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Sun Communities

527 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $15B → $15B (+$39.4M)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
527
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
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$1.36K
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K
PWA
503
Provenance Wealth Advisors
Florida
$1.11K
CAL
504
Capital Advisors Ltd
Ohio
$1K
MCM
505
Manchester Capital Management
Vermont
$868
EW
506
Elyxium Wealth
California
$744
RFP
507
Root Financial Partners
California
$743
CSC
508
Caldwell Sutter Capital
California
$743
DF
509
Dunhill Financial
United Kingdom
$716
FHC
510
First Horizon Corporation
Tennessee
$620
FAMI
511
Fideuram Asset Management (Ireland)
$611
BIA
512
Bell Investment Advisors
California
$496
SC
513
SouthState Corp
Florida
$496
BWL
514
Bogart Wealth LLC
Virginia
$496
HFS
515
Hughes Financial Services
Virginia
$496
RWM
516
Rialto Wealth Management
New York
$496
CFM
517
Cornerstone Financial Management
Massachusetts
$496
AFC
518
Ares Financial Consulting
California
$408
Pacer Advisors
519
Pacer Advisors
Pennsylvania
$372
MCM
520
MV Capital Management
Maryland
$372
UFPG
521
United Financial Planning Group
New York
$372
PWA
522
Principia Wealth Advisory
Texas
$248
TPCW
523
TD Private Client Wealth
New York
$248
TFM
524
TFC Financial Management
Massachusetts
$124
WW
525
Winnow Wealth
Texas
$124