SUINYSEReal Estate Investment TrustsFiscal year ends May 13
SUN COMMUNITIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$117.55−0.53 (-0.45%)
Close on Oct 19, 2026
- Market cap
- $14.93B
- P/E (TTM)
- –
- Dividend yield
- 6.77%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
124M of 122M shares
Institutional holders
530
83 new, 63 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $27.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dodge & Cox | 9,500,781 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 7,909,795 | 6.20% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 6,588,793 | 5.34% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 16,261,647 | 13.40% | 13G (passive) amendment | Aug 31, 2026 |
| Cohen & Steers, Inc. | 13,101,349 | 10.63% | 13G (passive) amendment | Apr 30, 2026 |
| Vanguard Portfolio Management | 10,187,046 | 8.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,757,945 | 11.30% | $1.65B | +1,076,417 | 0.02% |
| Cohen & Steers, Inc. | 13,398,864 | 11.00% | $1.61M | +1,335,449 | 2.54% |
| Vanguard Portfolio Management LLC | 10,263,766 | 8.43% | $1.23B | +94,874 | 0.06% |
| Dodge & Cox | 9,500,781 | 7.80% | $1.14B | −4,765,249 | 0.60% |
| Vanguard Capital Management LLC | 5,494,428 | 4.51% | $658.84M | +41,354 | 0.01% |
| Norges Bank | 5,439,467 | 4.47% | $652.25M | New | 0.07% |
| Wellington Management Group Llp | 5,390,114 | 4.43% | $646.33M | −452,804 | 0.11% |
| Price T Rowe Associates Inc /Md/ | 5,389,029 | 4.42% | $646.20K | −140,397 | 0.06% |
| State Street Corp | 5,008,789 | 4.11% | $606.12M | −204,435 | 0.02% |
| FMR LLC | 4,565,468 | 3.75% | $547.45M | −418,348 | 0.02% |
| Geode Capital Management, LLC | 2,340,449 | 1.92% | $279.85M | −45,428 | 0.01% |
| Daiwa Securities Group Inc. | 1,810,684 | 1.49% | $217.12M | +42,334 | 0.42% |
| Dimensional Fund Advisors LP | 1,798,284 | 1.48% | $215.64M | −14,017 | 0.04% |
| Charles Schwab Investment Management Inc | 1,648,236 | 1.35% | $197.64M | +122,128 | 0.03% |
| UBS Asset Management Americas Inc | 1,536,249 | 1.26% | $184.21M | +31,497 | 0.03% |
| Citadel Advisors LLC | 1,465,733 | 1.20% | $175.76M | +885,795 | 0.02% |
| Millennium Management LLC | 1,421,561 | 1.17% | $170.46M | +1,246,211 | 0.06% |
| Canada Pension Plan Investment Board | 1,307,991 | 1.07% | $156.84M | +277,000 | 0.09% |
| Legal & General Group Plc | 1,023,572 | 0.84% | $122.74M | −52,833 | 0.03% |
| Northern Trust Corp | 989,742 | 0.81% | $118.68M | −48,641 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 530 | 124M | 100.0% | 83 / 174 | 201 / 63 | 17M | 10M |
| Q1 2026 | 515 | 117M | 96.5% | 66 / 180 | 193 / 83 | 26M | 14M |
| Q4 2025 | 539 | 123M | 100.0% | 97 / 166 | 192 / 57 | 14M | 8M |
| Q3 2025 | 506 | 117M | 95.8% | 82 / 164 | 176 / 40 | 11M | 25M |
| Q2 2025 | 468 | 131M | 100.0% | 38 / 189 | 173 / 61 | 6M | 6M |
| Q1 2025 | 496 | 131M | 100.0% | 65 / 185 | 182 / 39 | 11M | 9M |
| Q4 2024 | 476 | 129M | 100.0% | 56 / 162 | 194 / 88 | 18M | 12M |
| Q3 2024 | 517 | 124M | 100.0% | 70 / 176 | 205 / 53 | 22M | 9M |
| Q2 2024 | 507 | 122M | 100.0% | 68 / 158 | 211 / 56 | 8M | 11M |
| Q1 2024 | 500 | 126M | 100.0% | 52 / 173 | 200 / 76 | 13M | 14M |
| Q4 2023 | 528 | 127M | 100.0% | 89 / 188 | 188 / 56 | 11M | 7M |
| Q3 2023 | 499 | 123M | 100.0% | 56 / 205 | 167 / 58 | 11M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 7,021,300 | 5.76% | $841.92M | 0.71% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 4,687,726 | 3.85% | $578.84M | 0.79% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,909,630 | 3.21% | $468.80M | 0.02% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 3,724,582 | 3.06% | $446.61M | 0.68% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,825,670 | 2.32% | $338.83M | 0.18% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares | 2,428,709 | 1.99% | $291.23M | 3.25% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 2,213,614 | 1.82% | $265.43M | 3.25% | Jun 30, 2026 |
| Cohen & Steers Real Estate Securities Fund | 1,774,332 | 1.46% | $212.76M | 2.22% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,629,795 | 1.34% | $195.43M | 0.42% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,405,005 | 1.15% | $168.47M | 1.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,327,562 | 1.09% | $159.19M | 0.16% | Jun 30, 2026 |
| Dodge & Cox Balanced Fund | 890,600 | 0.73% | $106.79M | 0.72% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 822,717 | 0.68% | $101.59M | 0.93% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 822,366 | 0.68% | $101.69M | 1.02% | May 31, 2026 |
| BlackRock Equity Dividend Fund | 783,901 | 0.64% | $96.80M | 0.47% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles D. Young | CEO & Director | 77,477 | 0.06% | Mar 31, 2026 |
| Robert Garechana | EVP, CFO, & Treasurer | 6,374 | 0.01% | Sep 9, 2026 |
| Marc Farrugia | EVP & Chief Admin. Officer | 62,280 | 0.05% | Jul 23, 2026 |
| Aaron Weiss | EVP, Chief Investment Officer | 62,227 | 0.05% | Jul 22, 2026 |
| John Bandini McLaren | President and COO | 75,110 | 0.06% | Jul 22, 2026 |
| Brian P. Loftus | SVP, CAO, Controller | 15,282 | 0.01% | Jul 22, 2026 |
| Ileana McAlary | EVP, General Counsel, & Sec. | 2,722 | 0.00% | Jul 1, 2026 |
| Fernando Castro-Caratini | EVP, CFO, Sec. & Treas. | 12,487 | 0.01% | May 27, 2026 |
| Bruce Thelen | EVP, COO | 54,687 | 0.04% | Mar 11, 2026 |
| Mark E. Patten | EVP, CFO, Sec. & Treas. | 0 | – | Feb 17, 2026 |
| Baxter Underwood | CEO - Safe Harbor Marinas, LLC | 57,546 | 0.05% | Mar 31, 2025 |
| Gary A. Shiffman | Director | 950,839 | 0.78% | Jun 25, 2026 |
| Clunet R. Lewis | Director | 16,817 | 0.01% | Mar 6, 2026 |
| Jerome W. Ehlinger | Director | 3,217 | 0.00% | Feb 9, 2026 |
| Brian M. Hermelin | Director | 28,327 | 0.02% | Feb 9, 2026 |
| Meghan G. Baivier | Director | 19,417 | 0.02% | Feb 9, 2026 |
| Tonya Allen | Director | 10,426 | 0.01% | Feb 9, 2026 |
| Mark A. Denien | Director | 1,200 | 0.00% | Feb 9, 2026 |
| Jeff Blau | Director | 10,882 | 0.01% | Feb 9, 2026 |
| Craig Leupold | Director | 0 | – | Feb 9, 2026 |
| Stephanie W. Bergeron | Director | 26,700 | 0.02% | Jan 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Garechana EVP, CFO, & Treasurer | Sep 8, 2026 | Award | +6,374 | $117.65 | $749.90K | 6,374 |
| Marc Farrugia EVP & Chief Admin. Officer | Jul 21, 2026 | Tax withholding | −1,234 | $119.04 | $146.90K | 46,891 |
| Aaron Weiss EVP, Chief Investment Officer | Jul 21, 2026 | Tax withholding | −2,652 | $119.04 | $315.69K | 62,227 |
| John Bandini McLaren President and COO | Jul 21, 2026 | Tax withholding | −418 | $119.04 | $49.76K | 75,100 |
| Brian P. Loftus SVP, CAO, Controller | Jul 21, 2026 | Tax withholding | −214 | $119.04 | $25.47K | 15,282 |
| Ileana McAlary EVP, General Counsel, & Sec. | Jun 29, 2026 | Award | +2,722 | $121.23 | $329.99K | 2,722 |
| Gary A. Shiffman Director | Jun 24, 2026 | Sale | −25,031 | $119.96 | $3.00M | 857,761 |
| Fernando Castro-Caratini EVP, CFO, Sec. & Treas. | May 26, 2026 | Sale | −21,261 | $124.37 | $2.64M | 12,487 |
| Fernando Castro-Caratini EVP, CFO, Sec. & Treas. | May 26, 2026 | Sale | −2,489 | $124.97 | $311.05K | 9,998 |
| John Bandini McLaren President and COO | May 26, 2026 | Gift | −209 | – | – | 76,428 |
| John Bandini McLaren President and COO | May 26, 2026 | Gift | −910 | – | – | 75,518 |
| John Bandini McLaren President and COO | Mar 27, 2026 | Award | +2,389 | $125.57 | $299.99K | 76,637 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 27, 2026 | Award | +4,778 | $125.57 | $599.97K | 51,274 |
| Charles D. Young CEO & Director | Mar 27, 2026 | Award | +14,334 | $125.57 | $1.80M | 77,477 |
| Aaron Weiss EVP, Chief Investment Officer | Mar 27, 2026 | Award | +5,256 | $125.57 | $660.00K | 64,879 |
| John Bandini McLaren President and COO | Mar 17, 2026 | Tax withholding | −872 | $135.27 | $117.96K | 74,248 |
| Brian P. Loftus SVP, Chief Accounting Officer | Mar 12, 2026 | Award | +5,185 | $135.00 | $699.98K | 15,496 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 12, 2026 | Award | +296 | $135.00 | $39.96K | 939 |
| Aaron Weiss EVP, Chief Investment Officer | Mar 9, 2026 | Tax withholding | −1,344 | $135.44 | $182.03K | 59,623 |
| Fernando Castro-Caratini EVP, CFO, Sec. & Treas. | Mar 9, 2026 | Tax withholding | −7,858 | $135.44 | $1.06M | 33,748 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 9, 2026 | Tax withholding | −19 | $135.44 | $2.57K | 643 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 9, 2026 | Tax withholding | −560 | $135.44 | $75.85K | 46,496 |
| Bruce Thelen EVP, COO | Mar 9, 2026 | Tax withholding | −560 | $135.44 | $75.85K | 54,687 |
| Brian P. Loftus SVP, Chief Accounting Officer | Mar 9, 2026 | Tax withholding | −172 | $135.44 | $23.30K | 10,311 |
| Clunet R. Lewis Director | Mar 5, 2026 | Sale | −3,200 | $136.15 | $435.68K | 0 |
| Clunet R. Lewis Director | Mar 5, 2026 | Sale | −3,800 | $136.01 | $516.84K | 16,817 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 5, 2026 | Tax withholding | −699 | $136.69 | $95.55K | 47,056 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 5, 2026 | Tax withholding | −9 | $136.69 | $1.23K | 662 |
| Aaron Weiss EVP, Corp. Strat. & Bus. Dev. | Mar 4, 2026 | Tax withholding | −1,154 | $135.86 | $156.78K | 60,967 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 4, 2026 | Tax withholding | −19 | $135.86 | $2.58K | 671 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 4, 2026 | Tax withholding | −560 | $135.86 | $76.08K | 47,755 |
| Bruce Thelen EVP, COO | Mar 4, 2026 | Tax withholding | −635 | $135.86 | $86.27K | 55,247 |
| Marc Farrugia EVP & Chief Admin. Officer | Mar 2, 2026 | Tax withholding | −17 | $137.18 | $2.33K | 690 |
| Clunet R. Lewis Director | Feb 27, 2026 | Sale | −2,000 | $136.13 | $272.26K | 25,617 |
| Clunet R. Lewis Director | Feb 27, 2026 | Sale | −5,000 | $136.66 | $683.30K | 20,617 |
| Bruce Thelen EVP, COO | Feb 24, 2026 | Tax withholding | −1,025 | $131.32 | $134.60K | 55,882 |
| Marc Farrugia EVP & Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −8 | $131.32 | $1.05K | 707 |
| Marc Farrugia EVP & Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −932 | $131.32 | $122.39K | 48,315 |
| Aaron Weiss EVP, Corp. Strat. & Bus. Dev. | Feb 24, 2026 | Tax withholding | −1,529 | $131.32 | $200.79K | 62,121 |
| John Bandini McLaren President | Feb 23, 2026 | Tax withholding | −872 | $131.16 | $114.37K | 75,120 |
| Bruce Thelen EVP, COO | Feb 11, 2026 | Tax withholding | −317 | $127.81 | $40.52K | 56,907 |
| Meghan G. Baivier Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 19,417 |
| Jerome W. Ehlinger Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 3,217 |
| Gary A. Shiffman Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 882,792 |
| Clunet R. Lewis Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 27,617 |
| Brian M. Hermelin Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 27,317 |
| Jeff Blau Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 7,217 |
| Tonya Allen Director | Feb 5, 2026 | Award | +1,617 | $123.68 | $199.99K | 10,426 |
| Mark E. Patten EVP, CFO, Sec. & Treas. | Feb 4, 2026 | Returned to company | −28,892 | $127.92 | $3.70M | 0 |
| Mark E. Patten EVP, CFO, Sec. & Treas. | Jan 5, 2026 | Award | +28,892 | $121.14 | $3.50M | 28,892 |
| Aaron Weiss EVP, Corp. Strat. & Bus. Dev. | Jan 1, 2026 | Returned to company | −9,000 | – | – | 63,650 |
| Marc Farrugia EVP & Chief Admin. Officer | Jan 1, 2026 | Returned to company | −6,000 | – | – | 49,247 |
| Bruce Thelen EVP, COO | Jan 1, 2026 | Returned to company | −10,200 | – | – | 57,224 |
| Fernando Castro-Caratini EVP, CFO, Sec. & Treas. | Dec 30, 2025 | Tax withholding | −19,008 | $125.47 | $2.38M | 41,606 |
| Brian P. Loftus SVP, Chief Accounting Officer | Dec 30, 2025 | Tax withholding | −253 | $125.47 | $31.74K | 10,483 |
| Gary A. Shiffman Director | Dec 17, 2025 | Sale | −156,875 | $123.53 | $19.38M | 0 |
| Gary A. Shiffman Director | Dec 9, 2025 | Option exercise | +156,875 | – | – | 156,875 |
| Clunet R. Lewis Director | Nov 10, 2025 | Sale | −2,900 | $126.22 | $366.04K | 27,100 |
| Clunet R. Lewis Director | Nov 10, 2025 | Sale | −1,100 | $126.29 | $138.92K | 26,000 |
| John Bandini McLaren President | Nov 6, 2025 | Tax withholding | −1,864 | $124.20 | $231.51K | 75,992 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| A. Shiffman Gary Director | Jun 24, 2026 | 26,000 | $3.08M | Jun 24, 2026 | Restricted Stock Award |
| Castro-Caratini Fernando CFO | May 26, 2026 | 23,750 | $3.02M | May 26, 2026 | Restricted Stock Awards |
| Clunet R. Lewis Director | Feb 27, 2026 | 8,800 | $1.20M | Feb 27, 2026 | Purchased |
| Stephanie W. Bergeron Director | Jun 20, 2025 | 18,100 | $2.28M | Jun 20, 2025 | Restricted Stock Award |
| Marc Farrugia Officer | Sep 25, 2023 | 4,962 | $614.79K | Aug 30, 2023 | Restricted Stock Award Vesting |