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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$203K -$40.2K -321 -16%
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$201K -$5.88K -47 -3%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$196K +$125K +1,000 +171%
SAM
404
Smartleaf Asset Management
Massachusetts
$195K +$111K +889 +134%
NA
405
NewEdge Advisors
Louisiana
$186K
Simplex Trading
406
Simplex Trading
Illinois
$175K -$298K -2,377 -63%
HCA
407
Harbor Capital Advisors
Illinois
$173K +$138K +1,106 +384%
A
408
AlphaQuest
New York
$163K +$165K +1,319 New
S
409
SignatureFD
Georgia
$148K -$20.5K -164 -12%
Mirae Asset Global ETFs Holdings
410
Mirae Asset Global ETFs Holdings
Hong Kong
$143K +$8.01K +64 +6%
BL
411
BFSG LLC
California
$133K
GI
412
GAMMA Investing
California
$124K +$3.5K +28 +3%
GRP
413
Global Retirement Partners
California
$114K +$86.4K +690 +295%
EWA
414
EverSource Wealth Advisors
Alabama
$95.8K +$11.3K +90 +13%
VCM
415
Versant Capital Management
Arizona
$92.2K +$92K +735 +8,167%
HNB
416
Huntington National Bank
Ohio
$89.1K +$28.4K +227 +46%
PA
417
Parallel Advisors
California
$89K +$16.4K +131 +22%
LS
418
Livforsakringsbolaget Skandia
Sweden
$87.3K
RIL
419
Rothschild Investment LLC
Illinois
$74.8K +$74.6K +596 +7,450%
TFIPS
420
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73.1K +$17.5K +140 +31%
HFM
421
Harvest Fund Management
China
$73K -$27.5K -220 -27%
Bank Julius Baer & Co
422
Bank Julius Baer & Co
Switzerland
$70.1K
KAS
423
Kestra Advisory Services
Texas
$68.2K +$68.8K +550 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$63.1K
BTI
425
Blue Trust Inc
Georgia
$62.9K -$5.26K -42 -8%