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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 35.54% institutional investors, 26.02% insiders, and 38.44% retail investors. Vanguard group is the largest institutional shareholder, holding 7.23% of SUNS shares.

SUNS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSunrise Realty Trust35.54%26.02%38.44%
SectorReal Estate Stocks 70.14%9.14%20.72%
IndustryResidential REIT Stocks 82.63%6.91%10.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group491.97K7.23%$5.45M
Wasatch advisors lp822.69K6.22%$8.72M
Gratia capital372.53K5.48%$4.12M
Blackrock funding, inc. /de651.78K4.92%$6.91M
Philadelphia financial management of san francisco609.84K4.61%$6.46M
Geode capital management192.57K2.83%$2.13M
Pacific ridge capital partners239.17K1.81%$2.54M
Raymond james financial166.41K1.26%$1.76M
Acadian asset management143.57K1.08%$1.52M
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 francisco609.84K0.76%$6.46M
Pacific ridge capital partners239.17K0.61%$2.54M
Wasatch advisors lp822.69K0.05%$8.72M
Corsair capital management10.00K0.02%$106.00K
Empirical finance24.73K0.01%$262.16K
Acadian asset management143.57K0.00%$1.52M
Rmb capital management12.70K0.00%$138.43K
Spire wealth management6.43K0.00%$66.82K
Catalyst capital advisors8.67K0.00%$95.93K

Top Buyers

HolderShares% AssetsChange
Gratia capital372.53K3.37%372.53K
Vanguard group491.97K0.00%209.07K
Geode capital management192.57K0.00%66.63K
Two sigma investments, lp49.41K0.00%49.41K
Pacific ridge capital partners239.17K0.61%45.68K

Top Sellers

HolderShares% AssetsChange
Russell investments group37.04K0.00%-190.56K
Raymond james financial166.41K0.00%-135.02K
Wasatch advisors lp822.69K0.05%-117.89K
Myda advisors---70.00K
Marshall wace, llp103.51K0.00%-25.90K

New Positions

HolderShares% AssetsChangeValue
Gratia capital372.53K3.37%372.53K$4.12M
Two sigma investments, lp49.41K0.00%49.41K$546.95K
Lpl financial33.28K0.00%33.28K$368.47K
Empirical finance24.73K0.01%24.73K$262.16K
Rmb capital management12.70K0.00%12.70K$138.43K

Sold Out

HolderChange
Flaharty asset management-16.00
Mcilrath & eck-33.00
Allworth financial lp-36.00
Eversource wealth advisors-42.00
Srs capital advisors-65.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202565-1.52%4,704,089-1.65%350.72%30-25.00%2150.00%
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%----

Recent Insider Transactions

DateNameRoleActivityValue
Aug 22, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$222.20K
Aug 26, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$107.90K
Aug 20, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$108.48K
Aug 15, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$46.26K
Aug 11, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$212.55K

Insider Transactions Trends

DateBuySell
2025 Q36-
2025 Q211-
2025 Q111-
2024 Q45-
2024 Q31-

SUNS Ownership FAQ

Who Owns Sunrise Realty Trust?

Sunrise Realty Trust shareholders are primarily institutional investors at 35.54%, followed by 26.02% insiders and 38.44% retail investors. The average institutional ownership in Sunrise Realty Trust's industry, Residential REIT Stocks , is 82.63%, which Sunrise Realty Trust falls below.

Who owns the most shares of Sunrise Realty Trust?

Sunrise Realty Trust’s largest shareholders are Vanguard group (491.97K shares, 7.23%), Wasatch advisors lp (822.69K shares, 6.22%), and Gratia capital (372.53K shares, 5.48%). Together, they hold 18.93% 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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