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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
FHA
376
Flagship Harbor Advisors
Massachusetts
$207K +$885 +7 +0.4%
OIA
377
OneDigital Investment Advisors
Kansas
$206K -$4.68K -37 -2%
NA
378
NewEdge Advisors
Louisiana
$193K -$4.42K -35 -2%
ETC
379
Exchange Traded Concepts
Oklahoma
$182K -$40.3K -319 -18%
VLKIM
380
Van Lanschot Kempen Investment Management
Netherlands
$178K -$6.2M -49,073 -97%
S
381
SignatureFD
Georgia
$175K -$4.93K -39 -3%
Bessemer Group
382
Bessemer Group
New Jersey
$157K +$4.8K +38 +3%
Mirae Asset Global ETFs Holdings
383
Mirae Asset Global ETFs Holdings
Hong Kong
$140K +$10.6K +84 +8%
BL
384
BFSG LLC
California
$139K
MG
385
Mather Group
Illinois
$132K +$129K +1,024 New
GI
386
GAMMA Investing
California
$125K -$20.3K -161 -14%
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$117K +$9.1K +72 +9%
HFM
388
Harvest Fund Management
China
$104K -$123K -971 -55%
HWA
389
Heartwood Wealth Advisors
Virginia
$90.9K +$89.1K +705 New
LS
390
Livforsakringsbolaget Skandia
Sweden
$90.9K
OIA
391
Optimum Investment Advisors
Illinois
$90.3K
EWA
392
EverSource Wealth Advisors
Alabama
$88.1K +$8.6K +68 +11%
SAM
393
Smartleaf Asset Management
Massachusetts
$85.9K +$13.8K +109 +20%
PA
394
Parallel Advisors
California
$75.7K +$43.9K +347 +145%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$75.5K -$11.1K -88 -13%
Bank Julius Baer & Co
396
Bank Julius Baer & Co
Switzerland
$73K
BTI
397
Blue Trust Inc
Georgia
$71K -$1.01K -8 -1%
PS
398
Principal Securities
Iowa
$67.5K -$4.68K -37 -7%
PMFA
399
Plante Moran Financial Advisors
Michigan
$65.6K
AT
400
Avalon Trust
New Mexico
$65.4K +$64.1K +507 New

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.