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Sun Communities

527 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $15B → $15B (+$39.4M)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$7.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
476
Cornerstone Planning Group
New Jersey
$5.08K
RA
477
Ransom Advisory
Rhode Island
$4.83K
FFO
478
Fortitude Family Office
Arizona
$4.46K
CA
479
Clearstead Advisors
Ohio
$4.46K
CI
480
CX Institutional
Indiana
$4K
TC
481
Truvestments Capital
Florida
$3.96K
AWM
482
Activest Wealth Management
Florida
$3.84K
SIS
483
Sound Income Strategies
Florida
$3.13K
UB
484
UMB Bank
Missouri
$2.97K
PWA
485
Physician Wealth Advisors
Utah
$2.85K
IAIM
486
International Assets Investment Management
Florida
$2.6K
LSA
487
Leonteq Securities AG
Switzerland
$2.6K
PWPS
488
Pinnacle Wealth Planning Services
Ohio
$2.48K
CTC
489
Central Trust Company
Missouri
$2.35K
FC
490
Financial Consulate
Maryland
$2.35K
S
491
Sachetta
Massachusetts
$2.11K
QL
492
Quarry LP
New York
$1.98K
RF
493
Rossby Financial
Florida
$1.98K
CIAS
494
CBIZ Investment Advisory Services
Ohio
$1.87K
CH
495
Cromwell Holdings
Wyoming
$1.75K
TFA
496
Transamerica Financial Advisors
Florida
$1.75K
AP
497
Aspect Partners
Virginia
$1.61K
EWP
498
Elevation Wealth Partners
California
$1.61K
BGAI
499
Bruce G. Allen Investments
Colorado
$1.49K
WWA
500
Wealth Watch Advisors
Colorado
$1.49K