썬 커뮤니티, Inc.
DE ˙ DB ˙ US8666741041
€107.00 ↑4.00 (3.88%)
2026-06-05
주가
SecurityDE:SCZ / Sun Communities, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership17,544,435 shares
Ownership 14.10%
Vanguard Group Inc ownership in SCZ / Sun Communities, Inc.

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 17,544,435 shares of Sun Communities, Inc. (DE:SCZ). This represents 14.1 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 17,710,919 shares, indicating a decrease of -0.94 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-02-13 2024-02-13 13G/A 17,710,919 17,544,435 -0.94 14.10 -1.40
2023-02-09 2023-02-09 13G/A 16,588,563 17,710,919 6.77 14.30 2.95
2022-02-10 2022-02-10 13G/A 14,513,010 16,588,563 14.30 13.89 2.97
2021-02-10 2021-02-10 13G/A 13,502,980 14,513,010 7.48 13.49 -7.35
2020-02-11 2020-02-11 13G/A 11,762,561 13,502,980 14.80 14.56 6.90
2019-02-13 2019-02-13 13G/A 11,861,077 11,762,561 -0.83 13.62 -8.84
2018-02-09 2018-02-09 13G/A 10,204,983 11,861,077 16.23 14.94 6.94
2017-02-10 2017-02-10 13G/A 7,418,742 10,204,983 37.56 13.97 9.83
2016-02-10 2016-02-10 13G/A 7,418,742 12.72
2015-02-11 2015-02-11 13G/A 6,315,300 13.15
2014-02-12 2014-02-12 13G/A 4,474,075 12.37
2013-02-11 2013-02-11 13G/A 3,471,436 11.67
2012-02-08 2012-02-08 13G/A 2,474,173 11.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F SUN CMNTYS COM 866674104 16,664,977 -1,624,979 -8.88 2,064,957 -12.48 0.0299
2025-11-07 2025-09-30 13F SUN CMNTYS COM 866674104 18,289,956 249,501 1.38 2,359,404 3.39 0.0353
2025-08-11 2025-06-30 13F SUN CMNTYS COM 866674104 18,040,455 93,170 0.52 2,281,937 -1.16 0.0369
2025-05-09 2025-03-31 13F SUN CMNTYS COM 866674104 17,947,285 403,923 2.30 2,308,739 7.02 0.0417
2025-02-11 2024-12-31 13F SUN CMNTYS COM 866674104 17,543,362 -11,191 -0.06 2,157,307 -9.07 0.0376
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 17,554,553 -188,825 -1.06 2,372,498 11.11 0.0425
2024-08-13 2024-06-30 13F SUN CMNTYS COM 866674104 17,743,378 173,105 0.99 2,135,238 -5.49 0.0410
2024-05-10 2024-03-31 13F SUN CMNTYS COM 866674104 17,570,273 25,838 0.15 2,259,186 -3.65 0.0447
2024-03-11 2023-12-31 13F/A-1 SUN CMNTYS COM 866674104 17,544,435 6,240 0.04 2,344,814 12.98 0.0512
2024-02-14 2023-12-31 13F SUN CMNTYS COM 866674104 17,544,435 6,240 2,344,814 0.0445
2023-12-18 2023-09-30 13F/A-1 SUN CMNTYS COM 866674104 17,538,195 -10,349 -0.06 2,075,470 -9.34 0.0510
2023-11-14 2023-09-30 13F SUN CMNTYS COM 866674104 17,538,195 -10,349 2,075,470 0.0092
2023-08-14 2023-06-30 13F SUN CMNTYS COM 866674104 17,548,544 -322,994 -1.81 2,289,383 -9.07 0.0543
2023-07-14 2023-03-31 13F/A-1 SUN CMNTYS COM 866674104 17,871,538 160,619 0.91 2,517,742 -0.59 0.0641
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 17,871,538 160,619 2,517,742 0.0641
2023-02-10 2022-12-31 13F SUN CMNTYS COM 866674104 17,710,919 301,602 1.73 2,532,661 7.50 0.0690
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 17,409,317 505,660 2.99 2,356,002 -12.54 0.0693
2022-08-12 2022-06-30 13F SUN CMNTYS COM 866674104 16,903,657 408,132 2.47 2,693,767 -6.84 0.0757
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 16,495,525 -93,038 -0.56 2,891,500 -16.98 0.0684
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 16,588,563 531,722 3.31 3,483,100 17.19 0.0791
2021-11-12 2021-09-30 13F SUN CMNTYS COM 866674104 16,056,841 511,242 3.29 2,972,122 11.54 0.0738
2021-08-13 2021-06-30 13F SUN CMNTYS COM 866674104 15,545,599 35,837 0.23 2,664,517 14.50 0.0663
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 15,509,762 996,752 6.87 2,327,085 5.52 0.0629
2021-02-12 2020-12-31 13F SUN CMNTYS COM 866674104 14,513,010 845,676 6.19 2,205,251 14.75 0.0640
2020-11-16 2020-09-30 13F SUN CMNTYS COM 866674104 13,667,334 -176,991 -1.28 1,921,764 2.31 0.0636
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 13,844,325 74,206 0.54 1,878,397 9.26 0.0666
2020-05-15 2020-03-31 13F SUN CMNTYS COM 866674104 13,770,119 267,139 1.98 1,719,200 -15.18 0.0733
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 13,502,980 574,792 4.45 2,026,797 5.61 0.0691
2019-11-14 2019-09-30 13F SUN CMNTYS COM 866674104 12,928,188 379,236 3.02 1,919,190 19.30 0.0712
2019-08-14 2019-06-30 13F SUN CMNTYS COM 866674104 12,548,952 317,684 2.60 1,608,650 10.97 0.0605
2019-05-15 2019-03-31 13F SUN CMNTYS COM 866674104 12,231,268 468,707 3.98 1,449,649 21.17 0.0569
2019-02-14 2018-12-31 13F SUN CMNTYS COM 866674104 11,762,561 120,682 1.04 1,196,370 1.21 0.0538
2018-12-13 2018-09-30 13F/A-2 SUN CMNTYS COM 866674104 11,641,879 600,622 5.44 1,182,116 9.38 0.0462
2018-11-23 2018-09-30 13F/A-1 SUN CMNTYS COM 866674104 11,641,879 0 1,182,116 0.0462
2018-11-14 2018-09-30 13F SUN CMNTYS COM 866674104 11,641,879 600,622 1,182,116
2018-08-14 2018-06-30 13F SUN CMNTYS COM 866674104 11,041,257 -430,691 -3.75 1,080,717 3.10 0.0452
2018-05-15 2018-03-31 13F SUN CMNTYS COM 866674104 11,471,948 -389,129 -3.28 1,048,192 -4.75 0.0458
2018-02-14 2017-12-31 13F SUN CMNTYS COM 866674104 11,861,077 -14,290 -0.12 1,100,470 8.16 0.0481
2017-11-14 2017-09-30 13F SUN CMNTYS COM 866674104 11,875,367 370,460 3.22 1,017,482 0.85 0.0476
2017-08-24 2017-06-30 13F/A-1 SUN CMNTYS COM 866674104 11,504,907 983,835 9.35 1,008,865 19.37 0.0497
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 11,504,907 983,835 1,008,865
2017-05-12 2017-03-31 13F SUN CMNTYS COM 866674104 10,521,072 316,089 3.10 845,157 8.10 0.0434
2017-02-14 2016-12-31 13F SUN CMNTYS COM 866674104 10,204,983 62,937 0.62 781,804 -1.78 0.0436
2016-11-14 2016-09-30 13F SUN CMNTYS COM 866674104 10,142,046 1,208,861 13.53 795,947 16.26 0.0468
2016-08-10 2016-06-30 13F SUN CMNTYS COM 866674104 8,933,185 475,765 5.63 684,640 13.04 0.0425
2016-05-13 2016-03-31 13F SUN CMNTYS COM 866674104 8,457,420 1,038,678 14.00 605,636 19.12 0.0392
2016-02-08 2015-12-31 13F SUN CMNTYS COM 866674104 7,418,742 554,585 8.08 508,406 9.31 0.0342
2015-11-12 2015-09-30 13F/A-1 SUN CMNTYS COM 866674104 6,864,157 60,602 0.89 465,115 10.57 0.0197
2015-08-13 2015-06-30 13F SUN CMNTYS COM 866674104 6,803,555 159,220 2.40 420,663 -5.11 0.0284
2015-05-15 2015-03-31 13F/A-1 SUN CMNTYS COM 866674104 6,644,335 329,035 5.21 443,310 16.10 0.0301
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 6,644,335 443,310
2015-02-12 2014-12-31 13F SUN CMNTYS COM 866674104 6,315,300 157,608 2.56 381,823 22.79 0.0275
2014-11-12 2014-09-30 13F SUN CMNTYS COM 866674104 6,157,692 729,354 13.44 310,963 14.94 0.0242
2014-08-11 2014-06-30 13F SUN CMNTYS COM 866674104 5,428,338 145,698 2.76 270,549 13.58 0.0213
2014-05-13 2014-03-31 13F SUN CMNTYS COM 866674104 5,282,640 808,565 18.07 238,194 24.86 0.0200
2014-02-12 2013-12-31 13F SUN CMNTYS COM 866674104 4,474,075 121,900 2.80 190,775 2.85 0.0168
2013-11-07 2013-09-30 13F SUN CMNTYS COM 866674104 4,352,175 101,736 2.39 185,490 -12.30 0.0181
2013-08-13 2013-06-30 13F SUN CMNTYS COM 866674104 4,250,439 4,250,439 211,501 0.0222
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.