Funds holding Sun Communities Inc
441 funds declare a position · 117 ETFs and 324 other funds · 7.6B $ · US8666741041
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Dodge & Cox Stock Fund Dodge & Cox Funds | 10,801,900 | 1.4B $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 4,591,358 | 587M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,904,424 | 491.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 3,806,525 | 479.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,840,545 | 357.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 2,021,957 | 254.7M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 1,797,187 | 226.4M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1,758,441 | 221.5M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,588,822 | 200.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 1,430,265 | 180.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,802 | 163.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 1,108,900 | 139.7M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 960,482 | 122.8M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 804,189 | 109.7M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 813,997 | 104.1M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 668,389 | 85.4M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 607,775 | 82.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 633,643 | 79.8M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 483,181 | 60.9M $ | 2.97 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 471,559 | 60.3M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 460,563 | 58.9M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 467,328 | 58.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 455,555 | 58.2M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 453,621 | 58M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 421,432 | 53.1M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 398,239 | 50.9M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 367,343 | 46.3M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 358,500 | 45.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 326,477 | 41.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 287,518 | 36.8M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 282,774 | 36.1M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 262,749 | 33.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 256,398 | 32.8M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 246,342 | 31M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 245,000 | 30.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 223,178 | 30.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 234,121 | 29.9M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 217,486 | 29.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 230,700 | 29.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 226,658 | 28.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Residential and Multisector Real Estate ETF iShares Trust | 224,915 | 28.3M $ | 3.60 % | as of Mar 31, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 220,012 | 28.1M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 210,033 | 26.5M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 207,780 | 26.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 201,800 | 25.4M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 185,725 | 23.7M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 171,922 | 23.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 181,700 | 23.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 166,244 | 22.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 178,500 | 22.5M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 174,888 | 22M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 161,393 | 20.6M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 158,558 | 20.3M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 159,100 | 20M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 157,244 | 19.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 147,350 | 18.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 134,100 | 18.3M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 144,886 | 18.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 143,283 | 18M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 142,415 | 17.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 124,380 | 17M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 132,912 | 16.7M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 121,515 | 16.6M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 120,509 | 16.4M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 120,449 | 16.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 115,739 | 15.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 119,372 | 15.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 119,600 | 15.1M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 114,882 | 14.5M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 109,600 | 14M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 108,681 | 13.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 102,773 | 13.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Meridian Contrarian Fund Meridian Fund Inc | 97,312 | 12.3M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 94,152 | 12M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 94,545 | 11.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 89,860 | 11.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 91,185 | 11.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 88,455 | 11.3M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 87,308 | 11M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 85,605 | 10.9M $ | 3.58 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Equity Income Fund JNL Series Trust | 85,245 | 10.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 84,887 | 10.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Sp Funds S&p Global Reit Sharia ETF Tidal Trust I | 78,154 | 10.7M $ | 5.11 % | as of Feb 28, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 82,375 | 10.5M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 83,006 | 10.5M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust | 81,652 | 10.4M $ | 2.29 % | as of Apr 30, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 82,039 | 10.3M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 77,428 | 9.9M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 76,300 | 9.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 75,840 | 9.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 74,009 | 9.5M $ | 2.17 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 73,630 | 9.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 67,482 | 9.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 64,090 | 8.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 69,331 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 68,919 | 8.7M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 67,887 | 8.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 68,247 | 8.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 68,069 | 8.6M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 67,066 | 8.6M $ | 2.07 % | as of Apr 30, 2026 · Original filing |