Pasadena Private Wealth »

Sun Communities shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Sun Communities

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sun Communities by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 4.5k 135.14
2024-06-30 $559k 4.6k 120.35
2024-03-31 $593k 4.6k 128.57
2023-12-31 $591k 4.4k 133.65

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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