Sun Communities, Inc.
DE ˙ DB ˙ US8666741041
107,00 € ↑4,00 (3,88%)
2026-06-05
CENA AKCJI
SecurityDE:SCZ / Sun Communities, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership4,532 shares
Latest Disclosed Value $ 570,882
Cwm, Llc reports 51.30% decrease in ownership of SCZ / Sun Communities, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 4,532 shares of Sun Communities, Inc. (DE:SCZ) valued at $489,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,305 shares of Sun Communities, Inc.. This represents a change in shares of -51.30% during the quarter. The current value of the position is $484,924 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 4,532 -4,773 -51.30 571 56,900.00 0.0015
2026-01-26 2025-12-31 13F SUN CMNTYS COM 866674104 9,305 6,569 240.10 1 0.0031
2025-10-15 2025-09-30 13F SUN CMNTYS COM 866674104 2,736 280 11.40 0 0.0011
2025-07-25 2025-06-30 13F SUN CMNTYS COM 866674104 2,456 22 0.90 0 0.0011
2025-05-01 2025-03-31 13F SUN CMNTYS COM 866674104 2,434 801 49.05 0 0.0012
2025-02-04 2024-12-31 13F SUN CMNTYS COM 866674104 1,633 -23 -1.39 0 0.0008
2024-10-08 2024-09-30 13F SUN CMNTYS COM 866674104 1,656 -84 -4.83 0 0.0010
2024-07-10 2024-06-30 13F SUN CMNTYS COM 866674104 1,740 77 4.63 0 0.0010
2024-04-05 2024-03-31 13F SUN CMNTYS COM 866674104 1,663 73 4.59 0 0.0010
2024-02-01 2023-12-31 13F SUN CMNTYS COM 866674104 1,590 598 60.28 0 0.0011
2023-10-11 2023-09-30 13F SUN CMNTYS COM 866674104 992 -98 -8.99 0 0.0007
2023-08-03 2023-06-30 13F SUN CMNTYS COM 866674104 1,090 -1 -0.09 0 0.0009
2023-05-01 2023-03-31 13F SUN CMNTYS COM 866674104 1,091 22 2.06 0 0.0010
2023-02-01 2022-12-31 13F SUN CMNTYS COM 866674104 1,069 422 65.22 0 -100.00 0.0011
2022-10-27 2022-09-30 13F SUN CMNTYS COM 866674104 647 -54 -7.70 88 -21.43 0.0007
2022-07-28 2022-06-30 13F SUN CMNTYS COM 866674104 701 243 53.06 112 40.00 0.0009
2022-04-21 2022-03-31 13F SUN CMNTYS COM 866674104 458 141 44.48 80 19.40 0.0006
2022-01-31 2021-12-31 13F SUN CMNTYS COM 866674104 317 68 27.31 67 55.81 0.0005
2021-09-15 2021-06-30 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2021-07-29 2021-06-30 13F SUN CMNTYS COM 866674104 249 0 43 0.0003
2021-09-15 2021-03-31 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2021-04-27 2021-03-31 13F SUN CMNTYS COM 866674104 284 35 43 0.0004
2021-09-15 2020-12-31 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2021-01-27 2020-12-31 13F SUN CMNTYS COM 866674104 95 -154 14 0.0001
2021-09-15 2020-09-30 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2020-10-19 2020-09-30 13F SUN CMNTYS COM 866674104 99 -150 14 0.0002
2021-09-15 2020-06-30 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2020-07-22 2020-06-30 13F SUN CMNTYS COM 866674104 39 -210 5 0.0001
2021-09-15 2020-03-31 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2020-04-28 2020-03-31 13F SUN CMNTYS COM 866674104 179 -70 22 0.0003
2021-09-14 2019-12-31 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2020-01-27 2019-12-31 13F SUN CMNTYS COM 866674104 174 -75 26 0.0003
2021-09-14 2019-09-30 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2019-10-22 2019-09-30 13F SUN CMNTYS COM 866674104 245 -4 36 0.0005
2021-09-14 2019-06-30 13F/A-1 SUN CMNTYS COM 866674104 249 0 0.00 43 0.00 0.0003
2019-07-31 2019-06-30 13F SUN CMNTYS COM 866674104 169 -80 22 0.0004
2021-09-02 2019-03-31 13F/A-1 SUN CMNTYS COM 866674104 249 80 47.34 43 152.94 0.0003
2019-04-22 2019-03-31 13F SUN CMNTYS COM 866674104 169 0 20 0.0004
2019-01-25 2018-12-31 13F SUN CMNTYS COM 866674104 169 0 0.00 17 0.00 0.0004
2018-10-29 2018-09-30 13F SUN CMNTYS COM 866674104 169 0 0.00 17 0.00 0.0004
2018-07-31 2018-06-30 13F SUN CMNTYS COM 866674104 169 0 0.00 17 13.33 0.0006
2018-04-26 2018-03-31 13F SUN CMNTYS COM 866674104 169 -30 -15.08 15 -16.67 0.0006
2018-01-16 2017-12-31 13F SUN CMNTYS COM 866674104 199 22 12.43 18 20.00 0.0008
2017-10-16 2017-09-30 13F SUN CMNTYS COM 866674104 177 177 15 0.0007
2017-07-17 2017-06-30 13F SUN CMNTYS COM 866674104 0 -166 -100.00 0 -100.00
2017-04-17 2017-03-31 13F SUN CMNTYS COM 866674104 166 166 13 0.0007
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.