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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
426
Riverview Trust Company
Washington
$17.1K
CAL
427
Capital Analysts LLC
Pennsylvania
$15K
MCM
428
MAI Capital Management
Ohio
$13K -$639 -5 -5%
TH
429
TCTC Holdings
Texas
$11.6K +$5.75K +45 +100%
BC
430
Bayforest Capital
United Kingdom
$11.4K -$257K -2,007 -96%
JWA
431
JFS Wealth Advisors
Pennsylvania
$10.7K
CAL
432
Capital Advisors Ltd
Ohio
$10K -$3.45K -27 -27%
C
433
Covestor
United Kingdom
$10K -$128 -1 -1%
VWA
434
Valued Wealth Advisors
Utah
$9.98K
QC
435
Quent Capital
New York
$9.69K
TCOV
436
Trust Company of Vermont
Vermont
$9.39K
CFO
437
CVA Family Office
Colorado
$9.13K +$2.05K +16 +29%
WBC
438
West Branch Capital
Massachusetts
$9.01K
BGAI
439
Bruce G. Allen Investments
Colorado
$8.49K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$8.36K +$511 +4 +7%
WSFS
441
Wilmington Savings Fund Society
Delaware
$7.59K
HI
442
Harbour Investments
Wisconsin
$7.38K
TC
443
Truvestments Capital
Florida
$7.08K -$23K -180 -77%
GWP
444
Gen-Wealth Partners
Michigan
$7.08K
AAP
445
Arax Advisory Partners
Colorado
$6.69K +$1.28K +10 +24%
LFG
446
Larson Financial Group
Missouri
$6.43K +$6.26K +49 +4,900%
SCB
447
Saudi Central Bank
Saudi Arabia
$6.43K +$6.39K +50 New
CT
448
Clearstead Trust
Maine
$5.92K +$5.88K +46 New
MAM
449
Meeder Asset Management
Ohio
$5.92K -$2.94K -23 -33%
CA
450
Continuum Advisory
Idaho
$5.92K

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.