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 furnished an investor presentation outlining a strategic shift toward a pure-play North American manufactured housing (MH) and recreational vehicle (RV) portfolio and the proposed all-cash sale of its UK Park Holidays platform, totaling approximately $1.03bn and expected to close in 2H 2026. Pro forma, about 95% of NOI is expected to come from real property and annual/recurring income is expected to account for roughly 76% of revenue, emphasizing more predictable cash flows. The business spans about 158,000 MH and RV sites across 461 communities as of June 1, 2026. For 1Q26, Core FFO per share was $1.40 with North America same property NOI growth of 6.3%, and full-year 2026 Core FFO per share guidance has a midpoint of $6.97. Full-year 2026 guidance targets North America same property NOI growth of 4.7% and MH same property NOI growth of 6.2%. As of March 31, 2026, total debt was $4.246bn, net debt to TTM EBITDA was 3.7x, and cash on hand was $497m, supported by BBB+/Baa2 investment-grade ratings. The company also highlights a renewed stock repurchase program of up to $1bn and a largely unencumbered, fixed-rate balance sheet.
Sun Communities, Inc. filed an amended current report to update its prior disclosure and authorize a renewed stock repurchase program. Effective May 27, 2026, the board approved a program allowing the company to repurchase up to $1 billion of its common stock through May 27, 2027.
The company may buy shares in the open market, through private or accelerated repurchases, or other methods consistent with Rule 10b5-1 and Rule 10b-18. The authorization is discretionary, does not require any minimum repurchases, and can be modified, suspended, or terminated at any time. The amendment also files an agreement for the sale and purchase of the entire issued share capital of certain target companies as Exhibit 2.1.
Sun Communities Inc. executive Fernando Castro-Caratini, EVP, CFO, Secretary and Treasurer, reported open-market sales of company stock. He sold 23,750 shares of common stock in two transactions on May 26, 2026 at volume-weighted average prices of $124.37 and $124.97 per share.
These sales were executed in multiple trades within price ranges of $123.91–$124.89 and $124.96–$125.00. Following the transactions, he holds 12,487 shares of Sun Communities common stock directly.
Sun Communities, Inc. President and COO John Bandini McLaren reported charitable gifts of company stock. On May 26, 2026, he made two bona fide gifts totaling 1,119 shares of common stock, with 910 shares donated to a qualified education institution and 209 shares donated to a qualified religious organization.
After these gifts, McLaren directly held 76,428 shares of Sun Communities common stock in one line item and 75,518 shares in another, and indirectly held 10 shares through an IRA. These transactions were recorded at a price of $0.00 per share, reflecting their gift nature rather than a market sale.
Sun Communities, Inc. agreed to sell its UK Park Holidays business to an affiliate of Aermont Capital for an enterprise value of £768 million (approximately $1.03 billion) in an all‑cash transaction. The deal will exit the Company’s UK operations and sharpen its focus on North American manufactured housing and RV communities.
Management expects to record preliminary non‑cash charges of about $1.0 billion to $1.1 billion because the cash consideration is below the current estimated net asset value of Park Holidays, likely in the quarters ending June 30 and September 30, 2026. After closing, North American MH and RV real property NOI is expected to contribute roughly 95% of total NOI and the cash proceeds are described as further improving liquidity and the credit profile. Closing is targeted for the second half of 2026, subject to customary conditions, including approval from the UK Financial Conduct Authority, and is not assured.
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.