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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
CB
301
Commerce Bank
Missouri
$394K -$19.7K -159 -5%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$392K -$204K -1,648 -35%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$390K +$122K +983 +47%
TCM
304
Tributary Capital Management
Nebraska
$381K -$11.2K -90 -3%
AA
305
Advisory Alpha
Michigan
$379K
IA
306
IFP Advisors
Florida
$374K +$372 +3 +0.1%
CIC
307
Crawford Investment Counsel
Georgia
$374K +$6.08K +49 +2%
BS
308
Banco Santander
Spain
$372K
BMSSC
309
B. Metzler seel. Sohn & Co
Germany
$359K
AV
310
ASR Vermogensbeheer
Netherlands
$357K -$1.86K -15 -0.5%
LWA
311
Lantern Wealth Advisors
New York
$354K +$347K +2,800 New
PMAM
312
Penn Mutual Asset Management
Pennsylvania
$352K
CCM
313
Canal Capital Management
Virginia
$340K +$22.6K +182 +7%
GCM
314
Greenland Capital Management
New York
$333K -$1.41M -11,351 -81%
UCFA
315
United Capital Financial Advisors
Texas
$318K -$195K -1,571 -38%
LF
316
Lee Financial
Texas
$317K
RCM
317
RB Capital Management
Nevada
$315K -$29.3K -236 -9%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$311K +$2.73K +22 +0.9%
SCA
319
Snowden Capital Advisors
New York
$309K -$1.49K -12 -0.5%
MMPW
320
Mitchell McLeod Pugh & Williams
Alabama
$308K -$1.36K -11 -0.4%
QCG
321
Quadrant Capital Group
Ohio
$306K +$9.3K +75 +3%
Envestnet Portfolio Solutions
322
Envestnet Portfolio Solutions
Illinois
$299K -$163K -1,316 -36%
CCA
323
Checchi Capital Advisers
California
$298K +$992 +8 +0.3%
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$297K -$44.6K -360 -13%
RFC
325
Regions Financial Corp
Alabama
$288K -$26.5K -214 -9%

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.