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Sun Communities shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Sun Communities

Tip: Access up to 7 years of quarterly data

All positions including Sun Communities held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Communities by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $793k 6.1k 129.00
2025-06-30 $205k 1.6k 126.49

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Sun Communities

Vanguard Group
Dodge & Cox
BlackRock
Cohen & Steers Capital Management
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Daiwa Securities Group
Dimensional Fund Advisors
Citadel Advisors
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Northern Trust
Canada Pension Plan Investment Board

View all funds holding Sun Communities