Sun Communities shares owned by Lee Financial
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Sun Communities
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Quarterly reported holdings in Sun Communities by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 2.5k | 129.02 |
| 2025-06-30 | $317k | 2.5k | 126.50 |
| 2025-03-31 | $322k | 2.5k | 128.64 |
| 2024-12-31 | $308k | 2.5k | 122.97 |
| 2024-09-30 | $848k | 6.3k | 135.15 |
| 2024-06-30 | $751k | 6.2k | 120.34 |
| 2024-03-31 | $802k | 6.2k | 128.58 |
| 2023-12-31 | $834k | 6.2k | 133.65 |
| 2023-09-30 | $738k | 6.2k | 118.34 |
| 2023-06-30 | $605k | 4.6k | 130.46 |
| 2023-03-31 | $653k | 4.6k | 140.88 |
| 2022-12-31 | $663k | 4.6k | 143.00 |
| 2022-09-30 | $521k | 3.9k | 135.21 |
| 2022-06-30 | $614k | 3.9k | 159.30 |
| 2022-03-31 | $675k | 3.9k | 175.00 |
| 2021-12-31 | $499k | 2.4k | 208.33 |
| 2021-09-30 | $435k | 2.4k | 183.33 |
| 2021-06-30 | $415k | 2.4k | 175.00 |
| 2021-03-31 | $356k | 2.4k | 150.00 |
| 2020-12-31 | $18k | 120 | 150.00 |
| 2020-09-30 | $17k | 120 | 141.67 |
| 2020-06-30 | $14k | 105 | 133.33 |
| 2020-03-31 | $14k | 115 | 121.74 |
| 2019-12-31 | $17k | 115 | 147.83 |
| 2019-09-30 | $17k | 115 | 147.83 |
| 2019-06-30 | $15k | 115 | 130.43 |
| 2019-03-31 | $14k | 115 | 121.74 |
| 2018-12-31 | $12k | 115 | 104.35 |
| 2018-09-30 | $12k | 115 | 104.35 |
| 2018-06-30 | $19k | 196 | 95.65 |
| 2018-03-31 | $18k | 189 | 95.65 |
| 2017-12-31 | $11k | 115 | 95.65 |
| 2017-09-30 | $10k | 115 | 86.96 |
| 2017-06-30 | $10k | 115 | 86.96 |
| 2017-03-31 | $9.0k | 115 | 78.26 |
| 2016-12-31 | $9.0k | 115 | 78.26 |