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Sun Communities

527 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

4.96% more ownership

Funds ownership: 95.36%100.33% (+5%)

3% more funds holding

Funds holding: 513527 (+14)

0% more capital invested

Capital invested by funds: $14.8B → $14.8B (+$29.3M)

14% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 200

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $24M

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
83
Increased
172
Reduced
200
Closed
63
Calls
$18.9M
Puts
$24M
Net Calls
-$5.06M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
CX Institutional
Indiana
$4K -$13.4K -107 -78%
HFS
477
Hughes Financial Services
Virginia
$3.96K +$2.5K +20 +154%
CH
478
Cromwell Holdings
Wyoming
$3.75K +$1.38K +11 +55%
CFB
479
Cullen/Frost Bankers
Texas
$3.24K +$3.38K +27 New
MAFA
480
MJT & Associates Financial Advisory
Minnesota
$3.12K
KFAS
481
Keating Financial Advisory Services
Kansas
$3K +$500 +4 +19%
CT
482
Colonial Trust
South Carolina
$2.88K +$3K +24 New
IRC
483
Investors Research Corp
Georgia
$2.64K
DWM
484
Dogwood Wealth Management
Kansas
$2.64K +$1.25K +10 +83%
IAIM
485
International Assets Investment Management
Florida
$2.42K -$125 -1 -5%
S
486
Sachetta
Massachusetts
$2.4K +$500 +4 +25%
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$2.4K
FC
488
Financial Consulate
Maryland
$2.28K
EP
489
Essential Partners
California
$1.92K -$9.01K -72 -82%
RWM
490
Raffa Wealth Management
District of Columbia
$1.92K
CTC
491
Central Trust Company
Missouri
$1.8K -$500 -4 -21%
KCM
492
Key Capital Management
Tennessee
$1.8K
SGFG
493
Silver Grove Financial Group
New York
$1.8K +$1.88K +15 New
RF
494
Rossby Financial
Florida
$1.44K -$250 -2 -14%
ADL
495
Asset Dedication LLC
California
$1.44K +$1.5K +12 New
BGAI
496
Bruce G. Allen Investments
Colorado
$1.2K -$250 -2 -17%
PWA
497
Provenance Wealth Advisors
Florida
$1.08K
WA
498
Whipplewood Advisors
Colorado
$1.08K +$125 +1 +13%
CAL
499
Capital Advisors Ltd
Ohio
$1K
SEP
500
Signature Equity Partners
Ohio
$959 +$1K +8 New

SUI Hedge Fund Activity: Q2 2026 in Review

527 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2026, worth a combined $14.8B — up 0.2% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SUI positions and 63 closed out — a net gain of 20 holders — while 172 added to existing stakes and 200 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $167M. The largest seller was Dodge & Cox, cutting an estimated $596M.

  • 527 institutional investors held Sun Communities (SUI) as of Q2 2026, up from 513 in Q1 2026.
  • Funds reported $14.8B of Sun Communities stock for Q2 2026, up 0.2% quarter-over-quarter.
  • 83 funds opened new Sun Communities positions in Q2 2026 and 63 closed out, a net change of +20 holders.
  • The largest Sun Communities buyer in Q2 2026 was Cohen & Steers, an estimated $167M added.
  • The largest Sun Communities seller in Q2 2026 was Dodge & Cox, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2026.