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Creative Planning SUI Position History
Sun Communities, Inc. • Real Estate
Quarters held
12
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q3 2025 | $714K |
| Q3 2025 | $1.5M |
| Q3 2025 | $14K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $7K |
| Q2 2026 | $1.3M |
| Q3 2026 | $15K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 29.0K | — | — |
| Q3 2026 | $15K | 138 | — | — |
| Q2 2026 | $1.3M | 10.6K | — | — |
| Q2 2026 | $7K | 55 | — | — |
| Q1 2026 | $1.7M | 13.7K | — | — |
| Q1 2026 | $3M | 179.1K | — | — |
| Q4 2025 | $1.7M | 117.8K | — | — |
| Q4 2025 | $1.4M | 11.0K | — | — |
| Q3 2025 | $14K | 1.1K | — | — |
| Q3 2025 | $1.5M | 11.9K | — | — |
| Q3 2025 | $714K | 60.5K | — | — |
| Q3 2025 | $23K | 182 | — | — |
Other funds holding SUI
$2.3B
$2.2B
$2.2B
$1.9B
$1.9B
$1.8B
$1.8B
$1.8B