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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
MMPW
351
Mitchell McLeod Pugh & Williams
Alabama
$298K
RCM
352
RB Capital Management
Nevada
$294K -$26.7K -211 -8%
TCM
353
Tributary Capital Management
Nebraska
$293K -$94.2K -745 -25%
PAM
354
Panagora Asset Management
Massachusetts
$286K
DS
355
DRW Securities
Illinois
$284K +$274K +2,165 New
CA
356
CoreCap Advisors
Michigan
$277K
GFM
357
GF Fund Management
China
$276K -$14.4K -114 -5%
RFC
358
Regions Financial Corp
Alabama
$275K -$17.7K -140 -6%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$271K -$7.33K -58 -3%
AAP
360
Arax Advisory Partners
Colorado
$268K +$257K +2,035 +4,625%
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$261K -$11.2K -89 -4%
NPT
362
Nixon Peabody Trust
Massachusetts
$258K
PWP
363
Pursue Wealth Partners
California
$257K
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$252K +$189K +1,495 +324%
CTC
365
Cetera Trust Company
Minnesota
$247K
WIA
366
World Investment Advisors
California
$247K +$26.9K +213 +13%
ZIC
367
ZWJ Investment Counsel
Georgia
$245K
HAG
368
HighPoint Advisor Group
Illinois
$231K +$632 +5 +0.3%
KFP
369
KMG Fiduciary Partners
Ohio
$227K
SFI
370
Siemens Fonds Invest
Germany
$226K -$126 -1 -0.1%
FGP
371
Freestone Grove Partners
California
$223K +$218K +1,728 New
PCIA
372
Prime Capital Investment Advisors
Kansas
$216K -$19.8K -157 -9%
Envestnet Portfolio Solutions
373
Envestnet Portfolio Solutions
Illinois
$215K -$88.1K -697 -29%
CAM
374
Congress Asset Management
Massachusetts
$213K +$209K +1,653 New
B
375
Bailard
California
$207K +$632 +5 +0.3%

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.