Security key
867981102
- Security type / class
- Equity / COM
- Total 13F shares
- 2,448,138
- Total 13F value
- $34,526,547
- Share change
- +28,272
- SEC-reported price per share
- $14.08
- Number of holders
- 56
- Value change
- +$390,863
- Number of buys
- 26
- Number of sells
- 20
- Shares outstanding
- 13,496,091
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2024
Institutions
56
Top holders
10
SUNS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Sunrise Realty Trust, Inc. SEC filings
Sunrise Realty Trust, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 867981102
Recent filing periods:
Ownership snapshot
Top reported holders of SUNS - Sunrise Realty Trust, Inc. - 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
WASATCH ADVISORS LP
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
15/15
Latest evidence
30 Sep 2024
13F
Lead comparable stake: 4.6%
Showing 1-6 of 15 holder rows.
Quick read
WASATCH ADVISORS LP leads the comparable SEC ownership view at 4.6%.
15 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 WASATCH ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
WASATCH ADVISORS LP
4.6%
BlackRock, Inc.
3.6%
VANGUARD GROUP INC
2.1%
Russell Investments Group, Ltd.
1.7%
GEODE CAPITAL MANAGEMENT, LLC
0.92%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13F
Company
|
4.6%
|
$8,875,248
616,765 shares
|
— | 30 Sep 2024 |
| BlackRock, Inc. |
13F
Company
|
3.6%
|
$7,081,679
492,125 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
2.1%
|
$4,055,893
281,855 shares
|
— | 30 Sep 2024 |
| Russell Investments Group, Ltd. |
13F
Company
|
1.7%
|
$3,275,480
227,622 shares
|
— | 30 Sep 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.92%
|
$1,785,343
124,055 shares
|
— | 30 Sep 2024 |
| STATE STREET CORP |
13F
Company
|
0.91%
|
$1,788,129
122,493 shares
|
— | 30 Sep 2024 |
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 Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
56
Shares
2,448,138
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 Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
55
Q4 2024 holders
56
Holder diff
1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend