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Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Abound Wealth Management
Tennessee
$13.2K
JWA
427
JFS Wealth Advisors
Pennsylvania
$10.7K
VWA
428
Valued Wealth Advisors
Utah
$10K
GWM
429
Geneos Wealth Management
Colorado
$9.68K
TCOV
430
Trust Company of Vermont
Vermont
$9.42K
WBC
431
West Branch Capital
Massachusetts
$9.03K
CT
432
Clearstead Trust
Maine
$8.9K
HI
433
Harbour Investments
Wisconsin
$7.36K
GWP
434
Gen-Wealth Partners
Michigan
$7.09K
PWA
435
Physician Wealth Advisors
Utah
$6.58K
HWP
436
Highline Wealth Partners
California
$6.58K
BBHC
437
Brown Brothers Harriman & Co
New York
$6.06K
GSWM
438
Golden State Wealth Management
California
$5.93K
TH
439
TCTC Holdings
Texas
$5.8K
IWM
440
IMG Wealth Management
Florida
$5.68K
PFBT
441
Parkside Financial Bank & Trust
Missouri
$5.29K
CFO
442
CVA Family Office
Colorado
$5.29K
FFO
443
Fortitude Family Office
Arizona
$5.16K
RA
444
Ransom Advisory
Rhode Island
$5.03K
NSIM
445
North Star Investment Management
Illinois
$4.9K
DWM
446
Dogwood Wealth Management
Kansas
$4.64K
CA
447
Clearstead Advisors
Ohio
$4.64K
TC
448
Truvestments Capital
Florida
$4.13K
CI
449
CX Institutional
Indiana
$4K
IRC
450
Investors Research Corp
Georgia
$2.84K