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Hedge Funds Similar to SUN LIFE FINANCIAL

13F Portfolio OverlapQ2 2026SUN LIFE FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

SUN LIFE FINANCIAL INC is an institutional investor managing $2.0B across 44 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SUN LIFE FINANCIAL are CENTERSQUARE INVESTMENT, Adelante, Vert Asset, with shared positions in $EQIX, $SPG, $DLR, $WELL, $FR, $PLD. The full ranking of 25 similar funds is below.

#1CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Slight overlap · 13 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$11.7B
80 positions
#2Adelante Capital Management LLCActive
Slight overlap · 12 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$1.5B
42 positions
#3Vert Asset Management LLCActive
Slight overlap · 15 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$365M
44 positions
#4Timbercreek Asset Management Ltd.Active
Slight overlap · 12 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$722M
83 positions
#5CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Slight overlap · 11 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$7.2B
101 positions
#6HEITMAN REAL ESTATE SECURITIES LLCActive
Slight overlap · 10 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$1.6B
57 positions
#7Pensionfund PDNActive
Slight overlap · 13 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$194M
76 positions
#8Pensionfund SabicActive
Slight overlap · 13 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$94M
76 positions
#9APG Asset Management US Inc.Smart money
Slight overlap · 13 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$14.3B
61 positions
#10DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Slight overlap · 9 shared positions
$EQIX$SPG$DLR$WELL$FR$PLD
$10.6B
162 positions
#11LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Slight overlap · 12 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$2.8B
44 positions
#12AEW CAPITAL MANAGEMENT L PActive
Slight overlap · 11 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$1.7B
39 positions
#13Uniplan Investment Counsel, Inc.Passive
Slight overlap · 10 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$1.1B
175 positions
#14Safe Harbor Family Capital, LLCSmart money
Slight overlap · 9 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$150M
57 positions
#15COHEN & STEERS, INC.Active
Slight overlap · 10 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$63.2B
442 positions
#16Resolution Capital LtdActive
Slight overlap · 9 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$5.4B
39 positions
#17LDR Capital Management LLCActive
Slight overlap · 8 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$87M
45 positions
#18ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Slight overlap · 7 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$102M
87 positions
#19Daiwa Securities Group Inc.Active
Slight overlap · 7 shared positions
$EQIX$SPG$DLR$WELL$PLD$VTR
$51.1B
1,194 positions
#20Green Street Investors, LLCActive
Slight overlap · 7 shared positions
$EQIX$SPG$DLR$WELL$PLD$IVT
$212M
29 positions
#21Vanderbilt UniversityActive
Slight overlap · 7 shared positions
$EQIX$SPG$DLR$WELL$PLD$VMRK
$728M
74 positions
#22DoubleLine ETF Adviser LPPassive
Slight overlap · 5 shared positions
$EQIX$SPG$DLR$WELL$PLD
$242M
170 positions
#23Naviter Wealth, LLCPassive
Slight overlap · 5 shared positions
$EQIX$SPG$DLR$WELL$PLD
$1.1B
305 positions
#24PRUDENTIAL FINANCIAL INCPassive
Slight overlap · 5 shared positions
$EQIX$SPG$DLR$WELL$PLD
$91.8B
2,485 positions
#25Metis Global Partners, LLCActive
Slight overlap · 5 shared positions
$EQIX$SPG$DLR$WELL$PLD
$4.4B
714 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.