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Sun Communities
SUI

Overview Fund Activity

487 hedge funds and large institutions have $15.9B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 179 increasing their positions, 180 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+16
Holders Change %
+3.4%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
64
Increased
179
Reduced
180
Closed
40
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.76B
2
Deutsche Bank
Deutsche Bank
Germany
$207M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$787M
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$67.3M
5
Capital International Investors
Capital International Investors
California
$112M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.79M
2
PI
PGGM Investments
Netherlands
$55.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.4M
4
CIM
Centersquare Investment Management
Pennsylvania
$109M
5
DPIM
Duff & Phelps Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
451
CX Institutional
Indiana
$4K +$4K +29 New
NS
452
NBC Securities
Alabama
$4K +$4K +32 New
CIAS
453
CBIZ Investment Advisory Services
Ohio
$3.76K +$1.69K +13 +81%
CTC
454
Central Trust Company
Missouri
$3.73K +$1.29K +10 +53%
HNW
455
High Note Wealth
Minnesota
$3.6K +$129 +1 +4%
IRC
456
Investors Research Corp
Georgia
$2.83K – – –
SC
457
SouthState Corp
Florida
$2.32K +$2.32K +18 New
BCM
458
Blume Capital Management
California
$2.06K +$2.06K +16 New
FHA
459
First Horizon Advisors
Tennessee
$1.67K – – –
VCM
460
Versant Capital Management
Arizona
$1.67K – – –
MCM
461
MV Capital Management
Maryland
$1.29K +$386 +3 +43%
SIC
462
Salem Investment Counselors
North Carolina
$1.17K – – –
PWA
463
Provenance Wealth Advisors
Florida
$1.16K – – –
CPG
464
Cornerstone Planning Group
New Jersey
$1.1K +$366 +3 +50%
BIA
465
Bell Investment Advisors
California
$1.03K – – –
SO
466
Sierra Ocean
California
$1.03K – – –
WA
467
Whipplewood Advisors
Colorado
$1.03K +$838 +35 +438%
DF
468
Dunhill Financial
United Kingdom
$1.03K – – –
HWP
469
Highline Wealth Partners
California
$900 +$900 +7 New
CH
470
Cromwell Holdings
Wyoming
$777 +$777 +6 New
CSC
471
Caldwell Sutter Capital
California
$772 – – –
WCM
472
WealthTrak Capital Management
Virginia
$644 – – –
RWM
473
Rialto Wealth Management
New York
$515 +$515 +4 New
BWL
474
Bogart Wealth LLC
Virginia
$515 +$515 +4 New
HFS
475
Hughes Financial Services
Virginia
$514 +$514 +4 New
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