What is the 13F Pro Quality Score for SUI?

13F Pro ranks SUN COMMUNITIES INC (SUI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SUI's current score at https://13fpro.ai/research/SUI (free sign-up required for the full ranking).

Which hedge funds own the most SUI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SUI include DODGE & COX, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SUI as soon as new 13F filings post.

Where does 13F Pro source SUI data?

All SUN COMMUNITIES INC fundamentals and ownership data come directly from SEC EDGAR. SUN COMMUNITIES INC files with the SEC under CIK 912593. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SUI in?

SUN COMMUNITIES INC (SUI) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives SUI's revenue?

Per SUN COMMUNITIES INC's latest 10-Q filed with the SEC on 2026-04-28, the biggest revenue drivers are: Real property ($417.2M, +8.5% YoY); Home sales ($68.1M, +1.3% YoY); Ancillary ($13.3M, +6.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/SUI.

What are SUI's largest expenses?

SUN COMMUNITIES INC's latest 10-Q reports these as the largest expense items: Interest expense ($38.4M, -53.2% YoY); General and administrative ($69.5M, +21.9% YoY); Depreciation and amortization ($132.5M, +7.1% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is SUI research updated on 13F Pro?

SUI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SUN COMMUNITIES INC(SUI)Stock Analysis

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13F Pro Quality Score

44.4/100

Rank #1,773 of 2,879 stocks

View Real Estate peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

4.6/100

Profitability

38.6/100

Balance Sheet

36.3/100

Earnings Quality

30.0/100

Free Cash Flow

90.6/100

Institutional Flow

64.2/100

Revenue Scale

64.8/100

Dilution Risk

45.0/100

SUI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SUN COMMUNITIES INC (SUI), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores SUI at 44.4/100 on a 32-signal composite quality model, placing it at rank #1,773 of 2,879 stocks — the bottom half of the AI-ranked universe. SUI scores in the top quartile across free cash flow (90.6). Areas of concern include revenue growth (4.6) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 45.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SUN COMMUNITIES INC reports quarterly revenue of $507.9M, net income of $-6.4M, an operating margin of -1.3%. Top institutional holders of SUI by reported 13-F value include DODGE & COX, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SUI trades on the NYSE exchange and files with the SEC under CIK 912593. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SUI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SUN COMMUNITIES INC directly from SEC EDGAR. SUN COMMUNITIES INC's 13F Pro composite quality score has ranged between 44 and 74 since 2021, currently 44.4 — a declining long-term trajectory across 30 quarterly and live scoring snapshots.

What's Driving SUI's Business? Latest 10-Q Breakdown

✓ 21/21 datapoints verified

AI-extracted from SUN COMMUNITIES INC's 10-Q filed 2026-04-28 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 revenue of $507.9M (+8.0% YoY) driven by real property income growth, but net loss of $6.3M reflects $24.5M FX headwind and elevated G&A expenses including $8.9M accelerated share-based compensation.

Biggest Revenue Drivers

Total revenue: $507.9M+8.0% YoY

Real property$417.2M+8.5% YoY

Same Property NOI grew 6.3% in MH and RV segments; occupancy and rental rate increases offset by modest transient revenue decline.

Home sales$68.1M+1.3% YoY

North America units declined 15.9% but offset by 9.7% higher average selling prices; UK units up 1.8%.

Ancillary$13.3M+6.4% YoY

Modest increase from property-related ancillary services.

Interest and other$9.3M+68.2% YoY

Interest income increased from higher cash balances post-Safe Harbor Sale; brokerage commissions up 11.8%.

Largest Expense Items

Interest expense$38.4M-53.2% YoY

Decline due to $3.2B debt settlement in 2025 using Safe Harbor Sale proceeds.

General and administrative$69.5M+21.9% YoY

Increase driven by $8.9M accelerated share-based compensation expense and $5.1M severance costs for executive transitions.

Depreciation and amortization$132.5M+7.1% YoY

Growth from expanded property base and investments in rental homes.

Property operating and maintenance$140.8M+7.2% YoY

Same Property operating expenses up 5.2% due to payroll, real estate taxes, and supplies/repairs increases.

Margins: Operating margin pressured by $24.5M unfavorable foreign currency exchange loss (primarily GBP weakness) and elevated G&A from one-time executive transition costs. Core NOI margins remain stable at 5.1% on $255.4M total portfolio NOI (+7.3% YoY), reflecting rental rate growth offsetting operating cost inflation.

Watch Items from the Filing

Class action antitrust litigation pending since August 2023 alleging unlawful sharing of competitively sensitive rent information among MH operators; company unable to estimate loss range but states potential adverse impact could be material.
Foreign currency headwind: 13.6% of shareholder equity tied to UK/Canada/Australia operations; 10% USD strengthening would reduce equity by $93.2M.
Insurance receivables of $41.6M outstanding as of Q1 2026 related to Hurricanes Helene and Milton; estimates remain subject to revision and actual recoveries could differ significantly.
Same Property MH occupancy of 97.7% with blended 5.2% base rent growth and rental program expansion (12,440 occupied rental homes, +10.6% YoY) driving outperformance.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$507.9M

Net Income

Q1 2026

$-6.4M

Free Cash Flow

Q1 2026

$269.3M

Operating Margin

Q1 2026

-1.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.0% YoY

$2.31BFY 2025

FY20 $1.40BFY22 $2.97BFY24 $2.26BFY25 $2.31B

Net Income

+1264.8% YoY

$1.41BFY 2025

FY20 $131.6MFY22 $261.4MFY24 $103.6MFY25 $1.41B

Operating Income

—FY 2025

FY20 —FY22 —FY24 —FY25 —

EPS (Diluted)

+1426.8% YoY

$10.84FY 2025

FY20 $1.34FY22 $2.00FY24 $0.71FY25 $10.84

Total Assets

-24.3% YoY

$12.52BFY 2025

FY20 $11.21BFY22 $17.08BFY24 $16.55BFY25 $12.52B

Total Debt

—FY 2025

FY20 $4.76BFY22 $7.20BFY24 $7.39BFY25 —

Op. Cash Flow

+0.4% YoY

$864.2MFY 2025

FY20 $543.3MFY22 $734.9MFY24 $861.0MFY25 $864.2M

Metric	FY 2025	FY 2024	FY 2022	FY 2020	FY 2019	FY 2015
Revenue	$2.31B +2.0%	$2.26B -23.9%	$2.97B +112.4%	$1.40B +10.6%	$1.26B +87.3%	$674.7M
Net Income	$1.41B +1264.8%	$103.6M -60.4%	$261.4M +98.6%	$131.6M -18.5%	$161.6M +3.9%	$155.4M
Operating Income	—	—	—	—	—	$384.6M
EPS (Diluted)	$10.84 +1426.8%	$0.71 -64.5%	$2.00 +49.3%	$1.34 -25.6%	$1.80 -28.6%	$2.52
Total Assets	$12.52B -24.3%	$16.55B -3.1%	$17.08B +52.4%	$11.21B +43.6%	$7.80B +86.6%	$4.18B
Total Debt	—	$7.39B +2.6%	$7.20B +51.3%	$4.76B +138095.4%	$3.4M	—
Operating Cash Flow	$864.2M +0.4%	$861.0M +17.2%	$734.9M +35.3%	$543.3M +14.0%	$476.7M +161.6%	$182.3M

AI Insight: SUI Financial Trends

SUI's revenue remains volatile around $500–$700M quarterly while net income swings dramatically; operating cash flow has declined from $311M (Q2 2024) to $269M (Q1 2026).

• Net income highly volatile: $82M (Q2 2024) to $1.4B (Q2 2025 and Q4 2025), then negative $6M (Q1 2026).

• Revenue contracted 15% from Q4 2024 peak ($1.5B) to Q1 2026 ($508M), suggesting seasonal or structural headwinds.

• Operating cash flow declined 14% from Q2 2024 ($311M) to Q1 2026 ($269M), despite revenue stability in recent quarters.

⚠ Equity eroded from $7.5B (Q3 2024) to $6.8B (Q1 2026)—deteriorating shareholder value amid earnings volatility.

⚠ Net income swings (from –$1.3B to +$1.4B within three quarters) signal material non-operating items; underlying operational health unclear.

AI Insight: SUI Ratio Trends

SUI's profitability metrics are severely volatile, swinging from strong positive returns to deep losses quarter-to-quarter, reflecting acute operational or accounting instability.

• NPM collapsed to -186.8% in Q3 2025, the deepest loss in the dataset, though TTM NPM recovered to 61.8% by Q1 2026.

• ROE and ROA exhibit extreme swings: Q2 2025 ROE +73.2%, Q3 2025 ROE -74.6%, Q4 2025 ROE +80.6%, Q1 2026 ROE -0.4%.

• D/E ratio at 1.04 (Q4 2024) suggests moderate leverage, but profitability volatility obscures financial health assessment.

⚠ Q3 2025 represents a critical red flag: -186.8% NPM and -74.6% ROE suggest a major one-off loss or operational disruption requiring investigation.

⚠ Absence of OpMargin and ROIC data limits trend analysis; inability to assess core profitability or capital efficiency.

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Available Research

13F Pro tracks comprehensive data for SUN COMMUNITIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SUI

DODGE & COX
$1.8B14,266,030 sh
BlackRock, Inc.
$1.6B12,681,528 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B10,168,892 sh
WELLINGTON MANAGEMENT GROUP LLP
$736.0M5,842,918 sh
VANGUARD CAPITAL MANAGEMENT LLC
$686.9M5,453,074 sh
STATE STREET CORP
$662.4M5,213,224 sh
FMR LLC
$627.8M4,983,816 sh
GEODE CAPITAL MANAGEMENT, LLC
$299.7M2,385,877 sh
DIMENSIONAL FUND ADVISORS LP
$228.3M1,812,301 sh
Daiwa Securities Group Inc.
$222.7M1,768,350 sh

Fund	Value	Shares
DODGE & COX	$1.8B	14,266,030
BlackRock, Inc.	$1.6B	12,681,528
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	10,168,892
WELLINGTON MANAGEMENT GROUP LLP	$736.0M	5,842,918
VANGUARD CAPITAL MANAGEMENT LLC	$686.9M	5,453,074
STATE STREET CORP	$662.4M	5,213,224
FMR LLC	$627.8M	4,983,816
GEODE CAPITAL MANAGEMENT, LLC	$299.7M	2,385,877
DIMENSIONAL FUND ADVISORS LP	$228.3M	1,812,301
Daiwa Securities Group Inc.	$222.7M	1,768,350

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Is SUI a good stock to buy?

13F Pro's AI-powered analysis of SUN COMMUNITIES INC (SUI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SUI are available on the SUI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SUI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SUI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SUN COMMUNITIES INC's investment landscape.