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Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
326
Discipline Wealth Solutions
South Carolina
$371K
BMSSC
327
B. Metzler seel. Sohn & Co
Germany
$366K
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$365K
LWA
329
Lantern Wealth Advisors
New York
$361K
AV
330
ASR Vermogensbeheer
Netherlands
$360K
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$353K
BFM
332
Boothbay Fund Management
New York
$348K
Nomura Holdings
333
Nomura Holdings
Japan
$332K
EC
334
EntryPoint Capital
New York
$329K
UCFA
335
United Capital Financial Advisors
Texas
$328K
BCM
336
Bayesian Capital Management
New York
$325K
LF
337
Lee Financial
Texas
$323K
WIM
338
Warwick Investment Management
Texas
$320K
SWGC
339
Summit Wealth Group (Colorado)
Colorado
$319K
M&T Bank
340
M&T Bank
New York
$315K
HighTower Advisors
341
HighTower Advisors
Illinois
$304K
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$304K
QCG
343
Quadrant Capital Group
Ohio
$302K
MMPW
344
Mitchell McLeod Pugh & Williams
Alabama
$298K
RCM
345
RB Capital Management
Nevada
$294K
PAM
346
Panagora Asset Management
Massachusetts
$286K
DS
347
DRW Securities
Illinois
$284K
CA
348
CoreCap Advisors
Michigan
$277K
GFM
349
GF Fund Management
China
$276K
RFC
350
Regions Financial Corp
Alabama
$275K