SUN Communities Inc: which funds bought and sold

Institutions that bought and sold SUN Communities shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 248 institutions that filed 13F reports for both quarters added to or opened positions in SUN Communities, and 262 cut or closed them. Together they added a net 909K shares, +0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.2M shares (−6.2%); index fund managers were net buyers of 1.0M shares (+2.6%). 74 opened a new position and 61 sold out entirely.

Bought, Q2 2026 248 institutions, 74 of them new holders Sold, Q2 2026 262 institutions, 61 of them sold out

Net change, all compared +909K shares (+0.8%)

Net change, active managers −2.2M shares (−6.2%), 28 bought, 28 sold

Buyers versus sellers

institutions compared, 581

248 bought 71 262 sold

Active managers and hedge funds 28 bought · 28 sold · −2.2M

Index fund managers 5 bought · 5 sold · +1.0M

Other institutions 215 bought · 229 sold · +2.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Cohen & Steers, Inc.	+1.3M +11.1%	13.4M	$1.6B
Millennium Management LLC Hedge fund	+1.2M +710.7%	1.4M	$170M
Blackrock, Inc. Index funds	+1.1M +8.5%	13.8M	$1.6B
Citadel Advisors LLC Hedge fund	+886K +152.7%	1.5M	$176M
Jane Street Group, LLC	+795K +1223.2%	860K	$103M
Alyeska Investment Group, L.P. Hedge fund	+557K New position	557K	$66.8M
Balyasny Asset Management L.P. Hedge fund	+444K +105.3%	866K	$104M
Hudson Bay Capital Management LP Hedge fund	+310K +201.6%	464K	$55.6M
Centersquare Investment Management LLC	+296K +577.1%	348K	$41.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+286K New position	286K	$34.3M
Canada Pension Plan Investment Board	+277K +26.9%	1.3M	$157M
Cbre Investment Management Listed Real Assets LLC	+231K +43.1%	768K	$92.1M
Engineers Gate Manager LP Hedge fund	+223K +5319.8%	227K	$27.3M
Morgan Stanley	+151K +18.7%	957K	$115M
First Trust Advisors LP	+151K +53.4%	433K	$51.9M
Jain Global LLC Hedge fund	+140K +515.7%	167K	$20M
Charles Schwab Investment Management Inc Index funds	+122K +8.0%	1.6M	$198M
Clearbridge Investments, LLC Active manager	+102K New position	102K	$12.3M
Vanguard Portfolio Management LLC Index funds	+95K +0.9%	10.3M	$1.2B
Jones Financial Companies LLLP	+95K +653.0%	109K	$13.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+1.2M +710.7%	1.4M	$170M
Citadel Advisors LLC Hedge fund	+886K +152.7%	1.5M	$176M
Alyeska Investment Group, L.P. Hedge fund	+557K New position	557K	$66.8M
Balyasny Asset Management L.P. Hedge fund	+444K +105.3%	866K	$104M
Hudson Bay Capital Management LP Hedge fund	+310K +201.6%	464K	$55.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+286K New position	286K	$34.3M
Engineers Gate Manager LP Hedge fund	+223K +5319.8%	227K	$27.3M
Jain Global LLC Hedge fund	+140K +515.7%	167K	$20M
Clearbridge Investments, LLC Active manager	+102K New position	102K	$12.3M
Adage Capital Partners Gp, L.L.C. Hedge fund	+90K New position	90K	$10.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	−4.8M −33.4%	9.5M	$1.1B
Nuveen, LLC	−468K −41.6%	657K	$78.8M
Wellington Management Group LLP Active manager	−453K −7.7%	5.4M	$646M
FMR LLC Active manager	−418K −8.4%	4.6M	$547M
Deutsche Bank Ag\	−331K −26.8%	904K	$108M
Susquehanna International Group, LLP	−265K −52.0%	244K	$29.3M
American Century Companies Inc Active manager	−262K −80.7%	63K	$7.5M
Marshall Wace, LLP Hedge fund	−236K Sold out	0	—
State Street Corp Index funds	−204K −3.9%	5.0M	$606M
Vision Capital Corp	−196K −59.1%	135K	$16.2M
Schroder Investment Management Group Active manager	−181K −94.4%	11K	$1.3M
Price T Rowe Associates Inc Active manager	−140K −2.5%	5.4M	$646M
Strs Ohio	−122K Sold out	0	—
Mitsubishi Ufj Trust & Banking Corp	−107K −54.9%	88K	$10.5M
Alliancebernstein L.P. Active manager	−89K −50.6%	87K	$10.9M
Jpmorgan Chase & Co	−87K −9.7%	807K	$97.9M
Meeder Asset Management Inc	−86K −88.3%	11K	$1.4M
Korea Investment Corp	−78K −52.3%	71K	$8.5M
SG Americas Securities, LLC	−69K −34.8%	129K	$15.5M
Allianz Asset Management Gmbh	−60K −48.5%	64K	$7.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	−4.8M −33.4%	9.5M	$1.1B
Wellington Management Group LLP Active manager	−453K −7.7%	5.4M	$646M
FMR LLC Active manager	−418K −8.4%	4.6M	$547M
American Century Companies Inc Active manager	−262K −80.7%	63K	$7.5M
Marshall Wace, LLP Hedge fund	−236K Sold out	0	—
Schroder Investment Management Group Active manager	−181K −94.4%	11K	$1.3M
Price T Rowe Associates Inc Active manager	−140K −2.5%	5.4M	$646M
Alliancebernstein L.P. Active manager	−89K −50.6%	87K	$10.9M
Jacobs Levy Equity Management, Inc Active manager	−57K −30.5%	130K	$15.6M
Qube Research & Technologies Ltd Hedge fund	−36K −8.5%	391K	$46.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alyeska Investment Group, L.P.Hedge fund	557K	$66.8M
Arrowstreet Capital, Limited PartnershipHedge fund	286K	$34.3M
Clearbridge Investments, LLCActive manager	102K	$12.3M
Adage Capital Partners Gp, L.L.C.Hedge fund	90K	$10.8M
Caprock Group, LLC	80K	$9.6M
Xtx Topco Ltd	45K	$5.5M
Masterton Capital Management, LP	39K	$4.6M
Illinois Municipal Retirement Fund	34K	$4M
Fideuram Asset Management (Ireland) Dac	29K	$3.6M
Point72 Asset Management, L.P.Hedge fund	29K	$3.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Marshall Wace, LLPHedge fund	236K	$29.7M
Strs Ohio	122K	$15.4M
Tredje Ap-Fonden	48K	$6.1M
Dark Forest Capital Management LP	45K	$5.6M
Teacher Retirement System Of Texas	41K	$5.1M
Presima Securities Ulc	36K	$4.6M
Adelante Capital Management LLC	33K	$4.1M
Renaissance Technologies LLCHedge fund	30K	$3.8M
Fieldview Capital Management, LLC	19K	$2.4M
Taproot Management LP	15K	$1.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 528
Ten largest holders: 63.1%
Index fund managers: 32.6%
Active managers and hedge funds: 26.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	28	28	13	5	−2.2M	−6.2%
Index fund managers	5	5	0	0	+1.0M	+2.6%
Other institutions	215	229	61	56	+2.0M	+4.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on SUN Communities.

Only managers that filed a holdings report for both quarters are compared (581 here). 15 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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