Key facts
- SUI - SUN COMMUNITIES INC has 22 insiders with reported activity on this page.
- Net insider value flow over the last year: -$21,359,370.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$21,359,370.
$432,433
Shares: 3,665
Insiders: 1
$21,791,804
Shares: 174,875
Insiders: 2
-$21,359,370
Shares: -171,210
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 14,000 | $0 | $1,908,078 | -$1,908,078 |
| 3-6 | 0 | 156,875 | $0 | $19,378,769 | -$19,378,769 |
| 6-9 | 0 | 4,000 | $0 | $504,957 | -$504,957 |
| 9-12 | 3,665 | 0 | $432,433 | $0 | +$432,433 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Gary A. Shiffman | Director | $120,618,346 | -$19,378,769 | -14% | Mixed | 05 Feb 2026 |
| Karen Dearing | EVP - Special Projects | $21,567,505 | Mixed | 20 Mar 2023 | ||
| Arthur A. Weiss | Director | $16,253,712 | Mixed | 18 Jan 2024 | ||
| Charles D. Young | CEO & Director, Director | $9,600,175 | Mixed | 27 Mar 2026 | ||
| John B. McLaren | President and COO | $9,497,329 | Mixed | 27 Mar 2026 | ||
| Aaron Weiss | EVP, Chief Investment Officer | $8,039,156 | Mixed | 27 Mar 2026 | ||
| Marc Farrugia | EVP & Chief Admin. Officer | $7,870,018 | Mixed | 27 Mar 2026 | ||
| Baxter R. Underwood | CEO - Safe Harbor Marinas, LLC | $7,495,367 | Mixed | 28 Mar 2025 | ||
| Bruce Thelen | Evp, Coo | $7,048,607 | Mixed | 09 Mar 2026 | ||
| Fernando Castro-Caratini | EVP, CFO, Sec. & Treas. | $4,349,779 | Mixed | 09 Mar 2026 | ||
| Brian M. Hermelin | Director | $3,502,644 | Mixed | 05 Feb 2026 | ||
| Stephanie W. Bergeron | Director | $3,274,488 | Mixed | 08 Jan 2025 | ||
| Meghan G. Baivier | Director | $2,401,494 | Mixed | 05 Feb 2026 | ||
| Clunet R. Lewis | Director | $2,287,280 | -$2,413,035 | -51% | Filing P/S | 05 Mar 2026 |
| Ronald A. Klein | Director | $2,244,774 | Mixed | 18 Jan 2024 | ||
| Brian P. Loftus | SVP, Chief Accounting Officer | $1,997,279 | Mixed | 12 Mar 2026 | ||
| Jeff T. Blau | Director | $1,342,843 | +$432,433 | +47% | Mixed | 05 Feb 2026 |
| Tonya Allen | Director | $1,289,487 | Mixed | 05 Feb 2026 | ||
| Jerome W. Ehlinger | Director | $643,578 | Mixed | 05 Feb 2026 | ||
| Craig Leupold | Director | $640,908 | Mixed | 05 Feb 2026 | ||
| Mark A. Denien | Director | $147,420 | Mixed | 05 Feb 2026 | ||
| Mark E. Patten | EVP, CFO, Sec. & Treas. | $0 | Mixed | 04 Feb 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX |
13F
13D/G
|
Company |
11%
from 13D/G
|
14,266,030
|
$1,796,949,139 | — | 31 Mar 2026 | |
| COHEN & STEERS, INC. |
13D/G
13F
|
Company |
11%
|
13,101,349
|
$1,696,886,722 | +$248,426,095 | 30 Apr 2026 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.8%
from 13D/G
|
12,681,528
|
$1,597,365,324 | — | 31 Mar 2026 | |
| NORGES BANK |
13D/G
|
— |
4.9%
|
6,079,930
|
$753,364,126 | $0 | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
13D/G
|
Company · T. Rowe Price Associates, Inc. |
4.5%
from 13D/G
|
5,529,426
|
$696,489,000 | — | 31 Mar 2026 | |
| FMR LLC |
13D/G
13F
|
Company |
4.2%
|
5,269,273
|
$679,736,272 | -$340,627,209 | 30 Sep 2025 | |
| Gary A. Shiffman |
3/4/5
|
Director |
0.79%
|
975,870
|
$120,618,346 | -$19,378,769 | 05 Feb 2026 | |
| Bruce Thelen |
3/4/5
|
EVP, COO |
0.04%
|
54,687
|
$7,048,607 | — | 09 Mar 2026 | |
| Fernando Castro-Caratini |
3/4/5
|
EVP, CFO, Sec. & Treas. |
0.03%
|
33,748
|
$4,349,779 | — | 09 Mar 2026 | |
| Brian M. Hermelin |
3/4/5
|
Director |
0.02%
|
28,327
|
$3,502,644 | — | 05 Feb 2026 | |
| Meghan G. Baivier |
3/4/5
|
Director |
0.02%
|
19,417
|
$2,401,494 | — | 05 Feb 2026 | |
| Clunet R. Lewis |
3/4/5
|
Director |
0.01%
|
16,817
|
$2,287,280 | -$2,413,035 | 05 Mar 2026 | |
| Brian P. Loftus |
3/4/5
|
SVP, Chief Accounting Officer |
0.01%
|
15,496
|
$1,997,279 | — | 12 Mar 2026 | |
| Jeff T. Blau |
3/4/5
|
Director |
0.01%
|
10,882
|
$1,342,843 | +$432,433 | 05 Feb 2026 | |
| Tonya Allen |
3/4/5
|
Director |
0.01%
|
10,426
|
$1,289,487 | — | 05 Feb 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
8.3%
|
10,168,892
|
$1,280,873,636 | — | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
4.7%
|
5,842,918
|
$735,973,951 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
4.4%
|
5,453,074
|
$686,869,201 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
4.2%
|
5,213,224
|
$662,436,611 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
2,385,877
|
$299,703,114 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.5%
|
1,812,301
|
$228,279,844 | — | 31 Mar 2026 | |
| Daiwa Securities Group Inc. |
13F
|
Company |
1.4%
|
1,768,350
|
$222,741,366 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,526,108
|
$192,228,564 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
1.2%
|
1,504,752
|
$189,538,562 | — | 31 Mar 2026 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1%
|
1,235,421
|
$155,613,629 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.91%
|
1,124,291
|
$141,615,695 | — | 31 Mar 2026 | |
| Legal & General Group Plc |
13F
|
Company |
0.87%
|
1,076,405
|
$135,583,972 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.84%
|
1,038,383
|
$130,794,724 | — | 31 Mar 2026 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.84%
|
1,030,991
|
$129,863,626 | — | 31 Mar 2026 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.79%
|
974,982
|
$122,809,131 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.73%
|
893,921
|
$112,812,862 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.65%
|
806,642
|
$101,604,707 | — | 31 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.63%
|
771,978
|
$97,238,328 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.59%
|
730,287
|
$91,986,951 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.55%
|
682,504
|
$85,968,183 | — | 31 Mar 2026 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.49%
|
601,525
|
$75,822,594 | — | 31 Mar 2026 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.47%
|
579,938
|
$73,048,991 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.46%
|
568,513
|
$71,609,960 | — | 31 Mar 2026 | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
13F
|
Company |
0.44%
|
536,746
|
$67,608,526 | — | 31 Mar 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.41%
|
509,346
|
$64,157,222 | — | 31 Mar 2026 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.35%
|
435,388
|
$54,841,472 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.35%
|
427,964
|
$53,906,345 | — | 31 Mar 2026 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.34%
|
421,928
|
$53,146,051 | — | 31 Mar 2026 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.32%
|
392,920
|
$49,493,000 | — | 31 Mar 2026 | |
| Swiss National Bank |
13F
|
Company |
0.29%
|
362,860
|
$45,705,846 | — | 31 Mar 2026 | |
| Vision Capital Corp |
13F
|
Company |
0.27%
|
330,796
|
$41,667,064 | — | 31 Mar 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.26%
|
325,196
|
$40,961,688 | — | 31 Mar 2026 | |
| Amundi |
13F
|
Individual |
0.25%
|
312,099
|
$39,311,991 | — | 31 Mar 2026 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.25%
|
307,048
|
$39,111,774 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
297,862
|
$37,518,698 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles D. Young | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 22.7% | 14,334 | 77,477 | 27 Mar 2026 | Direct | ||
| Charles D. Young | SUI | PERFORMANCE RIGHT | Award | 28,151 | 28,151 | 27 Mar 2026 | Direct | |||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 10.3% | 4,778 | 51,274 | 27 Mar 2026 | Direct | ||
| Marc Farrugia | SUI | PERFORMANCE RIGHT | Award | 9,382 | 9,382 | 27 Mar 2026 | Direct | |||
| Aaron Weiss | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 8.82% | 5,256 | 64,879 | 27 Mar 2026 | Direct | ||
| Aaron Weiss | SUI | PERFORMANCE RIGHT | Award | 10,321 | 10,321 | 27 Mar 2026 | Direct | |||
| John B. McLaren | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 3.22% | 2,389 | 76,637 | 27 Mar 2026 | Direct | ||
| John B. McLaren | SUI | PERFORMANCE RIGHT | Award | 4,690 | 4,690 | 27 Mar 2026 | Direct | |||
| John B. McLaren | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.16% | -872 | 74,248 | 17 Mar 2026 | Direct | ||
| Brian P. Loftus | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 50.3% | 5,185 | 15,496 | 12 Mar 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 46% | 296 | 939 | 12 Mar 2026 | Owned by spouse | ||
| Fernando Castro-Caratini | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -18.9% | -7,858 | 33,748 | 09 Mar 2026 | Direct | ||
| Brian P. Loftus | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.64% | -172 | 10,311 | 09 Mar 2026 | Direct | ||
| Bruce Thelen | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.01% | -560 | 54,687 | 09 Mar 2026 | Direct | ||
| Aaron Weiss | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.2% | -1,344 | 59,623 | 09 Mar 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.87% | -19 | 643 | 09 Mar 2026 | Owned by spouse | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.19% | -560 | 46,496 | 09 Mar 2026 | Direct | ||
| Clunet R. Lewis | SUI | COMMON STOCK, $0.01 PAR VALUE | Sale | -100% | $435,680 | $136.15 | -3,200 | 0 | 05 Mar 2026 | By Wife's IRA |
| Clunet R. Lewis | SUI | COMMON STOCK, $0.01 PAR VALUE | Sale | -18.4% | $516,838 | $136.01 | -3,800 | 16,817 | 05 Mar 2026 | Direct |
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.34% | -9 | 662 | 05 Mar 2026 | Owned by spouse | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.46% | -699 | 47,056 | 05 Mar 2026 | Direct | ||
| Aaron Weiss | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.86% | -1,154 | 60,967 | 04 Mar 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.75% | -19 | 671 | 04 Mar 2026 | Owned by spouse | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.16% | -560 | 47,755 | 04 Mar 2026 | Direct | ||
| Bruce Thelen | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.14% | -635 | 55,247 | 04 Mar 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.4% | -17 | 690 | 02 Mar 2026 | Owned by spouse | ||
| Clunet R. Lewis | SUI | COMMON STOCK, $0.01 PAR VALUE | Sale | -25.4% | $955,560 | $136.51 | -7,000 | 20,617 | 27 Feb 2026 | Direct |
| Aaron Weiss | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.4% | -1,529 | 62,121 | 24 Feb 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.12% | -8 | 707 | 24 Feb 2026 | Owned by spouse | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.89% | -932 | 48,315 | 24 Feb 2026 | Direct | ||
| Bruce Thelen | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.8% | -1,025 | 55,882 | 24 Feb 2026 | Direct | ||
| John B. McLaren | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -1.15% | -872 | 75,120 | 23 Feb 2026 | Direct | ||
| Bruce Thelen | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -0.55% | -317 | 56,907 | 11 Feb 2026 | Direct | ||
| Brian M. Hermelin | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 6.29% | 1,617 | 27,317 | 05 Feb 2026 | Direct | ||
| Tonya Allen | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 18.4% | 1,617 | 10,426 | 05 Feb 2026 | Direct | ||
| Craig Leupold | SUI | DEFERRED RESTRICTED COMMON STOCK RIGHTS | Award | 44.9% | 1,617 | 5,217 | 05 Feb 2026 | Direct | ||
| Gary A. Shiffman | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 0.18% | 1,617 | 882,792 | 05 Feb 2026 | Direct | ||
| Jeff T. Blau | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 28.9% | 1,617 | 7,217 | 05 Feb 2026 | Direct | ||
| Meghan G. Baivier | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 9.08% | 1,617 | 19,417 | 05 Feb 2026 | Direct | ||
| Clunet R. Lewis | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 6.22% | 1,617 | 27,617 | 05 Feb 2026 | Direct | ||
| Jerome W. Ehlinger | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 101.1% | 1,617 | 3,217 | 05 Feb 2026 | Direct | ||
| Mark A. Denien | SUI | DEFERRED RESTRICTED COMMON STOCK RIGHTS | Award | 1,617 | 1,617 | 05 Feb 2026 | Direct | |||
| Mark E. Patten | SUI | COMMON STOCK, $0.01 PAR VALUE | Disposed to Issuer | -100% | -28,892 | 0 | 04 Feb 2026 | Direct | ||
| Mark E. Patten | SUI | COMMON STOCK, $0.01 PAR VALUE | Award | 28,892 | 28,892 | 05 Jan 2026 | Direct | |||
| Aaron Weiss | SUI | COMMON STOCK, $0.01 PAR VALUE | Disposed to Issuer | -12.4% | -9,000 | 63,650 | 01 Jan 2026 | Direct | ||
| Bruce Thelen | SUI | COMMON STOCK, $0.01 PAR VALUE | Disposed to Issuer | -15.1% | -10,200 | 57,224 | 01 Jan 2026 | Direct | ||
| Marc Farrugia | SUI | COMMON STOCK, $0.01 PAR VALUE | Disposed to Issuer | -10.9% | -6,000 | 49,247 | 01 Jan 2026 | Direct | ||
| Brian P. Loftus | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -2.36% | -253 | 10,483 | 30 Dec 2025 | Direct | ||
| Fernando Castro-Caratini | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -31.4% | -19,008 | 41,606 | 30 Dec 2025 | Direct | ||
| Gary A. Shiffman | SUI | COMMON STOCK, $0.01 PAR VALUE | Sale | -100% | $19,378,769 | $123.53 | -156,875 | 0 | 17 Dec 2025 | Owned by irrevocable trust. |