Sun Communities, Inc.
US ˙ NYSE ˙ US8666741041

SecuritySUI / Sun Communities, Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Lee Financial Co closes position in SUI / Sun Communities, Inc.

On January 22, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 0 shares of Sun Communities, Inc. (US:SUI) valued at $0 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 4, 2025 disclosing 2,506 shares of Sun Communities, Inc.. The current value of the position is $0 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.

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)
2026-01-22 2025-12-31 13F SUN CMNTYS COM 866674104 0 -100.00 0
2025-11-04 2025-09-30 13F SUN CMNTYS COM 866674104 2,506 4 0.16 323 2.22 0.0405
2025-07-24 2025-06-30 13F SUN CMNTYS COM 866674104 2,502 0 0.00 317 -1.56 0.0454
2025-05-13 2025-03-31 13F SUN CMNTYS COM 866674104 2,502 0 0.00 322 4.56 0.0492
2025-01-30 2024-12-31 13F SUN CMNTYS COM 866674104 2,502 -3,775 -60.14 308 -63.80 0.0432
2024-11-14 2024-09-30 13F SUN CMNTYS COM 866674104 6,277 40 0.64 848 13.07 0.1205
2024-08-14 2024-06-30 13F SUN CMNTYS COM 866674104 6,237 0 0.00 751 -6.37 0.1223
2024-05-15 2024-03-31 13F SUN CMNTYS COM 866674104 6,237 0 0.00 802 -3.84 0.1337
2024-02-08 2023-12-31 13F SUN CMNTYS COM 866674104 6,237 0 0.00 834 12.87 0.1463
2023-11-09 2023-09-30 13F SUN CMNTYS COM 866674104 6,237 1,600 34.51 738 22.19 0.1375
2023-08-08 2023-06-30 13F SUN CMNTYS COM 866674104 4,637 0 0.00 605 -7.50 0.1059
2023-05-15 2023-03-31 13F SUN CMNTYS COM 866674104 4,637 0 0.00 653 -1.51 0.1121
2023-02-09 2022-12-31 13F SUN CMNTYS COM 866674104 4,637 782 20.29 663 27.26 0.1131
2022-11-02 2022-09-30 13F SUN CMNTYS COM 866674104 3,855 0 0.00 521 -15.15 0.0974
2022-08-10 2022-06-30 13F SUN CMNTYS COM 866674104 3,855 0 0.00 614 -9.17 0.1126
2022-05-11 2022-03-31 13F SUN CMNTYS COM 866674104 3,855 1,461 61.03 676 34.66 0.1210
2022-02-08 2021-12-31 13F SUN CMNTYS COM 866674104 2,394 24 1.01 502 14.61 0.0943
2021-11-12 2021-09-30 13F SUN CMNTYS COM 866674104 2,370 0 0.00 438 7.62 0.0906
2021-08-04 2021-06-30 13F SUN CMNTYS COM 866674104 2,370 0 0.00 407 14.33 0.0863
2021-05-13 2021-03-31 13F SUN CMNTYS COM 866674104 2,370 2,250 1,875.00 356 1,877.78 0.0844
2021-02-12 2020-12-31 13F SUN CMNTYS COM 866674104 120 0 0.00 18 5.88 0.0047
2020-11-03 2020-09-30 13F SUN CMNTYS COM 866674104 120 15 14.29 17 21.43 0.0047
2020-08-11 2020-06-30 13F SUN CMNTYS COM 866674104 105 -10 -8.70 14 0.00 0.0039
2020-05-07 2020-03-31 13F SUN CMNTYS COM 866674104 115 0 0.00 14 -17.65 0.0046
2020-02-14 2019-12-31 13F SUN CMNTYS COM 866674104 115 0 0.00 17 0.00 0.0037
2019-11-08 2019-09-30 13F SUN CMNTYS COM 866674104 115 0 0.00 17 13.33 0.0038
2019-07-30 2019-06-30 13F SUN CMNTYS COM 866674104 115 0 0.00 15 7.14 0.0034
2019-04-30 2019-03-31 13F SUN CMNTYS COM 866674104 115 0 0.00 14 16.67 0.0033
2019-02-11 2018-12-31 13F SUN CMNTYS COM 866674104 115 0 0.00 12 0.00 0.0032
2018-11-07 2018-09-30 13F SUN CMNTYS COM 866674104 115 -81 -41.33 12 -36.84 0.0030
2018-08-14 2018-06-30 13F SUN CMNTYS COM 866674104 196 7 3.70 19 5.56 0.0045
2018-05-09 2018-03-31 13F SUN CMNTYS COM 866674104 189 74 64.35 18 63.64 0.0046
2018-02-09 2017-12-31 13F SUN CMNTYS COM 866674104 115 0 0.00 11 10.00 0.0032
2017-11-07 2017-09-30 13F SUN CMNTYS COM 866674104 115 0 0.00 10 0.00 0.0032
2017-07-27 2017-06-30 13F SUN CMNTYS COM 866674104 115 0 0.00 10 11.11 0.0037
2017-05-09 2017-03-31 13F SUN CMNTYS COM 866674104 115 0 0.00 9 0.00 0.0036
2017-02-14 2016-12-31 13F SUN CMNTYS COM 866674104 115 115 9 0.0050
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.