Empirical Wealth Management
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Empirical Wealth Management’s Sun Communities SUI Stock Holding History

Empirical Wealth Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$245K Buy
+2,214
New +$265K ﹤0.01% 1024
2026
Q2 		– Sell
-1,720
Closed -$217K – 1104
2026
Q1 		$217K Buy
+1,720
New +$222K ﹤0.01% 917

Other funds holding SUI

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Empirical Wealth Management's SUI Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in Sun Communities (SUI) in Q3 2026: 2,214 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in SUI as recently as Q1 2026.

Empirical Wealth Management first reported a position in SUI in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold SUI as of Q3 2026.

  • Empirical Wealth Management held 2,214 shares of Sun Communities worth $245K as of Q3 2026.
  • Sun Communities was a new Empirical Wealth Management position in Q3 2026.
  • Sun Communities made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1024 holding.
  • Empirical Wealth Management first reported a position in Sun Communities in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.