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Sun Communities

531 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 166 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 (+$125M)

13% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
531
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
BBHC
476
Brown Brothers Harriman & Co
New York
$5.45K
IWM
477
IMG Wealth Management
Florida
$5.45K
OP
478
ORG Partners
Indiana
$5.45K
CPG
479
Cornerstone Planning Group
New Jersey
$5.08K
RA
480
Ransom Advisory
Rhode Island
$4.83K
FFO
481
Fortitude Family Office
Arizona
$4.46K
CA
482
Clearstead Advisors
Ohio
$4.46K
CI
483
CX Institutional
Indiana
$4K
TC
484
Truvestments Capital
Florida
$3.96K
AWM
485
Activest Wealth Management
Florida
$3.84K
SIS
486
Sound Income Strategies
Florida
$3.13K
UB
487
UMB Bank
Missouri
$2.97K
PWA
488
Physician Wealth Advisors
Utah
$2.85K
LSA
489
Leonteq Securities AG
Switzerland
$2.6K
IAIM
490
International Assets Investment Management
Florida
$2.6K
PWPS
491
Pinnacle Wealth Planning Services
Ohio
$2.48K
CTC
492
Central Trust Company
Missouri
$2.35K
FC
493
Financial Consulate
Maryland
$2.35K
S
494
Sachetta
Massachusetts
$2.11K
QL
495
Quarry LP
New York
$1.98K
RF
496
Rossby Financial
Florida
$1.98K
CIAS
497
CBIZ Investment Advisory Services
Ohio
$1.87K
CH
498
Cromwell Holdings
Wyoming
$1.75K
TFA
499
Transamerica Financial Advisors
Florida
$1.75K
AP
500
Aspect Partners
Virginia
$1.61K