썬 커뮤니티, Inc.
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership9,110 shares
Latest Disclosed Value $ 1,160,429
Wbh Advisory Inc reports 8.30% decrease in ownership of SUI / Sun Communities, Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 9,110 shares of Sun Communities, Inc. (MX:SUI) valued at $1,160,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,935 shares of Sun Communities, Inc.. This represents a change in shares of -8.30% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F SUN CMNTYS COM 866674104 9,110 -825 -8.30 1,160 -5.77 0.0869
2026-01-26 2025-12-31 13F SUN CMNTYS COM 866674104 9,935 -352 -3.42 1,231 -7.23 0.0912
2025-10-30 2025-09-30 13F SUN CMNTYS COM 866674104 10,287 -851 -7.64 1,327 -5.75 0.1013
2025-07-30 2025-06-30 13F SUN CMNTYS COM 866674104 11,138 36 0.32 1,409 -1.40 0.1201
2025-05-12 2025-03-31 13F SUN CMNTYS COM 866674104 11,102 10 0.09 1,428 4.69 0.1332
2025-01-31 2024-12-31 13F SUN CMNTYS COM 866674104 11,092 -492 -4.25 1,364 -12.84 0.1266
2024-10-15 2024-09-30 13F SUN CMNTYS COM 866674104 11,584 -266 -2.24 1,566 9.82 0.1483
2024-07-11 2024-06-30 13F SUN CMNTYS COM 866674104 11,850 -593 -4.77 1,426 -10.88 0.1443
2024-04-16 2024-03-31 13F SUN CMNTYS COM 866674104 12,443 -262 -2.06 1,600 -5.77 0.1646
2024-01-09 2023-12-31 13F SUN CMNTYS COM 866674104 12,705 -828 -6.12 1,698 6.00 0.1889
2023-10-10 2023-09-30 13F SUN CMNTYS COM 866674104 13,533 -683 -4.80 1,602 -13.65 0.1965
2023-07-12 2023-06-30 13F SUN CMNTYS COM 866674104 14,216 -198 -1.37 1,855 -8.67 0.2198
2023-04-20 2023-03-31 13F SUN CMNTYS COM 866674104 14,414 153 1.07 2,031 5.18 0.2536
2022-10-18 2022-09-30 13F SUN CMNTYS COM 866674104 14,261 -315 -2.16 1,930 -17.52 0.2785
2022-07-12 2022-06-30 13F SUN CMNTYS COM 866674104 14,576 -968 -6.23 2,340 -17.89 0.3122
2022-04-29 2022-03-31 13F SUN CMNTYS COM 866674104 15,544 984 6.76 2,850 -6.77 0.3498
2022-01-28 2021-12-31 13F SUN CMNTYS COM 866674104 14,560 171 1.19 3,057 14.80 0.3487
2021-10-25 2021-09-30 13F SUN CMNTYS COM 866674104 14,389 671 4.89 2,663 2.66 0.3583
2021-07-27 2021-06-30 13F SUN CMNTYS COM 866674104 13,718 -108 -0.78 2,594 25.07 0.3801
2021-04-19 2021-03-31 13F SUN CMNTYS COM 866674104 13,826 40 0.29 2,074 2.93 0.3357
2021-01-21 2020-12-31 13F SUN CMNTYS COM 866674104 13,786 354 2.64 2,015 6.67 0.3467
2020-10-27 2020-09-30 13F SUN CMNTYS COM 866674104 13,432 87 0.65 1,889 4.36 0.3813
2020-08-05 2020-06-30 13F Sun Communities COM 866674104 13,345 381 2.94 1,810 11.87 0.4381
2020-05-07 2020-03-31 13F Sun Communities COM 866674104 12,964 259 2.04 1,618 -91.75 0.3795
2020-01-27 2019-12-31 13F Sun Communities COM 866674104 12,705 104 0.83 19,607 948.50 4.0090
2019-10-25 2019-09-30 13F Sun Communities COM 866674104 12,601 4 0.03 1,870 15.86 0.4199
2019-08-02 2019-06-30 13F Sun Communities COM 866674104 12,597 -45 -0.36 1,614 7.74 0.3742
2019-04-22 2019-03-31 13F Sun Communities COM 866674104 12,642 -24 -0.19 1,498 16.30 0.3563
2019-01-29 2018-12-31 13F Sun Communities COM 866674104 12,666 7 0.06 1,288 0.23 0.3127
2018-10-29 2018-09-30 13F Sun Communities COM 866674104 12,659 8 0.06 1,285 3.80 0.3115
2018-07-31 2018-06-30 13F Sun Communities COM 866674104 12,651 -220 -1.71 1,238 5.27 0.3209
2018-04-30 2018-03-31 13F Sun Communities COM 866674104 12,871 -141 -1.08 1,176 -2.57 0.3197
2018-01-31 2017-12-31 13F Sun Communities COM 866674104 13,012 9 0.07 1,207 8.35 0.3219
2017-11-29 2017-09-30 13F Sun Communities COM 866674104 13,003 -141 -1.07 1,114 -3.30 0.3109
2017-07-21 2017-06-30 13F Sun Communities COM 866674104 13,144 -517 -3.78 1,152 5.01 0.3231
2017-04-21 2017-03-31 13F Sun Communities COM 866674104 13,661 84 0.62 1,097 5.48 0.3286
2017-01-20 2016-12-31 13F Sun Communities COM 866674104 13,577 -3,088 -18.53 1,040 -20.43 0.3466
2016-10-24 2016-09-30 13F Sun Communities COM 866674104 16,665 16,665 1,307 0.4473
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.