Welcome to our dedicated page for SUN COMMUNITIES SEC filings (Ticker: SUI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Dodge & Cox reports beneficial ownership of Sun Communities, Inc. common stock. It holds 9,500,781 shares, representing 7.7% of the outstanding common stock as of June 30, 2026. Dodge & Cox has sole voting power over 9,095,325 shares and sole dispositive power over all 9,500,781 shares, with no shared voting or dispositive power.
The clients of Dodge & Cox, including registered investment companies and other managed accounts, are entitled to receive dividends and sale proceeds from these securities. Dodge & Cox Stock Fund, a registered investment company, holds 6,736,000 shares, representing 5.5% of Sun Communities’ common stock within the total reported position.
Sun Communities, Inc. reported Q2 2026 results showing stronger continuing operations but a large GAAP loss tied to its UK exit. Net income from continuing operations was $42.3 million, or $0.32 per diluted share, versus a $30.0 million loss a year earlier. Including discontinued operations, the company recorded a net loss attributable to common shareholders of $992.7 million, or $8.08 per diluted share, largely due to a $1.1 billion non-cash valuation allowance on the planned sale of its Park Holidays UK business.
Core FFO per share rose to $1.84 from $1.76, with Same Property NOI up 6.0% and adjusted blended MH/RV occupancy at 98.8%. The company agreed to sell its UK platform for base consideration of £785.7 million (approximately $1.04 billion) and is refocusing on North American MH and RV communities. As of June 30, 2026, debt outstanding was $4.1 billion at a 3.3% weighted-average rate and 6.9-year maturity, with Net Debt to trailing twelve-month Recurring EBITDA at 3.9x. Management increased 2026 Same Property NOI growth guidance to 4.5%–5.3% and now expects full-year Core FFO per share of $6.94–$7.10, while GAAP EPS remains negative because of UK-related charges.
Sun Communities executive Marc Farrugia reported a Form 4 transaction in which 1,234 shares of common stock were disposed of on 2026-07-21 at $119.04 per share to satisfy exercise-price or tax obligations. Following this withholding, he directly holds 46,891 shares, plus indirect holdings of 14,586 shares in a revocable trust and 803 shares owned by his spouse. The filing indicates this transaction was not made under a Rule 10b5-1 trading plan.
Sun Communities Inc. President and COO John Bandini McLaren reported a code F disposition of 418 shares of common stock on July 21, 2026 at $119.04 per share, used to satisfy an exercise price or tax liability by delivering or withholding shares. Following this transaction he directly holds 75,100 shares, and an additional 10 shares are held indirectly in an IRA.
Sun Communities Inc. executive Brian P. Loftus, SVP, CAO and Controller, reported a disposition of 214 shares of common stock on July 21, 2026, through shares withheld to cover tax obligations at $119.04 per share, leaving 15,282 shares owned directly. The transaction is reported as not made under a Rule 10b5-1 trading plan.
Sun Communities Inc EVP and Chief Investment Officer Aaron Weiss had 2,652 shares of common stock withheld on July 21, 2026 at $119.04 per share to cover an exercise price or tax liability, leaving 62,227 shares of direct ownership.
McAlary Ileana reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP and General Counsel Ileana McAlary received new equity awards. On June 29, 2026 she was granted 2,722 shares of restricted common stock at $121.23 per share, which vest over three years. She also received 6,905 performance rights, each tied to one share of common stock. The number of shares earned from these performance rights can range from 0% to 200% of the target based on total shareholder return versus industry indices and specified financial results over a three-year performance period.
Sun Communities, Inc. submitted an insider ownership report for Ileana McAlary, who serves as EVP, General Counsel, & Secretary. The filing lists no stock transactions or holdings for her, indicating only her officer status with the company at this time.
Sun Communities Inc. director Gary A. Shiffman reported an open-market sale of 25,031 shares of common stock at a volume weighted average price of $119.96 per share. After this sale, he directly holds 857,761 shares. Additional indirect holdings include 86,800 shares owned by an irrevocable trust, where he is a trustee and beneficiary, and 6,278 shares owned by his spouse.