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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
476
Gen-Wealth Partners
Michigan
$6.82K
NSIM
477
North Star Investment Management
Illinois
$6.82K +$2.13K +17 +45%
CT
478
Clearstead Trust
Maine
$6.44K -$2.13K -17 -25%
HWP
479
Highline Wealth Partners
California
$6.32K
SAG
480
SageView Advisory Group
California
$5.82K +$5.88K +47 New
TH
481
TCTC Holdings
Texas
$5.58K
WETS
482
Wealth Enhancement Trust Services
South Dakota
$5.58K +$5.63K +45 New
BBHC
483
Brown Brothers Harriman & Co
New York
$5.45K -$375 -3 -6%
IWM
484
IMG Wealth Management
Florida
$5.45K
OP
485
ORG Partners
Indiana
$5.45K +$5.51K +44 New
CPG
486
Cornerstone Planning Group
New Jersey
$5.08K -$43.8K -350 -90%
RA
487
Ransom Advisory
Rhode Island
$4.83K
FFO
488
Fortitude Family Office
Arizona
$4.46K -$501 -4 -10%
CA
489
Clearstead Advisors
Ohio
$4.46K
CI
490
CX Institutional
Indiana
$4K
TC
491
Truvestments Capital
Florida
$3.96K
AWM
492
Activest Wealth Management
Florida
$3.84K +$3.75K +30 +3,000%
SIS
493
Sound Income Strategies
Florida
$3.13K +$1.13K +9 +60%
UB
494
UMB Bank
Missouri
$2.97K +$1K +8 +50%
PWA
495
Physician Wealth Advisors
Utah
$2.85K -$3.5K -28 -55%
IAIM
496
International Assets Investment Management
Florida
$2.6K +$2.63K +21 New
LSA
497
Leonteq Securities AG
Switzerland
$2.6K +$2.63K +21 New
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$2.48K +$2.5K +20 New
CTC
499
Central Trust Company
Missouri
$2.35K
FC
500
Financial Consulate
Maryland
$2.35K +$1.88K +15 +375%