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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$1.17M -$787K -6,154 -40%
CC
227
Centiva Capital
New York
$1.17M +$1.16M +9,092 New
VU
228
Vanderbilt University
Tennessee
$1.16M -$8.82K -69 -0.8%
CGPCS
229
Capital Group Private Client Services
California
$1.15M -$13.9K -109 -1%
Franklin Resources
230
Franklin Resources
California
$1.14M -$3.53M -27,608 -76%
VPIM
231
Vanguard Personalized Indexing Management
California
$1.13M +$44.1K +345 +4%
EGM
232
Engineers Gate Manager
New York
$1.11M +$1.1M +8,627 New
OAM
233
Ostrum Asset Management
France
$1.11M -$29.1K -228 -3%
KRS
234
Kentucky Retirement Systems
Kentucky
$1.11M +$1.1M +8,605 New
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$1.11M +$54.1K +423 +5%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$1.09M +$60.3K +472 +6%
TRCT
237
Tower Research Capital (TRC)
New York
$1.09M +$986K +7,714 +1,023%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$1.09M +$136K +1,063 +14%
BCM
239
Brasada Capital Management
Texas
$1.07M
AAF
240
Andra AP-fonden
Sweden
$1.06M +$772K +6,039 +277%
I
241
InceptionR
California
$1.03M +$1.02M +7,980 New
O
242
Ossiam
France
$1.02M -$59.2K -463 -6%
EI
243
Ethic Inc
New York
$1.01M +$68.4K +535 +7%
JF
244
Jump Financial
Illinois
$996K +$990K +7,741 New
IIM
245
INTECH Investment Management
Florida
$979K +$19.8K +155 +2%
AAS
246
Avantax Advisory Services
Texas
$948K +$65.7K +514 +7%
CS
247
Candriam SCA
Luxembourg
$948K -$2.56K -20 -0.3%
VA
248
Vident Advisory
Georgia
$947K -$8.57K -67 -0.9%
NW
249
Naviter Wealth
Arkansas
$946K +$38.5K +301 +4%
TC
250
Tacita Capital
Ontario, Canada
$934K

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.