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Sun Communities

464 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 491464 (-27)

37% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
464
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.79M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$117M
2 +$101M
3 +$69.7M
4
Cohen & Steers
Cohen & Steers
New York
+$42.2M
5
Millennium Management
Millennium Management
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Analysts LLC
Pennsylvania
$15K
AF
402
Advisornet Financial
Minnesota
$14.8K
FFA
403
Farther Finance Advisors
California
$14.2K
MAM
404
Meeder Asset Management
Ohio
$14.2K
JWA
405
JFS Wealth Advisors
Pennsylvania
$10.5K
VWA
406
Valued Wealth Advisors
Utah
$9.82K
CT
407
Clearstead Trust
Maine
$9.61K
GWM
408
Geneos Wealth Management
Colorado
$9.49K
TCOV
409
Trust Company of Vermont
Vermont
$9.23K
WBC
410
West Branch Capital
Massachusetts
$8.86K
WSFS
411
Wilmington Savings Fund Society
Delaware
$7.46K
HI
412
Harbour Investments
Wisconsin
$7.04K
GWP
413
Gen-Wealth Partners
Michigan
$6.96K
TC
414
Truvestments Capital
Florida
$6.96K
UB
415
UMB Bank
Missouri
$6.33K
GSWM
416
Golden State Wealth Management
California
$5.82K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$5.69K
TH
418
TCTC Holdings
Texas
$5.69K
IWM
419
IMG Wealth Management
Florida
$5.57K
BGAI
420
Bruce G. Allen Investments
Colorado
$5.31K
CFO
421
CVA Family Office
Colorado
$5.19K
NSIM
422
North Star Investment Management
Illinois
$4.81K
DWM
423
Dogwood Wealth Management
Kansas
$4.58K
HT
424
Headlands Technologies
Illinois
$4.43K
CI
425
CX Institutional
Indiana
$4K