SUN COMMUNITIES INC
SUINYSEReal Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $2.31B | $2.26B | $2.28B | $1.90B | $1.60B | $1.13B |
| Operating income | — | — | — | — | — | — |
| Net income | $1.41B | $103.6M | −$206.9M | $261.4M | $408.3M | −$16.1M |
| Total assets | $12.52B | $16.55B | $16.94B | $17.08B | $13.49B | $11.21B |
| Total liabilities | $5.19B | $9.10B | $9.51B | $8.99B | $6.47B | $5.31B |
| Equity | $6.96B | $7.08B | $7.08B | $7.81B | $6.62B | $5.53B |
| EPS (diluted) | $10.84 | $0.71 | $-1.72 | $2.00 | $3.36 | $1.34 |
| Shares out. | 127.4M | 124.4M | 124.1M | 116.0M | 107.6M | 93.3M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 61.3%
- Return on equity
- 20.3%
- Return on assets
- 11.3%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 41.5%
- Debt / equity
- 0.75×
- Book value / share
- $54.61
- Revenue growth (YoY)
- 2.0%
- Net income growth (YoY)
- 1264.8%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- 4.4%clean
- Piotroski F-Score
- 5/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 5 good- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Cohen & Steers, Inc.Passive (13G)May 7, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Blackrock, Inc.Passive (13G)Apr 24, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Price T Rowe Associates Inc /Md/Passive (13G)Feb 17, 2026
- Norges BankPassive (13G)Jan 28, 2026
- Fmr LlcPassive (13G)Nov 5, 2025
- Dodge & CoxPassive (13G)Aug 13, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Castro-Caratini FernandoOfficer — EVP, CFO, Sec. & Treas. | May 26, 2026 | Sell | 21,261 | $124.37 |
| Loftus Brian POfficer — SVP, Chief Accounting Officer | Mar 12, 2026 | Grant | 5,185 | $135.00 |
| Loftus Brian POfficer — SVP, Chief Accounting Officer | Mar 9, 2026 | Tax withholding | 172 | $135.44 |
| Thelen BruceOfficer — EVP, COO | Mar 9, 2026 | Tax withholding | 560 | $135.44 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 3.2M | 4.3 | +11.6% |
| Apr 30, 2026 | 2.9M | 3.2 | +15.9% |
| Apr 15, 2026 | 2.5M | 4.2 | -4.9% |
| Mar 31, 2026 | 2.6M | 3.2 | +15.1% |
| Mar 13, 2026 | 2.3M | 2.6 | +19.3% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Regulation FD disclosureJun 1, 2026
- Entered a material agreement · Material impairment · Regulation FD disclosure · Other material eventMay 21, 2026
- Shareholder voteMay 18, 2026
- Regulation FD disclosureMay 4, 2026
- Results of operationsApr 27, 2026
- Changed auditorMar 27, 2026
- Director / officer changeMar 9, 2026
- Regulation FD disclosureFeb 25, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-KJun 1, 2026
- 8-K/AMay 28, 2026
- 4FORM 4May 27, 2026
- 4FORM 4May 26, 2026
- 144May 26, 2026
- 8-KMay 21, 2026
- 8-KMay 18, 2026
- 8-K/AMay 13, 2026
- SCHEDULE 13G/AMay 7, 2026
- 8-KMay 4, 2026
- SCHEDULE 13GApr 30, 2026
- SCHEDULE 13GApr 29, 2026
- 10-QApr 28, 2026
- 8-KApr 27, 2026
- SCHEDULE 13G/AApr 24, 2026