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Sun Communities

538 hedge funds and large institutions have $15.1B invested in Sun Communities in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $7.89M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

7% more funds holding

Funds holding: 504538 (+34)

5.8% more ownership

Funds ownership: 92.85%98.65% (+5.8%)

1% more capital invested

Capital invested by funds: $15B → $15.1B (+$126M)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
538
Holders Change
+34
Holders Change %
+6.75%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
97
Increased
168
Reduced
190
Closed
56
Calls
$16.4M
Puts
$7.89M
Net Calls
+$8.54M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B -$203M -1,624,979 -9%
Dodge & Cox
2
Dodge & Cox
California
$1.8B +$1.38M +11,050 +0.1%
BlackRock
3
BlackRock
New York
$1.32B -$96.8M -773,568 -7%
Cohen & Steers
4
Cohen & Steers
New York
$1.25B -$115M -919,346 -8%
Norges Bank
5
Norges Bank
Norway
$753M +$761M +6,079,930 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$689M -$102M -813,463 -13%
State Street
7
State Street
Massachusetts
$662M -$10.2M -81,237 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$624M +$69.4M +554,075 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$603M -$51.2M -408,853 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$289M +$1.19M +9,539 +0.4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$218M -$3.53M -28,200 -2%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$187M -$36.8M -293,969 -16%
UBS AM
13
UBS AM
Illinois
$183M +$184M +1,470,286 +37,933%
Charles Schwab
14
Charles Schwab
California
$182M +$13.2M +105,605 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$155M -$14.3M -114,353 -8%
Deutsche Bank
16
Deutsche Bank
Germany
$154M +$23.7M +188,963 +18%
Legal & General Group
17
Legal & General Group
United Kingdom
$134M +$8.14M +65,053 +6%
Northern Trust
18
Northern Trust
Illinois
$129M -$339K -2,712 -0.3%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$128M
N
20
Nuveen
North Carolina
$122M -$629K -5,026 -0.5%
Morgan Stanley
21
Morgan Stanley
New York
$118M +$4.94M +39,483 +4%
Jane Street
22
Jane Street
New York
$117M +$21.2M +169,107 +22%
Capital International Investors
23
Capital International Investors
California
$109M +$125K +998 +0.1%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$98.9M -$18M -143,678 -15%
Millennium Management
25
Millennium Management
New York
$95.9M +$11.1M +88,637 +13%