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Sun Communities

460 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, 184 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: $ → $

6% less funds holding

Funds holding: 488460 (-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
460
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
JWA
401
JFS Wealth Advisors
Pennsylvania
$10.5K
VWA
402
Valued Wealth Advisors
Utah
$9.82K
CT
403
Clearstead Trust
Maine
$9.61K
GWM
404
Geneos Wealth Management
Colorado
$9.49K
TCOV
405
Trust Company of Vermont
Vermont
$9.23K
WBC
406
West Branch Capital
Massachusetts
$8.86K
WSFS
407
Wilmington Savings Fund Society
Delaware
$7.46K
HI
408
Harbour Investments
Wisconsin
$7.04K
TC
409
Truvestments Capital
Florida
$6.96K
GWP
410
Gen-Wealth Partners
Michigan
$6.96K
UB
411
UMB Bank
Missouri
$6.33K
GSWM
412
Golden State Wealth Management
California
$5.82K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$5.69K
TH
414
TCTC Holdings
Texas
$5.69K
IWM
415
IMG Wealth Management
Florida
$5.57K
BGAI
416
Bruce G. Allen Investments
Colorado
$5.31K
CFO
417
CVA Family Office
Colorado
$5.19K
NSIM
418
North Star Investment Management
Illinois
$4.81K
DWM
419
Dogwood Wealth Management
Kansas
$4.58K
HT
420
Headlands Technologies
Illinois
$4.43K
CI
421
CX Institutional
Indiana
$4K
S
422
Sachetta
Massachusetts
$3.92K
HNW
423
High Note Wealth
Minnesota
$3.42K
IRC
424
Investors Research Corp
Georgia
$2.78K
CTC
425
Central Trust Company
Missouri
$2.4K