Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. 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 | REDUCED | 523 | -37 | -6.6% | 0.00% | $67K | $127.93 |
| 2025 Q2 | ADDED | 560 | +15 | +2.8% | 0.00% | $71K | $124.43 |
| 2025 Q1 | UNCHANGED | 545 | — | 0% | 0.00% | $67K | $121.47 |
| 2024 Q4 | REDUCED | 545 | -244 | -30.9% | 0.00% | $67K | $115.28 |
| 2024 Q3 | ADDED | 789 | +28 | +3.7% | 0.00% | $107K | $125.72 |
| 2024 Q2 | REDUCED | 761 | -106 | -12.2% | 0.00% | $92K | $111.17 |
| 2024 Q1 | REDUCED | 867 | -421 | -32.7% | 0.00% | $111K | $117.85 |
| 2023 Q4 | INITIATED | 1,288 | — | — | 0.01% | $172K | — |
As of 2025 Q4 — sorted by position size