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Sun Communities

467 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, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

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

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% 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
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
401
Larson Financial Group
Missouri
$20.2K +$13.6K +110 +220%
1IA
402
1620 Investment Advisors
Massachusetts
$19.5K -$23.7K -191 -55%
FNWA
403
Financial Network Wealth Advisors
Utah
$18.1K -$248 -2 -1%
CAL
404
Capital Analysts LLC
Pennsylvania
$15K +$372 +3 +3%
AF
405
Advisornet Financial
Minnesota
$14.8K -$6.2K -50 -30%
FFA
406
Farther Finance Advisors
California
$14.2K -$27.9K -225 -67%
MAM
407
Meeder Asset Management
Ohio
$14.2K +$8.18K +66 +143%
JWA
408
JFS Wealth Advisors
Pennsylvania
$10.5K
VWA
409
Valued Wealth Advisors
Utah
$9.82K
CT
410
Clearstead Trust
Maine
$9.61K +$3.72K +30 +65%
GWM
411
Geneos Wealth Management
Colorado
$9.49K -$19.2K -155 -67%
TCOV
412
Trust Company of Vermont
Vermont
$9.23K
WBC
413
West Branch Capital
Massachusetts
$8.86K
WSFS
414
Wilmington Savings Fund Society
Delaware
$7.46K
HI
415
Harbour Investments
Wisconsin
$7.04K -$124 -1 -2%
GWP
416
Gen-Wealth Partners
Michigan
$6.96K
TC
417
Truvestments Capital
Florida
$6.96K
UB
418
UMB Bank
Missouri
$6.33K +$868 +7 +16%
GSWM
419
Golden State Wealth Management
California
$5.82K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$5.69K -$2.48K -20 -31%
TH
421
TCTC Holdings
Texas
$5.69K -$5.58K -45 -50%
IWM
422
IMG Wealth Management
Florida
$5.57K +$5.46K +44 New
BGAI
423
Bruce G. Allen Investments
Colorado
$5.31K -$2.98K -24 -36%
CFO
424
CVA Family Office
Colorado
$5.19K -$3.72K -30 -42%
NSIM
425
North Star Investment Management
Illinois
$4.81K

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.