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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HPG
151
Harvest Portfolios Group
Ontario, Canada
$3.55M -$351K -2,742 -9%
FAF
152
Fjarde Ap-fonden
Sweden
$3.49M +$12.8K +100 +0.4%
Truist Financial
153
Truist Financial
North Carolina
$3.39M +$44.1K +345 +1%
AACA
154
American Assets Capital Advisers
California
$3.39M -$159K -1,240 -5%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$3.37M -$259K -2,023 -7%
Skandinaviska Enskilda Banken (SEB)
156
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.35M +$345K +2,700 +12%
DSA
157
Davis Selected Advisers
Arizona
$3.22M +$3.2M +25,040 New
BCIM
158
British Columbia Investment Management
British Columbia, Canada
$3.13M +$63.9K +500 +2%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$3.02M -$779K -6,096 -21%
HCM
160
HGI Capital Management
New York
$2.96M +$2.94M +22,990 New
SPIA
161
Steward Partners Investment Advisory
New York
$2.96M -$9.33K -73 -0.3%
LPL Financial
162
LPL Financial
California
$2.91M -$376K -2,942 -12%
AAA
163
Adams Asset Advisors
Texas
$2.86M
FNBOO
164
First National Bank of Omaha
Nebraska
$2.86M +$837K +6,550 +42%
DnB Asset Management
165
DnB Asset Management
Norway
$2.85M -$384 -3 -0%
Citadel Advisors
166
Citadel Advisors
Florida
$2.79M -$95.7M -748,249 -97%
LAM
167
LECAP Asset Management
United Kingdom
$2.73M +$2.71M +21,187 New
URS
168
Utah Retirement Systems
Utah
$2.67M +$36.8K +288 +1%
AAM
169
Advisors Asset Management
Colorado
$2.66M +$743K +5,814 +39%
AM
170
AGF Management
Ontario, Canada
$2.59M +$19.7K +154 +0.8%
FCH
171
Freestone Capital Holdings
Washington
$2.54M -$4.86K -38 -0.2%
DGM
172
Delta Global Management
New York
$2.53M +$2.52M +19,694 New
VRS
173
Virginia Retirement Systems
Virginia
$2.49M +$2.48M +19,380 New
EP
174
Edgestream Partners
New Jersey
$2.48M +$2.46M +19,246 New
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$2.46M +$302K +2,363 +14%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.