Congress Wealth Management LLC Sun Communities Inc Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$102.97 - $136.22 $223,959 - $296,278	-2,175 Reduced 3.34%	63,040 $8.43 Million
Q3 2023 Oct 30, 2023	SELL	$118.34 - $141.17 $14,910 - $17,787	-126 Reduced 0.19%	65,215 $7.72 Million
Q2 2023 Jul 13, 2023	SELL	$125.13 - $141.8 $72,575 - $82,244	-580 Reduced 0.88%	65,341 $8.52 Million
Q1 2023 Apr 14, 2023	BUY	$129.45 - $163.01 $428,091 - $539,074	3,307 Added 5.28%	65,921 $9.29 Million
Q4 2022 Feb 02, 2023	SELL	$118.38 - $147.09 $116,604 - $144,883	-985 Reduced 1.55%	62,614 $8.95 Million
Q3 2022 Nov 08, 2022	BUY	$134.09 - $171.69 $457,380 - $585,634	3,411 Added 5.67%	63,599 $8.61 Million
Q2 2022 Aug 11, 2022	BUY	$150.91 - $191.53 $25,503 - $32,368	169 Added 0.28%	60,188 $9.59 Million
Q1 2022 May 16, 2022	BUY	$170.97 - $207.64 $403,147 - $489,615	2,358 Added 4.09%	60,019 $10.5 Million
Q4 2021 Feb 04, 2022	BUY	$185.36 - $210.41 $10.7 Million - $12.1 Million	57,661 New	57,661 $12.1 Million

Others Institutions Holding SUI

# of Institutions

549

Shares Held

107M

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.

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.