Sun Communities, Inc.
DE ˙ DB ˙ US8666741041
107,00 EUR ↑4,00 (3,88%)
2026-06-05
PREȚUL ACȚIUNILOR
SecurityDE:SCZ / Sun Communities, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership8,860 shares
Latest Disclosed Value $ 1,116,006
Mackenzie Financial Corp reports 51.27% decrease in ownership of SCZ / Sun Communities, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 8,860 shares of Sun Communities, Inc. (DE:SCZ) valued at $956,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 18,183 shares of Sun Communities, Inc.. This represents a change in shares of -51.27% during the quarter. The current value of the position is $948,020 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)
2026-05-13 2026-03-31 13F SUN CMNTYS COM 866674104 8,860 -9,323 -51.27 1,116 -50.97 0.0013
2026-02-18 2025-12-31 13F SUN CMNTYS COM 866674104 18,183 5,988 49.10 2,277 44.69 0.0027
2025-11-13 2025-09-30 13F SUN CMNTYS COM 866674104 12,195 73 0.60 1,573 2.61 0.0019
2025-08-13 2025-06-30 13F SUN CMNTYS COM 866674104 12,122 3,676 43.52 1,533 41.16 0.0020
2025-05-07 2025-03-31 13F SUN CMNTYS COM 866674104 8,446 1,063 14.40 1,086 19.74 0.0015
2025-05-02 2024-12-31 13F/A-2 SUN CMNTYS COM 866674104 7,383 765 11.56 908 1.45 0.0012
2025-02-20 2024-12-31 13F/A-1 SUN CMNTYS COM 866674104 7,383 765 908 0.0012
2025-02-14 2024-12-31 13F Sun Communities REIT 866674104 7,383 765 518 0.0007
2024-11-13 2024-09-30 13F SUN CMNTYS COM 866674104 6,618 -437 -6.19 894 5.42 0.0012
2024-08-14 2024-06-30 13F SUN CMNTYS COM 866674104 7,055 3,821 118.15 849 104.34 0.0013
2024-05-10 2024-03-31 13F SUN CMNTYS COM 866674104 3,234 -414 -11.35 416 -14.78 0.0006
2024-01-30 2023-12-31 13F SUN CMNTYS COM 866674104 3,648 -1,334 -26.78 488 -13.81 0.0007
2023-10-25 2023-09-30 13F SUN CMNTYS COM 866674104 4,982 -864 -14.78 565 -26.72 0.0010
2023-08-03 2023-06-30 13F SUN CMNTYS COM 866674104 5,846 -1,770 -23.24 771 -28.08 0.0012
2023-04-24 2023-03-31 13F SUN CMNTYS COM 866674104 7,616 333 4.57 1,073 2.98 0.0017
2023-02-14 2022-12-31 13F SUN CMNTYS COM 866674104 7,283 -24,354 -76.98 1,041 -75.68 0.0017
2022-10-07 2022-09-30 13F Sun Communities REIT 866674104 31,637 585 1.88 4,281 -13.48 0.0074
2022-08-10 2022-06-30 13F SUN CMNTYS COM 866674104 31,052 679 2.24 4,948 -7.06 0.0079
2022-05-13 2022-03-31 13F SUN CMNTYS COM 866674104 30,373 1,456 5.04 5,324 -12.32 0.0071
2022-02-14 2021-12-31 13F SUN CMNTYS COM 866674104 28,917 1,505 5.49 6,072 19.67 0.0082
2021-11-08 2021-09-30 13F SUN CMNTYS COM 866674104 27,412 -47 -0.17 5,074 7.82 0.0072
2021-08-11 2021-06-30 13F SUN CMNTYS COM 866674104 27,459 -3,974 -12.64 4,706 -0.21 0.0065
2021-05-14 2021-03-31 13F SUN CMNTYS COM 866674104 31,433 14,125 81.61 4,716 79.32 0.0072
2021-02-10 2020-12-31 13F SUN CMNTYS COM 866674104 17,308 14,322 479.64 2,630 526.19 0.0057
2020-11-13 2020-09-30 13F SUN CMNTYS COM 866674104 2,986 373 14.27 420 18.31 0.0010
2020-08-13 2020-06-30 13F SUN CMNTYS COM 866674104 2,613 114 4.56 355 13.78 0.0010
2020-05-14 2020-03-31 13F SUN CMNTYS COM 866674104 2,499 296 13.44 312 -5.74 0.0010
2020-02-13 2019-12-31 13F SUN CMNTYS COM 866674104 2,203 2,203 331 0.0008
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.