Sunrise Realty Trust, Inc. - COM (SUNS)

Historical Holders from Q3 2024 to Q3 2025

Symbol
SUNS on Nasdaq
Type / Class
Equity / COM
Shares outstanding
13.4M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4.64M
Holdings value
$48.2M
% of all portfolios
0.001%
Grand Portfolio weight change
0%
Number of holders
66
Number of buys
26
Number of sells
-26
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sunrise Realty Trust, Inc. - COM (SUNS)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TANNENBAUM LEONARD M 25.3% +4.17% $37.3M $1.5M 3.39M +4.17% Leonard M. Tannenbaum 15 Aug 2025
Caption Management, LLC 8.5% $9.39M 1.14M Caption Management, LLC 31 Mar 2025
WASATCH ADVISORS LP 5.5% -21.4% $7.63M -$2.14M 735K -21.9% Wasatch Advisors LP 30 Sep 2025
Philadelphia Financial Management of San Francisco, LLC 5.4% $5.64M 687K Philadelphia Financial Management of San Francisco, LLC 28 Jan 2025
BlackRock, Inc. 4.7% $5.17M 630K BlackRock, Inc. 31 Mar 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 4.64M $48.2M -$860K $10.39 66
2025 Q2 4.72M $50M -$754K $10.60 63
2025 Q1 4.78M $53M +$25.1M $11.07 64
2024 Q4 2.45M $34.5M +$393K $14.08 56
2024 Q3 2.23M $32.1M +$25M $14.39 55