Baker Tilly Wealth Management, LLC Sun Communities Inc Transaction History

Baker Tilly Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$102.97 - $136.22 $9,061 - $11,987	-88 Reduced 3.23%	2,637 $352,000
Q3 2023 Oct 10, 2023	BUY	$118.34 - $141.17 $18,816 - $22,446	159 Added 6.2%	2,725 $322,000
Q2 2023 Jul 20, 2023	BUY	$125.13 - $141.8 $8,383 - $9,500	67 Added 2.68%	2,566 $334,000
Q1 2023 Apr 12, 2023	BUY	$129.45 - $163.01 $15,145 - $19,072	117 Added 4.91%	2,499 $352,000
Q4 2022 Jan 26, 2023	SELL	$118.38 - $147.09 $178,635 - $221,958	-1,509 Reduced 38.78%	2,382 $0
Q3 2022 Oct 20, 2022	SELL	$134.09 - $171.69 $2,413 - $3,090	-18 Reduced 0.46%	3,891 $527,000
Q2 2022 Jul 28, 2022	SELL	$150.91 - $191.53 $14,034 - $17,812	-93 Reduced 2.32%	3,909 $623,000
Q1 2022 Apr 27, 2022	SELL	$170.97 - $207.64 $62,916 - $76,411	-368 Reduced 8.42%	4,002 $702,000
Q4 2021 Feb 08, 2022	BUY	$185.36 - $210.41 $115,664 - $131,295	624 Added 16.66%	4,370 $918,000
Q3 2021 Nov 02, 2021	BUY	$171.83 - $209.33 $51,205 - $62,380	298 Added 8.64%	3,746 $693,000
Q2 2021 Jul 30, 2021	BUY	$152.43 - $177.6 $69,050 - $80,452	453 Added 15.13%	3,448 $591,000
Q1 2021 Apr 28, 2021	BUY	$139.0 - $155.6 $207,666 - $232,466	1,494 Added 99.53%	2,995 $449,000
Q4 2020 Feb 03, 2021	BUY	$135.5 - $151.95 $203,385 - $228,076	1,501 New	1,501 $228,000

550

110M

365K

120K

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $14.9B
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.

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