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Sun Communities

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: 467504 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$31.5M +249,501 +1%
Dodge & Cox
2
Dodge & Cox
California
$1.87B +$35.6M +282,055 +2%
BlackRock
3
BlackRock
New York
$1.48B +$3.8M +30,056 +0.3%
Cohen & Steers
4
Cohen & Steers
New York
$1.42B -$717M -5,676,318 -34%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$822M -$85M -672,524 -10%
State Street
6
State Street
Massachusetts
$700M +$27.1M +214,634 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$681M -$183M -1,449,703 -22%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$579M +$524M +4,147,015 +1,224%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$300M +$4.05M +32,079 +1%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$233M -$123M -970,795 -35%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$231M +$6.5M +51,404 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$176M +$139M +1,099,004 +409%
Charles Schwab
13
Charles Schwab
California
$176M +$21.3M +168,147 +14%
Deutsche Bank
14
Deutsche Bank
Germany
$136M -$28.9M -228,463 -18%
Northern Trust
15
Northern Trust
Illinois
$134M -$5.75M -45,523 -4%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$133M
Legal & General Group
17
Legal & General Group
United Kingdom
$131M -$7.25M -57,378 -5%
N
18
Nuveen
North Carolina
$127M +$39.2M +310,163 +46%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$122M -$23.5M -185,694 -16%
Morgan Stanley
20
Morgan Stanley
New York
$118M +$2.28M +18,064 +2%
Capital International Investors
21
Capital International Investors
California
$114M +$603K +4,768 +0.5%
Jane Street
22
Jane Street
New York
$99.8M +$49.8M +394,199 +104%
Millennium Management
23
Millennium Management
New York
$88.4M +$48M +379,877 +124%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$79.4M -$241M -1,909,932 -76%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$70.1M +$16.1M +127,176 +30%

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.