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Sun Communities

511 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 536511 (-25)

17% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 81

Holders
511
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
$25.8M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$24.4K
TSMHT
427
Thurston Springer Miller Herd & Titak
Indiana
$23K
BA
428
Blueline Advisors
New Hampshire
$21.3K
ZBNA
429
Zions Bancorporation, National Association
Utah
$20.2K
FNWA
430
Financial Network Wealth Advisors
Utah
$18.4K
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$18K
AT
432
Arlington Trust
Alabama
$17.3K
CI
433
CX Institutional
Indiana
$17K
IBOK
434
Independence Bank of Kentucky
Kentucky
$15.7K
1IA
435
1620 Investment Advisors
Massachusetts
$15.5K
RBI
436
Raiffeisen Bank International
Austria
$15.3K
QC
437
Quent Capital
New York
$14K
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$13.9K
BTI
439
Blue Trust Inc
Georgia
$13.6K
DWS
440
Dynamic Wealth Strategies
California
$12.6K
SA
441
Scarborough Advisors
Maryland
$12.6K
TCM
442
TD Capital Management
Tennessee
$12.6K
Simplex Trading
443
Simplex Trading
Illinois
$12.2K
ASN
444
Advisory Services Network
Georgia
$12.1K
PFBT
445
Parkside Financial Bank & Trust
Missouri
$11.6K
TWD
446
True Wealth Design
Ohio
$11.1K
EP
447
Essential Partners
California
$11.1K
Bessemer Group
448
Bessemer Group
New Jersey
$10K
JWA
449
JFS Wealth Advisors
Pennsylvania
$9.95K
VWA
450
Valued Wealth Advisors
Utah
$9.79K