Sunrise Realty Trust Ownership | Who Owns Sunrise Realty Trust?
Sunrise Realty Trust Ownership Summary
Sunrise Realty Trust is owned by 5.35% institutional investors, 26.56% insiders, and 68.09% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.02% of SUNS shares.
SUNS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunrise Realty Trust | 5.35% | 26.56% | 68.09% |
| Sector | Real Estate Stocks | 49.35% | 9.10% | 41.55% |
| Industry | Residential REIT Stocks | 64.58% | 7.21% | 28.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 664.71K | 5.02% | $6.27M |
| Wasatch advisors lp | 593.83K | 4.48% | $5.60M |
| Vanguard group | 585.28K | 4.42% | $5.52M |
| Philadelphia financial management of san francisco | 491.08K | 3.71% | $5.10M |
| Gratia capital | 453.82K | 3.43% | $4.72M |
| Pacific ridge capital partners | 352.09K | 2.66% | $3.32M |
| Geode capital management | 252.71K | 1.91% | $2.38M |
| State street | 152.43K | 1.15% | $1.63M |
| Raymond james financial | 132.88K | 1.00% | $1.38M |
| Penserra capital management | 117.85K | 0.89% | $1.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gratia capital | 453.82K | 3.38% | $4.72M |
| Pacific ridge capital partners | 352.09K | 0.73% | $3.32M |
| Philadelphia financial management of san francisco | 491.08K | 0.57% | $5.10M |
| Register financial advisors | 11.70K | 0.04% | $110.33K |
| Wasatch advisors lp | 593.83K | 0.03% | $5.60M |
| Corsair capital management | 10.00K | 0.02% | $103.90K |
| Penserra capital management | 117.85K | 0.01% | $1.11M |
| Rmb capital management | 12.70K | 0.00% | $135.76K |
| Spire wealth management | 5.60K | 0.00% | $52.79K |
| Marshall wace, llp | 112.85K | 0.00% | $1.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Penserra capital management | 117.85K | 0.01% | 117.85K |
| Blackrock funding, inc. /de | 664.71K | 0.00% | 23.05K |
| Quantinno capital management lp | 22.37K | 0.00% | 22.37K |
| Geode capital management | 252.71K | 0.00% | 19.57K |
| Renaissance | 47.00K | 0.00% | 18.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 593.83K | 0.03% | -140.95K |
| Philadelphia financial management of san francisco | 491.08K | 0.57% | -118.77K |
| Myda advisors | - | - | -70.00K |
| Acadian asset management | 46.07K | 0.00% | -44.90K |
| Raymond james financial | 132.88K | 0.00% | -33.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penserra capital management | 117.85K | 0.01% | 117.85K | $1.11M |
| Quantinno capital management lp | 22.37K | 0.00% | 22.37K | $232.40K |
| Cetera investment advisers | 10.15K | 0.00% | 10.15K | $105.51K |
| State of alaska, department of revenue | 1.20K | 0.00% | 1.20K | $11.00K |
| Jones financial companies lllp | 900.00 | - | 900.00 | $9.87K |
Sold Out
| Holder | Change |
|---|---|
| Flaharty asset management | -16.00 |
| Mcilrath & eck | -33.00 |
| Parallel advisors | -109.00 |
| Corebridge financial | -5.12K |
| Catalyst capital advisors | -8.67K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 19 | -71.64% | 708,601 | -84.97% | 5 | 0.42% | 6 | -81.25% | 5 | -75.00% |
| Jun 30, 2025 | 65 | -1.52% | 4,704,089 | -1.65% | 35 | 0.72% | 30 | -25.00% | 21 | 50.00% |
| Mar 31, 2025 | 63 | 12.50% | 4,650,620 | 90.04% | 68 | 5.28% | 38 | 31.03% | 14 | 27.27% |
| Dec 31, 2024 | 56 | 1.82% | 2,447,208 | 9.93% | 35 | 3.36% | 29 | -47.27% | 11 | - |
| Sep 30, 2024 | 55 | - | 2,226,193 | - | 32 | - | 55 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 30, 2025 | TANNENBAUM LEONARD M | Executive Chairman | Buy | $361.49K |
| Dec 31, 2025 | TANNENBAUM LEONARD M | Executive Chairman | Buy | $940.00K |
| Nov 24, 2025 | TANNENBAUM LEONARD M | Executive Chairman | Buy | $126.36K |
| Nov 19, 2025 | TANNENBAUM LEONARD M | Executive Chairman | Buy | $34.05K |
| Nov 20, 2025 | TANNENBAUM LEONARD M | Executive Chairman | Buy | $201.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 8 | - |
| 2025 Q3 | 6 | - |
| 2025 Q2 | 11 | - |
| 2025 Q1 | 11 | - |
| 2024 Q4 | 5 | - |
SUNS Ownership FAQ
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