Real Estate Investment Trusts · SIC 6798

SUN COMMUNITIES INC

SUI

Watch

Latest revenue

$507.9M

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

-2.0% / yr 15.8 pts / yr vs S&P 500 9.7% total
Compare:

Live market

delayed ≤15 min
$127.75
1.16%
Market cap
$15.74B
Enterprise value
$15.74B
P/E (trailing)
11.1×
Forward P/E
P/B
Dividend yield
3.3%
52-wk high
$137.85
52-wk low
$115.53
Beta
Shares out
123.2M

5-year trend

What this company does

AI

ITEM 1. BUSINESS GENERAL OVERVIEW Sun Communities, Inc., and all wholly-owned or majority-owned and controlled subsidiaries, including Sun Communities Operating Limited Partnership, a Michigan limited partnership (the "Operating Partnership"), Sun Home Services, Inc. ("SHS"), and our Park Holidays subsidiaries and the other entities through which we operate our business in the United Kingdom ("UK") are referred to herein as the "Company," "SUI," "us," "we," or "our." We are a fully integrated real estate investment trust ("REIT"). We own manufactured housing ("MH") and recreational vehicle ("RV") communities in the United States ("U.S."), Canada, and the UK (together with MH and RV, the…

AI summary unavailable — showing raw filing excerpt

Generated from SUI's filing dated 2026-02-25

Key risks

AI

SUN COMMUNITIES, INC. ITEM 1A. RISK FACTORS Our prospects are subject to certain uncertainties and risks. Our future results could differ materially from current results, and our actual results could differ materially from those projected in forward-looking statements as a result of certain risk factors. These risk factors include, but are not limited to, those set forth below, other one-time events, and important factors disclosed previously and from time to time in our other filings with the SEC. MATERIAL RISKS RELATING TO OUR MH, RV, AND UK BUSINESSES General economic conditions and the concentration of our MH, RV, and UK properties in certain geographic areas may affect our ability to…

AI summary unavailable — showing raw filing excerpt

Generated from SUI's filing dated 2026-02-25

Profitability

Net margin

61.3%

1806.3%

Return on equity

20.3%

1289.4%

Return on assets

11.3%

1703.6%

Leverage

Debt / equity

0.80×

40.1%

Long-term debt / equity

0.01×

14.1%

Debt / assets

44.5%

22.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$507.9M+8.0%

Q4 2025

2025-12-31

$515.2M-65.1%

Q3 2025

2025-09-30

$697.2M+2.5%

Q2 2025

2025-06-30

$623.5M+4.6%

Q1 2025

2025-03-31

$470.2M+0.2%

Q4 2024

2024-12-31

$1.48B

Q3 2024

2024-09-30

$680.4M+110.5%

Q2 2024

2024-06-30

$596.3M+13.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

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Insider activity

Insider buying

$0

Insider selling

$21.8M

Net activity

−$21.8M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-05

Clunet R Lewis

Director

Sale3,800$136.01$516.8K
2026-03-05

Clunet R Lewis

Director

Sale3,200$136.15$435.7K
2026-02-27

Clunet R Lewis

Director

Sale2,000$136.13$272.3K
2026-02-27

Clunet R Lewis

Director

Sale5,000$136.66$683.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SUI

Institutional value

$6.50B

Total shares held

52.6M

Distinct holders

333

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.12.7M$1.60BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC10.2M$1.28BNew
3VANGUARD CAPITAL MANAGEMENT LLC5.5M$686.9MNew
4DIMENSIONAL FUND ADVISORS LP1.8M$228.3MNew
5Daiwa Securities Group Inc.1.8M$222.7MNew
6UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.5M$189.5MNew
7DEUTSCHE BANK AG\1.2M$155.6MNew
8Nuveen, LLC1.1M$141.6MNew
9Legal & General Group Plc1.1M$135.6MNew
10Russell Investments Group, Ltd.975.0K$122.8MNew
11JPMORGAN CHASE & CO893.9K$112.8MNew
12SEI INVESTMENTS CO772.0K$97.2MNew
13VANGUARD FIDUCIARY TRUST CO730.3K$92.0MNew
14Bank of New York Mellon Corp682.5K$86.0MNew
15HSBC HOLDINGS PLC601.5K$75.8MNew
16Sumitomo Mitsui Trust Group, Inc.435.4K$54.8MNew
17Swiss National Bank362.9K$45.7MNew
18APG Asset Management US Inc.307.0K$39.1MNew
19UBS Group AG297.9K$37.5MNew
20FIRST TRUST ADVISORS LP282.1K$35.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once SUI's latest filing finishes processing.