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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
LCS
551
Levin Capital Strategies
New York
PCM
552
Permanent Capital Management
Illinois
PCM
553
Polymer Capital Management
New York
PMAM
554
Penn Mutual Asset Management
Pennsylvania
BFM
555
Boothbay Fund Management
New York
EC
556
EntryPoint Capital
New York
BCM
557
Bayesian Capital Management
New York
LF
558
Lee Financial
Texas
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
DS
560
DRW Securities
Illinois
KFP
561
KMG Fiduciary Partners
Ohio
FGP
562
Freestone Grove Partners
California
PCIA
563
Prime Capital Investment Advisors
Kansas
CAM
564
Congress Asset Management
Massachusetts
FHA
565
Flagship Harbor Advisors
Massachusetts
B
566
Bailard
California
OIA
567
OneDigital Investment Advisors
Kansas
VLKIM
568
Van Lanschot Kempen Investment Management
Netherlands
MG
569
Mather Group
Illinois
HWA
570
Heartwood Wealth Advisors
Virginia
PS
571
Principal Securities
Iowa
WANY
572
Wealthspire Advisors (New York)
New York
AF
573
Advisornet Financial
Minnesota
ASN
574
Advisory Services Network
Georgia
AWM
575
Abound Wealth Management
Tennessee