We are live on ! Find out more
SUI icon

Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
351
HighTower Advisors
Illinois
$267K -$90.8K -710 -25%
NPT
352
Nixon Peabody Trust
Massachusetts
$257K -$89.5K -700 -26%
PWP
353
Pursue Wealth Partners
California
$256K
TC
354
TownSquare Capital
Utah
$252K +$15.1K +118 +6%
Verition Fund Management
355
Verition Fund Management
Connecticut
$252K -$12.8M -100,188 -98%
WIA
356
World Investment Advisors
California
$252K -$639 -5 -0.3%
PCIA
357
Prime Capital Investment Advisors
Kansas
$251K +$5.11K +40 +2%
P
358
&Partners
Tennessee
$250K -$384 -3 -0.2%
GC
359
Guggenheim Capital
Illinois
$247K -$59.1K -462 -19%
ZIC
360
ZWJ Investment Counsel
Georgia
$244K
PFC
361
Phocas Financial Corp
California
$244K -$4.6K -36 -2%
CTC
362
Cetera Trust Company
Minnesota
$240K
DADC
363
D.A. Davidson & Co
Montana
$239K +$237K +1,855 New
HFM
364
Harvest Fund Management
China
$229K +$227K +1,779 New
KFP
365
KMG Fiduciary Partners
Ohio
$224K +$223K +1,745 New
HAG
366
HighPoint Advisor Group
Illinois
$222K +$1.53K +12 +0.7%
PA
367
PFG Advisors
Arizona
$219K +$218K +1,702 New
B
368
Bailard
California
$213K
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$210K +$209K +1,632 New
OIA
370
OneDigital Investment Advisors
Kansas
$209K -$2.94K -23 -1%
PMA
371
Prudent Man Advisors
Illinois
$207K +$206K +1,611 New
HKIMG
372
Hutchens & Kramer Investment Management Group
Indiana
$204K +$203K +1,589 New
NA
373
NewEdge Advisors
Louisiana
$197K +$8.31K +65 +4%
CCM
374
Coldstream Capital Management
Washington
$196K +$195K +1,523 New
ETC
375
Exchange Traded Concepts
Oklahoma
$190K -$10.2K -80 -5%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.