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Sun Communities

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11%92.85% (-9.3%)

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
504
Holders Change
+37
Holders Change %
+7.92%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$69.9M -$16.6M -131,588 -20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$69.2M -$3.44M -27,251 -5%
SEI Investments
28
SEI Investments
Pennsylvania
$68.8M -$31.4M -248,529 -32%
JP Morgan Chase
29
JP Morgan Chase
New York
$64.7M -$42.6M -336,789 -40%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$57M -$53.8M -425,949 -49%
GKIM
31
GW&K Investment Management
Massachusetts
$53.6M -$2M -15,815 -4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$47.5M -$2.31M -18,300 -5%
UBS Group
33
UBS Group
Switzerland
$46.7M +$6.46M +51,090 +16%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$46.2M -$2M -15,813 -4%
Goldman Sachs
35
Goldman Sachs
New York
$44.6M +$33.5M +265,174 +329%
AAMU
36
APG Asset Management US
New York
$43.3M -$9.48M -75,030 -18%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$43.3M -$2.35M -18,629 -5%
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$42.3M +$41.4M +327,599 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$39.8M +$6.97M +55,138 +22%
First Trust Advisors
40
First Trust Advisors
Illinois
$39.5M +$36.5M +288,639 +1,664%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$39.2M +$38.4M +303,878 New
VC
42
Vision Capital
Ontario, Canada
$36.4M +$885K +7,000 +3%
Universal-Beteiligungs- und Servicegesellschaft
43
Universal-Beteiligungs- und Servicegesellschaft
Germany
$35.4M -$34.4M -272,246 -50%
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$34M -$712K -5,632 -2%
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.8M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$33.6M +$1.22M +9,681 +4%
WT
47
Whittier Trust
California
$31.6M -$2.29M -18,104 -7%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$31.4M -$22.7M -179,578 -42%
HRES
49
Heitman Real Estate Securities
Illinois
$31.2M +$30.6M +242,137 New
Invesco
50
Invesco
Georgia
$31.2M +$580K +4,586 +2%

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.