EF
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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return