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. 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. reported the results of its Annual Meeting of Shareholders held on May 12, 2026. Shareholders elected nine directors to serve until the 2027 annual meeting, with each nominee receiving over 102 million votes in favor.
Shareholders also approved the non-binding advisory vote on executive compensation, with 105,847,022 votes for, 7,109,561 against, and 16,121 abstentions. In addition, they ratified the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 115,040,952 votes for, 408,227 against, and 8,392 abstentions.
Sun Communities, Inc. has formally engaged Deloitte & Touche LLP as its new independent registered public accounting firm for the fiscal year ending December 31, 2026, effective May 12, 2026. The company states it did not consult with Deloitte on accounting or auditing matters before this engagement and had no disagreements or reportable events with Deloitte.
The Audit Committee previously dismissed Grant Thornton LLP as auditor, effective after Grant Thornton completed its review of the company’s consolidated financial statements for the period ended March 31, 2026, which was finished on April 28, 2026. Grant Thornton’s audit reports for the fiscal years ended December 31, 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications, and there were no disagreements or reportable events, other than a material weakness in internal control over financial reporting as of December 31, 2024 that the company reports was remediated in 2025.
Sun Communities, Inc. (Common Stock) is reported as being beneficially owned in the amount of 13,101,349 shares by Cohen & Steers entities, representing 10.63% of the class. The filing (Schedule 13G/A, Amendment No. 7) lists sole voting power of 10,474,459 shares and sole dispositive power of 13,101,349 shares. The Cohen & Steers group states these shares are held for the benefit of account holders across its advisory and affiliated entities.
Sun Communities, Inc. furnished an investor presentation outlining first-quarter 2026 performance and full-year 2026 guidance. The company reported 1Q26 Core FFO per share of $1.40 and North America same property NOI growth of 6.3%. Guidance calls for a 2026 Core FFO per share midpoint of $6.97, with North America same property NOI growth at a 4.7% midpoint and MH same property NOI growth at 6.2%. Real Property NOI reached $1,058.8 million in 2025, with rental income generating 92% of NOI. Sun highlights long-term same property NOI growth averaging 5.2% since 2000 and strong occupancy of 97.7% for MH as of March 31, 2026. The balance sheet remains investment grade, with total debt of $4.246 billion, net debt to trailing 12‑month EBITDA of 3.7x, a cash balance of $497 million, and 79% of gross asset value unencumbered.
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.