太陽社區公司
MX ˙ BMV ˙ US8666741041
SecurityMX:SUI / Sun Communities, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership806,642 shares
Latest Disclosed Value $ 101,604,707
Morgan Stanley reports 15.51% decrease in ownership of SUI / Sun Communities, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 806,642 shares of Sun Communities, Inc. (MX:SUI) valued at $101,604,707 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 954,742 shares of Sun Communities, Inc.. This represents a change in shares of -15.51% 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)
2026-05-15 2026-03-31 13F SUN CMNTYS COM 866674104 806,642 -148,100 -15.51 101,605 -14.11 0.0061
2026-05-27 2025-12-31 13F/A-1 SUN CMNTYS COM 866674104 954,742 39,483 4.31 118,302 0.20 0.0071
2026-02-13 2025-12-31 13F SUN CMNTYS COM 866674104 954,742 39,483 118,302 0.0071
2026-05-27 2025-09-30 13F/A-1 SUN CMNTYS COM 866674104 915,259 18,064 2.01 118,069 4.04 0.0071
2025-11-14 2025-09-30 13F SUN CMNTYS COM 866674104 915,259 18,064 118,069 0.0071
2025-08-15 2025-06-30 13F SUN CMNTYS COM 866674104 897,195 -18,669 -2.04 113,486 -3.68 0.0074
2025-05-15 2025-03-31 13F SUN CMNTYS COM 866674104 915,864 -39,358 -4.12 117,817 0.30 0.0084
2025-05-15 2024-12-31 13F/A-1 SUN CMNTYS COM 866674104 955,222 -55,330 -5.48 117,464 -13.99 0.0082
2025-02-14 2024-12-31 13F SUN CMNTYS COM 866674104 955,222 -55,330 117,464 0.0082
2025-05-14 2024-09-30 13F/A-2 SUN CMNTYS COM 866674104 1,010,552 -89,991 -8.18 136,576 3.12 0.0099
2025-02-14 2024-09-30 13F/A-1 SUN CMNTYS COM 866674104 1,010,552 -89,991 136,576 0.0099
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 1,010,552 -89,991 136,576 0.0012
2025-05-14 2024-06-30 13F/A-2 SUN CMNTYS COM 866674104 1,100,543 54,052 5.17 132,440 -1.57 0.0102
2024-10-17 2024-06-30 13F/A-1 SUN CMNTYS COM 866674104 1,100,543 54,052 132,440 0.0102
2024-08-14 2024-06-30 13F SUN CMNTYS COM 866674104 1,100,543 54,052 132,440 0.0102
2024-10-17 2024-03-31 13F/A-2 SUN CMNTYS COM 866674104 1,046,491 46,738 4.67 134,558 0.70 0.0108
2024-08-16 2024-03-31 13F/A-1 SUN CMNTYS COM 866674104 1,046,491 46,738 134,558 0.0013
2024-05-15 2024-03-31 13F SUN CMNTYS COM 866674104 1,046,491 46,738 134,558 0.0108
2024-08-16 2023-12-31 13F/A-1 SUN CMNTYS COM 866674104 999,753 -67,133 -6.29 133,617 5.83 0.0118
2024-02-13 2023-12-31 13F SUN CMNTYS COM 866674104 999,753 -67,133 133,617 0.0118
2023-11-15 2023-09-30 13F SUN CMNTYS COM 866674104 1,066,886 -12,080 -1.12 126,256 -10.31 0.0128
2023-08-14 2023-06-30 13F SUN CMNTYS COM 866674104 1,078,966 -172,922 -13.81 140,762 -20.19 0.0139
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 1,251,888 54,909 4.59 176,366 3.04 0.0189
2023-02-14 2022-12-31 13F SUN CMNTYS COM 866674104 1,196,979 267,475 28.78 171,168 36.07 0.0194
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 929,504 84,913 10.05 125,791 -6.54 0.0171
2022-10-27 2022-06-30 13F/A-1 SUN CMNTYS COM 866674104 844,591 -75,430 -8.20 134,595 -16.54 0.0175
2022-08-15 2022-06-30 13F SUN CMNTYS COM 866674104 844,591 -75,430 134,595 0.0035
2022-10-27 2022-03-31 13F/A-1 SUN CMNTYS COM 866674104 920,021 110,353 13.63 161,270 -5.14 0.0218
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 920,021 110,353 161,270 0.0218
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 809,668 163,641 25.33 170,006 42.17 0.0210
2021-11-15 2021-09-30 13F SUN CMNTYS COM 866674104 646,027 289,839 81.37 119,580 95.87 0.0161
2021-08-23 2021-06-30 13F/A-1 SUN CMNTYS COM 866674104 356,188 96,914 37.38 61,052 56.94 0.0081
2021-08-16 2021-06-30 13F SUN CMNTYS COM 866674104 356,188 96,914 61,052 0.0017
2021-05-17 2021-03-31 13F SUN CMNTYS COM 866674104 259,274 -8,449 -3.16 38,901 -4.37 0.0057
2021-02-16 2020-12-31 13F SUN CMNTYS COM 866674104 267,723 170,603 175.66 40,680 197.89 0.0063
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 97,120 -132,868 -57.77 13,656 -56.24 0.0026
2020-08-14 2020-06-30 13F SUN CMNTYS COM 866674104 229,988 56,772 32.78 31,205 44.28 0.0069
2020-05-26 2020-03-31 13F/A-1 SUN CMNTYS COM 866674104 173,216 -164,489 -48.71 21,628 -57.33 0.0059
2020-05-15 2020-03-31 13F SUN CMNTYS COM 866674104 173,216 -164,489 21,628 1,661.4813
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 337,705 48,490 16.77 50,689 18.06 0.0118
2019-11-14 2019-09-30 13F SUN CMNTYS COM 866674104 289,215 50,215 21.01 42,934 40.14 0.0114
2019-08-14 2019-06-30 13F SUN CMNTYS COM 866674104 239,000 36,435 17.99 30,637 27.61 0.0082
2019-05-15 2019-03-31 13F SUN CMNTYS COM 866674104 202,565 -39,704 -16.39 24,008 -2.57 0.0068
2019-02-14 2018-12-31 13F SUN CMNTYS COM 866674104 242,269 44,927 22.77 24,642 22.98 0.0074
2019-04-23 2018-09-30 13F/A-2 SUN CMNTYS COM 866674104 197,342 -60,839 -23.56 20,038 -20.70 0.0050
2018-11-20 2018-09-30 13F/A-1 SUN CMNTYS COM 866674104 197,342 0 20,038 0.0050
2018-11-14 2018-09-30 13F SUN CMNTYS COM 866674104 197,342 -60,839 20,038
2019-04-23 2018-06-30 13F/A-1 SUN CMNTYS COM 866674104 258,181 107,498 71.34 25,270 83.54 0.0068
2018-08-14 2018-06-30 13F SUN CMNTYS COM 866674104 258,181 107,498 25,270
2019-04-23 2018-03-31 13F/A-1 SUN CMNTYS COM 866674104 150,683 -90,266 -37.46 13,768 -38.41 0.0038
2018-05-14 2018-03-31 13F SUN CMNTYS COM 866674104 150,683 -90,266 13,768
2019-04-23 2017-12-31 13F/A-1 SUN CMNTYS COM 866674104 240,949 9,192 3.97 22,356 12.58 0.0061
2018-02-14 2017-12-31 13F SUN CMNTYS COM 866674104 240,949 9,192 22,356
2017-11-14 2017-09-30 13F SUN CMNTYS COM 866674104 231,757 77,176 49.93 19,857 46.49 0.0059
2017-08-11 2017-06-30 13F SUN CMNTYS COM 866674104 154,581 -15,962 -9.36 13,555 -1.05 0.0041
2017-05-22 2017-03-31 13F/A-1 SUN CMNTYS COM 866674104 170,543 26,419 18.33 13,699 24.06 0.0042
2017-05-12 2017-03-31 13F SUN CMNTYS COM 866674104 170,543 13,699
2017-02-22 2016-12-31 13F/A-1 SUN CMNTYS COM 866674104 144,124 1,520 1.07 11,042 -1.34 0.0036
2017-02-13 2016-12-31 13F SUN CMNTYS COM 866674104 144,124 11,042
2016-11-10 2016-09-30 13F SUN CMNTYS COM 866674104 142,604 -95,801 -40.18 11,192 -38.74 0.0038
2016-08-12 2016-06-30 13F SUN CMNTYS COM 866674104 238,405 -146,776 -38.11 18,271 -33.76 0.0066
2016-05-12 2016-03-31 13F SUN CMNTYS COM 866674104 385,181 225,406 141.08 27,582 151.91 0.0106
2016-02-09 2015-12-31 13F SUN CMNTYS COM 866674104 159,775 -18,328 -10.29 10,949 -9.28 0.0040
2016-02-08 2015-09-30 13F/A-1 SUN CMNTYS COM 866674104 178,103 83,298 87.86 12,069 105.89 0.0045
2015-11-09 2015-09-30 13F SUN CMNTYS COM 866674104 178,103 12,069
2015-08-12 2015-06-30 13F SUN CMNTYS COM 866674104 94,805 14,681 18.32 5,862 9.67 0.0020
2015-05-14 2015-03-31 13F SUN CMNTYS COM 866674104 80,124 502 0.63 5,345 11.03 0.0020
2015-02-13 2014-12-31 13F SUN CMNTYS COM 866674104 79,622 -29,583 -27.09 4,814 -12.73 0.0018
2014-12-16 2014-09-30 13F/A-1 SUN CMNTYS COM 866674104 109,205 -82,111 -42.92 5,516 -36.05 0.0021
2014-11-14 2014-09-30 13F SUN CMNTYS COM 866674104 109,205 5,516
2014-05-13 2014-03-31 13F SUN CMNTYS COM 866674104 191,316 14,271 8.06 8,626 14.28 0.0036
2014-02-13 2013-12-31 13F SUN CMNTYS COM 866674104 177,045 92,076 108.36 7,548 108.39 0.0032
2013-11-13 2013-09-30 13F SUN COMMUNITIES INC COM RE COM 866674104 84,969 -38,374 -31.11 3,622 -40.99 0.0017
2013-08-08 2013-06-30 13F SUN COMMUNITIES INC COM RE COM 866674104 123,343 123,343 6,138 0.0031
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.