What Makes Sun Communities (SUI) an Investment Bet?
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” first quarter 2024 investor letter.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 841,740 | $108,230,929 | -8% | 3.24% |
2. | Balyasny Asset Management Dmitry Balyasny | 527,563 | $67,834,051 | -26% | 0.11% |
3. | Millennium Management Israel Englander | 512,893 | $65,947,782 | +14% | 0.02% |
4. | AEW Capital Management Jeffrey Furber | 490,582 | $63,079,034 | -26% | 3.07% |
5. | NZS Capital Brinton Johns And Brad Slingerlend | 353,031 | $45,392,726 | +33% | 1.88% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$119.93 | 400 | Officer | 73,633 | 2023-08-22 | Filing | |
$123.59 | 150 | Officer | 73,233 | 2023-08-14 | Filing | |
$126.18 | 400 | Officer | 73,083 | 2023-05-25 | Filing | |
$196.72 | 9 | Officer | 32,201 | 2021-08-24 | Filing | |
$193.42 | 233,417 | Officer, Director | 940,253 | 2021-11-01 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$128.75 | 1,146 | Director | 0 | 2024-03-28 | Filing | |
$128.22 | 1,202 | Director | 1,146 | 2024-03-28 | Filing | |
$127.09 | 152 | Director | 2,348 | 2024-03-28 | Filing | |
$131.48 | 4,000 | Officer | 66,852 | 2024-03-22 | Filing | |
$131.13 | 500 | Director | 28,400 | 2024-03-05 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 17,544,435 | $2,344,813,738 | 0.05% | |
2. | 11,087,654 | $1,481,864,913 | 0.03% | |
3. | 5,931,865 | $798,261,518 | 0.03% | |
4. | 4,569,401 | $610,700,491 | 0.38% | |
5. | 4,312,736 | $576,397,166 | 0.1% |