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Sun Communities

536 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 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 funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$132M)

12% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
536
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
CT
476
Clearstead Trust
Maine
$6.44K
HWP
477
Highline Wealth Partners
California
$6.32K
SAG
478
SageView Advisory Group
California
$5.82K
TH
479
TCTC Holdings
Texas
$5.58K
WETS
480
Wealth Enhancement Trust Services
South Dakota
$5.58K
BBHC
481
Brown Brothers Harriman & Co
New York
$5.45K
IWM
482
IMG Wealth Management
Florida
$5.45K
OP
483
ORG Partners
Indiana
$5.45K
CPG
484
Cornerstone Planning Group
New Jersey
$5.08K
RA
485
Ransom Advisory
Rhode Island
$4.83K
FFO
486
Fortitude Family Office
Arizona
$4.46K
CA
487
Clearstead Advisors
Ohio
$4.46K
CI
488
CX Institutional
Indiana
$4K
TC
489
Truvestments Capital
Florida
$3.96K
AWM
490
Activest Wealth Management
Florida
$3.84K
SIS
491
Sound Income Strategies
Florida
$3.13K
UB
492
UMB Bank
Missouri
$2.97K
PWA
493
Physician Wealth Advisors
Utah
$2.85K
IAIM
494
International Assets Investment Management
Florida
$2.6K
LSA
495
Leonteq Securities AG
Switzerland
$2.6K
PWPS
496
Pinnacle Wealth Planning Services
Ohio
$2.48K
CTC
497
Central Trust Company
Missouri
$2.35K
FC
498
Financial Consulate
Maryland
$2.35K
S
499
Sachetta
Massachusetts
$2.11K
RF
500
Rossby Financial
Florida
$1.98K