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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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$1.65M
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$1.63M
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$1.57M
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M
GI
205
GAMCO Investors
Connecticut
$1.56M
Creative Planning
206
Creative Planning
Kansas
$1.55M
FPAS
207
Focus Partners Advisor Solutions
Missouri
$1.54M
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$1.49M
NIM
209
NEOS Investment Management
Connecticut
$1.49M
Nordea Investment Management
210
Nordea Investment Management
Sweden
$1.49M
P
211
&Partners
Tennessee
$1.49M
Two Sigma Investments
212
Two Sigma Investments
New York
$1.43M
VOYA Investment Management
213
VOYA Investment Management
Georgia
$1.43M
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$1.42M
ET
215
Entropy Technologies
New York
$1.4M
SLAM
216
Swiss Life Asset Management
$1.38M
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.36M
PMWMG
218
Parr McKnight Wealth Management Group
Minnesota
$1.36M
CIA
219
Cascade Investment Advisors
Oregon
$1.36M
BMCM
220
Burns Matteson Capital Management
New York
$1.35M
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.34M
OAM
222
Ostrum Asset Management
France
$1.34M
WA
223
WBH Advisory
Maryland
$1.33M
STA
224
Summit Trail Advisors
New York
$1.31M
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$1.31M