Sun Communities, Inc. details tax treatment for 2025 common share distributions, urging shareholders to consult tax advisors.
Quiver AI Summary
Sun Communities, Inc. announced the tax treatment for its 2025 common share distributions in a press release dated January 21, 2026. The company detailed the various types of distributions, including ordinary taxable dividends, qualified taxable dividends, and capital gain distributions for several declared dates throughout 2025. The total capital gain distribution amounted to $7.96 per share, with specific portions allocated to unrecaptured Section 1250 gain and Section 199A dividends. Shareholders are advised to consult with their tax advisors regarding the distributions' tax implications. Sun Communities is a real estate investment trust (REIT) that, as of September 30, 2025, managed a portfolio of 501 properties across the U.S., Canada, and the U.K.
Potential Positives
- Announced significant common share distributions for 2025 totaling $7.96 per share, which could attract investor interest and indicate strong financial performance.
- Specific details on tax treatment of dividends provide transparency, aiding shareholders in tax planning and potentially enhancing shareholder confidence.
- The company maintains a diverse portfolio of 501 properties across three countries, showcasing robust geographic and operational stability.
- Continuous distribution announcements suggest a commitment to returning value to shareholders, which could enhance the company’s reputation among investors.
Potential Negatives
- High tax treatment of distributions may deter potential investors looking for more favorable returns.
- Significant portion of distributions classified as ordinary taxable dividends could impact shareholder satisfaction and investment appeal.
- Encouragement for shareholders to consult tax advisors may indicate complexity or potential confusion regarding tax implications, which could dissuade investment interest.
FAQ
What is the declared date for Sun Communities' 2025 common share distributions?
The declared date for the distributions is December 2, 2024.
How much is the total capital gain distribution per share?
The total capital gain distribution per share is $4.293923.
When will the first distribution be payable to shareholders?
The first distribution will be payable on January 15, 2025.
What should shareholders consult regarding tax treatment?
Shareholders are encouraged to consult with their tax advisors regarding specific tax treatment of distributions.
What kind of company is Sun Communities, Inc.?
Sun Communities, Inc. is a Real Estate Investment Trust (REIT) with properties in the US, Canada, and the UK.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SUI Insider Trading Activity
$SUI insiders have traded $SUI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SUI stock by insiders over the last 6 months:
- GARY A SHIFFMAN sold 156,875 shares for an estimated $19,378,768
- CLUNET R LEWIS has made 0 purchases and 2 sales selling 4,000 shares for an estimated $504,957.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SUI Revenue
$SUI had revenues of $697.2M in Q3 2025. This is an increase of 2.47% from the same period in the prior year.
You can track SUI financials on Quiver Quantitative's SUI stock page.
$SUI Hedge Fund Activity
We have seen 245 institutional investors add shares of $SUI stock to their portfolio, and 225 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COHEN & STEERS, INC. removed 5,676,318 shares (-34.1%) from their portfolio in Q3 2025, for an estimated $732,245,022
- WELLINGTON MANAGEMENT GROUP LLP added 4,147,015 shares (+1224.1%) to their portfolio in Q3 2025, for an estimated $534,964,935
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,909,932 shares (-75.6%) from their portfolio in Q3 2025, for an estimated $246,381,228
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,640,326 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $211,602,054
- FMR LLC removed 1,449,703 shares (-21.5%) from their portfolio in Q3 2025, for an estimated $187,011,687
- CITADEL ADVISORS LLC added 1,099,004 shares (+409.4%) to their portfolio in Q3 2025, for an estimated $141,771,516
- DAIWA SECURITIES GROUP INC. removed 970,795 shares (-35.0%) from their portfolio in Q3 2025, for an estimated $125,232,555
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SUI Analyst Ratings
Wall Street analysts have issued reports on $SUI in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 11/25/2025
- Truist Securities issued a "Buy" rating on 11/18/2025
- RBC Capital issued a "Outperform" rating on 11/06/2025
- Evercore ISI Group issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for $SUI, check out Quiver Quantitative's $SUI forecast page.
$SUI Price Targets
Multiple analysts have issued price targets for $SUI recently. We have seen 8 analysts offer price targets for $SUI in the last 6 months, with a median target of $138.5.
Here are some recent targets:
- Michael Goldsmith from UBS set a target price of $127.0 on 01/08/2026
- Richard Hightower from Barclays set a target price of $143.0 on 11/25/2025
- Adam Kramer from Morgan Stanley set a target price of $135.0 on 11/25/2025
- Wesley Golladay from Baird set a target price of $136.0 on 11/19/2025
- Anthony Hau from Truist Securities set a target price of $142.0 on 11/18/2025
- James Feldman from Wells Fargo set a target price of $133.0 on 11/10/2025
- Brad Heffern from RBC Capital set a target price of $143.0 on 11/06/2025
Full Release
Southfield, MI, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE:SUI) (the "Company") announced the tax treatment of its 2025 common share distributions.
Common Shares (CUSIP No. 866674104) - SUI
| Declared Date | Record Date | Payable Date |
Distribution
($ per share) |
Ordinary Taxable Dividend (2) ($ per share) | Qualified Taxable Dividend (2) ($ per share) |
Non Dividend Distribution ($ per share) |
Total Capital Gain Distribution
($ per share) |
Unrecaptured Section 1250 Gain
(1)
($ per share) |
Section 199A Dividend
(2)
($ per share) |
|||||||
| 12/02/2024 | 12/31/2024 | 01/15/2025 | $ | 0.940000 | $ | 0.350157 | $ | 0.000002 | $ | 0.082772 | $ | 0.507071 | $ | 0.507071 | $ | 0.350155 |
| 03/14/2025 | 03/31/2025 | 04/15/2025 | $ | 0.940000 | $ | 0.350157 | $ | 0.000002 | $ | 0.082772 | $ | 0.507071 | $ | 0.507071 | $ | 0.350155 |
| 04/30/2025 | 05/14/2025 | 05/22/2025 | $ | 4.000000 | $ | 1.490026 | $ | 0.000006 | $ | 0.352223 | $ | 2.157751 | $ | 2.157751 | $ | 1.490020 |
| 06/04/2025 | 06/30/2025 | 7/15/2025 | $ | 1.040000 | $ | 0.387407 | $ | 0.000002 | $ | 0.091578 | $ | 0.561015 | $ | 0.561015 | $ | 0.387405 |
| 09/03/2025 | 09/30/2025 | 10/15/2025 | $ | 1.040000 | $ | 0.387407 | $ | 0.000002 | $ | 0.091578 | $ | 0.561015 | $ | 0.561015 | $ | 0.387405 |
| $ | 7.960000 | $ | 2.965154 | $ | 0.000014 | $ | 0.700923 | $ | 4.293923 | $ | 4.293923 | $ | 2.965140 | |||
(1) To the extent that Unrecaptured Section 1250 Gain exists, the gain is a subset of, and included in, the Total Capital Gain Distribution amount.
(2) The Section 199A Dividend and Qualified Taxable Dividend are subsets of, and included in, the Ordinary Taxable Dividend.
Shareholders are encouraged to consult with their tax advisors as to the specific tax treatment of the distributions they received from the Company.
About Sun Communities, Inc.
Sun Communities, Inc. is a REIT that, as of September 30, 2025, owned, operated, or had an interest in a portfolio of 501 developed properties comprising approximately 174,680 developed sites in the United States, Canada, and the United Kingdom.
FOR FURTHER INFORMATION AT THE COMPANY:
Mark Patten
Chief Financial Officer
(248) 208-2500
www.suninc.com
