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Sun Communities

501 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 40 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: $ → $

9.27% less ownership

Funds ownership: 102.06%92.8% (-9.3%)

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
501
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
KBC Group
159
KBC Group
Belgium
$3.49M
JFG
160
Jefferies Financial Group
New York
$3.41M
AM
161
AGF Management
Ontario, Canada
$3.37M
HPG
162
Harvest Portfolios Group
Ontario, Canada
$3.35M
Truist Financial
163
Truist Financial
North Carolina
$3.34M
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.28M
VRS
165
Virginia Retirement Systems
Virginia
$3.25M
OAM
166
Oppenheimer Asset Management
New York
$3.21M
DnB Asset Management
167
DnB Asset Management
Norway
$3.12M
NAAA
168
New Age Alpha Advisors
New York
$3.09M
SPIA
169
Steward Partners Investment Advisory
New York
$2.97M
LCM
170
LRT Capital Management
Texas
$2.96M
LM
171
Lincluden Management
Ontario, Canada
$2.9M
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$2.89M
AAA
173
Adams Asset Advisors
Texas
$2.87M
Natixis Advisors
174
Natixis Advisors
Massachusetts
$2.76M
KOCAA
175
Knights of Columbus Asset Advisors
Connecticut
$2.74M