SUI icon

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
PNC Financial Services Group
351
PNC Financial Services Group
Pennsylvania
$271K
AAP
352
Arax Advisory Partners
Colorado
$268K
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$261K
NPT
354
Nixon Peabody Trust
Massachusetts
$258K
PWP
355
Pursue Wealth Partners
California
$257K
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$252K
CTC
357
Cetera Trust Company
Minnesota
$247K
WIA
358
World Investment Advisors
California
$247K
ZIC
359
ZWJ Investment Counsel
Georgia
$245K
HAG
360
HighPoint Advisor Group
Illinois
$231K
KFP
361
KMG Fiduciary Partners
Ohio
$227K
SFI
362
Siemens Fonds Invest
Germany
$226K
FGP
363
Freestone Grove Partners
California
$223K
PCIA
364
Prime Capital Investment Advisors
Kansas
$216K
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$215K
CAM
366
Congress Asset Management
Massachusetts
$213K
B
367
Bailard
California
$207K
FHA
368
Flagship Harbor Advisors
Massachusetts
$207K
OIA
369
OneDigital Investment Advisors
Kansas
$206K
NA
370
NewEdge Advisors
Louisiana
$193K
ETC
371
Exchange Traded Concepts
Oklahoma
$182K
VLKIM
372
Van Lanschot Kempen Investment Management
Netherlands
$178K
S
373
SignatureFD
Georgia
$175K
Bessemer Group
374
Bessemer Group
New Jersey
$157K
Mirae Asset Global ETFs Holdings
375
Mirae Asset Global ETFs Holdings
Hong Kong
$140K