Centersquare Investment Management LLC Sells 564,920 Shares of Sun Communities, Inc. $SUI

Centersquare Investment Management LLC decreased its position in shares of Sun Communities, Inc. (NYSE:SUI) by 91.7% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 51,323 shares of the real estate investment trust’s stock after selling 564,920 shares during the quarter. Centersquare Investment Management LLC’s holdings in Sun Communities were worth $6,621,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Aew Capital Management L P raised its holdings in shares of Sun Communities by 7.2% during the 2nd quarter. Aew Capital Management L P now owns 205,190 shares of the real estate investment trust’s stock worth $25,954,000 after acquiring an additional 13,730 shares in the last quarter. Allstate Corp bought a new stake in shares of Sun Communities in the 3rd quarter worth about $659,000. Rakuten Investment Management Inc. bought a new stake in Sun Communities in the third quarter worth about $1,527,000. Baillie Gifford & Co. lifted its stake in shares of Sun Communities by 26.6% during the 3rd quarter. Baillie Gifford & Co. now owns 48,210 shares of the real estate investment trust’s stock worth $6,219,000 after acquiring an additional 10,127 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in shares of Sun Communities by 1.4% during the third quarter. Vanguard Group Inc. now owns 18,289,956 shares of the real estate investment trust’s stock valued at $2,359,404,000 after purchasing an additional 249,501 shares during the period. 99.59% of the stock is owned by hedge funds and other institutional investors.

Sun Communities Price Performance

Shares of NYSE:SUI opened at $132.58 on Thursday. Sun Communities, Inc. has a twelve month low of $109.22 and a twelve month high of $137.77. The company’s 50 day moving average is $126.40 and its 200 day moving average is $126.35. The company has a current ratio of 6.01, a quick ratio of 6.01 and a debt-to-equity ratio of 0.58. The company has a market cap of $16.40 billion, a PE ratio of 12.34, a price-to-earnings-growth ratio of 4.35 and a beta of 0.90.

Sun Communities Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Wednesday, December 31st were given a dividend of $1.04 per share. The ex-dividend date was Wednesday, December 31st. This represents a $4.16 dividend on an annualized basis and a yield of 3.1%. Sun Communities’s payout ratio is currently 52.13%.

Insider Buying and Selling

In other Sun Communities news, Director Gary A. Shiffman sold 156,875 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $123.53, for a total transaction of $19,378,768.75. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 1.77% of the company’s stock.

Trending Headlines about Sun Communities

Here are the key news stories impacting Sun Communities this week:

• Positive Sentiment: Reported Q4 results slightly beat Street estimates (EPS $1.40 vs. $1.37; revenue $515.2M vs. $509.4M) and management increased the quarterly distribution rate for 2026 — supportive for income-focused investors. Sun Communities Reports 2025 Fourth Quarter and Full Year Results; Provides 2026 Guidance and Increases Quarterly Distribution Rate for 2026
• Positive Sentiment: Company raised guidance sharply: FY‑2026 EPS guide of $6.830–$7.030 (vs. consensus ~$4.41) and Q1 EPS guide $1.240–$1.320 (vs. consensus ~$0.76) — a material beat that explains most of the positive market reaction. (Guidance released with the earnings announcement.)
• Positive Sentiment: Short interest fell meaningfully in February (down ~18.7% to ~1.71M shares), reducing a potential source of downside pressure and short-covering risk. This can support near-term price strength.
• Neutral Sentiment: Management’s earnings call struck a tone of “strength and caution” — upbeat on fundamentals and the outlook, but conservative on some operational assumptions; helpful for nuance but may limit an overly aggressive re-rating. Sun Communities Earnings Call Balances Strength and Caution
• Neutral Sentiment: Full Q4 call transcript and analyst write-ups are available for detail on occupancy, rent trends, and margin drivers — useful for modeling but not immediately market-moving beyond the guidance beat. Sun Communities, Inc. (SUI) Q4 2025 Earnings Call Transcript Sun Communities (SUI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on SUI shares. Wells Fargo & Company boosted their price target on Sun Communities from $132.00 to $133.00 and gave the company an “equal weight” rating in a report on Monday, November 10th. UBS Group raised their price target on shares of Sun Communities from $126.00 to $127.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Wall Street Zen upgraded Sun Communities from a “sell” rating to a “hold” rating in a research note on Sunday, November 9th. Truist Financial upped their price objective on shares of Sun Communities from $141.00 to $142.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Sun Communities from a “hold” rating to a “buy” rating and set a $145.00 price objective for the company in a research report on Tuesday, January 20th. Six equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $137.46.

About Sun Communities

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.