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/company/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 BlackRock,, COHEN & STEERS,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/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 2026-07-28, the biggest revenue drivers are: MH communities ($295.7M); RV communities ($179.4M); Real property - transient (RV) ($60.4M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SUI.

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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Why SUI Scores 63/100

exact factor attribution · 2026-08-29

SUI's composite is driven by profitability and free cash flow, held back by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+6.6 pts

94th pct

Free cash flow

+5.3 pts

85th pct

Capital efficiency

+3.8 pts

88th pct

Scale

+2.7 pts

68th pct

Institutional flow

+1.6 pts

82th pct

Shareholder dilution

-0.3 pts

44th pct

Earnings growth

-1.0 pts

30th pct

Earnings quality

-2.7 pts

23th pct

Revenue growth

-3.2 pts

34th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SUI Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for SUN COMMUNITIES INC (SUI), a Real Estate sector company. 13F Pro tracks SUI using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), SUN COMMUNITIES INC reports quarterly revenue of $507.9M, net income of $-6.4M. Top institutional holders of SUI by reported 13-F value include BlackRock, COHEN & STEERS, 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 52 and 74 since 2021, currently 62.8 — a stable long-term trajectory across 64 quarterly and live scoring snapshots.

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

✓ 29/29 datapoints verified

AI-extracted from SUN COMMUNITIES INC's 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

SUI posted a $992.7M net loss attributable to common shareholders in Q2 2026, driven by a $1.1B non-cash valuation allowance on its UK Park Holidays business now held for sale, even as continuing operations earned $42.3M.

Biggest Revenue Drivers

MH communities$295.7M

Real property revenue growth driven by a 4.9% increase in monthly base rent and occupancy gains

RV communities$179.4M

Growth in Real property (excluding transient) revenue was largely offset by a decrease in seasonal Transient revenue

Biggest Revenue Drivers

Total revenue: $484.6M

MH communities$295.7M

Real property revenue growth driven by a 4.9% increase in monthly base rent and occupancy gains

RV communities$179.4M

Growth in Real property (excluding transient) revenue was largely offset by a decrease in seasonal Transient revenue

Within RV communities

Real property - transient (RV)$60.4M

Seasonal RV vacation-site revenue, concentrated in the April-through-September period

Largest Expense Items

Depreciation and amortization$123.9M+5.6% YoY

General and administrative$49.9M-1.4% YoY

Included $4.9 million of accelerated share-based compensation expense tied to executive leadership transitions

Interest expense$38.1M-30.0% YoY

Decreased due to settlement of $3.2 billion in debt obligations in 2025 using Safe Harbor Sale proceeds

Asset impairments$17.9M-46.4% YoY

2026 charge relates to two MH/RV land development parcels vs. $32.2M at three RV properties in 2025

Margins: Real Property NOI rose $19.2 million, or 8.0%, YoY on same-property rent and occupancy gains, while Home sales NOI margin compressed to 11.9% from 16.3% on fewer units sold.

Watch Items from the Filing

A $1.1 billion non-cash valuation allowance on the UK Park Holidays business (held for sale) drove a $1,067.2 million loss from discontinued operations; the ~$1.04 billion sale awaits UK regulatory approval.
SUI faces consolidated antitrust litigation alleging manufactured-home operators shared non-public rent data; the company cannot estimate a loss range and says an adverse outcome could be material.
Home sales revenue fell 33.5% YoY to $27.8 million as units sold dropped 32.1% to 326, with NOI margin compressing to 11.9% from 16.3%.
Board authorized a new $1.0 billion stock repurchase program in May 2026; $171.2 million repurchased through June 30 plus $89.0 million more in July, leaving $888.9 million available.
100% of total debt was fixed-rate as of June 30, 2026, with leverage of 28.4% (vs. a 60% covenant limit) and fixed charge coverage of 5.01x (vs. a 1.40x minimum).

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

ROIC

Q1 2026

-0.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+2.0% YoY

$2.31BFY 2025

FY22 $2.97BFY23 $2.28BFY24 $2.26BFY25 $2.31B

Net Income

+1264.8% YoY

$1.41BFY 2025

FY22 $261.4MFY23 $-206.9MFY24 $103.6MFY25 $1.41B

EPS (Diluted)

+1426.8% YoY

$10.84FY 2025

FY22 $2.00FY23 $-1.72FY24 $0.71FY25 $10.84

Total Assets

-24.3% YoY

$12.52BFY 2025

FY22 $17.08BFY23 $16.94BFY24 $16.55BFY25 $12.52B

Total Debt

—FY 2025

FY22 $7.20BFY23 $7.82BFY24 $7.39BFY25 —

Op. Cash Flow

+0.4% YoY

$864.2MFY 2025

FY22 $734.9MFY23 $790.5MFY24 $861.0MFY25 $864.2M

Free Cash Flow

-51.0% YoY

$407.2MFY 2025

FY22 —FY23 $783.4MFY24 $830.8MFY25 $407.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.31B +2.0%	$2.26B -1.0%	$2.28B -23.1%	$2.97B +30.7%	$2.27B +62.5%	$1.40B
Net Income	$1.41B +1264.8%	$103.6M +150.1%	$-206.9M -179.2%	$261.4M -36.0%	$408.3M +210.2%	$131.6M
EPS (Diluted)	$10.84 +1426.8%	$0.71 +141.3%	$-1.72 -186.0%	$2.00 -40.5%	$3.36 +150.7%	$1.34
Total Assets	$12.52B -24.3%	$16.55B -2.3%	$16.94B -0.8%	$17.08B +26.6%	$13.49B +20.4%	$11.21B
Total Debt	—	$7.39B -5.5%	$7.82B +8.6%	$7.20B +26.9%	$5.67B +19.2%	$4.76B
Operating Cash Flow	$864.2M +0.4%	$861.0M +8.9%	$790.5M +7.6%	$734.9M -2.5%	$753.6M +38.7%	$543.3M
Free Cash Flow	$407.2M -51.0%	$830.8M +6.1%	$783.4M	—	—	—

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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

BlackRock, Inc.
$1.6B13,757,945 sh
COHEN & STEERS, INC.
$1.6B13,398,864 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B10,263,766 sh
DODGE & COX
$1.1B9,500,781 sh
VANGUARD CAPITAL MANAGEMENT LLC
$658.8M5,494,428 sh
NORGES BANK
$652.2M5,439,467 sh
WELLINGTON MANAGEMENT GROUP LLP
$646.3M5,390,114 sh
PRICE T ROWE ASSOCIATES INC /MD/
$646.2M5,389,029 sh
STATE STREET CORP
$606.1M5,008,789 sh
FMR LLC
$547.4M4,565,468 sh

Fund	Value	Shares
BlackRock, Inc.	$1.6B	13,757,945
COHEN & STEERS, INC.	$1.6B	13,398,864
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	10,263,766
DODGE & COX	$1.1B	9,500,781
VANGUARD CAPITAL MANAGEMENT LLC	$658.8M	5,494,428
NORGES BANK	$652.2M	5,439,467
WELLINGTON MANAGEMENT GROUP LLP	$646.3M	5,390,114
PRICE T ROWE ASSOCIATES INC /MD/	$646.2M	5,389,029
STATE STREET CORP	$606.1M	5,008,789
FMR LLC	$547.4M	4,565,468

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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. SUI is classified as a large company.

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.