Security key
83416M105
- Security type / class
- Equity / COM
- Total 13F shares
- 4,921,724
- Total 13F value
- $88,491,470
- Share change
- +411,623
- SEC-reported price per share
- $17.98
- Number of holders
- 56
- Value change
- +$7,629,623
- Number of buys
- 29
- Number of sells
- 21
Report period
Q1 2017
Institutions
56
Top holders
10
SUNS full security history
Ownership snapshot
Full 13F holder table
Sunrise Realty Trust, Inc. SEC filings
Sunrise Realty Trust, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of SUNS - SOLAR SR CAP LTD - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
West Family Investments, ...
Disclosed value leader
West Family Investments, ...
Comparable rows
0/15
Latest evidence
31 Dec 2016
13F
Highest disclosed value: $7,608,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
West Family Investments, Inc. has the largest disclosed position value at $7.61M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens West Family Investments, Inc.'s linked filing trail.
Disclosed position value
Top 5
West Family Investments, Inc.
$7.61M
JPMORGAN CHASE & CO
$6.7M
Advisors Asset Management, Inc.
$6.26M
CLOUGH CAPITAL PARTNERS L P
$5.51M
UBS Group AG
$5.37M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| West Family Investments, Inc. |
13F
Company
|
—
denominator unverified
|
$7,608,000
462,777 shares
|
— | 31 Dec 2016 |
| JPMORGAN CHASE & CO |
13F
Company
|
—
denominator unverified
|
$6,697,000
407,371 shares
|
— | 31 Dec 2016 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
denominator unverified
|
$6,263,000
380,944 shares
|
— | 31 Dec 2016 |
| CLOUGH CAPITAL PARTNERS L P |
13F
Company
|
—
denominator unverified
|
$5,514,000
335,378 shares
|
— | 31 Dec 2016 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$5,373,000
326,793 shares
|
— | 31 Dec 2016 |
| BRC Group Holdings, Inc. |
13F
Company
|
—
denominator unverified
|
$4,681,000
284,706 shares
|
— | 31 Dec 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
56
Shares
4,921,724
Rows available
56
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2017 vs Q1 2017 Across Filers
Q1 2017 holders
56
Q1 2017 holders
56
Holder diff
0
| Investor | Q1 2017 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q1 2017 value | Q1 2017 value | Value change | Value Chg % |
|---|