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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 12.82% institutional investors, 28.46% insiders, and 58.72% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.07% of SUNS shares.

SUNS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSunrise Realty Trust12.82%28.46%58.72%
SectorReal Estate Stocks 48.67%9.84%41.50%
IndustryResidential REIT Stocks 47.94%6.24%45.82%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de645.49K5.07%$4.95M
Vanguard group585.28K4.42%$5.52M
Gratia capital438.82K3.44%$3.37M
Pacific ridge capital partners403.04K3.16%$3.09M
Wasatch advisors lp365.22K2.87%$2.80M
Geode capital management305.92K2.40%$2.35M
Raymond james financial168.71K1.32%$1.29M
State street147.54K1.16%$1.17M
Penserra capital management121.28K0.95%$930.00K
Stifel financial80.01K0.63%$613.68K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Gratia capital438.82K1.48%$3.37M
Pacific ridge capital partners403.04K0.67%$3.09M
Corsair capital management50.70K0.06%$388.90K
Register financial advisors11.70K0.03%$89.74K
Prelude capital management36.00K0.02%$276.12K
Wasatch advisors lp365.22K0.02%$2.80M
Penserra capital management121.28K0.01%$930.00K
Eversource wealth advisors2.20K0.00%$91.50K
Rmb capital management12.70K0.00%$97.41K
Spire wealth management5.60K0.00%$42.94K

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust63.59K0.00%63.59K
Geode capital management305.92K0.00%53.20K
Ameriprise financial51.95K0.00%51.95K
Pacific ridge capital partners403.04K0.67%50.94K
Prelude capital management36.00K0.02%36.00K

Top Sellers

HolderShares% AssetsChange
Philadelphia financial management of san francisco---440.63K
Wasatch advisors lp365.22K0.02%-228.61K
Marshall wace, llp---97.18K
Myda advisors---70.00K
Acadian asset management---46.07K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust63.59K0.00%63.59K$487.71K
Ameriprise financial51.95K0.00%51.95K$398.46K
Prelude capital management36.00K0.02%36.00K$276.12K
Aqr capital management17.79K0.00%17.79K$136.44K
Hsbc11.40K0.00%11.40K$142.59K

Sold Out

HolderChange
Flaharty asset management-16.00
Mcilrath & eck-33.00
Parallel advisors-109.00
Flagship harbor advisors-149.00
Amalgamated bank-319.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202634-52.11%1,633,216-64.52%121.06%14-51.72%9-64.00%
Dec 31, 202517-76.06%982,320-78.81%70.60%5-83.87%8-61.90%
Sep 30, 202519-71.64%708,601-84.97%50.42%6-81.25%5-75.00%
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%

Recent Insider Transactions

DateNameRoleActivityValue
Dec 30, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$361.49K
Dec 31, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$940.00K
Nov 24, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$126.36K
Nov 19, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$34.05K
Nov 20, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$201.02K

Insider Transactions Trends

DateBuySell
2025 Q48-
2025 Q36-
2025 Q211-
2025 Q111-
2024 Q45-

SUNS Ownership FAQ

Who Owns Sunrise Realty Trust?

Sunrise Realty Trust shareholders are primarily institutional investors at 12.82%, followed by 28.46% insiders and 58.72% retail investors. The average institutional ownership in Sunrise Realty Trust's industry, Residential REIT Stocks , is 47.94%, which Sunrise Realty Trust falls below.

Who owns the most shares of Sunrise Realty Trust?

Sunrise Realty Trust’s largest shareholders are Blackrock funding, inc. /de (645.49K shares, 5.07%), Vanguard group (585.28K shares, 4.42%), and Gratia capital (438.82K shares, 3.44%). Together, they hold 12.93% 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 1.48% of its assets in 438.82K Sunrise Realty Trust shares, valued at 3.37M$.

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