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.
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.
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.