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Sun Communities

501 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 40 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: $ → $

9.27% less ownership

Funds ownership: 102.06%92.8% (-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
501
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
NA
376
NewEdge Advisors
Louisiana
$193K
ETC
377
Exchange Traded Concepts
Oklahoma
$182K
VLKIM
378
Van Lanschot Kempen Investment Management
Netherlands
$178K
S
379
SignatureFD
Georgia
$175K
Bessemer Group
380
Bessemer Group
New Jersey
$157K
Mirae Asset Global ETFs Holdings
381
Mirae Asset Global ETFs Holdings
Hong Kong
$140K
BL
382
BFSG LLC
California
$139K
MG
383
Mather Group
Illinois
$132K
GI
384
GAMMA Investing
California
$125K
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$117K
HFM
386
Harvest Fund Management
China
$104K
HWA
387
Heartwood Wealth Advisors
Virginia
$90.9K
LS
388
Livforsakringsbolaget Skandia
Sweden
$90.9K
OIA
389
Optimum Investment Advisors
Illinois
$90.3K
EWA
390
EverSource Wealth Advisors
Alabama
$88.1K
SAM
391
Smartleaf Asset Management
Massachusetts
$85.9K
PA
392
Parallel Advisors
California
$75.7K
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$75.5K
Bank Julius Baer & Co
394
Bank Julius Baer & Co
Switzerland
$73K
BTI
395
Blue Trust Inc
Georgia
$71K
PS
396
Principal Securities
Iowa
$67.5K
PMFA
397
Plante Moran Financial Advisors
Michigan
$65.6K
AT
398
Avalon Trust
New Mexico
$65.4K
HNB
399
Huntington National Bank
Ohio
$63.5K
HFS
400
Hantz Financial Services
Michigan
$62K