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Sun Communities
SUI

Overview Fund Activity

459 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, 185 increasing their positions, 171 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-28
Holders Change %
-5.75%
% 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
185
Reduced
171
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
2
BlackRock
BlackRock
New York
+$101M
3
Dodge & Cox
Dodge & Cox
California
+$69.7M
4
Cohen & Steers
Cohen & Steers
New York
+$42.2M
5
Millennium Management
Millennium Management
New York
+$32.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PI
PGGM Investments
Netherlands
-$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$41.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.1M
5
ACA
Anchor Capital Advisors
Massachusetts
-$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
301
Crawford Investment Counsel
Georgia
$374K +$6.2K +49 +2%
BS
302
Banco Santander
Spain
$372K – – –
BMSSC
303
B. Metzler seel. Sohn & Co
Germany
$359K – – –
AV
304
ASR Vermogensbeheer
Netherlands
$357K -$1.9K -15 -0.5%
LWA
305
Lantern Wealth Advisors
New York
$354K +$354K +2,800 New
PMAM
306
Penn Mutual Asset Management
Pennsylvania
$352K – – –
GCM
307
Greenland Capital Management
New York
$333K -$1.44M -11,351 -81%
UCFA
308
United Capital Financial Advisors
Texas
$318K -$199K -1,571 -38%
LF
309
Lee Financial
Texas
$317K – – –
RCM
310
RB Capital Management
Nevada
$315K -$29.8K -236 -9%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$311K +$2.79K +22 +0.9%
SCA
312
Snowden Capital Advisors
New York
$309K -$1.53K -12 -0.5%
MMPW
313
Mitchell McLeod Pugh & Williams
Alabama
$308K -$1.39K -11 -0.4%
QCG
314
Quadrant Capital Group
Ohio
$306K +$9.49K +75 +3%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$299K -$166K -1,316 -36%
CCA
316
Checchi Capital Advisers
California
$298K +$1.01K +8 +0.3%
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$297K -$45.5K -360 -13%
RFC
318
Regions Financial Corp
Alabama
$288K -$27.1K -214 -9%
EFS
319
Econ Financial Services
Pennsylvania
$286K +$286K +2,264 New
GFM
320
GF Fund Management
China
$285K -$20.5K -162 -7%
PAM
321
Panagora Asset Management
Massachusetts
$281K – – –
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$277K +$70.3K +556 +34%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$273K -$43.6K -345 -14%
CA
324
CoreCap Advisors
Michigan
$271K – – –
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$268K +$268K +2,115 New
11 12
13
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