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Sun Communities

459 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, 185 increasing their positions, 171 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-28
Holders Change %
-5.75%
% of All Funds
6.16%
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
185
Reduced
171
Closed
60
Calls
$5.79M
Puts
$10.5M
Net Calls
-$4.72M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.28B +$11.8M +93,170 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$2.11B +$42.2M +333,734 +2%
Dodge & Cox
3
Dodge & Cox
California
$1.8B +$69.7M +550,940 +4%
BlackRock
4
BlackRock
New York
$1.44B +$101M +795,650 +7%
Norges Bank
5
Norges Bank
Norway
$926M +$926M +7,320,153 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$891M +$117M +928,008 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$851M -$129M -1,016,331 -13%
State Street
8
State Street
Massachusetts
$659M +$8.66M +67,954 +1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$351M +$16.2M +128,334 +5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$319M -$19.5M -154,241 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$290M +$6.62M +52,502 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$220M -$4.66M -36,815 -2%
UBS AM
13
UBS AM
Illinois
$208M +$30.9M +243,918 +17%
Deutsche Bank
14
Deutsche Bank
Germany
$162M -$41.5M -327,998 -20%
Charles Schwab
15
Charles Schwab
California
$151M +$7.09M +56,045 +5%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$143M -$5.25M -41,481 -4%
Northern Trust
17
Northern Trust
Illinois
$137M -$9.35M -73,901 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$136M +$6.29M +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 -$2.36M -18,669 -2%
Capital International Investors
21
Capital International Investors
California
$111M +$577K +4,559 +0.5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$110M +$10.3M +81,521 +10%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$106M -$16.6M -131,556 -14%
SEI Investments
24
SEI Investments
Pennsylvania
$98.9M -$57.3K -453 -0.1%
LIMS
25
Lasalle Investment Management Securities
Maryland
$94.4M +$20.4M +161,589 +28%