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Sun Communities

512 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $24.1M

2% less capital invested

Capital invested by funds: $15.1B → $14.8B (-$318M)

6% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 191

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 538512 (-26)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

Holders
512
Holders Change
-26
Holders Change %
-4.83%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
66
Increased
180
Reduced
191
Closed
81
Calls
$25.8M
Puts
$24.1M
Net Calls
+$1.67M
Net Calls Change
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$71.3K
VSQM
402
V-Square Quantitative Management
Illinois
$69K +$19K +147 +37%
PMFA
403
Plante Moran Financial Advisors
Michigan
$64.1K
AT
404
Avalon Trust
New Mexico
$63.9K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$61.3K -$142K -1,098 -69%
TFIPS
406
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.2K -$15.5K -120 -20%
PB
407
Prosperity Bancshares
Texas
$49.3K
OP
408
Oslo Pensjonsforsikring
$49.1K +$50.4K +390 New
SIC
409
SJS Investment Consulting
Ohio
$47.1K -$4.26K -33 -8%
FFA
410
Farther Finance Advisors
California
$47K -$14.6K -113 -23%
WAG
411
Wiser Advisor Group
Arizona
$45.4K +$388 +3 +0.8%
BWA
412
Basecamp Wealth Advisors
Washington
$44.5K
SAM
413
Smartleaf Asset Management
Massachusetts
$42.7K -$157K -1,216 -78%
GXJ
414
Global X Japan
Japan
$42.6K +$9.18K +71 +27%
LFG
415
Larson Financial Group
Missouri
$36.8K +$24K +186 +175%
AF
416
Allworth Financial
California
$36.5K -$18.1K -140 -33%
RIL
417
Rothschild Investment LLC
Illinois
$34.8K -$42.4K -328 -54%
BCWM
418
Bartlett & Co Wealth Management
Ohio
$32.6K
ACM
419
Aster Capital Management
United Arab Emirates
$32.3K +$21.6K +167 +199%
AA
420
Ancora Advisors
Ohio
$31.9K +$8.53K +66 +35%
MCM
421
MAI Capital Management
Ohio
$31.1K +$15K +116 +89%
HFS
422
Hantz Financial Services
Michigan
$29K -$6.59K -51 -18%
CAL
423
Capital Analysts LLC
Pennsylvania
$29K +$12K +93 +68%
MHR
424
Matthew Hamilton Rosenberg
$26.8K -$10.1K -78 -27%
FAM
425
Fulcrum Asset Management
United Kingdom
$26.6K

SUI Hedge Fund Activity: Q1 2026 in Review

512 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2026, worth a combined $14.8B — down 2.1% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SUI and 66 opened new positions — a net loss of 15 holders — while 191 trimmed existing stakes and 180 added.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Jane Street, cutting an estimated $113M.

  • 512 institutional investors held Sun Communities (SUI) as of Q1 2026, down from 538 in Q4 2025.
  • Funds reported $14.8B of Sun Communities stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q1 2026 and 81 closed out, a net change of -15 holders.
  • The largest Sun Communities buyer in Q1 2026 was BlackRock, an estimated $261M added.
  • The largest Sun Communities seller in Q1 2026 was Jane Street, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2026.