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Sun Communities

512 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $24.1M

2% less capital invested

Capital invested by funds: $15.1B → $14.8B (-$318M)

6% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 191

3.28% less ownership

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

5% less funds holding

Funds holding: 538512 (-26)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

Holders
512
Holders Change
-26
Holders Change %
-4.83%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
66
Increased
180
Reduced
191
Closed
81
Calls
$25.8M
Puts
$24.1M
Net Calls
+$1.67M
Net Calls Change
-$6.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
476
Central Trust Company
Missouri
$2.39K
FC
477
Financial Consulate
Maryland
$2.39K
EWP
478
Elevation Wealth Partners
California
$2.27K +$646 +5 +38%
BWL
479
Bogart Wealth LLC
Virginia
$2.02K +$1.55K +12 +300%
TPWA
480
Twin Peaks Wealth Advisors
California
$2.02K +$2.07K +16 New
CAL
481
Capital Advisors Ltd
Ohio
$2K
S
482
Sachetta
Massachusetts
$1.98K -$129 -1 -6%
KCM
483
Key Capital Management
Tennessee
$1.89K +$1.94K +15 New
RF
484
Rossby Financial
Florida
$1.78K -$258 -2 -13%
AP
485
Aspect Partners
Virginia
$1.64K
HFS
486
Hughes Financial Services
Virginia
$1.64K +$1.16K +9 +225%
BGAI
487
Bruce G. Allen Investments
Colorado
$1.51K
TPCW
488
TD Private Client Wealth
New York
$1.51K +$1.29K +10 +500%
DWM
489
Dogwood Wealth Management
Kansas
$1.51K +$1.55K +12 New
AGWCA
490
Annis Gardner Whiting Capital Advisors
Florida
$1.39K
SIS
491
Sound Income Strategies
Florida
$1.17K -$1.94K -15 -63%
Mirae Asset Global ETFs Holdings
492
Mirae Asset Global ETFs Holdings
Hong Kong
$1.13K -$148K -1,142 -99%
PWA
493
Provenance Wealth Advisors
Florida
$1.13K
WA
494
Whipplewood Advisors
Colorado
$1.01K +$1.03K +8 New
MCM
495
Manchester Capital Management
Vermont
$882
CSC
496
Caldwell Sutter Capital
California
$756
DF
497
Dunhill Financial
United Kingdom
$727 -$129 -1 -17%
LSA
498
Leonteq Securities AG
Switzerland
$630 -$2.07K -16 -76%
FHC
499
First Horizon Corporation
Tennessee
$630
MCM
500
MV Capital Management
Maryland
$630 +$258 +2 +67%

SUI Hedge Fund Activity: Q1 2026 in Review

512 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2026, worth a combined $14.8B — down 2.1% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SUI and 66 opened new positions — a net loss of 15 holders — while 191 trimmed existing stakes and 180 added.

The largest buyer was BlackRock, adding an estimated $261M. The largest seller was Jane Street, cutting an estimated $113M.

  • 512 institutional investors held Sun Communities (SUI) as of Q1 2026, down from 538 in Q4 2025.
  • Funds reported $14.8B of Sun Communities stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q1 2026 and 81 closed out, a net change of -15 holders.
  • The largest Sun Communities buyer in Q1 2026 was BlackRock, an estimated $261M added.
  • The largest Sun Communities seller in Q1 2026 was Jane Street, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2026.