Heritage Wealth Advisors Sun Communities Inc Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 12, 2024	BUY	$125.13 - $141.8 $50,052 - $56,720	400 New	400 $52,000
Q1 2023 May 04, 2023	SELL	$129.45 - $163.01 $51,779 - $65,204	-400 Reduced 50.0%	400 $56,000
Q3 2022 Dec 12, 2024	BUY	$134.09 - $171.69 $107,272 - $137,352	800 New	800 $108,000
Q2 2020 Jul 17, 2020	SELL	$106.75 - $147.74 $32,025 - $44,322	-300 Reduced 27.27%	800 $108,000
Q2 2020 Jul 17, 2020	BUY	$106.75 - $147.74 $32,025 - $44,322	300 Added 37.5%	1,100 $108,000
Q4 2019 Feb 04, 2020	BUY	$147.7 - $165.29 $118,159 - $132,232	800 New	800 $120,000

Others Institutions Holding SUI

# of Institutions

542

Shares Held

108M

Call Options Held

365K

Put Options Held

120K

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $15.7B
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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