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Sun Communities

511 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 536511 (-25)

17% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 81

Holders
511
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
$25.8M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
451
Owl Creek Wealth Partners
Colorado
$9.45K
CPG
452
Cornerstone Planning Group
New Jersey
$8.54K
NSIM
453
North Star Investment Management
Illinois
$7.56K
SWP
454
Strategic Wealth Partners
Ohio
$7.18K
GWP
455
Gen-Wealth Partners
Michigan
$6.93K
HWP
456
Highline Wealth Partners
California
$6.42K
KAS
457
Kemnay Advisory Services
New York
$6.17K
CFO
458
CVA Family Office
Colorado
$5.67K
IAAG
459
Innovative Asset Advisors Group
Connecticut
$5.59K
BBHC
460
Brown Brothers Harriman & Co
New York
$5.54K
TWC
461
TD Waterhouse Canada
Ontario, Canada
$5.07K
C
462
Covestor
United Kingdom
$5K
FFO
463
Fortitude Family Office
Arizona
$4.54K
PWA
464
Physician Wealth Advisors
Utah
$4.54K
RFP
465
Root Financial Partners
California
$4.54K
UB
466
UMB Bank
Missouri
$3.9K
MAFA
467
MJT & Associates Financial Advisory
Minnesota
$3.27K
CT
468
Clearstead Trust
Maine
$3.02K
IRC
469
Investors Research Corp
Georgia
$2.77K
IAIM
470
International Assets Investment Management
Florida
$2.67K
KFAS
471
Keating Financial Advisory Services
Kansas
$2.65K
CH
472
Cromwell Holdings
Wyoming
$2.54K
PWPS
473
Pinnacle Wealth Planning Services
Ohio
$2.52K
CTC
474
Central Trust Company
Missouri
$2.39K
FC
475
Financial Consulate
Maryland
$2.39K