Sun Communities, Inc.
DE ˙ DB ˙ US8666741041
107,00 € ↑4,00 (3,88%)
2026-06-05
CENA AKCJI
SecurityDE:SCZ / Sun Communities, Inc.
InstitutionAviva Plc
Latest Disclosed Ownership104,744 shares
Latest Disclosed Value $ 13,193,554
Aviva Plc reports 2.97% increase in ownership of SCZ / Sun Communities, Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 104,744 shares of Sun Communities, Inc. (DE:SCZ) valued at $11,312,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 101,719 shares of Sun Communities, Inc.. This represents a change in shares of 2.97% during the quarter. The current value of the position is $11,207,608 USD.

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)
2026-05-14 2026-03-31 13F SUN CMNTYS COM 866674104 104,744 3,025 2.97 13,194 4.67 0.0221
2026-02-12 2025-12-31 13F SUN CMNTYS COM 866674104 101,719 5,480 5.69 12,604 1.53 0.0213
2025-11-13 2025-09-30 13F SUN CMNTYS COM 866674104 96,239 1,034 1.09 12,415 3.09 0.0226
2025-08-07 2025-06-30 13F SUN CMNTYS COM 866674104 95,205 90,353 1,862.18 12,042 1,829.81 0.0249
2025-05-15 2025-03-31 13F SUN CMNTYS COM 866674104 4,852 263 5.73 624 10.64 0.0015
2025-02-13 2024-12-31 13F SUN CMNTYS COM 866674104 4,589 -100 -2.13 564 -10.90 0.0015
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 4,689 -9 -0.19 634 12.04 0.0016
2024-08-02 2024-06-30 13F SUN CMNTYS COM 866674104 4,698 -2,908 -38.23 565 -42.17 0.0016
2024-05-14 2024-03-31 13F SUN CMNTYS COM 866674104 7,606 -15,514 -67.10 978 -68.37 0.0032
2024-02-09 2023-12-31 13F SUN CMNTYS COM 866674104 23,120 -35,962 -60.87 3,090 -55.81 0.0111
2023-11-13 2023-09-30 13F SUN CMNTYS COM 866674104 59,082 9,602 19.41 6,992 8.30 0.0294
2023-08-10 2023-06-30 13F SUN CMNTYS COM 866674104 49,480 20,965 73.52 6,455 60.69 0.0263
2023-05-12 2023-03-31 13F SUN CMNTYS COM 866674104 28,515 -68,289 -70.54 4,017 -70.98 0.0182
2023-02-14 2022-12-31 13F/A-2 SUN CMNTYS COM 866674104 96,804 2,593 2.75 13,843 8.57 0.0681
2023-02-10 2022-12-31 13F/A-1 SUN CMNTYS COM 866674104 96,804 2,593 16,251 0.0775
2023-02-09 2022-12-31 13F SUN CMNTYS COM 866674104 96,804 2,593 14 0.0665
2022-11-14 2022-09-30 13F SUN CMNTYS COM 866674104 94,211 -324 -0.34 12,749 -15.37 0.0735
2022-08-04 2022-06-30 13F SUN CMNTYS COM 866674104 94,535 -5,403 -5.41 15,065 -14.01 0.0802
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 99,938 -11,803 -10.56 17,519 -25.33 0.0876
2022-02-10 2021-12-31 13F SUN CMNTYS COM 866674104 111,741 -7,527 -6.31 23,462 6.27 0.0984
2021-11-12 2021-09-30 13F SUN CMNTYS COM 866674104 119,268 587 0.49 22,077 8.53 0.0985
2021-08-10 2021-06-30 13F SUN CMNTYS COM 866674104 118,681 1,357 1.16 20,341 15.55 0.0892
2021-05-13 2021-03-31 13F SUN CMNTYS COM 866674104 117,324 7,149 6.49 17,603 5.15 0.0860
2021-02-10 2020-12-31 13F SUN CMNTYS COM 866674104 110,175 20,498 22.86 16,741 32.76 0.0871
2020-11-12 2020-09-30 13F SUN CMNTYS COM 866674104 89,677 3,653 4.25 12,610 8.04 0.0744
2020-08-13 2020-06-30 13F/A-1 SUN CMNTYS COM 866674104 86,024 1,760 2.09 11,672 10.95 0.0728
2020-08-13 2020-06-30 13F SUN CMNTYS COM 866674104 86,024 1,760 11,672 35,336.1501
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 84,264 49,737 144.05 10,520 102.97 0.0771
2020-02-10 2019-12-31 13F SUN CMNTYS COM 866674104 34,527 484 1.42 5,183 2.55 0.0314
2019-11-12 2019-09-30 13F SUN CMNTYS COM 866674104 34,043 -7,870 -18.78 5,054 -5.94 0.0343
2019-07-30 2019-06-30 13F SUN CMNTYS COM 866674104 41,913 -9,854 -19.04 5,373 -12.42 0.0369
2019-05-14 2019-03-31 13F SUN CMNTYS COM 866674104 51,767 45,742 759.20 6,135 900.82 0.0412
2019-02-12 2018-12-31 13F SUN CMNTYS COM 866674104 6,025 1,811 42.98 613 43.22 0.0046
2018-11-13 2018-09-30 13F SUN CMNTYS COM 866674104 4,214 4,214 428 0.0023
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.