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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
451
Golden State Wealth Management
California
$5.92K
UB
452
UMB Bank
Missouri
$5.53K +$384 +3 +8%
LFA
453
LGT Financial Advisors
Texas
$4.89K -$29.5K -231 -86%
NSIM
454
North Star Investment Management
Illinois
$4.89K
FFO
455
Fortitude Family Office
Arizona
$4.63K -$767 -6 -14%
AssetMark Inc
456
AssetMark Inc
California
$4.63K +$2.56K +20 +125%
S
457
Sachetta
Massachusetts
$4.5K -$2.81K -22 -39%
PTC
458
Private Trust Company
Ohio
$4.5K
CI
459
CX Institutional
Indiana
$4K +$3.71K +29 New
NS
460
NBC Securities
Alabama
$4K +$4.09K +32 New
CIAS
461
CBIZ Investment Advisory Services
Ohio
$3.76K +$1.66K +13 +81%
CTC
462
Central Trust Company
Missouri
$3.73K +$1.28K +10 +53%
HNW
463
High Note Wealth
Minnesota
$3.6K +$128 +1 +4%
IRC
464
Investors Research Corp
Georgia
$2.83K
SC
465
SouthState Corp
Florida
$2.32K +$2.3K +18 New
BCM
466
Blume Capital Management
California
$2.06K +$2.05K +16 New
FHA
467
First Horizon Advisors
Tennessee
$1.67K
VCM
468
Versant Capital Management
Arizona
$1.67K
MCM
469
MV Capital Management
Maryland
$1.29K +$384 +3 +43%
SIC
470
Salem Investment Counselors
North Carolina
$1.17K
PWA
471
Provenance Wealth Advisors
Florida
$1.16K
CPG
472
Cornerstone Planning Group
New Jersey
$1.1K +$384 +3 +50%
BIA
473
Bell Investment Advisors
California
$1.03K
SO
474
Sierra Ocean
California
$1.03K
WA
475
Whipplewood Advisors
Colorado
$1.03K +$4.47K +35 +438%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.