Which hedge funds own SUI? SUN CMNTYS INC, Q2 2026 13F holders
47 tracked hedge funds disclosed a position in SUI (SUN CMNTYS INC) in their Q2 2026 13F filings, worth $916.6m in total. The largest holder by portfolio weight is Vision Capital Corp at 7.5% of its book. 17 opened a new position this quarter: Masterton Capital Management, LP, Anson Funds Management LP, Alyeska Investment Group, L.P., Waratah Capital Advisors Ltd.. 6 exited: Dark Forest Capital Management LP, Parallax Volatility Advisers, L.P., Machina Capital S.A.S..
- 47
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $134m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $41.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $917m
- Combined value Sum of the holders' reported positions in the security.
- 3.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Dark Forest Capital Management LP | 0.5% | $5.6m |
| Parallax Volatility Advisers, L.P. | 0.08% | $1.8m |
| Machina Capital S.A.S. | 0.05% | $256k |
| Marshall Wace, LLP | 0.03% | $29.7m |
| Weiss Asset Management LP | 0.01% | $365k |
| Renaissance Technologies LLC | 0.01% | $3.8m |
Ownership over time
Who discovered SUI first? Beta
The run: Q1 2009 → Q4 2021, ×18
| Waratah Capital Advisors Ltd. high conviction | Q2 2017 | – | +3.9 pts |
| SG Capital Management LLC high conviction | Q2 2018 | – | +1.7 pts |
| GRS Advisors, LLC high conviction | Q2 2017 | – | +1.2 pts |
| Waterfront Capital Partners, LLC high conviction | Q3 2018 | – | +1.1 pts |
| West Family Investments, Inc. | Q3 2015 | – | +0.9 pts |
| Long Pond Capital, LP high conviction | Q4 2020 | – | +0.6 pts |
| Edgestream Partners, L.P. | Q2 2021 | – | +0.1 pts |
| Land & Buildings Investment Management, LLC high conviction | Q3 2022 | – | −2.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.