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Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
-$196K -1,523 Closed
MG
502
Mather Group
Illinois
-$141K -1,097 Closed
CF
503
Corebridge Financial
Texas
-$109K -848 Closed
AT
504
Avalon Trust
New Mexico
-$65.2K -507 Closed
WAG
505
Wiser Advisor Group
Arizona
-$43.7K -339 Closed
OWA
506
Opal Wealth Advisors
New York
-$29.2K -227 Closed
Twin Tree Management
507
Twin Tree Management
Texas
-$29.1K -226 Closed
Lazard Asset Management
508
Lazard Asset Management
New York
-$22K -177 Closed
RTC
509
Riverview Trust Company
Washington
-$17.1K -133 Closed
BC
510
Bayforest Capital
United Kingdom
-$11.4K -89 Closed
QC
511
Quent Capital
New York
-$9.69K -75 Closed
SCB
512
Saudi Central Bank
Saudi Arabia
-$6.43K -50 Closed
CA
513
Continuum Advisory
Idaho
-$5.92K -46 Closed
LFA
514
LGT Financial Advisors
Texas
-$4.89K -38 Closed
NS
515
NBC Securities
Alabama
-$4K -32 Closed
BCM
516
Blume Capital Management
California
-$2.06K -16 Closed
SIC
517
Salem Investment Counselors
North Carolina
-$1.17K -9 Closed
DF
518
Dunhill Financial
United Kingdom
-$1.02K -8 Closed
SO
519
Sierra Ocean
California
-$1.03K -8 Closed
HWP
520
Highline Wealth Partners
California
-$900 -7 Closed
BWL
521
Bogart Wealth LLC
Virginia
-$515 -4 Closed
WW
522
Winnow Wealth
Texas
-$399 -4 Closed
CA
523
Clearstead Advisors
Ohio
-$386 -3 Closed
CIA
524
Cape Investment Advisory
Georgia
-$129 -1 Closed
PA
525
PSI Advisors
Florida
-$129 -1 Closed

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.