Ownership history in Avion Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in SUN CMNTYS INC (SUI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8 | — | 0% | 0.00% | $1K | $127.93 |
| 2024 Q1 | UNCHANGED | 8 | — | 0% | 0.00% | $2K | $117.85 |
| 2023 Q4 | REDUCED | 8 | -5 | -38.5% | 0.00% | $1K | $121.58 |
| 2023 Q3 | ADDED | 13 | +5 | +62.5% | 0.00% | $1K | $106.91 |
As of 2025 Q4 — sorted by position size