SUI icon

Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 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: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

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
492
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
Bank of America
26
Bank of America
North Carolina
$69.9M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$69.2M
SEI Investments
28
SEI Investments
Pennsylvania
$68.8M
JP Morgan Chase
29
JP Morgan Chase
New York
$64.7M
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$57M
GKIM
31
GW&K Investment Management
Massachusetts
$53.6M
Swiss National Bank
32
Swiss National Bank
Switzerland
$47.5M
UBS Group
33
UBS Group
Switzerland
$46.7M
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$46.2M
Goldman Sachs
35
Goldman Sachs
New York
$44.6M
AAMU
36
APG Asset Management US
New York
$43.3M
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$43.3M
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$42.3M
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$39.8M
First Trust Advisors
40
First Trust Advisors
Illinois
$39.5M
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$39.2M
VC
42
Vision Capital
Ontario, Canada
$36.4M
Universal-Beteiligungs- und Servicegesellschaft
43
Universal-Beteiligungs- und Servicegesellschaft
Germany
$35.4M
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$34M
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.8M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$33.6M
WT
47
Whittier Trust
California
$31.6M
Neuberger Berman Group
48
Neuberger Berman Group
New York
$31.4M
HRES
49
Heitman Real Estate Securities
Illinois
$31.2M
Invesco
50
Invesco
Georgia
$31.2M