Sun Communities (SUI)

Sun Communities Operating Limited Partnership • 481 Associates, a Florida general partnership • 1008 Tuscany, LLC • AIOP Brentwood West, L.L.C. • AIOP Florida Properties I, L.L.C. • AIOP Florida Properties II, L.L.C. • AIOP Gulfstream Harbor, L.L.C. • AIOP Gulfstream Outlots, L.L.C. • AIOP Lost Dutchman Notes, L.L.C. • AIOP Serendipity, L.L.C. ...

IRS number

382730780

SUI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$136.00

Low target

$131.00

High target

$142.00

Latest filings (excl ownership)

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Regulation FD Disclosure

27 Feb 25

8-K

Earnings Press Release & Supplemental Operating and Financial Data

26 Feb 25

8-K

Sun Communities, Inc. Announces Sale of Safe Harbor Marinas to

24 Feb 25

8-K

Entry into a Material Definitive Agreement

7 Nov 24

Departure of Directors or Certain Officers

7 Nov 24

8-K

Regulation FD Disclosure

6 Nov 24

8-K

Earnings Press Release & Supplemental Operating and Financial Data

6 Nov 24

Transcripts

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SUI

Earnings call transcript

2024 Q4

27 Feb 25

SUI

Earnings call transcript

2024 Q3

6 Nov 24

SUI

Earnings call transcript

2024 Q2

1 Aug 24

SUI

Earnings call transcript

2024 Q1

30 Apr 24

SUI

Earnings call transcript

2023 Q4

21 Feb 24

SUI

Earnings call transcript

2023 Q3

26 Oct 23

SUI

Earnings call transcript

2023 Q2

27 Jul 23

SUI

Earnings call transcript

2023 Q2

27 Jul 23

SUI

Earnings call transcript

2023 Q1

27 Apr 23

SUI

Earnings call transcript

2022 Q4

23 Feb 23

Latest ownership filings

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Fernando Castro-Caratini

Financial summary

Financial statements Chart SUI financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	63.90 mm	63.90 mm	63.90 mm	63.90 mm	63.90 mm	63.90 mm
Cash burn (monthly)	5.97 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	12.41 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	51.49 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	8.6	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

SUI institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	462	510	-9.4%
Opened positions	54	70	-22.9%
Closed positions	102	60	+70.0%
Increased positions	159	173	-8.1%
Reduced positions	189	201	-6.0%

13F shares	Current	Prev Q	Change
Total value	12.44 tn	12.54 tn	-0.8%
Total shares	128.59 mm	122.87 mm	+4.7%
Total puts	729.60 k	120.20 k	+507.0%
Total calls	18.60 k	359.40 k	-94.8%
Total put/call ratio	39.2	0.3	+11628.6%

Largest owners	Shares	Value	Change
Vanguard	17.54 mm	$2.16 tn	-0.1%
CNS Cohen & Steers	16.37 mm	$2.01 bn	+30.3%
BlackRock	10.24 mm	$1.26 tn	-6.3%
Dodge & Cox	9.61 mm	$1.18 tn	+61.1%
FMR	7.92 mm	$973.66 bn	+51.3%
Norges Bank	7.23 mm	$888.78 bn	-1.4%
T. Rowe Price	5.55 mm	$682.43 mm	+19.7%
STT State Street	5.01 mm	$620.46 bn	+0.4%
Massachusetts Financial Services	2.93 mm	$360.80 bn	-0.6%
DSEEY Daiwa Securities	2.34 mm	$288.24 mm	+23.3%

Largest transactions	Shares	Bought/sold	Change
CNS Cohen & Steers	16.37 mm	+3.81 mm	+30.3%
Dodge & Cox	9.61 mm	+3.64 mm	+61.1%
FMR	7.92 mm	+2.68 mm	+51.3%
PFG Principal Financial	151.23 k	-2.34 mm	-93.9%
Westfield Capital Management	0.00	-959.88 k	EXIT
T. Rowe Price	5.55 mm	+911.86 k	+19.7%
BlackRock	10.24 mm	-684.89 k	-6.3%
Deutsche Bank AG - Registered Shares	791.00 k	+632.33 k	+398.5%
Balyasny Asset Management	578.37 k	+578.37 k	NEW
Alyeska Investment	1.00 mm	+531.88 k	+112.5%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SUI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
24 Feb 25	McLaren John Bandini	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	No	No	134.25	932	125.12 k	74,393
24 Feb 25	Aaron Weiss	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	No	No	134.25	1,554	208.62 k	40,595
24 Feb 25	Bruce Thelen	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	No	No	134.25	1,025	137.61 k	41,535
24 Feb 25	Fernando Castro-Caratini	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	No	No	134.25	1,506	202.18 k	47,040
24 Feb 25	Marc Farrugia	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	Yes	No	134.25	7	939.75	612
24 Feb 25	Marc Farrugia	COMMON STOCK, $0.01 PAR VALUE	Payment of exercise	Dispose F	No	No	134.25	871	116.93 k	30,729