Sun Communities REIT Inc. (SUI)

SUI · Real Estate · United States

Sun Communities REIT Inc. (SUI) is a company in the Real Estate sector, based in United States. The stock is held in 13 ETFs we track – with its largest weight of 0.12 % in XDEB (msci-world-minimum-volatility). Anyone holding one of these ETFs also owns a small indirect stake in Sun Communities.

Above-average ETF coverage: 13 of the 95 ETFs we cover hold Sun Communities, spread across 6 indices. That puts the stock in more ETFs than 70.5 % of the 4,334 stocks we cover.

Held in13 ETFs

Highest weight0.12 %

Indices6

SectorReal Estate

CountryUnited States

ISINUS8666741041

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-7.3 %	1 year	-10.6 %
1 month	-5.3 %	3 months	-5.8 %
Calendar year 2025	+0.8 %

52W

Data note 3

Measured in euros, Sun Communities returned -5.6 % year to date and -8.5 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-22.4 %

Volatility p.a.22.8 %

Data note 5

Below peak-22.2 %

Beta to S&P 500-0.04

Correlation to S&P 500-0.02

The close on Sep 16, 2026 was 22.2 % below the highest close since Aug 12, 2024, reached on Sep 13, 2024. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Sun Communities moved on average 0.04 % in the opposite direction. The correlation of -0.02 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
VICI Properties Inc	+0.70
Camden Property Trust REIT	+0.67
Mid-America Apartment Communities Inc.	+0.65
UDR Inc.	+0.65
Realty Income Corporation	+0.64
Extra Space Storage Inc.	+0.62
Broadcom Inc.	-0.61
nVent Electric plc	-0.57
Eaton Corp. Plc	-0.52

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue2.3 bn $

Net income1.4 bn $

Diluted EPS10.84 $

Net margin61.3 %

Return on equity20.3 %

Equity ratio55.5 %

Revenue growth+2.0 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	2.3	-0.2	-9.1 %
FY2024	2.3	0.1	4.6 %
FY2025	2.3	1.4	61.3 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XDEB	msci-world-minimum-volatility	0.12 %	€1.20
SWWD	msci-world	0.02 %	€0.20
WIMI	msci-world-imi	0.02 %	€0.20
EUNL	msci-world	0.02 %	€0.20
SPPW	msci-world	0.02 %	€0.20
XDWD / XDWL	msci-world	0.02 %	€0.20
XD9U / XD9D	msci-usa	0.02 %	€0.20
SPYY	msci-acwi	0.01 %	€0.10
IUSQ	msci-acwi	0.01 %	€0.10
SPYI / SPSA	msci-acwi-imi	0.00 %	€0.00

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Sun Communities as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Sun Communities had a weight of 0.03 % on Sep 30, 2019 and 0.02 % on Sep 16, 2026. Its share peaked at 0.04 % on Dec 31, 2019. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Sun Communities REIT Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Sun Communities — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Sun Communities	-10.6 %	22.8 %	61.3 %	+2.0 %
Cheniere Energy	+14.0 %	29.4 %	34.9 %	+26.3 %
Waste Connections	-9.8 %	20.4 %	11.4 %	+6.1 %
Snowflake	+53.3 %	61.4 %	-28.4 %	+29.2 %
Credo Technology Group Holding	-1.8 %	96.7 %	35.4 %	+205.7 %
Liberty Media Corporation Series C Liberty Formula One	-5.1 %	25.6 %	12.4 %	+22.7 %
W. P. Carey	-2.2 %	18.4 %	27.2 %	+8.4 %
Amrize Ltd	-29.7 %	36.3 %	10.0 %	+0.9 %
Ventas	+29.6 %	21.9 %	–	+18.5 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.