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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
Q2 		– Sell
-1,720
Closed -$217K – 1104
2026
Q1 		$217K Buy
+1,720
New +$222K ﹤0.01% 917

Other funds holding SUI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Empirical Wealth Management's SUI Position: Q2 2026 in Review

Empirical Wealth Management sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 1,720 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in SUI in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 65 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Empirical Wealth Management reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 1,720 Sun Communities shares in Q2 2026, an estimated $217K.
  • Empirical Wealth Management first reported a position in Sun Communities in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's Sun Communities position peaked at $217K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.