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Sun Communities

527 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

4.96% more ownership

Funds ownership: 95.36%100.33% (+5%)

3% more funds holding

Funds holding: 513527 (+14)

0% more capital invested

Capital invested by funds: $14.8B → $14.8B (+$29.3M)

14% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 200

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $24M

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
83
Increased
172
Reduced
200
Closed
63
Calls
$18.9M
Puts
$24M
Net Calls
-$5.06M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
451
Dynamic Wealth Strategies
California
$12K
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$11.8K -$5.63K -45 -31%
BTI
453
Blue Trust Inc
Georgia
$11K -$2K -16 -15%
QC
454
Quent Capital
New York
$11K -$2.5K -20 -18%
HP
455
Havemeyer Place
Connecticut
$9.59K -$457K -3,650 -98%
JWA
456
JFS Wealth Advisors
Pennsylvania
$9.47K
VWA
457
Valued Wealth Advisors
Utah
$9.32K
Bessemer Group
458
Bessemer Group
New Jersey
$9K
TCOV
459
Trust Company of Vermont
Vermont
$8.75K +$9.13K +73 New
CA
460
Continuum Advisory
Idaho
$7.43K +$7.75K +62 New
SWP
461
Strategic Wealth Partners
Ohio
$6.83K
CPG
462
Cornerstone Planning Group
New Jersey
$6.74K -$1.63K -13 -19%
GWP
463
Gen-Wealth Partners
Michigan
$6.59K
TWD
464
True Wealth Design
Ohio
$6.36K -$4.38K -35 -40%
HWP
465
Highline Wealth Partners
California
$6.12K
KAS
466
Kemnay Advisory Services
New York
$6.12K +$250 +2 +4%
OCWP
467
Owl Creek Wealth Partners
Colorado
$5.4K -$3.75K -30 -40%
BBHC
468
Brown Brothers Harriman & Co
New York
$5.28K
WETS
469
Wealth Enhancement Trust Services
South Dakota
$5.04K +$5.25K +42 New
C
470
Covestor
United Kingdom
$5K
TWC
471
TD Waterhouse Canada
Ontario, Canada
$4.84K
TFA
472
Transamerica Financial Advisors
Florida
$4.72K +$4.5K +36 +1,200%
NSIM
473
North Star Investment Management
Illinois
$4.56K -$2.75K -22 -37%
CFO
474
CVA Family Office
Colorado
$4.44K -$1K -8 -18%
FFO
475
Fortitude Family Office
Arizona
$4.32K

SUI Hedge Fund Activity: Q2 2026 in Review

527 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2026, worth a combined $14.8B — up 0.2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SUI positions and 63 closed out — a net gain of 20 holders — while 172 added to existing stakes and 200 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $167M. The largest seller was Dodge & Cox, cutting an estimated $596M.

  • 527 institutional investors held Sun Communities (SUI) as of Q2 2026, up from 513 in Q1 2026.
  • Funds reported $14.8B of Sun Communities stock for Q2 2026, up 0.2% quarter-over-quarter.
  • 83 funds opened new Sun Communities positions in Q2 2026 and 63 closed out, a net change of +20 holders.
  • The largest Sun Communities buyer in Q2 2026 was Cohen & Steers, an estimated $167M added.
  • The largest Sun Communities seller in Q2 2026 was Dodge & Cox, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2026.