Phoenix Wealth Advisors Sun Communities Inc Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$118.38 - $147.09 $39,302 - $48,833	-332 Reduced 2.61%	12,397 $1.77 Million
Q3 2022 Nov 07, 2022	SELL	$134.09 - $171.69 $64,363 - $82,411	-480 Reduced 3.63%	12,729 $1.72 Million
Q2 2022 Aug 01, 2022	BUY	$150.91 - $191.53 $1.99 Million - $2.53 Million	13,209 New	13,209 $2.11 Million
Q1 2022 May 02, 2022	SELL	$170.97 - $207.64 $2.39 Million - $2.9 Million	-13,979 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$185.36 - $210.41 $123,079 - $139,712	-664 Reduced 4.53%	13,979 $2.94 Million
Q3 2021 Nov 15, 2021	SELL	$171.83 - $209.33 $3,092 - $3,767	-18 Reduced 0.12%	14,643 $2.71 Million
Q2 2021 Jul 23, 2021	BUY	$152.43 - $177.6 $40,851 - $47,596	268 Added 1.86%	14,661 $2.59 Million
Q1 2021 Apr 12, 2021	BUY	$139.0 - $155.6 $26,688 - $29,875	192 Added 1.35%	14,393 $2.2 Million
Q4 2020 Feb 05, 2021	BUY	$135.5 - $151.95 $1.92 Million - $2.16 Million	14,201 New	14,201 $2.16 Million

Others Institutions Holding SUI

# of Institutions

547

Shares Held

110M

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 $15.5B
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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