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Sun Communities

467 hedge funds and large institutions have $16.5B invested in Sun Communities in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 173 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 173

0.29% less ownership

Funds ownership: 102.4%102.11% (-0.29%)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$320M)

6% less funds holding

Funds holding: 495467 (-28)

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

Holders
467
Holders Change
-28
Holders Change %
-5.66%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
190
Reduced
173
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.28B +$11.6M +93,170 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$2.11B +$41.4M +333,734 +2%
Dodge & Cox
3
Dodge & Cox
California
$1.8B +$68.3M +550,940 +4%
BlackRock
4
BlackRock
New York
$1.44B +$98.7M +795,650 +7%
Norges Bank
5
Norges Bank
Norway
$926M +$3.51M +28,324 +0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$891M +$115M +928,008 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$851M -$126M -1,016,331 -13%
State Street
8
State Street
Massachusetts
$659M +$8.43M +67,954 +1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$351M +$15.9M +128,334 +5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$319M -$19.1M -154,241 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$290M +$6.51M +52,502 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$220M -$4.57M -36,815 -2%
UBS AM
13
UBS AM
Illinois
$208M +$30.2M +243,918 +17%
Deutsche Bank
14
Deutsche Bank
Germany
$162M -$40.7M -327,998 -20%
Charles Schwab
15
Charles Schwab
California
$151M +$6.95M +56,045 +5%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$143M -$5.14M -41,481 -4%
Northern Trust
17
Northern Trust
Illinois
$137M -$9.16M -73,901 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$136M +$6.16M +49,716 +5%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$130M
Morgan Stanley
20
Morgan Stanley
New York
$113M -$2.31M -18,669 -2%
Capital International Investors
21
Capital International Investors
California
$111M +$565K +4,559 +0.5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$110M +$10.1M +81,521 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$106M -$16.3M -131,556 -14%
SEI Investments
24
SEI Investments
Pennsylvania
$98.9M -$56.2K -453 -0.1%
LIMS
25
Lasalle Investment Management Securities
Maryland
$94.4M +$20M +161,589 +28%

SUI Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2025, worth a combined $16.5B — down 1.9% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SUI and 37 opened new positions — a net loss of 23 holders — while 173 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 467 institutional investors held Sun Communities (SUI) as of Q2 2025, down from 495 in Q1 2025.
  • Funds reported $16.5B of Sun Communities stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 37 funds opened new Sun Communities positions in Q2 2025 and 60 closed out, a net change of -23 holders.
  • The largest Sun Communities buyer in Q2 2025 was T. Rowe Price Associates, an estimated $115M added.
  • The largest Sun Communities seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.