Sun Communities

SUI

Market cap $16.1B

Overview Fund Activity

128.93 USD

+0.46

0.36%

At close Updated Sep 17, 11:58 AM EDT

1 day

0.36%

5 days

0.09%

1 month

2.85%

3 months

4.05%

6 months

-2.36%

Year to date

5.33%

1 year

-10.92%

5 years

-10.82%

10 years

92.58%

About: Sun Communities is a residential REIT that focuses on owning manufactured housing and residential vehicle communities. The company currently owns a portfolio of 502 properties, which includes 337 manufactured housing communities and 165 residential vehicle communities. Sun targets owning properties that are desirable as second homes or vacation properties with nearly 50% of the portfolio located in either Florida or Michigan near major bodies of water.

Employees: 6,590

Real Estate Residential REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

5.49% more ownership

Funds ownership: 96.56% [Q1] → 102.05% (+5.49%) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $15.9B [Q1] → $16.5B (+$627M) [Q2]

6% less funds holding

Funds holding: 487 [Q1] → 459 (-28) [Q2]

38% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 60

45% less call options, than puts

Call options by funds: $5.79M | Put options by funds: $10.5M

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$132

2% upside

Avg. target

$137

6% upside

High target

$143

11% upside

7 analyst ratings

2 positive

29%

5 neutral

71%

0 negative

0%

Evercore ISI Group Steve Sakwa	$138	In-Line Maintained	15 Sep 2025
Wells Fargo James Feldman	$132	Equal-Weight Maintained	27 Aug 2025
Baird Wesley Golladay	$134	Neutral Maintained	11 Aug 2025
Truist Securities Anthony Hau	$141	Buy Maintained	7 Aug 2025
RBC Capital Brad Heffern	$143	Outperform Maintained	1 Aug 2025
Morgan Stanley Adam Kramer	$135	Equal-Weight Initiated	15 Jul 2025
Deutsche Bank Omotayo Okusanya	$135	Hold Maintained	25 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about SUI published over the past 30 days

Sun Communities, Inc. Declares Third Quarter 2025 Distribution

Southfield, Michigan, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust (“REIT”) that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities (collectively, the "properties"), today announced its Board of Directors declared a quarterly distribution of $1.04 per share of common stock for the third quarter of 2025.

Sun Communities, Inc. Declares Third Quarter 2025 Distribution

Sun Communities: A Bright Future For This Transformed REIT

SUI's CEO transition and operational restructuring aim to boost efficiency, with cost savings and a sharpened focus on MH/RV assets post-Safe Harbor sale. The company raised FY 2025 FFO guidance, supported by high occupancy rates and quality assets, especially in manufactured housing and RV segments. Safe Harbor asset sale streamlines SUI into a pure-play MH/RV operator, lowers leverage, and creates a potential valuation gap for investors to capture.

Sun Communities: A Bright Future For This Transformed REIT

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Sun Communities: Quietly Dominating One Of Real Estate's Best Niches

Sun Communities offers durable income and long-term growth, with high occupancy, inflation-resistant rents, and a sharpened focus on manufactured housing and RV communities. Recent results show strong NOI growth in manufactured housing, resilient FFO, and a stable dividend yield, supported by cost savings and high tenant retention. The balance sheet is exceptionally strong, with upgraded credit ratings, low leverage, and ample cash for future acquisitions following the marina asset sale.

Sun Communities: Quietly Dominating One Of Real Estate's Best Niches

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Disinflation Dividend: REIT Earnings Scorecard

Forget The S&P 500, Here's Where I'm Investing Instead

REITs have outperformed the S&P 500 over the long run. I expect REITs to return to their lead over the coming years. I highlight specific REITs that are especially well-positioned.

Forget The S&P 500, Here's Where I'm Investing Instead

The Motley Fool

Better Dividend Stock: Sun Communities vs. Agree Realty

Real estate investment trusts (REITs) are generally income investments, but they all go about the income theme a bit differently. For example, Sun Communities (SUI 0.22%) is often viewed as a growth-oriented REIT, while a REIT like Realty Income (O 1.28%) is all about a sustainable high yield.

Better Dividend Stock: Sun Communities vs. Agree Realty

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Sun Communities, Inc (SUI) Q2 2025 Earnings Call Transcript

Sun Communities, Inc (NYSE:SUI ) Q2 2025 Earnings Conference Call July 31, 2025 2:00 PM ET Company Participants Fernando Castro-Caratini - Executive VP, CFO, Treasurer & Secretary Gary A. Shiffman - Chairman & CEO John Bandini McLaren - President Conference Call Participants Adam Kramer - Morgan Stanley, Research Division Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jana Galan - BofA Securities, Research Division Jason Adam Wayne - Barclays Bank PLC, Research Division John P.

Sun Communities, Inc (SUI) Q2 2025 Earnings Call Transcript

The Motley Fool

Why Sun Communities Stock Burned So Brightly Today

Investors were very warm to Sun Communities (SUI 6.33%) on Thursday. After the veteran real estate investment trust (REIT) published an estimates-trouncing quarter following Wednesday's market close, they piled into the stock to boost it to an over 6% price gain on the day.

Why Sun Communities Stock Burned So Brightly Today

See News Rankings

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