Market Cap
$13.5B
SUI
SUN COMMUNITIES INC
$110.75 ▲ +0.68%
Prev close $110.00Market cap$13.5B
ConsensusBuy
12-mo target$138.63 (+25.2%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Real Estate
Snapshot
The big-picture read on SUI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$10.9B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $7.9M sell
Insider Net $
-$7.9M
Social Sentiment
50° Neutral
SEC Reports
6
Press Releases
2
Price chart 30d -7.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 announcement
Sun Communities, Inc. Completes Sale of Park Holidays to Aermont Capital
Establishes Sun as a Leading North American Pure-Play MH and RV Platform; Provides Updates on Recent
Sep 8, 2026 Insider
Garechana Robert was granted 6,374 shares
EVP, CFO, & Treasurer @ $117.65 ($749.9K)
Sep 8, 2026 Insider
Jul 27, 2026 SEC Garechana Robert was granted 16,255 shares
EVP, CFO, & Treasurer
Sun Communities reported Q2 2026 Core FFO per share of $1.84, beating the $0.48 consensus estimate by 285%, driven by 6.
PRESS-RELEASE — Impact 6/10
Jul 21, 2026 Insider
Jul 20, 2026 SEC McLaren John Bandini surrendered for taxes 418 shares
President and COO @ $119.04 ($49.8K)
Sun Communities, Inc. issued a press release announcing the date for its Q2 2026 earnings release (July 27, 2026) and co
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
DODGE & COX — TRIM
9,500,781 shares ($1.1B)
Jun 30, 2026 Inst.
NORGES BANK — NEW
5,439,467 shares ($652.2M)
Analyst ratings buy % +21.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 21, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 11, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 6 | 0 | 0 | 73% | |
| Aug 1, 2026 | 5 | 11 | 5 | 1 | 0 | 73% | |
| Jul 1, 2026 | 5 | 10 | 5 | 1 | 0 | 71% | |
| Jun 1, 2026 | 5 | 10 | 5 | 1 | 0 | 71% | |
| May 1, 2026 | 4 | 10 | 6 | 1 | 0 | 67% | |
| Apr 1, 2026 | 4 | 11 | 5 | 1 | 0 | 71% | |
| Mar 1, 2026 | 4 | 9 | 6 | 1 | 0 | 65% | |
| Feb 1, 2026 | 4 | 9 | 6 | 1 | 0 | 65% |
Price targets
Where 19 covering analysts think SUI trades over the next 12 months.
$138.63 +25.2% upside Strong Buy
Current$110.75 Low$126.00 Median$138.00 High$155.00 19 analysts
$126.00$155.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.8/10.Plus 2 press releases.
BULLISHPRESS-RELEASE6/10
Sun Communities reported Q2 2026 Core FFO per share of $1.84, beating the $0.48 consensus estimate b
Jul 27, 2026
NEUTRALPRESS-RELEASE2/10
Sun Communities, Inc. issued a press release announcing the date for its Q2 2026 earnings release (J
Jul 20, 2026
BULLISHPRESS-RELEASE6/10
Sun Communities reported Q1 2026 Core FFO per share of $1.40, up from $1.26 a year ago, and total re
Apr 27, 2026
NEUTRALPRESS-RELEASE3/10
Sun Communities (SUI) announced a press release scheduling its Q1 2026 earnings release for April 27
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
announcement
Sun Communities, Inc. Completes Sale of Park Holidays to Aermont Capital
Establishes Sun as a Leading North American Pure-Play MH and RV Platform; Provides Updates on Recent Share Repurchase Activity Establishes Sun as a Le
Sep 8, 2026
dividend
Sun Communities, Inc. Declares Third Quarter 2026 Distribution
Southfield, MI, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust (“REIT”) that own
Sep 7, 2026
dark_pool
Dark Pool: SUI — 0.9M shares, 34,657 trades
Week starting 2026-09-07. Total ATS volume: 905,991 shares across 34,657 trades.
Sep 2, 2026
ftd
FTD: SUI — 61,036 shares ($7.4M) failed to deliver
Settlement: 20260902, Price: $121.44, FTD Value: $7,412,211.84, SUN COMMUNITIES INC
Sep 1, 2026
short_volume
Short Volume: SUI — 64.8% short (0.4M / 0.6M)
Short: 394,343 | Exempt: 0 | TRF Vol: 608,968 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.97 | $0.92–$1.02 | -44.3% | -7.2% | 0↑ 1↓ | $0.6B | 2 |
| Next Q | $0.42 | $0.37–$0.46 | -63.1% | -4.6% | 0↑ 1↓ | $0.5B | 2 |
| Current FY | $2.33 | $1.81–$2.60 | -43.1% | -0.8% | 2↑ 0↓ | $2.0B | 3 |
| Next FY | $3.20 | $2.75–$3.49 | 37.3% | +5.4% | 2↑ 0↓ | $2.1B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.969 | — |
| 7d ago | $1.002 | -0.034 |
| 30d ago | $1.044 | -0.075 |
| 60d ago | $1.187 | -0.219 |
| 90d ago | $1.247 | -0.278 |
Institutional ownership
Which big funds own SUI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.9B total value (90,552,291 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DODGE. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,757,945 | $1.6B | 15.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,263,766 | $1.2B | 11.3% | — |
| DODGE & COX | 9,500,781 | $1.1B | 10.5% | TRIM -33.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,494,428 | $658.8M | 6.1% | — |
| NORGES BANK | 5,439,467 | $652.2M | 6.0% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 5,390,114 | $646.3M | 5.9% | — |
| STATE STREET CORP | 5,008,789 | $606.1M | 5.6% | — |
| FMR LLC | 4,565,468 | $547.4M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,340,449 | $279.8M | 2.6% | — |
| Daiwa Securities Group Inc. | 1,810,684 | $217.1M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | TRIM | 14,266,030 | 9,500,781 | -33.4% | $1.1B |
| NORGES BANK | NEW | — | 5,439,467 | — | $652.2M |
| CITADEL ADVISORS LLC | DOUBLED | 579,938 | 1,465,733 | +152.7% | $175.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 175,350 | 1,421,561 | +710.7% | $170.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 1,030,991 | 1,307,991 | +26.9% | $156.8M |
| DEUTSCHE BANK AG\ | TRIM | 1,235,421 | 904,260 | -26.8% | $108.4M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 421,928 | 866,101 | +105.3% | $103.9M |
| JANE STREET GROUP, LLC | DOUBLED | 64,970 | 859,712 | +1223.2% | $103.1M |
| Nuveen, LLC | TRIM | 1,124,291 | 656,780 | -41.6% | $78.8M |
| Alyeska Investment Group, L.P. | NEW | — | 557,257 | — | $66.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$7.9M — $0.00 bought, $7.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Garechana Robert | EVP, CFO, & Treasurer | AWARD | 6,374 | $117.65 | $749.9K |
| Sep 8, 2026 | Garechana Robert | EVP, CFO, & Treasurer | AWARD | 16,255 | — | — |
| Jul 21, 2026 | McLaren John Bandini | President and COO | TAX W/H | 418 | $119.04 | $49.8K |
| Jul 21, 2026 | Loftus Brian P | SVP, CAO, Controller | TAX W/H | 214 | $119.04 | $25.5K |
| Jul 21, 2026 | Weiss Aaron | EVP, Chief Investment Officer | TAX W/H | 2,652 | $119.04 | $315.7K |
| Jul 21, 2026 | Farrugia Marc | EVP & Chief Admin. Officer | TAX W/H | 1,234 | $119.04 | $146.9K |
| Jun 29, 2026 | McAlary Ileana | EVP, General Counsel, & Sec. | AWARD | 2,722 | $121.23 | $330.0K |
| Jun 29, 2026 | McAlary Ileana | EVP, General Counsel, & Sec. | AWARD | 6,905 | — | — |
| Jun 24, 2026 | SHIFFMAN GARY A | Director | SELL | 25,031 | $119.96 | $3.0M |
| May 26, 2026 | McLaren John Bandini | President and COO | GIFT | 209 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SUI.
Shares short
5,611,278
Settlement Sep 15, 2026
Change vs prior
-4.5%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All SUI filing & press-release reports (8)
- PRESS-RELEASE reportJul 27, 2026
- PRESS-RELEASE reportJul 20, 2026
- PRESS-RELEASE reportMay 21, 2026
- PRESS-RELEASE reportApr 27, 2026
- PRESS-RELEASE reportApr 17, 2026
- PRESS-RELEASE reportMar 12, 2026
- 8-K reportFeb 25, 2026
- 8-K reportFeb 24, 2026