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Sun Communities

527 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $15B → $15B (+$39.4M)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$7.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
376
Pursue Wealth Partners
California
$247K
FAM
377
Fairtree Asset Management
South Africa
$247K
1C
378
111 Capital
France
$246K
CTC
379
Cetera Trust Company
Minnesota
$243K
MC
380
Machina Capital
France
$243K
CPIG
381
Chicago Partners Investment Group
Illinois
$243K
WIA
382
World Investment Advisors
California
$237K
ZIC
383
ZWJ Investment Counsel
Georgia
$235K
RCM
384
RB Capital Management
Nevada
$234K
PPW
385
Pasadena Private Wealth
California
$223K
SFI
386
Siemens Fonds Invest
Germany
$220K
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$218K
TG
388
TCW Group
California
$215K
HAG
389
HighPoint Advisor Group
Illinois
$214K
AAP
390
Arax Advisory Partners
Colorado
$214K
ETC
391
Exchange Traded Concepts
Oklahoma
$214K
ICP
392
Interchange Capital Partners
Pennsylvania
$212K
CAU
393
Caxton Associates (UK)
$208K
TNA
394
True North Advisors
Texas
$205K
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$203K
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$201K
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$196K
SAM
398
Smartleaf Asset Management
Massachusetts
$195K
NA
399
NewEdge Advisors
Louisiana
$186K
Simplex Trading
400
Simplex Trading
Illinois
$175K