Wipfli Financial Advisors’s Sun Communities SUI Stock Holding History

Wipfli Financial 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
2022 Q3	$105K	Buy	+770	New	+$122K	0.01%	703

Other funds holding SUI

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

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

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wipfli Financial Advisors's SUI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sun Communities (SUI) in Q3 2022: 770 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings.

509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Wipfli Financial Advisors held 770 shares of Sun Communities worth $105K as of Q3 2022.
Sun Communities was a new Wipfli Financial Advisors position in Q3 2022.
Sun Communities made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #703 holding.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.