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Empowered Funds’s Sun Communities SUI Stock Holding History

Empowered Funds’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 		$510K Buy
4,252
+796
+23% +$99.6K ﹤0.01% 1671
2026
Q1 		$435K Buy
+3,456
New +$447K ﹤0.01% 1684
2025
Q4 		– Sell
-3,257
Closed -$420K – 1795
2025
Q3 		$420K Sell
3,257
-86
-3% -$10.9K ﹤0.01% 1474
2025
Q2 		$423K Sell
3,343
-33
-1% -$4.09K ﹤0.01% 1379
2025
Q1 		$434K Buy
3,376
+829
+33% +$106K 0.01% 1270
2024
Q4 		$313K Buy
2,547
+526
+26% +$67.3K ﹤0.01% 1364
2024
Q3 		$273K Buy
2,021
+40
+2% +$5.26K ﹤0.01% 1266
2024
Q2 		$238K Buy
1,981
+135
+7% +$16K ﹤0.01% 1257
2024
Q1 		$237K Buy
+1,846
New +$240K ﹤0.01% 1271

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empowered Funds's SUI Position: Q2 2026 in Review

Empowered Funds increased its Sun Communities (SUI) stake by 23% in Q2 2026, buying an estimated $99.6K and bringing the position to 4,252 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Empowered Funds first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Empowered Funds held 4,252 shares of Sun Communities worth $510K as of Q2 2026.
  • Empowered Funds bought 796 Sun Communities shares in Q2 2026, an estimated $99.6K.
  • Sun Communities made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1671 holding.
  • Empowered Funds first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
  • 530 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.