Sun Communities (SUI) reported third-quarter 2026 total revenue of $558.2 million and net income of $127.8 million. Net income attributable to common shareholders was $120.7 million, or $1.00 per diluted share.
The company completed the sale of its UK business in September, receiving approximately $1.03 billion in net proceeds. It also updated 2026 guidance, with Core FFO per share expected to range from $6.97 to $7.05.
- Net income from continuing operations was $137.1 million, or $1.07 per diluted share.
- Same-property NOI increased 3.6% year over year in the quarter.
- MH and annual RV occupancy was 98.2% at September 30, 2026.
- The company repurchased approximately 2.4 million shares for $293.3 million during the quarter.
- Sun sold three Florida RV properties for $127.0 million and acquired two Pacific Northwest MH properties after quarter-end for $79.5 million.
$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 25,031 shares for an estimated $3,002,718
- FERNANDO CASTRO-CARATINI (EVP, CFO, Sec. & Treas.) has made 0 purchases and 2 sales selling 23,750 shares for an estimated $2,955,280.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SUI Hedge Fund Activity
We have seen 258 institutional investors add shares of $SUI stock to their portfolio, and 251 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX removed 4,765,249 shares (-33.4%) from their portfolio in Q2 2026, for an estimated $571,401,007
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,648,236 shares (+inf%) to their portfolio in Q2 2026, for an estimated $197,639,978
- COHEN & STEERS, INC. added 1,335,449 shares (+11.1%) to their portfolio in Q2 2026, for an estimated $160,133,689
- MILLENNIUM MANAGEMENT LLC added 1,246,211 shares (+710.7%) to their portfolio in Q2 2026, for an estimated $149,433,161
- BLACKROCK, INC. added 1,076,417 shares (+8.5%) to their portfolio in Q2 2026, for an estimated $129,073,162
- JPMORGAN CHASE & CO added 807,182 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,789,193
- JANE STREET GROUP, LLC added 794,742 shares (+1223.2%) to their portfolio in Q2 2026, for an estimated $95,297,513
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
