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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
426
Avalon Trust
New Mexico
$62.8K
FFA
427
Farther Finance Advisors
California
$59.7K +$21.2K +169 +54%
ESC
428
Eurizon SLJ Capital
$55.9K +$56.5K +451 New
AF
429
Allworth Financial
California
$53.3K +$31.5K +252 +142%
SIC
430
SJS Investment Consulting
Ohio
$50.4K +$28.3K +226 +125%
VSQM
431
V-Square Quantitative Management
Illinois
$49.7K +$50.2K +401 New
PB
432
Prosperity Bancshares
Texas
$48.4K +$48.9K +391 New
WAG
433
Wiser Advisor Group
Arizona
$44.3K +$125 +1 +0.3%
BWA
434
Basecamp Wealth Advisors
Washington
$43.7K +$44.2K +353 New
EP
435
Essential Partners
California
$38.8K +$37.7K +301 +2,508%
DT
436
DV Trading
Illinois
$37.2K +$37.5K +300 New
MHR
437
Matthew Hamilton Rosenberg
$36.1K -$5.26K -42 -13%
HFS
438
Hantz Financial Services
Michigan
$35K -$25.2K -201 -42%
GXJ
439
Global X Japan
Japan
$33.1K +$33.4K +267 New
BCWM
440
Bartlett & Co Wealth Management
Ohio
$32.6K
IBOK
441
Independence Bank of Kentucky
Kentucky
$31K
SL
442
Salomon & Ludwin
Virginia
$28.8K -$4K -32 -12%
FAM
443
Fulcrum Asset Management
United Kingdom
$26.5K
TSMHT
444
Thurston Springer Miller Herd & Titak
Indiana
$24.7K +$23K +184 +1,227%
KFI
445
Key Financial Inc
Pennsylvania
$24.2K
Bessemer Group
446
Bessemer Group
New Jersey
$24K -$129K -1,032 -84%
AA
447
Ancora Advisors
Ohio
$23.2K +$22.7K +181 +3,017%
DWS
448
Dynamic Wealth Strategies
California
$21.2K
BA
449
Blueline Advisors
New Hampshire
$20.4K +$20.7K +165 New
AssetMark Inc
450
AssetMark Inc
California
$19.6K -$14K -112 -41%