Ownership history in BAILARD, INC. · 39 quarters on record
This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in SUN COMMUNITIES INC COM (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 | ADDED | 1,605 | +5 | +0.3% | 0.00% | $207K | $127.93 |
| 2025 Q2 | REDUCED | 1,600 | -54 | -3.3% | 0.00% | $202K | $124.43 |
| 2025 Q1 | UNCHANGED | 1,654 | — | 0% | 0.01% | $213K | $121.47 |
| 2024 Q4 | UNCHANGED | 1,654 | — | 0% | 0.01% | $203K | $115.28 |
| 2024 Q3 | REDUCED | 1,654 | -46 | -2.7% | 0.01% | $224K | $125.72 |
| 2024 Q1 | UNCHANGED | 1,700 | — | 0% | 0.01% | $219K | $117.85 |
| 2023 Q4 | UNCHANGED | 1,700 | — | 0% | 0.01% | $227K | $121.58 |
| 2023 Q3 | UNCHANGED | 1,700 | — | 0% | 0.01% | $201K | $106.91 |
| 2023 Q2 | UNCHANGED | 1,700 | — | 0% | 0.01% | $222K | $116.94 |
| 2023 Q1 | REDUCED | 1,700 | -50 | -2.9% | 0.01% | $239K | $125.37 |
As of 2025 Q4 — sorted by position size