Latest Period
Q2 2026
Security Snapshot
Sunrise Realty Trust, Inc. - COM (SUNS) Institutional Ownership
CUSIP: 867981102
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
70
Shares (Excl. Options)
3,161,368
Price
$7.90
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- Security type / class
- Equity / COM
- Symbol
- SUNS on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,161,368
- Total 13F value
- $25,003,771
- Portfolio coverage rank
- 0%
- Share change
- -855,955
- Value change
- -$6,697,570
- Number of holders
- 70
- Shares outstanding
- 13,496,091
- SEC-reported price per share
- $8.01
- Insider filing price
- $8.01
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SUNS - Sunrise Realty Trust, Inc. - COM is tracked under CUSIP 867981102.
- 70 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 75 to 70 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $30,914,196 to $25,003,771.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 70 institutions filings for Q2 2026.
Security key
867981102
Latest holder period
Q2 2026
13F holders
70
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
SUNS full holder history
Sunrise Realty Trust, Inc. SEC filings
Sunrise Realty Trust, Inc. company facts
Sunrise Realty Trust, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 867981102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
SUNS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TANNENBAUM LEONARD M | 27% | +7.6% | $36,897,768 | +$2,680,015 | 3,656,865 | +7.8% | Leonard M. Tannenbaum | 30 Dec 2025 |
| Philadelphia Financial Management of San Francisco, LLC | 5.4% | $7,122,189 | 687,470 | Philadelphia Financial Management of San Francisco, LLC | 28 Jan 2025 | |||
| BlackRock, Inc. | 4.7% | $6,528,199 | 630,135 | BlackRock, Inc. | 31 Mar 2025 | |||
| WASATCH ADVISORS LP | 4.4% | -18% | $5,534,477 | -$1,313,663 | 593,828 | -19% | Wasatch Advisors LP | 31 Dec 2025 |
| Caption Management, LLC | 0.75% | -86% | $943,000 | -$9,847,749 | 100,000 | -91% | Caption Management, LLC | 31 Dec 2025 |
As of 30 Jun 2026, 70 institutional investors reported holding 3,161,368 shares of Sunrise Realty Trust, Inc. - COM (SUNS). This represents 23% of the company’s total 13,496,091 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
22%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 3.9% | 529,714 | +31% | 0.76% | $4,184,741 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 442,653 | -1.6% | 0% | $3,496,959 |
| GRATIA CAPITAL, LLC | 2.5% | 339,355 | -23% | 3.1% | $2,680,904 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 160,032 | -5.1% | 0% | $1,264,253 |
| RBF Capital, LLC | 1.1% | 152,283 | 0.05% | $1,203,036 | |
| Penserra Capital Management LLC | 1.1% | 148,222 | +22% | 0.01% | $1,170,000 |
| BlackRock, Inc. | 0.97% | 131,404 | -80% | 0% | $1,038,093 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.95% | 128,015 | -58% | 0% | $1,011,883 |
| MILLENNIUM MANAGEMENT LLC | 0.58% | 77,685 | 0% | $613,712 | |
| Quantinno Capital Management LP | 0.57% | 76,751 | +51% | 0% | $606,333 |
| JANE STREET GROUP, LLC | 0.49% | 65,479 | 0% | $517,284 | |
| AQR CAPITAL MANAGEMENT LLC | 0.47% | 63,165 | +255% | 0% | $499,007 |
| MORGAN STANLEY | 0.46% | 61,644 | +30% | 0% | $486,997 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.45% | 60,898 | 0% | $481,094 | |
| VANGUARD FIDUCIARY TRUST CO | 0.45% | 60,064 | -5.5% | 0% | $474,506 |
| GOLDMAN SACHS GROUP INC | 0.43% | 58,151 | -4.8% | 0% | $459,393 |
| AMERIPRISE FINANCIAL INC | 0.39% | 52,523 | +1.1% | 0% | $414,932 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.38% | 50,704 | 0% | 0.05% | $400,562 |
| GatePass Capital, LLC | 0.36% | 49,100 | -36% | 0.15% | $387,890 |
| RENAISSANCE TECHNOLOGIES LLC | 0.36% | 49,000 | +11% | 0% | $387,100 |
| Mariner, LLC | 0.35% | 46,816 | +148% | 0% | $369,848 |
| STATE STREET CORP | 0.3% | 40,942 | -72% | 0% | $335,724 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.27% | 36,000 | 0% | 0.02% | $284,400 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.22% | 29,512 | 0% | $233,145 | |
| STIFEL FINANCIAL CORP | 0.22% | 29,091 | -64% | 0% | $229,825 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,161,368 | $25,003,771 | -$6,697,570 | $7.90 | 70 |
| 2026 Q1 | 4,020,408 | $30,914,196 | -$5,528,961 | $7.67 | 75 |
| 2025 Q4 | 4,603,800 | $43,460,993 | -$364,740 | $9.43 | 70 |
| 2025 Q3 | 4,635,203 | $48,210,940 | -$859,819 | $10.39 | 67 |
| 2025 Q2 | 4,715,763 | $50,035,948 | -$754,262 | $10.60 | 63 |
| 2025 Q1 | 4,782,888 | $52,985,854 | +$25,072,984 | $11.07 | 64 |
| 2024 Q4 | 2,448,138 | $34,526,547 | +$390,863 | $14.08 | 56 |
| 2024 Q3 | 2,226,086 | $32,059,343 | +$24,958,353 | $14.39 | 55 |