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Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$85.7M -$24.3M -196,001 -22%
Bank of America
27
Bank of America
North Carolina
$85.2M -$3.76M -30,363 -4%
CIM
28
Centersquare Investment Management
Pennsylvania
$77.9M -$29.1M -234,757 -28%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$71.3M +$23.4K +189 +0%
Universal-Beteiligungs- und Servicegesellschaft
30
Universal-Beteiligungs- und Servicegesellschaft
Germany
$69.1M +$2.92M +23,558 +5%
GKIM
31
GW&K Investment Management
Massachusetts
$54.5M +$470K +3,792 +0.9%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$53.5M -$357K -2,882 -0.7%
AAMU
33
APG Asset Management US
New York
$52.6M
HSBC Holdings
34
HSBC Holdings
United Kingdom
$52.6M +$13.2M +106,380 +34%
Swiss National Bank
35
Swiss National Bank
Switzerland
$48.9M +$3.35M +27,000 +8%
Jane Street
36
Jane Street
New York
$48M +$19.4M +156,850 +71%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$47.3M -$5.14M -41,488 -10%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$45.4M -$4.46M -35,960 -9%
Macquarie Group
39
Macquarie Group
Australia
$43.6M -$1.41M -11,339 -3%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$42.9M -$19.6M -158,198 -32%
UBS Group
41
UBS Group
Switzerland
$39.3M -$4.1M -33,053 -10%
Millennium Management
42
Millennium Management
New York
$38.6M +$32.1M +258,817 +555%
VC
43
Vision Capital
Ontario, Canada
$34.8M
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$34.1M +$307K +2,479 +0.9%
Citadel Advisors
45
Citadel Advisors
Florida
$34M +$30.6M +246,820 +1,140%
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.2M -$27.2M -219,511 -46%
WT
47
Whittier Trust
California
$33M +$1.98M +15,935 +6%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$32M -$755K -6,089 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$31.7M +$17.1M +137,597 +122%
Canada Life
50
Canada Life
Manitoba, Canada
$31.2M +$6.08M +49,057 +25%

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.