SUI icon

Sun Communities

531 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 166 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$125M)

13% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$7.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
226
Nordea Investment Management
Sweden
$1.57M
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$1.56M
IMPI
228
Ilmarinen Mutual Pension Insurance
Finland
$1.55M
SCM
229
Sophron Capital Management
New Jersey
$1.55M
CS
230
Candriam SCA
Luxembourg
$1.52M
LCM
231
LRT Capital Management
Texas
$1.5M
GI
232
GAMCO Investors
Connecticut
$1.49M
FPAS
233
Focus Partners Advisor Solutions
Missouri
$1.47M
P
234
&Partners
Tennessee
$1.45M
Creative Planning
235
Creative Planning
Kansas
$1.36M
Natixis Advisors
236
Natixis Advisors
Massachusetts
$1.35M
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$1.35M
CIA
238
Cascade Investment Advisors
Oregon
$1.33M
BC
239
Brookfield Corp
Ontario, Canada
$1.31M
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$1.29M
WA
241
WBH Advisory
Maryland
$1.23M
RWC
242
Rare Wolf Capital
Washington
$1.2M
VOYA Investment Management
243
VOYA Investment Management
Georgia
$1.19M
STA
244
Summit Trail Advisors
New York
$1.18M
PMWMG
245
Parr McKnight Wealth Management Group
Minnesota
$1.16M
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.15M
SOAMC
247
Spirit of America Management Corp
New York
$1.15M
Verition Fund Management
248
Verition Fund Management
Connecticut
$1.13M
Truist Financial
249
Truist Financial
North Carolina
$1.11M
BCI
250
Brinker Capital Investments
Pennsylvania
$1.08M