Sun Communities, Inc. filings document formal disclosures for a REIT focused on manufactured housing and recreational vehicle communities. Recent Form 8-K reports furnish quarterly and annual earnings releases, supplemental operating and financial data, Regulation FD investor presentations and related forward-looking statement disclosures.
The filing record also covers governance and reporting matters, including definitive proxy disclosures, executive officer appointments, compensatory and employment arrangements involving the company and its operating partnership, and changes in the company’s independent registered public accounting firm. These documents frame SUI’s REIT operations, portfolio disclosures, leadership structure, audit oversight and shareholder governance.
Sun Communities Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 6,588,793 shares of Common Stock, representing 5.34% of the class as reported 03/31/2026. The filing states Vanguard Capital Management has sole dispositive power for 6,588,793 shares and sole voting power for 1,135,719 shares. The statement notes holdings include shares held for Vanguard funds and certain managed accounts and lists affiliated entities that exercise voting or dispositive power.
Sun Communities Inc reported that Vanguard Portfolio Management beneficially owned 10,187,046 shares of Common Stock, equal to 8.26% of the class as of 03/31/2026. The filing states Vanguard exercises dispositive power over these shares on behalf of funds and managed accounts.
Sun Communities, Inc. reported first quarter 2026 results showing a smaller net loss and stronger cash earnings. Net loss attributable to common shareholders was $8.7 million, or $0.07 per diluted share, improving from a loss of $42.8 million, or $0.34 per share, a year earlier.
Core funds from operations rose to $1.40 per share from $1.26, driven by higher property income. North America same property NOI for manufactured housing and RV increased 6.3%, while UK same property NOI grew 1.6% on a constant currency basis. North America same property adjusted blended occupancy for MH and RV held at 98.7%.
The company acquired two properties for $27.6 million and ended March 31, 2026 with $4.3 billion of debt at a 3.4% weighted average interest rate and 6.8‑year weighted average maturity. It repurchased about 0.5 million shares for $60.1 million at an average price of $126.45.
Management raised full‑year 2026 Core FFO per share guidance by $0.04 to a range of $6.87 to $7.07, and now expects North America same property NOI growth of 4.2%–5.2%. Second‑quarter 2026 diluted EPS guidance is $0.62 to $0.70, with Core FFO per share of $1.71 to $1.79.
BlackRock, Inc. reports beneficial ownership of 11,383,185 shares of Sun Communities, Inc. common stock, representing 9.2% of the class. The filing states BlackRock has sole voting power for 10,543,040 shares and sole dispositive power for 11,383,185 shares. The schedule is filed as Amendment No. 16 and is signed by a BlackRock managing director.
Young Charles D. reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities Inc CEO and director Charles D. Young reported equity-based compensation grants rather than open-market trades. He received 28,151 performance rights, each tied to one share of common stock, with the actual earned amount ranging from 0% to 200% of this target based on total shareholder return and financial performance over a three-year period. Any portion not earned at the end of the performance period will be forfeited.
He was also granted 14,334 shares of restricted common stock at a reference price of $125.57 per share, vesting in three equal installments of 4,778 shares on March 27, 2027, 2028, and 2029. Following these grants, Young directly holds 77,477 shares of common stock, reflecting a larger long-term equity stake aligned with company performance.
Farrugia Marc reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP & Chief Administrative Officer Marc Farrugia received new equity awards in the form of restricted stock and performance rights. On March 27, 2026, he was granted 9,382 performance rights, each linked to one share of common stock, and 4,778 shares of common stock as a restricted stock award at a grant price of $125.57 per share.
The restricted stock vests over time: 1,593 shares on each of March 27, 2027 and March 27, 2028, and 1,592 shares on March 27, 2029. The performance rights can pay out between 0% and 200% of the 9,382 target shares based on three-year total shareholder return versus industry indices and certain financial results. After these awards, Farrugia directly holds 51,274 common shares, with additional indirect holdings of 11,301 shares in a revocable trust and 939 shares owned by his spouse.
Weiss Aaron reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities EVP and Chief Investment Officer Aaron Weiss received new equity awards. On March 27, 2026, he was granted 10,321 performance rights, each tied to one share of common stock, and 5,256 shares of restricted stock at $125.57 per share. The restricted stock vests in three equal installments of 1,752 shares on March 27 of 2027, 2028, and 2029, while the performance rights can pay out between 0% and 200% of the target based on three-year total shareholder return and financial performance. Following the restricted stock grant, Weiss directly holds 64,879 common shares.
McLaren John Bandini reported acquisition or exercise transactions in this Form 4 filing.
Sun Communities, Inc. President and COO John Bandini McLaren received new equity awards as part of his compensation. On March 27, 2026, he was granted 4,690 performance rights, each representing a contingent right to one share of common stock. Between 0% and 200% of this target amount may vest based on the company’s total shareholder return versus industry indices and certain financial results over a three-year performance period; any unearned portion will be forfeited.
He also received 2,389 shares of restricted common stock at $125.57 per share, subject to time-based vesting: 797 shares vest on each of March 27, 2027, and 796 shares on each of March 27, 2028 and 2029. Following these awards, he holds 76,637 common shares directly and 10 shares indirectly in an IRA. These are compensation grants, not open-market purchases.
Sun Communities, Inc. reports strategic portfolio simplification and balance-sheet strengthening after asset sales in 2025. The company used proceeds to pay down more than $3 billion of debt and eliminated floating-rate debt exposure, returned capital via share repurchases, a special cash distribution and a higher quarterly dividend. The firm acquired 14 MH/RV communities within existing geographies and acquired ground leases for 32 UK properties, converting them to full freehold ownership. Leadership changes include Charles Young joining as CEO and director in Oct 2025. The virtual annual meeting is set for May 12, 2026.