VAM
Vert Asset Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56,083
| Closed | -$6.9M | – | 46 |
|
|
2024
Q4 | $6.9M | Buy |
56,083
+5,060
| +10% | +$622K | 2.36% | 15 |
|
|
2024
Q3 | $6.9M | Buy |
51,023
+372
| +0.7% | +$50.3K | 2.38% | 15 |
|
|
2024
Q2 | $6.1M | Buy |
50,651
+478
| +1% | +$57.5K | 2.43% | 15 |
|
|
2024
Q1 | $6.45M | Buy |
50,173
+2,440
| +5% | +$314K | 2.71% | 14 |
|
|
2023
Q4 | $6.38M | Sell |
47,733
-3,698
| -7% | -$494K | 2.75% | 13 |
|
|
2023
Q3 | $6.09M | Buy |
51,431
+3,729
| +8% | +$441K | 3.09% | 13 |
|
|
2023
Q2 | $6.22M | Buy |
47,702
+7,736
| +19% | +$1.01M | 3.19% | 13 |
|
|
2023
Q1 | $5.63M | Buy |
39,966
+11,529
| +41% | +$1.62M | 3.32% | 12 |
|
|
2022
Q4 | $4.07M | Buy |
28,437
+1,365
| +5% | +$195K | 3.62% | 11 |
|
|
2022
Q3 | $3.66M | Buy |
27,072
+3,944
| +17% | +$534K | 3.47% | 12 |
|
|
2022
Q2 | $3.69M | Buy |
23,128
+2,035
| +10% | +$324K | 3.41% | 13 |
|
|
2022
Q1 | $3.7M | Buy |
21,093
+1,355
| +7% | +$237K | 2.98% | 13 |
|
|
2021
Q4 | $4.14M | Buy |
+19,738
| New | +$4.14M | 3.41% | 11 |
|