Sugarloaf Wealth Management, LLC Sun Communities Inc Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$102.97 - $136.22 $8,031 - $10,625	78 Added 9.19%	927 $123,000
Q3 2023 Nov 13, 2023	BUY	$118.34 - $141.17 $25,443 - $30,351	215 Added 33.91%	849 $100,000
Q2 2023 Jul 13, 2023	BUY	$125.13 - $141.8 $18,268 - $20,702	146 Added 29.92%	634 $82,000
Q1 2023 Apr 26, 2023	BUY	$129.45 - $163.01 $25,372 - $31,949	196 Added 67.12%	488 $68,000
Q4 2022 Feb 03, 2023	BUY	$118.38 - $147.09 $2,722 - $3,383	23 Added 8.55%	292 $41,000
Q3 2022 Oct 11, 2022	BUY	$134.09 - $171.69 $2,145 - $2,747	16 Added 6.32%	269 $37,000
Q2 2022 Jul 12, 2022	BUY	$150.91 - $191.53 $38,180 - $48,457	253 New	253 $40,000

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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