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.
Sun Communities, Inc. (NYSE: SUI) is a Maryland-incorporated real estate investment trust (REIT) that owns and operates, or has an interest in, manufactured housing ("MH") and recreational vehicle ("RV") communities and UK communities. This SEC filings page brings together the company’s regulatory disclosures, including current reports on Form 8-K and other key filings that document material events, financial results, capital markets activity, and leadership changes.
Investors reviewing Sun Communities’ filings can see how the company reports its quarterly and annual performance, including net income from continuing operations, net income attributable to common shareholders, and Core Funds from Operations ("Core FFO"). The company also discusses Same Property Net Operating Income ("NOI") for its North American MH and RV communities and for its UK communities, as well as occupancy metrics and segment reporting changes following the classification and sale of its Safe Harbor Marinas business as discontinued operations.
Filings on Form 8-K provide detail on transactions and corporate actions such as the sale of Safe Harbor Marinas, the use of proceeds for debt repayment, special cash distributions, stock repurchase authorizations, and the establishment of a new revolving credit facility. Other 8-Ks describe material definitive agreements, including the New Credit Agreement that replaced a prior credit facility, and outline the terms of that facility, including borrowing capacity, maturity, and interest rate options.
Sun Communities’ SEC reports also cover governance and executive compensation matters. Recent 8-Ks describe employment agreements and transition services agreements for the incoming Chief Executive Officer and Chief Financial Officer, as well as the retirement of the prior CEO and advisory roles for outgoing executives. Through this page, users can access these filings and, with AI-powered summaries, quickly understand the significance of each document, from financial condition updates to leadership transitions and credit facility arrangements, without reading every technical detail.
Charles D. Young, listed as CEO & Director of Sun Communities Inc. (SUI), submitted an initial Form 3 reporting the ownership status tied to a 10/01/2025 event and signed on 10/03/2025. The filing states explicitly that no securities are beneficially owned by the reporting person. This is an initial Section 16 filing that documents the reporting person's relationship to the issuer but discloses zero direct or indirect holdings.
Sun Communities entered a new credit agreement replacing its prior $3.05 billion facility with a revolving New Credit Facility that provides up to $2.0 billion in committed borrowings and permits, subject to conditions and lender consent, additional borrowings of up to $1.0 billion. The New Credit Facility matures January 31, 2030, and may be extended twice for six-month periods if conditions are met. Interest rates are based on various reference rates plus a margin tied to the company’s credit ratings; current margins are 0.725% for non-ABR loans and 0.000% for ABR loans. There were no borrowings at closing. The full agreement is filed as Exhibit 10.1.
Sun Communities, Inc. furnished a current report that includes an Investor Presentation as an attached exhibit and states the exhibit is being furnished rather than filed. The filing emphasizes that the presentation contains forward-looking statements about future plans, expectations, projections and similar matters, and identifies common signal words used to mark those statements.
The company cautions that forward-looking statements are subject to known and unknown risks and refers investors to the Risk Factors disclosed in its Annual Report for the year ended December 31, 2024. No specific operating results, financial guidance, transactions, or material agreements are disclosed in the furnished text provided here.
Dodge & Cox reports beneficial ownership of 14,198,760 shares of Sun Communities, Inc. (SUI), representing 11.1% of the company's common stock. Of those shares, Dodge & Cox has sole voting power over 13,635,560 shares and sole dispositive power over all 14,198,760 shares, with no shared voting or dispositive power reported. The filing identifies Dodge & Cox as an investment adviser (Type: IA).
The Dodge & Cox Stock Fund, an investment company, is disclosed as holding 10,679,800 shares (reported as 8.4% of the class). The statement certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the issuer's control.
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