We are live on ! Find out more
SUI icon

Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Dogwood Wealth Management
Kansas
$4.58K +$4.46K +36 New
HT
427
Headlands Technologies
Illinois
$4.43K +$4.34K +35 New
CI
428
CX Institutional
Indiana
$4K
S
429
Sachetta
Massachusetts
$3.92K -$496 -4 -11%
HNW
430
High Note Wealth
Minnesota
$3.42K -$124 -1 -4%
IRC
431
Investors Research Corp
Georgia
$2.78K
CTC
432
Central Trust Company
Missouri
$2.4K -$1.24K -10 -34%
PTC
433
Private Trust Company
Ohio
$2.21K -$2.11K -17 -49%
CAL
434
Capital Advisors Ltd
Ohio
$2K -$7.69K -62 -84%
CIAS
435
CBIZ Investment Advisory Services
Ohio
$1.91K -$1.74K -14 -48%
PWA
436
Physician Wealth Advisors
Utah
$1.9K +$1.86K +15 New
CIAM
437
Caitong International Asset Management
Hong Kong
$1.9K -$134K -1,077 -99%
SIS
438
Sound Income Strategies
Florida
$1.9K +$1.86K +15 New
CH
439
Cromwell Holdings
Wyoming
$1.78K +$992 +8 +133%
CPG
440
Cornerstone Planning Group
New Jersey
$1.65K +$496 +4 +44%
SC
441
SouthState Corp
Florida
$1.65K -$620 -5 -28%
AGWCA
442
Annis Gardner Whiting Capital Advisors
Florida
$1.39K +$1.36K +11 New
RIL
443
Rothschild Investment LLC
Illinois
$1.39K +$1.12K +9 +450%
PWA
444
Provenance Wealth Advisors
Florida
$1.14K
WA
445
Whipplewood Advisors
Colorado
$1.01K -$4.34K -35 -81%
FHA
446
First Horizon Advisors
Tennessee
$1.01K -$620 -5 -38%
BIA
447
Bell Investment Advisors
California
$1.01K
CSC
448
Caldwell Sutter Capital
California
$759
AA
449
Ancora Advisors
Ohio
$759 +$744 +6 New
WCM
450
WealthTrak Capital Management
Virginia
$633

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.