LRT Capital Management LLC Trims Holdings in Sun Communities, Inc. $SUI

Posted by Stanley Muller on Jun 14th, 2026

LRT Capital Management LLC cut its holdings in Sun Communities, Inc. (NYSE:SUI – Free Report) by 47.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,085 shares of the real estate investment trust’s stock after selling 10,863 shares during the quarter. LRT Capital Management LLC’s holdings in Sun Communities were worth $1,497,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank purchased a new stake in Sun Communities during the 4th quarter valued at about $753,364,000. Wellington Management Group LLP grew its position in Sun Communities by 1,224.1% during the 3rd quarter. Wellington Management Group LLP now owns 4,485,795 shares of the real estate investment trust’s stock valued at $578,668,000 after purchasing an additional 4,147,015 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Sun Communities by 37,933.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,474,162 shares of the real estate investment trust’s stock valued at $182,663,000 after purchasing an additional 1,470,286 shares during the last quarter. M&T Bank Corp grew its position in Sun Communities by 20,348.9% during the 4th quarter. M&T Bank Corp now owns 498,339 shares of the real estate investment trust’s stock valued at $61,749,000 after purchasing an additional 495,902 shares during the last quarter. Finally, Millennium Management LLC grew its position in Sun Communities by 124.4% during the 3rd quarter. Millennium Management LLC now owns 685,324 shares of the real estate investment trust’s stock valued at $88,407,000 after purchasing an additional 379,877 shares during the last quarter. 99.59% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Sun Communities

In other Sun Communities news, EVP Fernando Castro-Caratini sold 23,750 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $124.43, for a total transaction of $2,955,212.50. Following the transaction, the executive vice president owned 9,998 shares in the company, valued at approximately $1,244,051.14. This represents a 70.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.58% of the company’s stock.

Sun Communities Price Performance

SUI opened at $126.80 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 3.39 and a current ratio of 3.39. The stock has a market capitalization of $15.63 billion, a P/E ratio of 11.52, a P/E/G ratio of 4.17 and a beta of 0.79. The company’s 50-day simple moving average is $126.14 and its two-hundred day simple moving average is $127.35. Sun Communities, Inc. has a 52-week low of $115.53 and a 52-week high of $137.85.

Sun Communities (NYSE:SUI – Get Free Report) last posted its earnings results on Monday, April 27th. The real estate investment trust reported ($0.07) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.31 by ($1.38). The company had revenue of $500.50 million for the quarter, compared to the consensus estimate of $472.40 million. Sun Communities had a net margin of 62.29% and a return on equity of 0.16%. Sun Communities’s revenue was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.26 EPS. Sun Communities has set its Q2 2026 guidance at 1.710-1.790 EPS and its FY 2026 guidance at 6.870-7.070 EPS. As a group, analysts predict that Sun Communities, Inc. will post 6.94 EPS for the current year.

Sun Communities Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be paid a dividend of $1.12 per share. The ex-dividend date is Tuesday, June 30th. This represents a $4.48 annualized dividend and a yield of 3.5%. Sun Communities’s dividend payout ratio is currently 40.69%.

Wall Street Analyst Weigh In

Several brokerages recently commented on SUI. Zelman & Associates began coverage on shares of Sun Communities in a research report on Monday, March 16th. They set an “outperform” rating and a $127.75 price objective on the stock. Weiss Ratings downgraded shares of Sun Communities from a “buy (b-)” rating to a “hold (c)” rating in a research report on Friday, May 1st. Royal Bank Of Canada cut their price objective on shares of Sun Communities from $151.00 to $149.00 and set an “outperform” rating on the stock in a research report on Friday, June 5th. Evercore reissued an “outperform” rating and set a $144.00 price objective on shares of Sun Communities in a research report on Wednesday, April 29th. Finally, Colliers Securities raised shares of Sun Communities from a “neutral” rating to a “buy” rating and set a $150.00 price objective on the stock in a research report on Friday, May 22nd. Ten research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $141.13.

Check Out Our Latest Research Report on Sun Communities

Sun Communities Profile

(Free Report)

Sun Communities, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of manufactured housing communities, recreational vehicle (RV) resorts and marinas. The company’s portfolio spans more than 500 manufactured housing communities and over 160 RV resorts, offering affordable, long-term housing as well as short-stay recreational lodging. Through professional on-site management and amenity-rich community designs, Sun Communities serves a diverse customer base that includes retirees, workforce families and vacationers.

Founded in 1975 and headquartered in Southfield, Michigan, Sun Communities has grown organically and through strategic acquisitions to become one of the largest operators in its sector.