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Sun Communities

460 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, 184 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: $ → $

6% less funds holding

Funds holding: 488460 (-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
460
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
PTC
426
Private Trust Company
Ohio
$2.21K
CAL
427
Capital Advisors Ltd
Ohio
$2K
CIAS
428
CBIZ Investment Advisory Services
Ohio
$1.91K
PWA
429
Physician Wealth Advisors
Utah
$1.9K
CIAM
430
Caitong International Asset Management
Hong Kong
$1.9K
SIS
431
Sound Income Strategies
Florida
$1.9K
CH
432
Cromwell Holdings
Wyoming
$1.78K
CPG
433
Cornerstone Planning Group
New Jersey
$1.65K
SC
434
SouthState Corp
Florida
$1.65K
AGWCA
435
Annis Gardner Whiting Capital Advisors
Florida
$1.39K
RIL
436
Rothschild Investment LLC
Illinois
$1.39K
PWA
437
Provenance Wealth Advisors
Florida
$1.14K
WA
438
Whipplewood Advisors
Colorado
$1.01K
FHA
439
First Horizon Advisors
Tennessee
$1.01K
BIA
440
Bell Investment Advisors
California
$1.01K
CSC
441
Caldwell Sutter Capital
California
$759
AA
442
Ancora Advisors
Ohio
$759
WCM
443
WealthTrak Capital Management
Virginia
$633
VCM
444
Versant Capital Management
Arizona
$506
RWM
445
Rialto Wealth Management
New York
$506
PWA
446
Principia Wealth Advisory
Texas
$506
SC
447
Stephens Consulting
Michigan
$506
HFS
448
Hughes Financial Services
Virginia
$501
MCM
449
MV Capital Management
Maryland
$380
Pacer Advisors
450
Pacer Advisors
Pennsylvania
$379