Royal Fund Management’s Sun Communities SUI Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-23	Closed	-$2K	–	517
2020 Q1	$2K	Hold	23	–	–	﹤0.01%	504
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	526
2019 Q3	$3K	Sell	23 -27	-54%	-$3.81K	﹤0.01%	502
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	419
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	439
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	416
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	393
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	442
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	419
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	531
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	383
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	346
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	336
2016 Q4	$3K	Buy	+50	New	+$3.74K	﹤0.01%	340

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

Principal Financial Group

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return