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Sun Communities
SUI

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467 → 504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11% → 92.85% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
504
Holders Change
+37
Holders Change %
+7.92%
% 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
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$139M
3
Jane Street
Jane Street
New York
+$49.8M
4
Millennium Management
Millennium Management
New York
+$48M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$41.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$717M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
3
UBS AM
UBS AM
Illinois
-$208M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
426
Capital Analysts LLC
Pennsylvania
$18K +$2.27K +18 +15%
MCM
427
MAI Capital Management
Ohio
$16.3K -$17.8K -141 -53%
QC
428
Quent Capital
New York
$16.2K +$15.8K +125 New
RBI
429
Raiffeisen Bank International
Austria
$15.6K +$15.3K +121 New
WANY
430
Wealthspire Advisors (New York)
New York
$15.6K +$15.3K +121 New
AF
431
Advisornet Financial
Minnesota
$15.1K – – –
Group One Trading
432
Group One Trading
Illinois
$14.6K +$14.3K +113 New
MWPCG
433
Measured Wealth Private Client Group
New Hampshire
$14.2K +$13.9K +110 New
ASN
434
Advisory Services Network
Georgia
$13.5K +$13.1K +104 New
AWM
435
Abound Wealth Management
Tennessee
$13.2K +$12.9K +102 New
JWA
436
JFS Wealth Advisors
Pennsylvania
$10.7K – – –
VWA
437
Valued Wealth Advisors
Utah
$10K – – –
GWM
438
Geneos Wealth Management
Colorado
$9.68K – – –
TCOV
439
Trust Company of Vermont
Vermont
$9.42K – – –
WBC
440
West Branch Capital
Massachusetts
$9.03K – – –
CT
441
Clearstead Trust
Maine
$8.9K -$885 -7 -9%
HI
442
Harbour Investments
Wisconsin
$7.36K +$126 +1 +2%
GWP
443
Gen-Wealth Partners
Michigan
$7.09K – – –
PWA
444
Physician Wealth Advisors
Utah
$6.58K +$4.55K +36 +240%
HWP
445
Highline Wealth Partners
California
$6.58K +$6.45K +51 New
BBHC
446
Brown Brothers Harriman & Co
New York
$6.06K +$5.94K +47 New
GSWM
447
Golden State Wealth Management
California
$5.93K – – –
TH
448
TCTC Holdings
Texas
$5.8K – – –
IWM
449
IMG Wealth Management
Florida
$5.68K – – –
PFBT
450
Parkside Financial Bank & Trust
Missouri
$5.29K -$506 -4 -9%
16 17
18
19 20

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.