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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.31B +$51.6M +403,923 +2%
Cohen & Steers
2
Cohen & Steers
New York
$2.1B -$6.62M -51,746 -0.3%
Dodge & Cox
3
Dodge & Cox
California
$1.76B +$517M +4,041,802 +42%
BlackRock
4
BlackRock
New York
$1.37B +$47.4M +371,059 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$996M -$22.3M -174,199 -2%
Norges Bank
6
Norges Bank
Norway
$938M +$8.21M +64,191 +0.9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$787M +$72.7M +568,514 +10%
State Street
8
State Street
Massachusetts
$661M +$12M +93,691 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$345M -$32.5M -254,513 -9%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$341M +$38.8M +303,556 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$288M +$12.9M +101,065 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$228M -$7.09M -55,492 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$207M +$105M +820,422 +104%
UBS AM
14
UBS AM
Illinois
$181M +$5.09M +39,849 +3%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$150M +$30.6M +239,017 +26%
Northern Trust
16
Northern Trust
Illinois
$149M +$6.84M +53,464 +5%
Charles Schwab
17
Charles Schwab
California
$147M +$2.23M +17,415 +2%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$133M
Legal & General Group
19
Legal & General Group
United Kingdom
$132M +$2.79M +21,795 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$125M +$8.91M +69,670 +8%
Morgan Stanley
21
Morgan Stanley
New York
$118M -$5.03M -39,358 -4%
N
22
Nuveen
North Carolina
$112M +$14.5M +113,716 +15%
Capital International Investors
23
Capital International Investors
California
$112M +$54.7M +427,589 +96%
CIM
24
Centersquare Investment Management
Pennsylvania
$109M -$89.4M -699,228 -45%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$101M +$866K +6,774 +0.9%

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.