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Sun Communities
SUI

Overview Fund Activity

487 hedge funds and large institutions have $15.9B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 179 increasing their positions, 180 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+16
Holders Change %
+3.4%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
64
Increased
179
Reduced
180
Closed
40
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.76B
2
Deutsche Bank
Deutsche Bank
Germany
$207M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$787M
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$67.3M
5
Capital International Investors
Capital International Investors
California
$112M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.79M
2
PI
PGGM Investments
Netherlands
$55.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.4M
4
CIM
Centersquare Investment Management
Pennsylvania
$109M
5
DPIM
Duff & Phelps Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
426
Valued Wealth Advisors
Utah
$9.98K – – –
QC
427
Quent Capital
New York
$9.69K – – –
TCOV
428
Trust Company of Vermont
Vermont
$9.39K – – –
CFO
429
CVA Family Office
Colorado
$9.13K +$2.06K +16 +29%
WBC
430
West Branch Capital
Massachusetts
$9.01K – – –
BGAI
431
Bruce G. Allen Investments
Colorado
$8.49K – – –
PFBT
432
Parkside Financial Bank & Trust
Missouri
$8.36K +$515 +4 +7%
WSFS
433
Wilmington Savings Fund Society
Delaware
$7.59K – – –
HI
434
Harbour Investments
Wisconsin
$7.38K – – –
TC
435
Truvestments Capital
Florida
$7.08K -$23.2K -180 -77%
GWP
436
Gen-Wealth Partners
Michigan
$7.08K – – –
AAP
437
Arax Advisory Partners
Colorado
$6.69K +$1.29K +10 +24%
LFG
438
Larson Financial Group
Missouri
$6.43K +$6.3K +49 +4,900%
SCB
439
Saudi Central Bank
Saudi Arabia
$6.43K +$6.43K +50 New
CT
440
Clearstead Trust
Maine
$5.92K +$5.92K +46 New
MAM
441
Meeder Asset Management
Ohio
$5.92K -$2.96K -23 -33%
GSWM
442
Golden State Wealth Management
California
$5.92K – – –
CA
443
Continuum Advisory
Idaho
$5.92K – – –
UB
444
UMB Bank
Missouri
$5.53K +$386 +3 +8%
LFA
445
LGT Financial Advisors
Texas
$4.89K -$29.7K -231 -86%
NSIM
446
North Star Investment Management
Illinois
$4.89K – – –
FFO
447
Fortitude Family Office
Arizona
$4.63K -$772 -6 -14%
AssetMark Inc
448
AssetMark Inc
California
$4.63K +$2.57K +20 +125%
S
449
Sachetta
Massachusetts
$4.5K -$2.83K -22 -39%
PTC
450
Private Trust Company
Ohio
$4.5K – – –
16 17
18
19 20