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Sun Communities shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Sun Communities

Tip: Access up to 7 years of quarterly data

All positions including Sun Communities held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Communities by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $41k 337 122.92
2024-09-30 $45k 334 135.33
2024-06-30 $40k 332 120.31
2024-03-31 $42k 328 128.78

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding Sun Communities

Vanguard Group
Cohen & Steers Capital Management
BlackRock
Dodge & Cox
FMR
Norges Bank Investment Management
T. Rowe Price Associates
State Street Corporation
Massachusetts Financial Services
Daiwa Securities Group
Geode Capital Management
Dimensional Fund Advisors
Centersquare Investment Management
Ubs Global Asset Management Americas
PGGM Vermogensbeheer B.V.

View all funds holding Sun Communities