Security key
83416M105
- Security type / class
- Equity / COM
- Total 13F shares
- 3,594,604
- Total 13F value
- $59,998,896
- Share change
- -119,691
- SEC-reported price per share
- $16.71
- Number of holders
- 41
- Value change
- -$2,005,901
- Number of buys
- 12
- Number of sells
- 18
Report period
Q3 2018
Institutions
41
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
JPMORGAN CHASE & CO
Disclosed value leader
JPMORGAN CHASE & CO
Comparable rows
0/15
Latest evidence
30 Jun 2018
13F
Highest disclosed value: $12,645,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
JPMORGAN CHASE & CO has the largest disclosed position value at $12.64M.
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 JPMORGAN CHASE & CO's linked filing trail.
Disclosed position value
Top 5
JPMORGAN CHASE & CO
$12.64M
West Family Investments, Inc.
$8.08M
Advisors Asset Management, Inc.
$5.35M
UBS Group AG
$4.92M
GUGGENHEIM CAPITAL LLC
$4.67M
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO |
13F
Company
|
—
denominator unverified
|
$12,645,000
775,325 shares
|
— | 30 Jun 2018 |
| West Family Investments, Inc. |
13F
Company
|
—
denominator unverified
|
$8,083,000
495,609 shares
|
— | 30 Jun 2018 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
denominator unverified
|
$5,354,000
328,232 shares
|
— | 30 Jun 2018 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$4,925,000
302,000 shares
|
— | 30 Jun 2018 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
denominator unverified
|
$4,671,000
286,434 shares
|
— | 30 Jun 2018 |
| BRC Group Holdings, Inc. |
13F
Company
|
—
denominator unverified
|
$4,352,000
266,815 shares
|
— | 30 Jun 2018 |
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 Q3 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
41
Shares
3,594,604
Rows available
41
| 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 Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
42
Q3 2018 holders
41
Holder diff
-1
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 value | Q3 2018 value | Value change | Value Chg % |
|---|