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Sun Communities

492 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.23% less ownership

Funds ownership: 101.98%92.76% (-9.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
SummitTX Capital
Texas
$4.23M
DC
152
Davenport & Co
Virginia
$3.93M
Cerity Partners
153
Cerity Partners
New York
$3.91M
Capstone Investment Advisors
154
Capstone Investment Advisors
New York
$3.87M
MGP
155
Metis Global Partners
California
$3.67M
LPL Financial
156
LPL Financial
California
$3.63M
AIM
157
Aurora Investment Managers
Florida
$3.61M
Wealthfront Advisers
158
Wealthfront Advisers
California
$3.59M
JFG
159
Jefferies Financial Group
New York
$3.41M
AM
160
AGF Management
Ontario, Canada
$3.37M
HPG
161
Harvest Portfolios Group
Ontario, Canada
$3.35M
Truist Financial
162
Truist Financial
North Carolina
$3.34M
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.28M
VRS
164
Virginia Retirement Systems
Virginia
$3.25M
OAM
165
Oppenheimer Asset Management
New York
$3.21M
DnB Asset Management
166
DnB Asset Management
Norway
$3.12M
NAAA
167
New Age Alpha Advisors
New York
$3.09M
SPIA
168
Steward Partners Investment Advisory
New York
$2.97M
LCM
169
LRT Capital Management
Texas
$2.96M
LM
170
Lincluden Management
Ontario, Canada
$2.9M
Janus Henderson Group
171
Janus Henderson Group
United Kingdom
$2.89M
AAA
172
Adams Asset Advisors
Texas
$2.87M
Natixis Advisors
173
Natixis Advisors
Massachusetts
$2.76M
KOCAA
174
Knights of Columbus Asset Advisors
Connecticut
$2.74M
URS
175
Utah Retirement Systems
Utah
$2.68M