Latest Period
Q1 2026
Security Snapshot
Sunrise Realty Trust, Inc. - COM (SUNS) Institutional Ownership
CUSIP: 867981102
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
75
Shares (Excl. Options)
4,020,408
Price
$7.67
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- Security type / class
- Equity / COM
- Symbol
- SUNS on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,020,408
- Total 13F value
- $30,914,196
- Portfolio coverage rank
- 0%
- Share change
- -575,295
- Value change
- -$5,528,961
- Number of holders
- 75
- Shares outstanding
- 13,496,091
- SEC-reported price per share
- $7.35
- Insider filing price
- $7.35
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.
- 75 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 70 to 75 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $43,460,993 to $30,914,196.
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 75 institutions filings for Q1 2026.
Security key
867981102
Latest holder period
Q1 2026
13F holders
75
13D/G owners
5
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 75 institutional investors reported holding 4,020,408 shares of Sunrise Realty Trust, Inc. - COM (SUNS). This represents 30% 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
28%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.8% | 645,488 | -2.9% | 0% | $4,950,894 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 449,914 | 0% | 0% | $3,450,840 |
| GRATIA CAPITAL, LLC | 3.3% | 438,816 | -3.3% | 3.2% | $3,365,719 |
| Pacific Ridge Capital Partners, LLC | 3% | 403,035 | +14% | 0.67% | $3,091,278 |
| WASATCH ADVISORS LP | 2.7% | 365,219 | -38% | 0.02% | $2,801,230 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 305,915 | +21% | 0% | $2,346,880 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 168,709 | -1.9% | 0% | $1,293,996 |
| STATE STREET CORP | 1.1% | 147,540 | -2.8% | 0% | $1,174,941 |
| Penserra Capital Management LLC | 0.9% | 121,278 | +2.9% | 0.01% | $930,000 |
| STIFEL FINANCIAL CORP | 0.59% | 80,010 | +3% | 0% | $613,683 |
| GatePass Capital, LLC | 0.57% | 76,700 | 0.29% | $588,289 | |
| NORTHERN TRUST CORP | 0.56% | 76,043 | +7.6% | 0% | $583,250 |
| VANGUARD FIDUCIARY TRUST CO | 0.47% | 63,587 | 0% | 0% | $487,712 |
| GOLDMAN SACHS GROUP INC | 0.45% | 61,102 | +116% | 0% | $468,652 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.43% | 58,621 | 0% | 0% | $449,623 |
| AMERIPRISE FINANCIAL INC | 0.38% | 51,951 | 0% | $398,464 | |
| Quantinno Capital Management LP | 0.38% | 50,951 | +23% | 0% | $390,794 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.38% | 50,704 | 0% | 0.06% | $388,900 |
| MORGAN STANLEY | 0.35% | 47,419 | +59% | 0% | $363,714 |
| RENAISSANCE TECHNOLOGIES LLC | 0.33% | 44,300 | -5.7% | 0% | $339,781 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.27% | 36,000 | 0.02% | $276,120 | |
| Bank of New York Mellon Corp | 0.22% | 29,722 | -4.2% | 0% | $227,967 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.19% | 25,744 | -8.3% | 0% | $197,456 |
| Mariner, LLC | 0.14% | 18,909 | -45% | 0% | $145,028 |
| AQR CAPITAL MANAGEMENT LLC | 0.13% | 17,789 | 0% | $136,442 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |