Wealth Alliance Sun Communities Inc Transaction History

Wealth Alliance

$818 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$102.97 - $136.22 $177,829 - $235,251	1,727 New	1,727 $230,000
Q2 2023 Aug 02, 2023	SELL	$125.13 - $141.8 $58,185 - $65,937	-465 Reduced 23.24%	1,536 $200,000
Q1 2023 May 10, 2023	BUY	$129.45 - $163.01 $38,317 - $48,250	296 Added 17.36%	2,001 $281,000
Q4 2022 Feb 13, 2023	BUY	$118.38 - $147.09 $201,837 - $250,788	1,705 New	1,705 $243,000
Q2 2022 Aug 15, 2022	BUY	$150.91 - $191.53 $17,958 - $22,792	119 Added 8.78%	1,475 $235,000
Q1 2022 May 10, 2022	BUY	$170.97 - $207.64 $40,348 - $49,003	236 Added 21.07%	1,356 $238,000
Q4 2021 Feb 14, 2022	BUY	$185.36 - $210.41 $2,780 - $3,156	15 Added 1.36%	1,120 $235,000
Q3 2021 Nov 12, 2021	BUY	$171.83 - $209.33 $189,872 - $231,309	1,105 New	1,105 $204,000
Q1 2021 May 18, 2021	SELL	$139.0 - $155.6 $215,033 - $240,713	-1,547 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$135.5 - $151.95 $13,279 - $14,891	98 Added 6.76%	1,547 $235,000
Q3 2020 Nov 13, 2020	SELL	$132.98 - $151.15 $16,356 - $18,591	-123 Reduced 7.82%	1,449 $204,000
Q2 2020 Aug 14, 2020	BUY	$106.75 - $147.74 $167,811 - $232,247	1,572 New	1,572 $213,000

Others Institutions Holding SUI

# of Institutions

550

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 $15.2B
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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