Position in SUI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$509,855
+$74,539 QoQ
Shares Held
4,252
+23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 527 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Empowered Funds, LLC holds $5,310,898 across 9 REIT - Residential names. SUI ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAN |
Janus Living, Inc.
|
53,132 | $1,527,013 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,691 | $696,453 | |
| 3 | VMRK |
Vivmark Residential
|
9,563 | $649,612 | |
| 4 | SUI |
Sun Communities Inc
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|
4,252 | $509,855 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
3,541 | $491,984 | |
| 6 | INVH |
Invitation Homes Inc.
|
14,693 | $443,874 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1,422 | $414,640 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
19,433 | $324,336 |
All Filings in SUI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,855 | 4,252 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $435,316 | 3,456 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $420,153 | 3,257 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $422,855 | 3,343 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $434,287 | 3,376 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $313,204 | 2,547 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $273,138 | 2,021 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $238,393 | 1,981 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $237,358 | 1,846 | Shares | Other | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||