HighTower Trust’s Sun Communities SUI Stock Holding History

HighTower Trust’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 Q1	$262K	Hold	1,958	–	–	0.03%	196
2022 Q4	$277K	Buy	1,958 +18	+0.9%	+$2.46K	0.03%	187
2022 Q3	$263K	Sell	1,940 -6	-0.3%	-$949	0.03%	189
2022 Q2	$310	Buy	+1,946	New	+$327K	0.03%	186
2022 Q1	–	Sell	-1,021	Closed	-$214K	–	237
2021 Q4	$214K	Buy	+1,021	New	+$201K	0.02%	218

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Trust's SUI Position: Q1 2023 in Review

HighTower Trust held its Sun Communities (SUI) position steady in Q1 2023 at 1,958 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #196.

HighTower Trust first reported a position in SUI in Q4 2021 and has held it in 5 quarters since. The position peaked at $277K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

HighTower Trust held 1,958 shares of Sun Communities worth $262K as of Q1 2023.
HighTower Trust left its Sun Communities share count unchanged in Q1 2023.
Sun Communities made up 0.03% of HighTower Trust's portfolio in Q1 2023, its #196 holding.
HighTower Trust first reported a position in Sun Communities in Q4 2021 and has held it in 5 quarters since.
HighTower Trust's Sun Communities position peaked at $277K in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.