FM
SUI icon

Family Management’s Sun Communities SUI Stock Holding History

Family Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,745
Closed -$246K – 179
2023
Q1 		$246K Sell
1,745
-12,704
-88% -$1.86M 0.06% 108
2022
Q4 		$2.07M Sell
14,449
-3,834
-21% -$524K 0.5% 45
2022
Q3 		$2.47M Buy
18,283
+571
+3% +$90.3K 0.66% 44
2022
Q2 		$2.82M Buy
17,712
+3,748
+27% +$629K 0.8% 41
2022
Q1 		$2.45M Buy
13,964
+3,132
+29% +$582K 0.68% 41
2021
Q4 		$2.27M Sell
10,832
-26
-0.2% -$5.12K 0.59% 49
2021
Q3 		$2.01M Buy
10,858
+189
+2% +$36.5K 0.55% 50
2021
Q2 		$1.83M Buy
+10,669
New +$1.77M 0.48% 52

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM