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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

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Quarterly reported holdings in Sun Communities by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $414k 3.1k 133.65

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Intl Qualty (IQLT)
JPMorgan Chase & Co. (JPM)

View all positions for Lantern Wealth Advisors

Top funds holding Sun Communities

Vanguard Group
BlackRock
Norges Bank Investment Management
Principal Financial Group
Massachusetts Financial Services
Jpmorgan Chase & Co
T. Rowe Price Associates
Centersquare Investment Management
Dimensional Fund Advisors
Daiwa Securities Group
Deutsche Bank Aktiengesellschaft
Legal & General Group
Russell Investments
Ubs Global Asset Management Americas
Duff & Phelps Investment Management

View all funds holding Sun Communities