Sun Communities shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Sun Communities
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Quarterly reported holdings in Sun Communities by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 3.9k | 129.00 |
| 2025-06-30 | $492k | 3.9k | 126.58 |
| 2025-03-31 | $500k | 3.9k | 128.63 |
| 2024-12-31 | $478k | 3.9k | 122.97 |
| 2024-09-30 | $525k | 3.9k | 135.07 |
| 2024-06-30 | $468k | 3.9k | 120.40 |
| 2023-06-30 | $507k | 3.9k | 130.43 |
| 2023-03-31 | $4.0k | 548k | 0.01 |
| 2022-03-31 | $681k | 3.9k | 175.20 |
| 2021-09-30 | $5.5M | 30k | 185.09 |
| 2020-12-31 | $17M | 110k | 151.95 |
| 2020-09-30 | $15M | 110k | 140.61 |
| 2020-06-30 | $15M | 113k | 135.68 |
| 2020-03-31 | $17M | 133k | 124.85 |
| 2019-12-31 | $20M | 133k | 150.10 |