Creative Planning Sun Communities Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Sun Communities Inc stock. As of the latest transaction made, Creative Planning holds 9,491 shares of SUI stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,491

Previous 6,052 56.82%

Holding current value

$1.19 Million

Previous $728,000 76.1%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$117.46 - $147.6 $403,944 - $507,596	3,439 Added 56.82%	9,491 $1.28 Million
Q2 2024 Aug 15, 2024	SELL	$111.32 - $128.2 $32,616 - $37,562	-293 Reduced 4.62%	6,052 $728,000
Q1 2024 May 10, 2024	BUY	$123.35 - $135.95 $128,654 - $141,795	1,043 Added 19.67%	6,345 $815,000
Q4 2023 Feb 14, 2024	SELL	$102.97 - $136.22 $228,593 - $302,408	-2,220 Reduced 29.51%	5,302 $708,000
Q3 2023 Nov 16, 2023	BUY	$118.34 - $141.17 $288,749 - $344,454	2,440 Added 48.01%	7,522 $890,000
Q2 2023 Jul 21, 2023	SELL	$125.13 - $141.8 $9,134 - $10,351	-73 Reduced 1.42%	5,082 $662,000
Q1 2023 May 15, 2023	BUY	$129.45 - $163.01 $26,537 - $33,417	205 Added 4.14%	5,155 $726,000
Q4 2022 Feb 10, 2023	BUY	$118.38 - $147.09 $66,766 - $82,958	564 Added 12.86%	4,950 $707,000
Q3 2022 Nov 03, 2022	BUY	$134.09 - $171.69 $49,613 - $63,525	370 Added 9.21%	4,386 $594,000
Q2 2022 Aug 15, 2022	BUY	$150.91 - $191.53 $81,038 - $102,851	537 Added 15.44%	4,016 $640,000
Q1 2022 May 16, 2022	BUY	$170.97 - $207.64 $56,078 - $68,105	328 Added 10.41%	3,479 $610,000
Q4 2021 Feb 11, 2022	BUY	$185.36 - $210.41 $118,630 - $134,662	640 Added 25.49%	3,151 $662,000
Q3 2021 Nov 10, 2021	BUY	$171.83 - $209.33 $515 - $627	3 Added 0.12%	2,511 $465,000
Q2 2021 Aug 04, 2021	BUY	$152.43 - $177.6 $13,871 - $16,161	91 Added 3.76%	2,508 $430,000
Q1 2021 Apr 30, 2021	BUY	$139.0 - $155.6 $82,427 - $92,270	593 Added 32.51%	2,417 $363,000
Q4 2020 Jan 29, 2021	BUY	$135.5 - $151.95 $6,639 - $7,445	49 Added 2.76%	1,824 $277,000
Q3 2020 Nov 05, 2020	BUY	$132.98 - $151.15 $236,039 - $268,291	1,775 New	1,775 $250,000
Q2 2020 Jul 23, 2020	SELL	$106.75 - $147.74 $512,827 - $709,742	-4,804 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$101.94 - $172.66 $221,005 - $374,326	-2,168 Reduced 31.1%	4,804 $600,000
Q4 2019 Jan 30, 2020	BUY	$147.7 - $165.29 $45,343 - $50,744	307 Added 4.61%	6,972 $1.05 Million
Q3 2019 Nov 01, 2019	BUY	$129.53 - $151.29 $863,317 - $1.01 Million	6,665 New	6,665 $989,000

Others Institutions Holding SUI

# of Institutions

547

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 $15.5B
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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Creative Planning Sun Communities Inc Transaction History