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Sun Communities
SUI

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: 467 → 504 (+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: 5 → 4 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$139M
3
Jane Street
Jane Street
New York
+$49.8M
4
Millennium Management
Millennium Management
New York
+$48M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$41.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$717M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
3
UBS AM
UBS AM
Illinois
-$208M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
476
Provenance Wealth Advisors
Florida
$1.16K – – –
VCM
477
Versant Capital Management
Arizona
$1.16K +$632 +5 +125%
SC
478
SouthState Corp
Florida
$1.03K -$632 -5 -38%
RIL
479
Rothschild Investment LLC
Illinois
$1.03K -$379 -3 -27%
BIA
480
Bell Investment Advisors
California
$1.03K – – –
TIM
481
Tortoise Investment Management
New York
$1.03K +$632 +5 +167%
AW
482
Avion Wealth
Texas
$1K +$506 +4 +100%
MCM
483
Manchester Capital Management
Vermont
$903 +$885 +7 New
AA
484
Ancora Advisors
Ohio
$774 – – –
CSC
485
Caldwell Sutter Capital
California
$774 – – –
ETS
486
ESL Trust Services
New York
$645 +$632 +5 New
RWM
487
Rialto Wealth Management
New York
$516 – – –
BWL
488
Bogart Wealth LLC
Virginia
$516 +$506 +4 New
FC
489
Financial Consulate
Maryland
$516 +$506 +4 New
RA
490
Rise Advisors
New York
$516 +$506 +4 New
HFS
491
Hughes Financial Services
Virginia
$503 – – –
MCM
492
MV Capital Management
Maryland
$387 – – –
Pacer Advisors
493
Pacer Advisors
Pennsylvania
$387 – – –
PWA
494
Principia Wealth Advisory
Texas
$258 -$253 -2 -50%
EWP
495
Elevation Wealth Partners
California
$258 +$253 +2 New
ACA
496
American Capital Advisory
Idaho
$129 – – –
TPCW
497
TD Private Client Wealth
New York
$129 – – –
TFM
498
TFC Financial Management
Massachusetts
$129 – – –
AWM
499
Activest Wealth Management
Florida
$129 +$126 +1 New
DCM
500
Davis Capital Management
Florida
$129 +$126 +1 New
18 19
20
21 22

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.