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Sun Communities

467 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, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% 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
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$207K +$203K +1,637 New
OIA
352
OneDigital Investment Advisors
Kansas
$207K +$1.61K +13 +0.8%
PMA
353
Prudent Man Advisors
Illinois
$206K +$2.6K +21 +1%
BWP
354
Balboa Wealth Partners
Arizona
$205K +$201K +1,617 New
B
355
Bailard
California
$202K -$6.7K -54 -3%
FHA
356
Flagship Harbor Advisors
Massachusetts
$202K +$198K +1,598 New
Simplex Trading
357
Simplex Trading
Illinois
$197K +$130K +1,050 +206%
NA
358
NewEdge Advisors
Louisiana
$194K +$248 +2 +0.1%
S
359
SignatureFD
Georgia
$177K -$6.82K -55 -4%
Bessemer Group
360
Bessemer Group
New Jersey
$150K +$4.09K +33 +3%
GI
361
GAMMA Investing
California
$143K +$10.4K +84 +8%
TSMHT
362
Thurston Springer Miller Herd & Titak
Indiana
$142K -$31.1K -251 -18%
BL
363
BFSG LLC
California
$136K
Mirae Asset Global ETFs Holdings
364
Mirae Asset Global ETFs Holdings
Hong Kong
$127K +$10.4K +84 +9%
FFO
365
Fortitude Family Office
Arizona
$110K +$103K +834 +2,317%
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$106K +$24.4K +197 +31%
LS
367
Livforsakringsbolaget Skandia
Sweden
$89.1K
OIA
368
Optimum Investment Advisors
Illinois
$88.5K
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$85.1K +$17.5K +141 +27%
EWA
370
EverSource Wealth Advisors
Alabama
$77.8K +$22.8K +184 +43%
C
371
Covestor
United Kingdom
$75K +$64K +516 +670%
HFS
372
Hantz Financial Services
Michigan
$72K -$29.8K -240 -30%
Bank Julius Baer & Co
373
Bank Julius Baer & Co
Switzerland
$71.6K
PS
374
Principal Securities
Iowa
$70.8K +$1.86K +15 +3%
BTI
375
Blue Trust Inc
Georgia
$70.6K -$3.47K -28 -5%

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.