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Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
VU
226
Vanderbilt University
Tennessee
$1.13M -$10.7K -86 -0.9%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$1.13M +$58.7K +473 +6%
CGPCS
228
Capital Group Private Client Services
California
$1.09M -$47K -379 -4%
EI
229
Ethic Inc
New York
$1.08M +$75.9K +612 +8%
CA
230
Commerzbank Aktiengesellschaft
Germany
$1.06M +$333K +2,689 +47%
OAM
231
Ostrum Asset Management
France
$1.06M -$29.8K -240 -3%
STA
232
Summit Trail Advisors
New York
$1.06M +$1.04M +8,371 New
VWM
233
VCI Wealth Management
Missouri
$1.04M +$121K +973 +13%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$1.04M -$1.9M -15,288 -65%
NW
235
Naviter Wealth
Arkansas
$1.04M +$108K +870 +12%
SA
236
Sanctuary Advisors
Indiana
$1.04M +$123K +989 +14%
Osaic Holdings
237
Osaic Holdings
Arizona
$1.03M +$472K +3,804 +87%
TC
238
Tacita Capital
Ontario, Canada
$1.03M +$110K +888 +12%
KRS
239
Kentucky Retirement Systems
Kentucky
$1.02M -$65.7K -530 -6%
O
240
Ossiam
France
$1.01M +$7.56K +61 +0.8%
SG Americas Securities
241
SG Americas Securities
New York
$1.01M +$988K +7,971 New
VPIM
242
Vanguard Personalized Indexing Management
California
$987K -$124K -996 -11%
GM
243
GeoWealth Management
Illinois
$966K +$117K +943 +14%
GWMR
244
GC Wealth Management RIA
Massachusetts
$958K +$101K +813 +12%
CGIM
245
Cannon Global Investment Management
Florida
$949K +$248K +2,000 +36%
AWA
246
Arkadios Wealth Advisors
Georgia
$941K +$39.7K +320 +4%
AAS
247
Avantax Advisory Services
Texas
$901K -$31.1K -251 -3%
TI
248
Tidal Investments
Wisconsin
$897K +$91.5K +738 +12%
AB
249
Amalgamated Bank
New York
$895K +$40.1K +323 +5%
DEA
250
DoubleLine ETF Adviser
Florida
$891K +$9.8K +79 +1%

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.