Sun Communities shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Sun Communities
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Quarterly reported holdings in Sun Communities by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.4M | 63k | 133.65 |
| 2023-09-30 | $7.7M | 65k | 118.34 |
| 2023-06-30 | $8.5M | 65k | 130.46 |
| 2023-03-31 | $9.3M | 66k | 140.88 |
| 2022-12-31 | $9.0M | 63k | 143.00 |
| 2022-09-30 | $8.6M | 64k | 135.33 |
| 2022-06-30 | $9.6M | 60k | 159.35 |
| 2022-03-31 | $11M | 60k | 175.28 |
| 2021-12-31 | $12M | 58k | 209.97 |
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