18,765 9.90 0.0283
2018-05-14 2018-03-31 13F SUN CMNTYS COM 866674104 186,870 -22,820 -10.88 17,074 -12.24 0.0469
2018-02-12 2017-12-31 13F SUN CMNTYS COM 866674104 209,690 -923 -0.44 19,455 7.81 0.0541
2017-11-13 2017-09-30 13F SUN CMNTYS COM 866674104 210,613 -139,325 -39.81 18,045 -41.19 0.0517
2017-08-29 2017-06-30 13F/A-1 SUN CMNTYS COM 866674104 349,938 -23,753 -6.36 30,686 2.22 0.0885
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 349,938 -23,753 30,686
2017-05-11 2017-03-31 13F SUN CMNTYS COM 866674104 373,691 -17,362 -4.44 30,019 0.20 0.0844
2017-02-10 2016-12-31 13F SUN CMNTYS COM 866674104 391,053 8,062 2.11 29,959 -0.33 0.0878
2016-11-14 2016-09-30 13F SUN CMNTYS COM 866674104 382,991 -118,536 -23.64 30,057 -21.80 0.0900
2016-08-11 2016-06-30 13F SUN CMNTYS COM 866674104 501,527 -30,986 -5.82 38,437 0.80 0.1224
2016-05-16 2016-03-31 13F SUN CMNTYS COM 866674104 532,513 7,936 1.51 38,132 6.07 0.1180
2016-02-12 2015-12-31 13F SUN CMNTYS COM 866674104 524,577 2,189 0.42 35,950 1.56 0.1094
2015-11-10 2015-09-30 13F SUN CMNTYS COM 866674104 522,388 46,498 9.77 35,397 20.30 0.1231
2015-08-13 2015-06-30 13F SUN CMNTYS COM 866674104 475,890 131,577 38.21 29,425 28.09 0.0938
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 344,313 -73,871 -17.66 22,972 -9.14 0.0740
2015-02-17 2014-12-31 13F SUN CMNTYS COM 866674104 418,184 56,431 15.60 25,283 38.39 0.0873
2014-11-14 2014-09-30 13F SUN CMNTYS COM 866674104 361,753 12,175 3.48 18,269 4.86 0.0700
2014-08-14 2014-06-30 13F SUN CMNTYS COM 866674104 349,578 205,476 142.59 17,423 168.13 0.0653
2014-05-15 2014-03-31 13F SUN CMNTYS COM 866674104 144,102 61,456 74.36 6,498 84.39 0.0236
2014-02-13 2013-12-31 13F SUN CMNTYS COM 866674104 82,646 -9,315 -10.13 3,524 -10.08 0.0142
2013-11-14 2013-09-30 13F SUN CMNTYS COM 866674104 91,961 91,961 3,919 0.0187
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.