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Sun Communities

464 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

5% less funds holding

Funds holding: 491464 (-27)

37% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 60

45% less call options, than puts

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

Holders
464
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
$5.79M
Puts
$10.5M
Net Calls
Net Calls Change

Top Buyers

1 +$117M
2 +$101M
3 +$69.7M
4
Cohen & Steers
Cohen & Steers
New York
+$42.2M
5
Millennium Management
Millennium Management
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
Sachetta
Massachusetts
$3.92K
HNW
427
High Note Wealth
Minnesota
$3.42K
IRC
428
Investors Research Corp
Georgia
$2.78K
CTC
429
Central Trust Company
Missouri
$2.4K
PTC
430
Private Trust Company
Ohio
$2.21K
CAL
431
Capital Advisors Ltd
Ohio
$2K
CIAS
432
CBIZ Investment Advisory Services
Ohio
$1.91K
PWA
433
Physician Wealth Advisors
Utah
$1.9K
CIAM
434
Caitong International Asset Management
Hong Kong
$1.9K
SIS
435
Sound Income Strategies
Florida
$1.9K
CH
436
Cromwell Holdings
Wyoming
$1.78K
CPG
437
Cornerstone Planning Group
New Jersey
$1.65K
SC
438
SouthState Corp
Florida
$1.65K
AGWCA
439
Annis Gardner Whiting Capital Advisors
Florida
$1.39K
RIL
440
Rothschild Investment LLC
Illinois
$1.39K
PWA
441
Provenance Wealth Advisors
Florida
$1.14K
WA
442
Whipplewood Advisors
Colorado
$1.01K
FHA
443
First Horizon Advisors
Tennessee
$1.01K
BIA
444
Bell Investment Advisors
California
$1.01K
CSC
445
Caldwell Sutter Capital
California
$759
AA
446
Ancora Advisors
Ohio
$759
WCM
447
WealthTrak Capital Management
Virginia
$633
VCM
448
Versant Capital Management
Arizona
$506
RWM
449
Rialto Wealth Management
New York
$506
PWA
450
Principia Wealth Advisory
Texas
$506