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Sun Communities
SUI

504 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

8% more funds holding

Funds holding: 467 → 504 (+37)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

9% less capital invested

Capital invested by funds: $16.5B → $15B (-$1.5B)

9.26% less ownership

Funds ownership: 102.11% → 92.85% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

42% less call options, than puts

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

Holders
504
Holders Change
+37
Holders Change %
+7.92%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
81
Increased
163
Reduced
177
Closed
40
Calls
$11.2M
Puts
$19.6M
Net Calls
-$8.31M
Net Calls Change
-$3.59M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$139M
3
Jane Street
Jane Street
New York
+$49.8M
4
Millennium Management
Millennium Management
New York
+$48M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$41.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$717M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
3
UBS AM
UBS AM
Illinois
-$208M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
151
Nissay Asset Management
Japan
$4.34M -$51.6K -408 -1%
SC
152
SummitTX Capital
Texas
$4.23M -$1.14M -9,001 -22%
DC
153
Davenport & Co
Virginia
$3.93M -$6.19K -49 -0.2%
Cerity Partners
154
Cerity Partners
New York
$3.91M +$466K +3,688 +14%
Capstone Investment Advisors
155
Capstone Investment Advisors
New York
$3.87M +$3.79M +30,000 New
MGP
156
Metis Global Partners
California
$3.67M +$891K +7,053 +33%
LPL Financial
157
LPL Financial
California
$3.63M -$272K -2,152 -7%
AIM
158
Aurora Investment Managers
Florida
$3.61M +$22.9K +181 +0.7%
Wealthfront Advisers
159
Wealthfront Advisers
California
$3.59M +$2.65M +20,945 +304%
KBC Group
160
KBC Group
Belgium
$3.49M – – –
JFG
161
Jefferies Financial Group
New York
$3.41M +$3.34M +26,400 New
AM
162
AGF Management
Ontario, Canada
$3.37M +$149K +1,181 +5%
HPG
163
Harvest Portfolios Group
Ontario, Canada
$3.35M -$136K -1,074 -4%
Truist Financial
164
Truist Financial
North Carolina
$3.34M -$31.5K -249 -1%
Skandinaviska Enskilda Banken (SEB)
165
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.28M -$79.8K -631 -2%
VRS
166
Virginia Retirement Systems
Virginia
$3.25M -$822K -6,500 -21%
OAM
167
Oppenheimer Asset Management
New York
$3.21M -$3.51M -27,769 -53%
DnB Asset Management
168
DnB Asset Management
Norway
$3.12M +$196K +1,552 +7%
NAAA
169
New Age Alpha Advisors
New York
$3.09M -$190K -1,507 -6%
SPIA
170
Steward Partners Investment Advisory
New York
$2.97M -$11.4K -90 -0.4%
LCM
171
LRT Capital Management
Texas
$2.96M +$695K +5,496 +31%
LM
172
Lincluden Management
Ontario, Canada
$2.9M – – –
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$2.89M -$345K -2,727 -11%
AAA
174
Adams Asset Advisors
Texas
$2.87M – – –
Natixis Advisors
175
Natixis Advisors
Massachusetts
$2.76M -$462K -3,658 -15%
5 6
7
8 9

SUI Hedge Fund Activity: Q3 2025 in Review

504 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2025, worth a combined $15B — down 9.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SUI positions and 40 closed out — a net gain of 41 holders — while 163 added to existing stakes and 177 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $524M. The largest seller was Cohen & Steers, cutting an estimated $717M.

  • 504 institutional investors held Sun Communities (SUI) as of Q3 2025, up from 467 in Q2 2025.
  • Funds reported $15B of Sun Communities stock for Q3 2025, down 9.1% quarter-over-quarter.
  • 81 funds opened new Sun Communities positions in Q3 2025 and 40 closed out, a net change of +41 holders.
  • The largest Sun Communities buyer in Q3 2025 was Wellington Management Group, an estimated $524M added.
  • The largest Sun Communities seller in Q3 2025 was Cohen & Steers, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2025.