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Sunrise Realty Trust Ownership | Who Owns Sunrise Realty Trust?

OverviewForecastRevenueFinancialsChartTranscripts

Sunrise Realty Trust Ownership Summary

Sunrise Realty Trust is owned by 68.39% institutional investors, 25.40% insiders, and 6.21% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 13.83% of SUNS shares.

SUNS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSunrise Realty Trust68.39%25.40%6.21%
SectorReal Estate Stocks 46.97%8.43%44.59%
IndustryResidential REIT Stocks 71.52%6.89%21.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wasatch advisors lp940.58K13.83%$10.41M
Blackrock funding, inc. /de633.39K9.31%$7.01M
Philadelphia financial management of san francisco598.87K8.81%$6.63M
Vanguard group491.97K7.23%$5.45M
Gratia capital372.53K5.48%$4.12M
Raymond james financial301.43K4.43%$3.34M
Pacific ridge capital partners193.49K2.85%$2.14M
Geode capital management192.57K2.83%$2.13M
Marshall wace, llp129.41K1.90%$1.43M
Northern trust73.13K1.08%$809.49K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gratia capital372.53K3.37%$4.12M
Philadelphia financial management of san francisco598.87K1.30%$6.63M
Pacific ridge capital partners193.49K0.56%$2.14M
Myda advisors70.00K0.13%$774.90K
Wasatch advisors lp940.58K0.06%$10.41M
Bay colony advisory group, inc d/b/a bay colony advisors11.13K0.02%$124.75K
Spire wealth management9.76K0.00%$108.08K
Catalyst capital advisors8.67K0.00%$95.93K
Marshall wace, llp129.41K0.00%$1.43M
Raymond james financial301.43K0.00%$3.34M

Top Buyers

HolderShares% AssetsChange
Philadelphia financial management of san francisco598.87K1.30%598.87K
Gratia capital372.53K3.37%372.53K
Wasatch advisors lp940.58K0.06%331.74K
Raymond james financial301.43K0.00%301.43K
Vanguard group491.97K0.00%209.07K

Top Sellers

HolderShares% AssetsChange
Russell investments group37.04K0.00%-190.56K
Bridgeway capital management---14.17K
Ubs group4.97K--8.74K
Invesco14.19K--3.68K
Los angeles capital management18.28K0.00%-2.54K

New Positions

HolderShares% AssetsChangeValue
Philadelphia financial management of san francisco598.87K1.30%598.87K$6.63M
Gratia capital372.53K3.37%372.53K$4.12M
Raymond james financial301.43K0.00%301.43K$3.34M
Pacific ridge capital partners193.49K0.56%193.49K$2.14M
Myda advisors70.00K0.13%70.00K$774.90K

Sold Out

HolderChange
Mcilrath & eck-33.00
Allworth financial lp-36.00
Cwm-39.00
Bridgeway capital management-14.17K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20256312.50%4,650,62090.04%685.28%3831.03%1427.27%
Dec 31, 2024561.82%2,447,2089.93%353.36%29-47.27%11-
Sep 30, 202455-2,226,193-32-55---
Sep 30, 20221-4,900--3278.69%----
Jun 30, 20221-96.88%4,900-99.77%-0.02%--100.00%--100.00%

Recent Insider Transactions

DateNameRoleActivityValue
Jun 02, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$301.81K
Jun 03, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$98.76K
May 16, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$155.52K
May 15, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$103.90K
May 08, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$104.80K

Insider Transactions Trends

DateBuySell
2025 Q210-
2025 Q111-
2024 Q45-
2024 Q31-
2022 Q2--

SUNS Ownership FAQ

Who Owns Sunrise Realty Trust?

Sunrise Realty Trust shareholders are primarily institutional investors at 68.39%, followed by 25.40% insiders and 6.21% retail investors. The average institutional ownership in Sunrise Realty Trust's industry, Residential REIT Stocks , is 71.52%, which Sunrise Realty Trust falls below.

Who owns the most shares of Sunrise Realty Trust?

Sunrise Realty Trust’s largest shareholders are Wasatch advisors lp (940.58K shares, 13.83%), Blackrock funding, inc. /de (633.39K shares, 9.31%), and Philadelphia financial management of san francisco (598.86K shares, 8.81%). Together, they hold 31.95% of Sunrise Realty Trust’s total shares outstanding.

Does Blackrock own Sunrise Realty Trust?

BlackRock is not among the top 10 institutional shareholders of Sunrise Realty Trust.

Who is Sunrise Realty Trust’s biggest shareholder by percentage of total assets invested?

Gratia capital is Sunrise Realty Trust’s biggest shareholder by percentage of total assets invested, with 3.37% of its assets in 372.53K Sunrise Realty Trust shares, valued at 4.12M$.

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