Sun Communities

ISIN US8666741041

WKN 888745

Marktkapitalisatie (in EUR)

13 042 M

Land

États-Unis

Sector

Finances

Dividendrendement

3,23%

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Overzicht

Koers

Beschrijving

Sun Communities, Inc. fournit des services de gestion immobilière. L'entreprise opère par le biais des segments suivants : Manufactured Home Communities, Recreational Vehicle et Marina. Le segment Manufactured Home Communities possède, exploite et développe des communautés de maisons préfabriquées et se consacre à l'acquisition, à l'exploitation et au développement de communautés de base afin de fournir des solutions de logement. Le secteur des véhicules récréatifs se concentre sur le développement de centres de villégiature pour véhicules récréatifs et s'occupe de l'acquisition, de l'exploitation et du développement de centres de villégiature dans l'ensemble des États-Unis et dans l'Ontario, au Canada. Le segment Marina exploite des marinas et s'occupe de l'acquisition et de l'exploitation de marinas à travers les États-Unis. La société a été fondée en 1975 et son siège social se trouve à Southfield, dans l'État du Michigan.

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Finances Immobilier Sociétés d'investissement immobilier (FPI) États-Unis

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	13 042 M
WPA, EUR	7,24
KBV	2,2
K/W	15,7
Dividendrendement	3,23%

Winst- en verliesrekening (2024)

Omzet, EUR	2 995 M
Netto-inkomen, EUR	94 M
Winstmarge	3,13%

In welke ETF zit Sun Communities?

Er zijn 39 ETF's die Sun Communities bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Sun Communities is de iShares US Property Yield UCITS ETF.

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0,09%	Aandelen Wereld Multi-factorstrategie	0
iShares MSCI World UCITS ETF (Dist)	0,02%	Aandelen Wereld	7.402
UBS Core MSCI World UCITS ETF USD acc	0,01%	Aandelen Wereld	6.649
iShares US Property Yield UCITS ETF	1,57%	Vastgoed Verenigde Staten	498
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	927
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0,01%	Aandelen Wereld Multi-assetstrategie	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0,01%	Aandelen Wereld Multi-assetstrategie	712
VanEck Global Real Estate UCITS ETF	1,25%	Vastgoed Wereld	333
Xtrackers MSCI World UCITS ETF 1D	0,02%	Aandelen Wereld	4.626
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,02%	Aandelen Wereld	29.530
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0,01%	Aandelen Verenigde Staten Sociaal/Milieu	12.811
iShares MSCI North America UCITS ETF	0,02%	Aandelen Noord-Amerika	1.063
UBS Core MSCI World UCITS ETF USD dis	0,01%	Aandelen Wereld	1.345
iShares MSCI World Screened UCITS ETF USD (Dist)	0,02%	Aandelen Wereld Sociaal/Milieu	962
Vanguard FTSE Developed World UCITS ETF Acc	0,02%	Aandelen Wereld	4.970
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0,03%	Aandelen Verenigde Staten	2
UBS Core MSCI World UCITS ETF hGBP dis	0,01%	Aandelen Wereld	95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,01%	Aandelen Wereld Multi-assetstrategie	35
UBS Core MSCI USA UCITS ETF USD dis	0,03%	Aandelen Verenigde Staten	1.161
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,02%	Aandelen Wereld	19.371
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,23%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	39
iShares MSCI ACWI UCITS ETF USD (Acc)	0,02%	Aandelen Wereld	22.723
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0,01%	Aandelen Noord-Amerika Sociaal/Milieu Klimaatverandering	40
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,01%	Aandelen Wereld Multi-assetstrategie	202
iShares MSCI USA Screened UCITS ETF USD (Dist)	0,03%	Aandelen Verenigde Staten Sociaal/Milieu	1.301
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,02%	Aandelen Wereld Sociaal/Milieu	491
iShares Developed Markets Property Yield UCITS ETF	0,99%	Vastgoed Wereld	855
UBS Core MSCI World UCITS ETF hEUR acc	0,01%	Aandelen Wereld	401
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0,03%	Aandelen Verenigde Staten	267
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0,88%	Vastgoed Wereld	58
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0,13%	Aandelen Verenigde Staten Multi-factorstrategie	132
Vanguard FTSE Developed World UCITS ETF Distributing	0,02%	Aandelen Wereld	3.556
Vanguard FTSE North America UCITS ETF (USD) Distributing	0,03%	Aandelen Noord-Amerika	2.497
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,00%	Aandelen Wereld Sociaal/Milieu	985
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,03%	Aandelen Noord-Amerika	2.106
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0,03%	Aandelen Noord-Amerika Sociaal/Milieu	24
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,01%	Aandelen Wereld Multi-assetstrategie	92
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,01%	Aandelen Wereld Multi-assetstrategie	92

Prestaties

Rendementsoverzicht

YTD	+2,80%
1 maand	+2,80%
3 maanden	+2,33%
6 maanden	+0,46%
1 jaar	-9,47%
3 jaar	-25,68%
5 jaar	-
Since inception	-34,13%
2025	-8,55%
2024	-4,10%
2023	-9,63%
2022	-

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).