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Sun Communities

527 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

4.96% more ownership

Funds ownership: 95.36%100.33% (+5%)

3% more funds holding

Funds holding: 513527 (+14)

0% more capital invested

Capital invested by funds: $14.8B → $14.8B (+$29.3M)

14% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 200

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $24M

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
83
Increased
172
Reduced
200
Closed
63
Calls
$18.9M
Puts
$24M
Net Calls
-$5.06M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$31.6K
FNWA
427
Financial Network Wealth Advisors
Utah
$29.9K +$12.9K +103 +71%
CIA
428
Cape Investment Advisory
Georgia
$29.1K +$30.4K +243 New
SIC
429
SJS Investment Consulting
Ohio
$26.7K -$18.9K -151 -40%
FAM
430
Fulcrum Asset Management
United Kingdom
$25.6K
MHR
431
Matthew Hamilton Rosenberg
$25.5K
KFI
432
Key Financial Inc
Pennsylvania
$23.4K
LFG
433
Larson Financial Group
Missouri
$22.7K -$12.9K -103 -35%
SL
434
Salomon & Ludwin
Virginia
$21.4K -$1.88K -15 -8%
TCOT
435
Trust Company of Toledo
Ohio
$20.4K +$21.3K +170 New
TSMHT
436
Thurston Springer Miller Herd & Titak
Indiana
$20.4K -$1.63K -13 -7%
BA
437
Blueline Advisors
New Hampshire
$20.3K
HFS
438
Hantz Financial Services
Michigan
$20K -$7.38K -59 -26%
ZBNA
439
Zions Bancorporation, National Association
Utah
$19.1K -$125 -1 -0.6%
QL
440
Quarry LP
New York
$18.8K -$93.8K -750 -83%
N
441
Natixis
France
$18.1K -$5.5M -43,931 -100%
CAL
442
Capital Analysts LLC
Pennsylvania
$18K -$9.76K -78 -34%
RBI
443
Raiffeisen Bank International
Austria
$17.5K +$2.88K +23 +19%
CA
444
Clearstead Advisors
Ohio
$17K +$17.8K +142 New
CT
445
Clearstead Trust
Maine
$16.5K +$14.3K +114 +475%
AT
446
Arlington Trust
Alabama
$16.4K
EI
447
EFG International
$16.3K +$17K +136 New
AF
448
Allworth Financial
California
$15.7K -$19.9K -159 -55%
MWPCG
449
Measured Wealth Private Client Group
New Hampshire
$13.2K
1IA
450
1620 Investment Advisors
Massachusetts
$12.2K -$2.63K -21 -17%

SUI Hedge Fund Activity: Q2 2026 in Review

527 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2026, worth a combined $14.8B — up 0.2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SUI positions and 63 closed out — a net gain of 20 holders — while 172 added to existing stakes and 200 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $167M. The largest seller was Dodge & Cox, cutting an estimated $596M.

  • 527 institutional investors held Sun Communities (SUI) as of Q2 2026, up from 513 in Q1 2026.
  • Funds reported $14.8B of Sun Communities stock for Q2 2026, up 0.2% quarter-over-quarter.
  • 83 funds opened new Sun Communities positions in Q2 2026 and 63 closed out, a net change of +20 holders.
  • The largest Sun Communities buyer in Q2 2026 was Cohen & Steers, an estimated $167M added.
  • The largest Sun Communities seller in Q2 2026 was Dodge & Cox, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2026.