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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
BL
376
BFSG LLC
California
$139K
MG
377
Mather Group
Illinois
$132K
GI
378
GAMMA Investing
California
$125K
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$117K
HFM
380
Harvest Fund Management
China
$104K
HWA
381
Heartwood Wealth Advisors
Virginia
$90.9K
LS
382
Livforsakringsbolaget Skandia
Sweden
$90.9K
OIA
383
Optimum Investment Advisors
Illinois
$90.3K
EWA
384
EverSource Wealth Advisors
Alabama
$88.1K
SAM
385
Smartleaf Asset Management
Massachusetts
$85.9K
PA
386
Parallel Advisors
California
$75.7K
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$75.5K
Bank Julius Baer & Co
388
Bank Julius Baer & Co
Switzerland
$73K
BTI
389
Blue Trust Inc
Georgia
$71K
PS
390
Principal Securities
Iowa
$67.5K
PMFA
391
Plante Moran Financial Advisors
Michigan
$65.6K
AT
392
Avalon Trust
New Mexico
$65.4K
HNB
393
Huntington National Bank
Ohio
$63.5K
HFS
394
Hantz Financial Services
Michigan
$62K
TFIPS
395
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58K
SWM
396
Spire Wealth Management
Virginia
$51K
WAG
397
Wiser Advisor Group
Arizona
$46K
C
398
Covestor
United Kingdom
$44K
MHR
399
Matthew Hamilton Rosenberg
$43K
FFA
400
Farther Finance Advisors
California
$40.4K