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Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

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

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
451
Central Trust Company
Missouri
$2.45K
TWD
452
True Wealth Design
Ohio
$2.32K
S
453
Sachetta
Massachusetts
$2.19K
UB
454
UMB Bank
Missouri
$2.06K
CAL
455
Capital Advisors Ltd
Ohio
$2K
CIAS
456
CBIZ Investment Advisory Services
Ohio
$1.95K
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$1.94K
SIS
458
Sound Income Strategies
Florida
$1.84K
CH
459
Cromwell Holdings
Wyoming
$1.82K
FHC
460
First Horizon Corporation
Tennessee
$1.68K
AP
461
Aspect Partners
Virginia
$1.68K
BGAI
462
Bruce G. Allen Investments
Colorado
$1.55K
WWA
463
Wealth Watch Advisors
Colorado
$1.55K
AGWCA
464
Annis Gardner Whiting Capital Advisors
Florida
$1.42K
RFP
465
Root Financial Partners
California
$1.29K
PWA
466
Provenance Wealth Advisors
Florida
$1.16K
VCM
467
Versant Capital Management
Arizona
$1.16K
SC
468
SouthState Corp
Florida
$1.03K
RIL
469
Rothschild Investment LLC
Illinois
$1.03K
BIA
470
Bell Investment Advisors
California
$1.03K
TIM
471
Tortoise Investment Management
New York
$1.03K
AW
472
Avion Wealth
Texas
$1K
MCM
473
Manchester Capital Management
Vermont
$903
CSC
474
Caldwell Sutter Capital
California
$774
AA
475
Ancora Advisors
Ohio
$774