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Sun Communities

531 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 166 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$125M)

13% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$7.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$95.1M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$85.7M
JP Morgan Chase
28
JP Morgan Chase
New York
$80.6M
HSBC Holdings
29
HSBC Holdings
United Kingdom
$74M
SEI Investments
30
SEI Investments
Pennsylvania
$71.9M
Bank of America
31
Bank of America
North Carolina
$64.4M
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$58.2M
Franklin Resources
33
Franklin Resources
California
$52M
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$51.9M
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$50.7M
GKIM
36
GW&K Investment Management
Massachusetts
$49.3M
Swiss National Bank
37
Swiss National Bank
Switzerland
$42.5M
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.8M
Prudential Financial
39
Prudential Financial
New Jersey
$38.5M
First Trust Advisors
40
First Trust Advisors
Illinois
$38.1M
AAMU
41
APG Asset Management US
New York
$37.7M
LBIM
42
Land & Buildings Investment Management
Connecticut
$35.4M
VC
43
Vision Capital
Ontario, Canada
$35.1M
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$34.9M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$33.7M
Goldman Sachs
46
Goldman Sachs
New York
$33.6M
Invesco
47
Invesco
Georgia
$32.7M
WT
48
Whittier Trust
California
$32.5M
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$32.5M
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$32.3M