Security Snapshot

Sunrise Realty Trust, Inc. - COM (SUNS) Institutional Ownership

CUSIP: 867981102

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

68

Shares (Excl. Options)

4,603,745

Price

$9.43

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Type / Class
Equity / COM
Symbol
SUNS on Nasdaq
Shares outstanding
13,496,091
Price per share
$7.67
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,603,745
Total reported value
$43,460,474
% of total 13F portfolios
0%
Share change
-31,909
Value change
-$363,429
Number of holders
68
Price from insider filings
$7.67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SUNS - Sunrise Realty Trust, Inc. - COM is tracked under CUSIP 867981102.
  • 68 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 68 to 5 between Q4 2025 and Q1 2026.
  • Reported value moved from $43,460,474 to $94,986.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 68 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 867981102?
CUSIP 867981102 identifies SUNS - Sunrise Realty Trust, Inc. - COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Sunrise Realty Trust, Inc. - COM (SUNS) based on Schedule 13D/G filings

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 31 Dec 2025, 68 institutional investors reported holding 4,603,745 shares of Sunrise Realty Trust, Inc. - COM (SUNS). This represents 34% of the company’s total 13,496,091 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sunrise Realty Trust, Inc. - COM (SUNS) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 4.9% 664,708 +3.6% 0% $6,268,196
WASATCH ADVISORS LP 4.4% 593,828 -19% 0.03% $5,599,798
VANGUARD GROUP INC 4.3% 585,284 -0.56% 0% $5,519,228
GRATIA CAPITAL, LLC 3.4% 453,816 0% 3.8% $4,279,485
Philadelphia Financial Management of San Francisco, LLC 3.3% 440,628 -10% 0.86% $4,155,122
Pacific Ridge Capital Partners, LLC 2.6% 352,092 -5.5% 0.73% $3,320,228
GEODE CAPITAL MANAGEMENT, LLC 1.9% 252,711 +8.4% 0% $2,383,198
RAYMOND JAMES FINANCIAL INC 1.3% 171,977 +29% 0% $1,621,745
STATE STREET CORP 1.1% 151,733 -0.46% 0% $1,475,453
Penserra Capital Management LLC 0.87% 117,849 0.01% $1,111,000
MARSHALL WACE, LLP 0.72% 97,182 -14% 0% $916,425
STIFEL FINANCIAL CORP 0.58% 77,700 +8% 0% $732,719
NORTHERN TRUST CORP 0.52% 70,640 -11% 0% $666,136
CORSAIR CAPITAL MANAGEMENT, L.P. 0.38% 50,704 +407% 0.08% $478,139
RENAISSANCE TECHNOLOGIES LLC 0.35% 47,000 +67% 0% $443,210
ACADIAN ASSET MANAGEMENT LLC 0.34% 46,066 -49% 0% $433,000
Quantinno Capital Management LP 0.31% 41,441 +85% 0% $390,789
Mariner, LLC 0.25% 34,359 +42% 0% $324,007
Bank of New York Mellon Corp 0.23% 31,039 -6.8% 0% $292,697
MORGAN STANLEY 0.22% 29,733 +9.6% 0% $280,391
GOLDMAN SACHS GROUP INC 0.21% 28,246 +59% 0% $266,360
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.21% 28,087 +0.07% 0% $264,860
BARCLAYS PLC 0.16% 22,183 +7.3% 0% $209,186
OSAIC HOLDINGS, INC. 0.13% 16,947 +7.1% 0% $159,818
ALLIANCEBERNSTEIN L.P. 0.12% 15,672 0% 0% $147,787

Institutional Holders of Sunrise Realty Trust, Inc. - COM (SUNS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 12,384 $94,986 -$3,030 $7.67 5
2025 Q4 4,603,745 $43,460,474 -$363,429 $9.43 68
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