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Sun Communities

459 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, 185 increasing their positions, 171 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-28
Holders Change %
-5.75%
% 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
185
Reduced
171
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
401
Valued Wealth Advisors
Utah
$9.82K
CT
402
Clearstead Trust
Maine
$9.61K +$3.8K +30 +65%
GWM
403
Geneos Wealth Management
Colorado
$9.49K -$19.6K -155 -67%
TCOV
404
Trust Company of Vermont
Vermont
$9.23K
WBC
405
West Branch Capital
Massachusetts
$8.86K
WSFS
406
Wilmington Savings Fund Society
Delaware
$7.46K
HI
407
Harbour Investments
Wisconsin
$7.05K -$126 -1 -2%
GWP
408
Gen-Wealth Partners
Michigan
$6.96K
TC
409
Truvestments Capital
Florida
$6.96K
UB
410
UMB Bank
Missouri
$6.33K +$886 +7 +16%
GSWM
411
Golden State Wealth Management
California
$5.82K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$5.69K -$2.53K -20 -31%
TH
413
TCTC Holdings
Texas
$5.69K -$5.69K -45 -50%
IWM
414
IMG Wealth Management
Florida
$5.57K +$5.57K +44 New
BGAI
415
Bruce G. Allen Investments
Colorado
$5.31K -$3.04K -24 -36%
CFO
416
CVA Family Office
Colorado
$5.19K -$3.8K -30 -42%
NSIM
417
North Star Investment Management
Illinois
$4.81K
DWM
418
Dogwood Wealth Management
Kansas
$4.58K +$4.58K +36 New
HT
419
Headlands Technologies
Illinois
$4.43K +$4.43K +35 New
CI
420
CX Institutional
Indiana
$4K
S
421
Sachetta
Massachusetts
$3.92K -$506 -4 -11%
HNW
422
High Note Wealth
Minnesota
$3.42K -$126 -1 -4%
IRC
423
Investors Research Corp
Georgia
$2.78K
CTC
424
Central Trust Company
Missouri
$2.4K -$1.27K -10 -34%
PTC
425
Private Trust Company
Ohio
$2.21K -$2.09K -17 -49%