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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

SUI holding history

Sun Communities Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
24,159
Value
$2.90M
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of SUI by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,159$2.90M0.1%+3,484+16.9%AddedHolders
Q1 202620,675$2.60M0.2%+6,244+43.3%AddedHolders
Q4 202514,431$1.79M0.2%+373+2.7%AddedHolders
Q3 202514,058$1.81M0.2%+74+0.5%AddedHolders
Q2 202513,984$1.77M0.2%−145−1.0%ReducedHolders
Q1 202514,129$1.82M0.2%+761+5.7%AddedHolders
Q4 202413,368$1.64M0.2%−1,256−8.6%ReducedHolders
Q3 202414,624$1.98M0.2%+1,208+9.0%AddedHolders
Q2 202413,416$1.61M0.2%−4,034−23.1%ReducedHolders
Q1 202417,450$2.24M0.2%+2,239+14.7%AddedHolders
Q4 202315,211$2.03M0.2%+416+2.8%AddedHolders
Q3 202314,795$1.75M0.2%−2,475−14.3%ReducedHolders
Q2 202317,270$2.25M0.3%+281+1.7%AddedHolders
Q1 202316,989$2.39M0.3%+1,338+8.5%AddedHolders
Q4 202215,651$2.24M0.3%+442+2.9%AddedHolders
Q3 202215,209$2.06M0.3%+295+2.0%AddedHolders
Q2 202214,914$2.38M0.3%−336−2.2%ReducedHolders
Q1 202215,250$2.67M0.3%−1,532−9.1%ReducedHolders
Q4 202116,782$3.52M0.4%+1,254+8.1%AddedHolders
Q3 202115,528$2.87M0.4%+15,528NewHolders