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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
SAM
376
Smartleaf Asset Management
Massachusetts
$70.4K +$18.7K +151 +37%
PMFA
377
Plante Moran Financial Advisors
Michigan
$64.4K
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$58.3K -$8.68K -70 -13%
TFIPS
379
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.9K +$16.1K +130 +41%
SWM
380
Spire Wealth Management
Virginia
$50K -$2.6K -21 -5%
VSQM
381
V-Square Quantitative Management
Illinois
$47.3K +$46.4K +374 New
MHR
382
Matthew Hamilton Rosenberg
$42.1K
GRP
383
Global Retirement Partners
California
$42.1K +$41.3K +333 New
Walleye Trading
384
Walleye Trading
New York
$37.8K -$365K -2,945 -91%
AF
385
Allworth Financial
California
$34.7K -$2.85K -23 -8%
HNB
386
Huntington National Bank
Ohio
$33.9K -$6.2K -50 -16%
MCM
387
MAI Capital Management
Ohio
$33.8K +$20.6K +166 +164%
BCWM
388
Bartlett & Co Wealth Management
Ohio
$33.3K
BIG
389
Brooklyn Investment Group
New York
$32.3K +$8.06K +65 +34%
IBOK
390
Independence Bank of Kentucky
Kentucky
$31.6K
PA
391
Parallel Advisors
California
$30.4K -$29.3K -236 -50%
RA
392
Ransom Advisory
Rhode Island
$30.2K
MYIA
393
Mount Yale Investment Advisors
Colorado
$30.1K +$29.5K +238 New
FAM
394
Fulcrum Asset Management
United Kingdom
$26.7K +$26.2K +211 New
KFI
395
Key Financial Inc
Pennsylvania
$24.7K
SL
396
Salomon & Ludwin
Virginia
$24.4K
AAP
397
Arax Advisory Partners
Colorado
$22.1K -$992 -8 -15%
AssetMark Inc
398
AssetMark Inc
California
$22K +$17.1K +138 +383%
DWS
399
Dynamic Wealth Strategies
California
$21.6K -$19.7K -159 -48%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$20.4K -$868 -7 -4%

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.