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Sun Communities

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11%92.85% (-9.3%)

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
504
Holders Change
+37
Holders Change %
+7.92%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Permanent Capital Management
Illinois
$390K +$379K +3,000 New
LCS
327
Levin Capital Strategies
New York
$387K -$316K -2,500 -45%
AA
328
Advisory Alpha
Michigan
$386K
PCM
329
Polymer Capital Management
New York
$380K +$372K +2,943 New
CIC
330
Crawford Investment Counsel
Georgia
$379K -$2.4K -19 -0.6%
DWS
331
Discipline Wealth Solutions
South Carolina
$371K +$364K +2,878 New
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$366K
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$365K +$80.9K +640 +29%
IA
334
IFP Advisors
Florida
$363K -$18.2K -144 -5%
LWA
335
Lantern Wealth Advisors
New York
$361K
AV
336
ASR Vermogensbeheer
Netherlands
$360K -$4.04K -32 -1%
PMAM
337
Penn Mutual Asset Management
Pennsylvania
$359K
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$353K +$35.4K +280 +11%
CCM
339
Canal Capital Management
Virginia
$349K +$2.27K +18 +0.7%
BFM
340
Boothbay Fund Management
New York
$348K +$341K +2,700 New
Nomura Holdings
341
Nomura Holdings
Japan
$332K +$326K +2,576 New
EC
342
EntryPoint Capital
New York
$329K +$323K +2,553 New
UCFA
343
United Capital Financial Advisors
Texas
$328K +$3.79K +30 +1%
BCM
344
Bayesian Capital Management
New York
$325K +$319K +2,522 New
LF
345
Lee Financial
Texas
$323K +$506 +4 +0.2%
WIM
346
Warwick Investment Management
Texas
$320K +$314K +2,483 New
M&T Bank
347
M&T Bank
New York
$315K -$1.42M -11,237 -82%
HighTower Advisors
348
HighTower Advisors
Illinois
$304K +$51.7K +409 +21%
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$304K +$379 +3 +0.1%
QCG
350
Quadrant Capital Group
Ohio
$302K -$10.4K -82 -3%

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.