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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$101M -$4.71M -36,855 -4%
Bank of America
27
Bank of America
North Carolina
$90.5M +$21.4M +167,404 +31%
LIMS
28
Lasalle Investment Management Securities
Maryland
$75.2M -$6.85M -53,593 -8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$72.4M +$1.31M +10,270 +2%
Universal-Beteiligungs- und Servicegesellschaft
30
Universal-Beteiligungs- und Servicegesellschaft
Germany
$67.3M +$66.8M +522,822 New
Wellington Management Group
31
Wellington Management Group
Massachusetts
$63.9M +$24.6M +192,411 +63%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$62M -$42.5M -332,451 -41%
PI
33
PGGM Investments
Netherlands
$55.6M -$94.1M -736,030 -63%
GKIM
34
GW&K Investment Management
Massachusetts
$55M +$293K +2,293 +0.5%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$54.8M -$418K -3,270 -0.8%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$53.7M +$1.11M +8,692 +2%
AAMU
37
APG Asset Management US
New York
$53M
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$50.3M -$4.38M -34,261 -8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$46.2M +$908K +7,100 +2%
Macquarie Group
40
Macquarie Group
Australia
$45.8M -$6.63M -51,819 -13%
Aberdeen Group
41
Aberdeen Group
United Kingdom
$45.3M +$9.02M +70,565 +25%
UBS Group
42
UBS Group
Switzerland
$44.2M -$12.1M -94,378 -22%
ACA
43
Anchor Capital Advisors
Massachusetts
$42.4M -$10.4M -81,559 -20%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$40M -$241K -1,883 -0.6%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$38.1M -$36.1M -282,235 -49%
Invesco
46
Invesco
Georgia
$36.5M +$1.42M +11,120 +4%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$36.4M -$92.2M -721,344 -72%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$36.4M -$2.15M -16,800 -6%
VC
49
Vision Capital
Ontario, Canada
$35.4M
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$34.4M -$2.79M -21,861 -8%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.