SUI — Sun Cmntys Inc Institutional Holders · Q3 2026
Who owns Sun Cmntys Inc (SUI)? 19 institutions reported holding $6.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adams Asset Advisors, LLC ($3.9M), American National Bank & Trust ($664,680), Journey Retirement Planning & Investment Management LLC ($615,176).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | $3.9M | 35,570 | Added |
| 2 | AMERICAN NATIONAL BANK & TRUST | $664,680 | 6,000 | Hold |
| 3 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $615,176 | 5,553 | Added |
| 4 | Wedmont Private Capital | $513,609 | 4,594 | New |
| 5 | CoreCap Advisors, LLC | $238,509 | 2,153 | Hold |
| 6 | GAMMA Investing LLC | $180,793 | 1,632 | Added |
| 7 | Farther Finance Advisors, LLC | $137,816 | 1,244 | Added |
| 8 | CX Institutional | $39,000 | 353 | Added |
| 9 | Versant Capital Management, Inc | $31,018 | 280 | Trimmed |
| 10 | Rosenberg Matthew Hamilton | $23,596 | 213 | Hold |
| 11 | GK Wealth Management LLC | $18,325 | 165 | New |
| 12 | MassMutual Private Wealth & Trust, FSB | $6,979 | 63 | Trimmed |
| 13 | Wealth Enhancement Trust Services, Inc. | $6,979 | 63 | Added |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $3,435 | 31 | New |
| 15 | MJT & Associates Financial Advisory Group, Inc. | $2,881 | 26 | Hold |
| 16 | Investors Research Corp | $2,437 | 22 | Hold |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
| 18 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
| 19 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30