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Sun Communities

512 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 538512 (-26)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.8M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$9.95K
VWA
452
Valued Wealth Advisors
Utah
$9.79K
OCWP
453
Owl Creek Wealth Partners
Colorado
$9.45K
CPG
454
Cornerstone Planning Group
New Jersey
$8.54K
NSIM
455
North Star Investment Management
Illinois
$7.56K
SWP
456
Strategic Wealth Partners
Ohio
$7.18K
GWP
457
Gen-Wealth Partners
Michigan
$6.93K
HWP
458
Highline Wealth Partners
California
$6.42K
KAS
459
Kemnay Advisory Services
New York
$6.17K
CFO
460
CVA Family Office
Colorado
$5.67K
IAAG
461
Innovative Asset Advisors Group
Connecticut
$5.59K
BBHC
462
Brown Brothers Harriman & Co
New York
$5.54K
TWC
463
TD Waterhouse Canada
Ontario, Canada
$5.07K
C
464
Covestor
United Kingdom
$5K
FFO
465
Fortitude Family Office
Arizona
$4.54K
PWA
466
Physician Wealth Advisors
Utah
$4.54K
RFP
467
Root Financial Partners
California
$4.54K
UB
468
UMB Bank
Missouri
$3.9K
MAFA
469
MJT & Associates Financial Advisory
Minnesota
$3.27K
CT
470
Clearstead Trust
Maine
$3.02K
IRC
471
Investors Research Corp
Georgia
$2.77K
IAIM
472
International Assets Investment Management
Florida
$2.67K
KFAS
473
Keating Financial Advisory Services
Kansas
$2.65K
CH
474
Cromwell Holdings
Wyoming
$2.54K
PWPS
475
Pinnacle Wealth Planning Services
Ohio
$2.52K