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Sun Communities
SUI

Overview Fund Activity

459 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-28
Holders Change %
-5.75%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
185
Reduced
171
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
2
BlackRock
BlackRock
New York
+$101M
3
Dodge & Cox
Dodge & Cox
California
+$69.7M
4
Cohen & Steers
Cohen & Steers
New York
+$42.2M
5
Millennium Management
Millennium Management
New York
+$32.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
PI
PGGM Investments
Netherlands
-$55.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$41.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.1M
5
ACA
Anchor Capital Advisors
Massachusetts
-$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
351
NewEdge Advisors
Louisiana
$194K +$253 +2 +0.1%
S
352
SignatureFD
Georgia
$177K -$6.96K -55 -4%
Bessemer Group
353
Bessemer Group
New Jersey
$150K +$4.17K +33 +3%
GI
354
GAMMA Investing
California
$143K +$10.6K +84 +8%
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$142K -$31.7K -251 -18%
BL
356
BFSG LLC
California
$136K – – –
Mirae Asset Global ETFs Holdings
357
Mirae Asset Global ETFs Holdings
Hong Kong
$127K +$10.6K +84 +9%
FFO
358
Fortitude Family Office
Arizona
$110K +$105K +834 +2,317%
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$106K +$24.9K +197 +31%
LS
360
Livforsakringsbolaget Skandia
Sweden
$89.1K – – –
OIA
361
Optimum Investment Advisors
Illinois
$88.5K – – –
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$85.1K +$17.8K +141 +27%
EWA
363
EverSource Wealth Advisors
Alabama
$77.8K +$23.3K +184 +43%
C
364
Covestor
United Kingdom
$75K +$65.3K +516 +670%
HFS
365
Hantz Financial Services
Michigan
$72K -$30.3K -240 -30%
Bank Julius Baer & Co
366
Bank Julius Baer & Co
Switzerland
$71.6K +$8.22K +65 +13%
PS
367
Principal Securities
Iowa
$70.8K +$1.9K +15 +3%
BTI
368
Blue Trust Inc
Georgia
$70.6K -$3.54K -28 -5%
SAM
369
Smartleaf Asset Management
Massachusetts
$70.4K +$19.1K +151 +37%
PMFA
370
Plante Moran Financial Advisors
Michigan
$64.4K – – –
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$58.3K -$8.85K -70 -13%
TFIPS
372
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K +$16.4K +130 +41%
SWM
373
Spire Wealth Management
Virginia
$50K -$2.66K -21 -5%
VSQM
374
V-Square Quantitative Management
Illinois
$47.3K +$47.3K +374 New
MHR
375
Matthew Hamilton Rosenberg
$42.1K – – –
13 14
15
16 17