SUI SUN CMNTYS INC

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC 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.

Peak position
0.31% (2025 Q1)
Avg. % of fund
0.24%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,447 -533 -6.7% 0.23% $961K $127.93
2025 Q1 ADDED 7,980 +2,539 +46.7% 0.31% $1.0M $121.47
2024 Q1 INITIATED 5,441 0.18% $700K
% of Fund (quarterly)    SUI price (monthly, adj. close)
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