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Sun Communities

511 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 536511 (-25)

17% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 81

Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.8M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
476
Elevation Wealth Partners
California
$2.27K
BWL
477
Bogart Wealth LLC
Virginia
$2.02K
TPWA
478
Twin Peaks Wealth Advisors
California
$2.02K
CAL
479
Capital Advisors Ltd
Ohio
$2K
S
480
Sachetta
Massachusetts
$1.98K
KCM
481
Key Capital Management
Tennessee
$1.89K
RF
482
Rossby Financial
Florida
$1.78K
AP
483
Aspect Partners
Virginia
$1.64K
HFS
484
Hughes Financial Services
Virginia
$1.64K
BGAI
485
Bruce G. Allen Investments
Colorado
$1.51K
TPCW
486
TD Private Client Wealth
New York
$1.51K
DWM
487
Dogwood Wealth Management
Kansas
$1.51K
AGWCA
488
Annis Gardner Whiting Capital Advisors
Florida
$1.39K
SIS
489
Sound Income Strategies
Florida
$1.17K
Mirae Asset Global ETFs Holdings
490
Mirae Asset Global ETFs Holdings
Hong Kong
$1.13K
PWA
491
Provenance Wealth Advisors
Florida
$1.13K
WWM
492
Western Wealth Management
Colorado
$1.13K
WA
493
Whipplewood Advisors
Colorado
$1.01K
MCM
494
Manchester Capital Management
Vermont
$882
CSC
495
Caldwell Sutter Capital
California
$756
DF
496
Dunhill Financial
United Kingdom
$727
LSA
497
Leonteq Securities AG
Switzerland
$630
FHC
498
First Horizon Corporation
Tennessee
$630
MCM
499
MV Capital Management
Maryland
$630
BIA
500
Bell Investment Advisors
California
$504