Sun Communities

SUI • NYSE

Sun Communities is a reit - residential company in the real estate sector on NYSE, led by Charles D. Young, with a market cap of $15.1B. As of Q3 2025, 93% of shares are held by 490 institutional investors, with VANGUARD GROUP INC as the largest holder at 14.61%.

Chief Executive OfficerCharles D. Young

Market Cap$15.1B

REIT - Residential

Real Estate

Employees6.8K

Websitesuncommunities.com

Country

United States of America

Overview

Overview of institutional ownership in SUI as of Q3 2025 with a market cap of $16.1B

All Institutions

Institutions: 490
Value Held: $14.9B
Shares Held: 115.8M
Avg Position: $30.5M
Median Position: $898.3K

Hedge Funds

Hedge Funds: 41
Value Held: $488.1M
Shares Held: 3.8M
Avg Position: $11.9M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

89.54%

$14.5B

Hedge Funds

3.02%

$488.1M

Retail & Other

7.44%

$1.2B

Based on market cap of $16.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SUI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.4B 0.04% of portfolio	14.61% 18.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$1.9B 1.01% of portfolio	11.57% 14.5M shares	Q1 2024 Held for 1y 8m	$185.33B
B BlackRock, Inc. Institution	-	$1.5B 0.03% of portfolio	9.14% 11.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$1.4B 2.59% of portfolio	8.77% 11.0M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$822.2M 0.09% of portfolio	5.09% 6.4M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$699.9M 0.02% of portfolio	4.30% 5.4M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$680.8M 0.04% of portfolio	4.22% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$578.7M 0.10% of portfolio	3.58% 4.5M shares	Q2 2015 Held for 10y 5m	$571.21B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$299.5M 0.02% of portfolio	1.86% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
D Daiwa Securities Group Inc. Institution	-	$232.9M 0.81% of portfolio	1.44% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$28.7B

Net Capital Flow

Institutional buying and selling activity for SUI in Q3 2025

Traded: −$485.3M
Buyers: 244
Sellers: 205
Total Bought: +$1.4B
Total Sold: −$1.9B
Avg Position: $28.1M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$535.0M +4.1M shares	$578.7M 4.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$141.8M +1.1M shares	$176.4M 1.4M shares
J JANE STREET GROUP, LLC Institution	+$50.9M +394.2K shares	$99.8M 773.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$49.0M +379.9K shares	$88.4M 685.3K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$42.3M +327.6K shares	$42.3M 327.6K shares
N Nuveen, LLC Institution	+$40.0M +310.2K shares	$127.4M 987.9K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$39.2M +303.9K shares	$39.2M 303.9K shares
FIRST TRUST ADVISORS LP ETF Provider	+$37.2M +288.6K shares	$39.5M 306.0K shares
DODGE & COX Long Only Manager	+$36.4M +282.1K shares	$1.9B 14.5M shares
GOLDMAN SACHS GROUP INC Institution	+$34.2M +265.2K shares	$44.6M 345.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
COHEN & STEERS INC Institution	−$732.2M −5.7M shares	$1.4B 11.0M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$246.4M −1.9M shares	$79.4M 615.4K shares
FMR LLC Institution	−$187.0M −1.4M shares	$680.8M 5.3M shares
D Daiwa Securities Group Inc. Institution	−$125.2M −970.8K shares	$232.9M 1.8M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$86.8M −672.5K shares	$822.2M 6.4M shares
S Sumitomo Mitsui Trust Holdings, Inc. Institution	−$54.9M −425.9K shares	$57.0M 442.1K shares
JPMORGAN CHASE & CO Institution	−$43.4M −336.8K shares	$64.7M 501.3K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	−$35.1M −272.2K shares	$35.4M 274.1K shares
S SEI INVESTMENTS CO Institution	−$32.1M −248.5K shares	$68.8M 533.5K shares
M MACQUARIE GROUP LTD Institution	−$31.0M −240.3K shares	$13.4M 104.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SUI in Q3 2025

New Positions: 24
New Value: $29.7M
Exited Positions: 40
Exited Value: $103.6M

New Positions

Institution	Position Value
Jain Global LLC Hedge Fund•Multi-Strategy	$14.1M 109.1K shares
A Aware Super Pty Ltd as trustee of Aware Super Institution	$8.0M 61.7K shares
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$3.9M 30.0K shares
I iA Global Asset Management Inc. Institution	$637.1K 4.9K shares
EVERENCE CAPITAL MANAGEMENT INC Long Only Manager	$572.4K 4.4K shares
1 111 Capital Institution	$454.0K 3.5K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$443.4K 3.4K shares
Wahed Invest LLC RIA/Wealth	$442.5K 3.4K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$379.6K 2.9K shares
Discipline Wealth Solutions, LLC RIA/Wealth	$371.2K 2.9K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$23.3M 184.5K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$10.1M 80.0K shares
TOCQUEVILLE ASSET MANAGEMENT L.P. Long Only Manager	$9.9M 78.3K shares
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	$9.0M 70.9K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$8.3M 66.0K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	$6.7M 53.2K shares
Lighthouse Investment Partners, LLC Fund of Funds	$6.6M 52.0K shares
E Employees Retirement System of Texas Institution	$5.8M 45.5K shares
Frigate Ventures LP RIA/Wealth	$4.3M 34.2K shares
GATEWAY INVESTMENT ADVISERS LLC Long Only Manager	$4.2M 33.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SUI as of Q3 2025

Call Positions: 7
Call Value: $11.2M
Put Positions: 6
Put Value: $16.0M

Call Positions

Institution	Position Value
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$5.8M 450.0 contracts
R ROYAL BANK OF CANADA Institution	$2.9M 225.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 122.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$928.8K 72.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	- - contracts

Put Positions

Institution	Position Value
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$5.8M 450.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.3M 335.0 contracts
R ROYAL BANK OF CANADA Institution	$2.9M 225.0 contracts
J JANE STREET GROUP, LLC Institution	$2.2M 168.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$761.1K 59.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with SUI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
V Vision Capital Corp Institution	-	21.17% $36.4M	0.23% 281.9K shares	Q1 2022 Held for 3y 8m	$171.7M
Land & Buildings Investment Management, LLC Hedge Fund•Activist	Jonathan I Litt Managing Partner	5.56% $30.3M	0.19% 234.8K shares	Q4 2021 Held for 3y 11m	$544.9M
Cannon Global Investment Management, LLC Hedge Fund•Quant	Thomas Nmn Morphet CEO	4.41% $1.7M	0.01% 13.5K shares	Q4 2024 Held for 11 months	$39.5M
Presima Inc. Real Assets	Marc-Andre Nmn Flageole CEO	3.04% $11.1M	0.07% 85.8K shares	Q2 2021 Held for 4y 5m	$363.9M
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	2.59% $1.4B	8.77% 11.0M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
THIRD AVENUE MANAGEMENT LLC Long Only Manager	Michael Anthony Buono CFO	2.33% $12.4M	0.08% 96.8K shares	Q2 2023 Held for 2y 5m	$532.7M
A Aurora Investment Managers, LLC. RIA/Wealth	Shakeel [Nmn] Dewji Managing Partner	2.31% $3.6M	0.02% 28.0K shares	Q1 2022 Held for 3y 8m	$156.2M
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	Brian Michael Harvey CEO	2.19% $34.0M	0.21% 263.9K shares	Q3 2023 Held for 2y 2m	$1.6B
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Charles Pinckney Harbin Managing Partner	2.13% $31.2M	0.19% 242.1K shares	Q1 2025 Held for 8 months	$1.5B
L LRT Capital Management, LLC Institution	-	1.96% $3.0M	0.02% 22.9K shares	Q3 2023 Held for 2y 2m	$150.9M

Hedge Fund Spotlight

Discover hedge funds investing in SUI

Weiss Asset Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerAndrew Murray Weiss

Portfolio Value: $5.2B
Positions: 533
Last Reported: Q3 2025

Sector Allocation

Position in Sun Communities

Market Value: $6.2M
Shares Held: 48.4K
Portfolio Weight: 0.12%
Owned Since: 2025-Q3

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