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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
476
Dunhill Financial
United Kingdom
$1.02K
HWP
477
Highline Wealth Partners
California
$900 +$895 +7 New
CH
478
Cromwell Holdings
Wyoming
$777 +$767 +6 New
CSC
479
Caldwell Sutter Capital
California
$772
WCM
480
WealthTrak Capital Management
Virginia
$644
BWL
481
Bogart Wealth LLC
Virginia
$515 +$511 +4 New
RWM
482
Rialto Wealth Management
New York
$515 +$511 +4 New
HFS
483
Hughes Financial Services
Virginia
$514 +$511 +4 New
WW
484
Winnow Wealth
Texas
$399 +$128 +1 +33%
Pacer Advisors
485
Pacer Advisors
Pennsylvania
$386 -$128 -1 -25%
CA
486
Clearstead Advisors
Ohio
$386 +$256 +2 +200%
RIL
487
Rothschild Investment LLC
Illinois
$257 +$256 +2 New
PWA
488
Principia Wealth Advisory
Texas
$243
CIA
489
Cape Investment Advisory
Georgia
$129
PA
490
PSI Advisors
Florida
$129
ACA
491
American Capital Advisory
Idaho
$129 +$128 +1 New
TPCW
492
TD Private Client Wealth
New York
$129 +$128 +1 New
RWS
493
Retirement Wealth Solutions
Wisconsin
$114
DPIM
494
Duff & Phelps Investment Management
Illinois
-$72.8M -592,367 Closed
SIM
495
SW Investment Management
Colorado
-$24.6M -200,000 Closed
ACM
496
Adelante Capital Management
California
-$19.6M -159,147 Closed
LPC
497
Long Pond Capital
New York
-$15.2M -123,994 Closed
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
-$8.63M -70,184 Closed
CM
499
Caption Management
Oklahoma
-$8.65M -67,688 Closed
VAM
500
Vert Asset Management
California
-$6.9M -56,083 Closed

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.