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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
S
501
Sachetta
Massachusetts
$2.11K
QL
502
Quarry LP
New York
$1.98K +$2K +16 New
RF
503
Rossby Financial
Florida
$1.98K +$2K +16 New
CIAS
504
CBIZ Investment Advisory Services
Ohio
$1.87K
CH
505
Cromwell Holdings
Wyoming
$1.75K
TFA
506
Transamerica Financial Advisors
Florida
$1.75K +$1.75K +14 New
AP
507
Aspect Partners
Virginia
$1.61K
EWP
508
Elevation Wealth Partners
California
$1.61K +$1.38K +11 +550%
BGAI
509
Bruce G. Allen Investments
Colorado
$1.49K
WWA
510
Wealth Watch Advisors
Colorado
$1.49K
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$1.36K
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K +$1.13K +9 New
PWA
513
Provenance Wealth Advisors
Florida
$1.11K
CAL
514
Capital Advisors Ltd
Ohio
$1K
MCM
515
Manchester Capital Management
Vermont
$868
EW
516
Elyxium Wealth
California
$744 +$751 +6 New
RFP
517
Root Financial Partners
California
$743 -$501 -4 -40%
CSC
518
Caldwell Sutter Capital
California
$743
DF
519
Dunhill Financial
United Kingdom
$716 +$751 +6 New
FHC
520
First Horizon Corporation
Tennessee
$620 -$1K -8 -62%
FAMI
521
Fideuram Asset Management (Ireland)
$611 +$626 +5 New
BIA
522
Bell Investment Advisors
California
$496 -$501 -4 -50%
SC
523
SouthState Corp
Florida
$496 -$501 -4 -50%
BWL
524
Bogart Wealth LLC
Virginia
$496
HFS
525
Hughes Financial Services
Virginia
$496