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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
NB
301
Norinchukin Bank
Japan
$668K -$28.8K -230 -4%
BWP
302
Balboa Wealth Partners
Arizona
$663K -$99.3K -793 -13%
RIM
303
Rakuten Investment Management
Japan
$662K -$818K -6,537 -55%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$625K -$13.5K -108 -2%
VA
305
Vident Advisory
Georgia
$614K -$140K -1,116 -18%
CFM
306
Catalyst Funds Management
Australia
$595K +$601K +4,800 New
CL
307
Choreo LLC
Illinois
$590K -$73K -583 -11%
IGAM
308
iA Global Asset Management
Quebec, Canada
$588K -$24K -192 -4%
PCM
309
Penserra Capital Management
California
$586K +$1.25K +10 +0.2%
PIM
310
Plato Investment Management
Australia
$582K -$37.4K -299 -6%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$579K +$148K +1,179 +34%
CIM
312
Cambria Investment Management
California
$577K +$582K +4,653 New
BCM
313
Brasada Capital Management
Texas
$572K +$40.1K +320 +7%
SW
314
SkyOak Wealth
Michigan
$569K
CPBTD
315
Central Pacific Bank - Trust Division
Hawaii
$558K -$12.5K -100 -2%
OAC
316
OMERS Administration Corp
Ontario, Canada
$558K
NDSIB
317
North Dakota State Investment Board
North Dakota
$551K +$557K +4,448 New
ECM
318
Everence Capital Management
Indiana
$550K
MML Investors Services
319
MML Investors Services
Massachusetts
$550K +$33.9K +271 +7%
BS
320
Banco Santander
Spain
$549K -$7.51K -60 -1%
CAM
321
Cresset Asset Management
Illinois
$545K +$1.63K +13 +0.3%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$540K +$21.4K +171 +4%
AAIS
323
ABN AMRO Investment Solutions
$538K +$543K +4,340 New
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$530K +$535K +4,277 New
HP
325
Havemeyer Place
Connecticut
$514K +$519K +4,150 New