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Sun Communities shares owned by Napa Wealth Management

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

Historical chart of Napa Wealth Management investment in Sun Communities

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

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Quarterly reported holdings in Sun Communities by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 1.9k 135.16
2023-12-31 $317k 2.4k 133.65

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding Sun Communities

Vanguard Group
Cohen & Steers Capital Management
BlackRock
BlackRock
Dodge & Cox
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Principal Financial Group
Geode Capital Management
Centersquare Investment Management
Daiwa Securities Group
Dimensional Fund Advisors
Canada Pension Plan Investment Board
PGGM Vermogensbeheer B.V.

View all funds holding Sun Communities