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Sun Communities

501 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.27% less ownership

Funds ownership: 102.06%92.8% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

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

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
451
Ransom Advisory
Rhode Island
$5.03K
NSIM
452
North Star Investment Management
Illinois
$4.9K
DWM
453
Dogwood Wealth Management
Kansas
$4.64K
CA
454
Clearstead Advisors
Ohio
$4.64K
TC
455
Truvestments Capital
Florida
$4.13K
CI
456
CX Institutional
Indiana
$4K
IRC
457
Investors Research Corp
Georgia
$2.84K
CTC
458
Central Trust Company
Missouri
$2.45K
TWD
459
True Wealth Design
Ohio
$2.32K
S
460
Sachetta
Massachusetts
$2.19K
UB
461
UMB Bank
Missouri
$2.06K
CAL
462
Capital Advisors Ltd
Ohio
$2K
CIAS
463
CBIZ Investment Advisory Services
Ohio
$1.95K
TSMHT
464
Thurston Springer Miller Herd & Titak
Indiana
$1.94K
SIS
465
Sound Income Strategies
Florida
$1.84K
CH
466
Cromwell Holdings
Wyoming
$1.82K
FHC
467
First Horizon Corporation
Tennessee
$1.68K
AP
468
Aspect Partners
Virginia
$1.68K
BGAI
469
Bruce G. Allen Investments
Colorado
$1.55K
WWA
470
Wealth Watch Advisors
Colorado
$1.55K
AGWCA
471
Annis Gardner Whiting Capital Advisors
Florida
$1.42K
RFP
472
Root Financial Partners
California
$1.29K
PWA
473
Provenance Wealth Advisors
Florida
$1.16K
VCM
474
Versant Capital Management
Arizona
$1.16K
SC
475
SouthState Corp
Florida
$1.03K