Security key
867981102
- Security type / class
- Equity / COM
- Total 13F shares
- 1,650
- Total 13F value
- $9,907
- Share change
- -241
- SEC-reported price per share
- $6.43
- Number of holders
- 4
- Value change
- -$1,732
- Number of sells
- 5
- Shares outstanding
- 13,496,091
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
4
Top holders
5
SUNS full security history
Ownership snapshot
Full 13F holder table
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
Leonard M. Tannenbaum
Disclosed value leader
Leonard M. Tannenbaum
Comparable rows
15/15
Latest evidence
12 Aug 2026
13D/G
3/4/5
13F
Lead comparable stake: 27%
13D/G row: Leonard M. Tannenbaum
Showing 1-6 of 15 holder rows.
Quick read
Leonard M. Tannenbaum leads the comparable SEC ownership view at 27%.
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 Leonard M. Tannenbaum's linked filing trail.
Comparable ownership
Top 5
Leonard M. Tannenbaum
27%
Philadelphia Financial Management...
5.4%
BlackRock, Inc.
4.7%
WASATCH ADVISORS LP
4.4%
Caption Management, LLC
0.75%
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 |
|---|---|---|---|---|---|
| Leonard M. Tannenbaum |
13D/G
3/4/5
Executive Chairman, Director, 10%+ Owner
|
27%
|
$36,897,768
3,656,865 shares
|
+$2,680,015 | 30 Dec 2025 |
| Philadelphia Financial Management of San Francisco, LLC |
13D/G
|
5.4%
|
$7,122,189
687,470 shares
|
$0 | 28 Jan 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
4.7%
|
$6,528,199
630,135 shares
|
$0 | 31 Mar 2025 |
| WASATCH ADVISORS LP |
13D/G
|
4.4%
|
$5,534,477
593,828 shares
|
-$1,313,663 | 31 Dec 2025 |
| Caption Management, LLC |
13D/G
|
0.75%
|
$943,000
100,000 shares
|
-$9,847,749 | 31 Dec 2025 |
| Robyn Tannenbaum |
3/4/5
President
|
23%
|
$29,182,632
3,131,084 shares
|
— | 19 Feb 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
4
Shares
1,650
Rows available
4
| 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 2026 vs Q2 2026 Across Filers
Q2 2026 holders
69
Q3 2026 holders
4
Holder diff
-65
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend