Ae Wealth Management LLC Sun Communities Inc Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$102.97 - $136.22 $39,952 - $52,853	388 Added 12.24%	3,559 $475,000
Q3 2023 Oct 11, 2023	BUY	$118.34 - $141.17 $30,650 - $36,563	259 Added 8.89%	3,171 $375,000
Q2 2023 Jul 10, 2023	SELL	$125.13 - $141.8 $9,760 - $11,060	-78 Reduced 2.61%	2,912 $379,000
Q1 2023 Apr 14, 2023	SELL	$129.45 - $163.01 $4,789 - $6,031	-37 Reduced 1.22%	2,990 $421,000
Q4 2022 Jan 31, 2023	SELL	$118.38 - $147.09 $272,037 - $338,012	-2,298 Reduced 43.15%	3,027 $432,000
Q3 2022 Oct 25, 2022	SELL	$134.09 - $171.69 $65,033 - $83,269	-485 Reduced 8.35%	5,325 $721,000
Q2 2022 Aug 03, 2022	BUY	$150.91 - $191.53 $6,187 - $7,852	41 Added 0.71%	5,810 $926,000
Q1 2022 Apr 18, 2022	BUY	$170.97 - $207.64 $101,898 - $123,753	596 Added 11.52%	5,769 $1.01 Million
Q4 2021 Jan 20, 2022	BUY	$185.36 - $210.41 $48,193 - $54,706	260 Added 5.29%	5,173 $1.09 Million
Q3 2021 Nov 01, 2021	BUY	$171.83 - $209.33 $102,582 - $124,970	597 Added 13.83%	4,913 $909,000
Q2 2021 Jul 21, 2021	BUY	$152.43 - $177.6 $50,454 - $58,785	331 Added 8.31%	4,316 $740,000
Q1 2021 Apr 27, 2021	SELL	$139.0 - $155.6 $36,001 - $40,300	-259 Reduced 6.1%	3,985 $598,000
Q4 2020 Feb 01, 2021	BUY	$135.5 - $151.95 $15,447 - $17,322	114 Added 2.76%	4,244 $645,000
Q3 2020 Nov 06, 2020	BUY	$132.98 - $151.15 $93,750 - $106,560	705 Added 20.58%	4,130 $581,000
Q2 2020 Aug 05, 2020	BUY	$106.75 - $147.74 $21,883 - $30,286	205 Added 6.37%	3,425 $465,000
Q1 2020 May 07, 2020	SELL	$101.94 - $172.66 $2,956 - $5,007	-29 Reduced 0.89%	3,220 $402,000
Q4 2019 Jan 15, 2020	SELL	$147.7 - $165.29 $50,513 - $56,529	-342 Reduced 9.52%	3,249 $488,000
Q3 2019 Nov 05, 2019	BUY	$129.53 - $151.29 $130,177 - $152,046	1,005 Added 38.86%	3,591 $533,000
Q2 2019 Jul 22, 2019	BUY	$116.56 - $129.96 $93,014 - $103,708	798 Added 44.63%	2,586 $332,000
Q1 2019 May 14, 2019	BUY	$97.79 - $118.88 $174,848 - $212,557	1,788 New	1,788 $212,000

Others Institutions Holding SUI

# of Institutions

550

Shares Held

110M

Call Options Held

365K

Put Options Held

120K

View Full List

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.2B
Description
Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.

More about SUI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account