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Realta Investment Advisors’s Sun Communities SUI Stock Holding History

Realta Investment Advisors’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
2019
Q4 		– Sell
-56
Closed -$8K – 1682
2019
Q3 		$8K Hold
56
– – ﹤0.01% 1194
2019
Q2 		$7K Sell
56
-299
-84% -$37.1K ﹤0.01% 1275
2019
Q1 		$43K Buy
+355
New +$39.5K 0.02% 579

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Realta Investment Advisors's SUI Position: Q4 2019 in Review

Realta Investment Advisors sold out of Sun Communities (SUI) in Q4 2019, closing a stake of 56 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in SUI in Q1 2019 and held it in 3 quarters. The position peaked at $43K in Q1 2019. 463 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

  • Realta Investment Advisors reported no remaining Sun Communities position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 56 Sun Communities shares in Q4 2019, an estimated $8K.
  • Realta Investment Advisors first reported a position in Sun Communities in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Sun Communities position peaked at $43K in Q1 2019.
  • 463 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.