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Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Versant Capital Management
Arizona
$506 -$1.12K -9 -69%
RWM
452
Rialto Wealth Management
New York
$506
PWA
453
Principia Wealth Advisory
Texas
$506 +$248 +2 +100%
SC
454
Stephens Consulting
Michigan
$506 +$496 +4 New
HFS
455
Hughes Financial Services
Virginia
$501
MCM
456
MV Capital Management
Maryland
$380 -$868 -7 -70%
Pacer Advisors
457
Pacer Advisors
Pennsylvania
$379
TIM
458
Tortoise Investment Management
New York
$379 +$372 +3 New
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$295 +$248 +2 New
PWM
460
Parkworth Wealth Management
California
$253 +$248 +2 New
TPWA
461
Twin Peaks Wealth Advisors
California
$252 +$248 +2 New
ACA
462
American Capital Advisory
Idaho
$127
TFM
463
TFC Financial Management
Massachusetts
$127 +$124 +1 New
TPCW
464
TD Private Client Wealth
New York
$126
RWS
465
Retirement Wealth Solutions
Wisconsin
$113
PI
466
PGGM Investments
Netherlands
-$55.6M -432,595 Closed
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
-$38.1M -296,135 Closed
Alyeska Investment Group
468
Alyeska Investment Group
Illinois
-$36.4M -283,344 Closed
HRES
469
Heitman Real Estate Securities
Illinois
-$33.6M -261,514 Closed
RC
470
Resolution Capital
Australia
-$31.2M -242,151 Closed
HS
471
Hazelview Securities
Ontario, Canada
-$20M -155,294 Closed
WP
472
Woodline Partners
California
-$14.9M -116,013 Closed
HF
473
HRT Financial
New York
-$5.13M -39,851 Closed
HCM
474
HGI Capital Management
New York
-$2.96M -22,990 Closed
LAM
475
LECAP Asset Management
United Kingdom
-$2.73M -21,187 Closed

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.