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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
251
Truist Financial
North Carolina
$1.11M -$2.12M -16,937 -65%
BCI
252
Brinker Capital Investments
Pennsylvania
$1.08M -$68.3K -546 -6%
CS
253
Capital Square
Tennessee
$1.07M -$587K -4,690 -35%
SA
254
Sanctuary Advisors
Indiana
$1.06M -$76.2K -609 -7%
Osaic Holdings
255
Osaic Holdings
Arizona
$1.06M -$116K -923 -10%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$1.05M -$8.51K -68 -0.8%
Marshall Wace
257
Marshall Wace
United Kingdom
$1.04M +$1.05M +8,384 New
SLAM
258
Swiss Life Asset Management
$1.04M -$286K -2,282 -21%
CA
259
Commerzbank Aktiengesellschaft
Germany
$1.04M
Focus Partners Wealth
260
Focus Partners Wealth
Massachusetts
$1.02M +$1.03M +8,200 New
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
$1.01M +$425K +3,396 +71%
Federated Hermes
262
Federated Hermes
Pennsylvania
$1.01M +$141K +1,129 +16%
EI
263
Ethic Inc
New York
$988K +$136K +1,083 +16%
AG
264
AIA Group
Hong Kong
$987K +$997K +7,966 New
KRS
265
Kentucky Retirement Systems
Kentucky
$983K
NW
266
Naviter Wealth
Arkansas
$971K -$99K -791 -9%
OAM
267
Ostrum Asset Management
France
$965K -$323K -2,581 -25%
AWA
268
Arkadios Wealth Advisors
Georgia
$952K +$40.7K +325 +4%
Robeco Institutional Asset Management
269
Robeco Institutional Asset Management
Netherlands
$947K +$957K +7,644 New
DEA
270
DoubleLine ETF Adviser
Florida
$943K +$16K +128 +2%
CIC
271
Crawford Investment Counsel
Georgia
$939K +$581K +4,640 +158%
MAM
272
Martingale Asset Management
Massachusetts
$872K +$881K +7,036 New
VPIM
273
Vanguard Personalized Indexing Management
California
$864K -$188K -1,500 -18%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$861K +$17.5K +140 +2%
AB
275
Amalgamated Bank
New York
$859K -$12K -96 -1%