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Sun Communities
SUI

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467 → 504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11% → 92.85% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

42% less call options, than puts

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

Holders
504
Holders Change
+37
Holders Change %
+7.92%
% 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
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$139M
3
Jane Street
Jane Street
New York
+$49.8M
4
Millennium Management
Millennium Management
New York
+$48M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$41.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$717M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
3
UBS AM
UBS AM
Illinois
-$208M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
451
CVA Family Office
Colorado
$5.29K – – –
FFO
452
Fortitude Family Office
Arizona
$5.16K -$105K -830 -95%
RA
453
Ransom Advisory
Rhode Island
$5.03K -$25.3K -200 -84%
NSIM
454
North Star Investment Management
Illinois
$4.9K – – –
DWM
455
Dogwood Wealth Management
Kansas
$4.64K – – –
CA
456
Clearstead Advisors
Ohio
$4.64K +$4.55K +36 New
TC
457
Truvestments Capital
Florida
$4.13K -$2.91K -23 -42%
CI
458
CX Institutional
Indiana
$4K – – –
IRC
459
Investors Research Corp
Georgia
$2.84K – – –
CTC
460
Central Trust Company
Missouri
$2.45K – – –
TWD
461
True Wealth Design
Ohio
$2.32K +$2.27K +18 New
S
462
Sachetta
Massachusetts
$2.19K -$1.77K -14 -45%
UB
463
UMB Bank
Missouri
$2.06K -$4.3K -34 -68%
CAL
464
Capital Advisors Ltd
Ohio
$2K – – –
CIAS
465
CBIZ Investment Advisory Services
Ohio
$1.95K – – –
TSMHT
466
Thurston Springer Miller Herd & Titak
Indiana
$1.94K -$140K -1,111 -99%
SIS
467
Sound Income Strategies
Florida
$1.84K – – –
CH
468
Cromwell Holdings
Wyoming
$1.82K – – –
AP
469
Aspect Partners
Virginia
$1.68K +$1.64K +13 New
FHC
470
First Horizon Corporation
Tennessee
$1.68K +$1.64K +13 New
BGAI
471
Bruce G. Allen Investments
Colorado
$1.55K -$3.79K -30 -71%
EP
472
Essential Partners
California
$1.55K +$1.52K +12 New
WWA
473
Wealth Watch Advisors
Colorado
$1.55K +$1.52K +12 New
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$1.42K – – –
RFP
475
Root Financial Partners
California
$1.29K +$1.26K +10 New
17 18
19
20 21

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.