Sun Communities shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Sun Communities
Tip: Access up to 7 years of quarterly data
All positions including Sun Communities held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Sun Communities by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 2.8k | 129.00 |
| 2025-06-30 | $354k | 2.8k | 126.49 |
| 2024-12-31 | $344k | 2.8k | 122.97 |
| 2024-09-30 | $446k | 3.3k | 135.15 |
| 2024-06-30 | $337k | 2.8k | 120.34 |
| 2024-03-31 | $399k | 3.1k | 128.58 |
| 2023-12-31 | $414k | 3.1k | 133.65 |