Pathstone Family Office’s Sun Communities SUI Stock Holding History

Pathstone Family Office’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 Q3	$484K	Buy	+4,089	New	+$519K	﹤0.01%	1056
2021 Q1	–	Sell	-192	Closed	-$29K	–	1274
2020 Q4	$29K	Buy	+192	New	+$27.8K	﹤0.01%	619

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathstone Family Office's SUI Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Sun Communities (SUI) in Q3 2023: 4,089 shares worth $484K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in SUI as recently as Q4 2020.

Pathstone Family Office first reported a position in SUI in Q4 2020 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Pathstone Family Office held 4,089 shares of Sun Communities worth $484K as of Q3 2023.
Sun Communities was a new Pathstone Family Office position in Q3 2023.
Sun Communities made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1056 holding.
Pathstone Family Office first reported a position in Sun Communities in Q4 2020 and has held it in 2 quarters since.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.