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Sun Communities

498 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 41 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: 102.05%92.78% (-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
498
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
NSIM
451
North Star Investment Management
Illinois
$4.9K
DWM
452
Dogwood Wealth Management
Kansas
$4.64K
CA
453
Clearstead Advisors
Ohio
$4.64K
TC
454
Truvestments Capital
Florida
$4.13K
CI
455
CX Institutional
Indiana
$4K
IRC
456
Investors Research Corp
Georgia
$2.84K
CTC
457
Central Trust Company
Missouri
$2.45K
TWD
458
True Wealth Design
Ohio
$2.32K
S
459
Sachetta
Massachusetts
$2.19K
UB
460
UMB Bank
Missouri
$2.06K
CAL
461
Capital Advisors Ltd
Ohio
$2K
CIAS
462
CBIZ Investment Advisory Services
Ohio
$1.95K
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$1.94K
SIS
464
Sound Income Strategies
Florida
$1.84K
CH
465
Cromwell Holdings
Wyoming
$1.82K
FHC
466
First Horizon Corporation
Tennessee
$1.68K
AP
467
Aspect Partners
Virginia
$1.68K
BGAI
468
Bruce G. Allen Investments
Colorado
$1.55K
WWA
469
Wealth Watch Advisors
Colorado
$1.55K
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
$1.42K
RFP
471
Root Financial Partners
California
$1.29K
PWA
472
Provenance Wealth Advisors
Florida
$1.16K
VCM
473
Versant Capital Management
Arizona
$1.16K
SC
474
SouthState Corp
Florida
$1.03K
RIL
475
Rothschild Investment LLC
Illinois
$1.03K