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Sun Communities

512 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $24.1M

2% less capital invested

Capital invested by funds: $15.1B → $14.8B (-$318M)

6% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 191

3.28% less ownership

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

5% less funds holding

Funds holding: 538512 (-26)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

Holders
512
Holders Change
-26
Holders Change %
-4.83%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
66
Increased
180
Reduced
191
Closed
81
Calls
$25.8M
Puts
$24.1M
Net Calls
+$1.67M
Net Calls Change
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$9.95K
VWA
452
Valued Wealth Advisors
Utah
$9.79K
OCWP
453
Owl Creek Wealth Partners
Colorado
$9.45K +$9.69K +75 New
CPG
454
Cornerstone Planning Group
New Jersey
$8.54K +$3.62K +28 +68%
NSIM
455
North Star Investment Management
Illinois
$7.56K +$646 +5 +9%
SWP
456
Strategic Wealth Partners
Ohio
$7.18K
GWP
457
Gen-Wealth Partners
Michigan
$6.93K
HWP
458
Highline Wealth Partners
California
$6.42K
KAS
459
Kemnay Advisory Services
New York
$6.17K +$6.33K +49 New
CFO
460
CVA Family Office
Colorado
$5.67K -$3.23K -25 -36%
IAAG
461
Innovative Asset Advisors Group
Connecticut
$5.59K +$5.69K +44 New
BBHC
462
Brown Brothers Harriman & Co
New York
$5.54K
TWC
463
TD Waterhouse Canada
Ontario, Canada
$5.07K +$5.17K +40 New
C
464
Covestor
United Kingdom
$5K -$4.13K -32 -43%
FFO
465
Fortitude Family Office
Arizona
$4.54K
PWA
466
Physician Wealth Advisors
Utah
$4.54K +$1.68K +13 +57%
RFP
467
Root Financial Partners
California
$4.54K +$3.88K +30 +500%
UB
468
UMB Bank
Missouri
$3.9K +$905 +7 +29%
MAFA
469
MJT & Associates Financial Advisory
Minnesota
$3.27K +$3.36K +26 New
CT
470
Clearstead Trust
Maine
$3.02K -$3.62K -28 -54%
IRC
471
Investors Research Corp
Georgia
$2.77K +$2.84K +22 New
IAIM
472
International Assets Investment Management
Florida
$2.67K
KFAS
473
Keating Financial Advisory Services
Kansas
$2.65K +$2.58K +20 +2,000%
CH
474
Cromwell Holdings
Wyoming
$2.54K +$775 +6 +43%
PWPS
475
Pinnacle Wealth Planning Services
Ohio
$2.52K

SUI Hedge Fund Activity: Q1 2026 in Review

512 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2026, worth a combined $14.8B — down 2.1% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SUI and 66 opened new positions — a net loss of 15 holders — while 191 trimmed existing stakes and 180 added.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Jane Street, cutting an estimated $113M.

  • 512 institutional investors held Sun Communities (SUI) as of Q1 2026, down from 538 in Q4 2025.
  • Funds reported $14.8B of Sun Communities stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q1 2026 and 81 closed out, a net change of -15 holders.
  • The largest Sun Communities buyer in Q1 2026 was BlackRock, an estimated $261M added.
  • The largest Sun Communities seller in Q1 2026 was Jane Street, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2026.