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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
EWP
501
Elevation Wealth Partners
California
$1.61K
BGAI
502
Bruce G. Allen Investments
Colorado
$1.49K
WWA
503
Wealth Watch Advisors
Colorado
$1.49K
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
$1.36K
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K
PWA
506
Provenance Wealth Advisors
Florida
$1.11K
CAL
507
Capital Advisors Ltd
Ohio
$1K
MCM
508
Manchester Capital Management
Vermont
$868
EW
509
Elyxium Wealth
California
$744
RFP
510
Root Financial Partners
California
$743
CSC
511
Caldwell Sutter Capital
California
$743
DF
512
Dunhill Financial
United Kingdom
$716
FHC
513
First Horizon Corporation
Tennessee
$620
FAMI
514
Fideuram Asset Management (Ireland)
$611
BIA
515
Bell Investment Advisors
California
$496
SC
516
SouthState Corp
Florida
$496
RWM
517
Rialto Wealth Management
New York
$496
BWL
518
Bogart Wealth LLC
Virginia
$496
HFS
519
Hughes Financial Services
Virginia
$496
NL
520
NorthAvenue LLC
Ohio
$496
CFM
521
Cornerstone Financial Management
Massachusetts
$496
AFC
522
Ares Financial Consulting
California
$408
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$372
MCM
524
MV Capital Management
Maryland
$372
UFPG
525
United Financial Planning Group
New York
$372