Sunrise Realty Trust Ownership | Who Owns Sunrise Realty Trust?


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Sunrise Realty Trust Ownership Summary


Sunrise Realty Trust is owned by 0.03% institutional investors, 1.05% insiders, and 98.92% retail investors. Bay colony advisory group, inc d/b/a bay colony advisors is the largest institutional shareholder, holding 0.16% of SUNS shares.

SUNS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSunrise Realty Trust0.03%1.05%98.92%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryResidential REIT Stocks 65.31%5.00%29.69%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bay colony advisory group, inc d/b/a bay colony advisors11.13K0.16%$124.75K
Rhumbline advisers9.78K0.14%$108.26K
Spire wealth management9.76K0.14%$108.08K
Gamma investing808.000.01%$73.00K
Versant capital management626.000.01%$6.93K
Amalgamated bank360.000.01%$4.00K
Parallel advisors109.000.00%$1.21K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bay colony advisory group, inc d/b/a bay colony advisors11.13K0.02%$124.75K
Spire wealth management9.76K0.00%$108.08K
Versant capital management626.000.00%$6.93K
Gamma investing808.000.00%$73.00K
Rhumbline advisers9.78K0.00%$108.26K
Parallel advisors109.00-$1.21K
Amalgamated bank360.00-$4.00K

Top Buyers

HolderShares% AssetsChange
Rhumbline advisers9.78K0.00%1.79K
Gamma investing808.000.00%722.00
Versant capital management626.000.00%626.00
Amalgamated bank360.00-176.00
Parallel advisors109.00--

Top Sellers

HolderShares% AssetsChange
Bay colony advisory group, inc d/b/a bay colony advisors11.13K0.02%-114.00
Spire wealth management9.76K0.00%-
Parallel advisors109.00--
Amalgamated bank360.00-176.00
Versant capital management626.000.00%626.00

New Positions

HolderShares% AssetsChangeValue
Versant capital management626.000.00%626.00$6.93K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20221-4,900--3278.69%----
Jun 30, 20221-96.88%4,900-99.77%-0.02%--100.00%--100.00%
Mar 31, 202232-8.57%2,169,415-3.39%136.90%16-5.88%9-18.18%
Dec 31, 202135-2.78%2,245,6012.05%137.44%17-10.53%11-
Sep 30, 202136-2.70%2,200,3920.52%137.60%195.56%11-21.43%

Recent Insider Transactions


DateNameRoleActivityValue
Mar 28, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$195.42K
Mar 31, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$479.87K
Mar 26, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$292.04K
Mar 19, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$906.59K
Mar 14, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$264.08K

Insider Transactions Trends


DateBuySell
2025 Q111-
2024 Q45-
2024 Q31-
2022 Q2--
2021 Q11-

SUNS Ownership FAQ


Who Owns Sunrise Realty Trust?

Sunrise Realty Trust shareholders are primarily institutional investors at 0.03%, followed by 1.05% insiders and 98.92% retail investors. The average institutional ownership in Sunrise Realty Trust's industry, Residential REIT Stocks , is 65.31%, which Sunrise Realty Trust falls below.

Who owns the most shares of Sunrise Realty Trust?

Sunrise Realty Trust’s largest shareholders are Bay colony advisory group, inc d/b/a bay colony advisors (11.13K shares, 0.16%), Rhumbline advisers (9.78K shares, 0.14%), and Spire wealth management (9.76K shares, 0.14%). Together, they hold 0.45% 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?

Bay colony advisory group, inc d/b/a bay colony advisors is Sunrise Realty Trust’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 11.13K Sunrise Realty Trust shares, valued at 124.75K$.

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