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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. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 3.40% of its assets in Sunrise Realty Trust shares.

SUNS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSunrise Realty Trust12.82%28.46%58.72%
SectorReal Estate Stocks 49.41%9.79%40.80%
IndustryMortgage REIT Stocks44.26%6.08%49.67%

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
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
Northern trust76.04K0.60%$583.25K

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
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
Quantinno capital management lp50.95K0.00%$390.79K

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 lp---365.22K
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
Mai capital management-1.00
Pnc financial services group-10.00
Flaharty asset management-16.00
Transamerica financial advisors-23.00
Truvestments capital-26.00

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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Pacific Ridge Capital Ptnrs Micro Cp Val459.75K3.40%112.86K
Vanguard Total Stock Mkt Idx Inv320.93K2.37%-11.41K
Vanguard Morn Total Stk Mkt Idx Investor320.93K2.37%-11.41K
iShares Russell 2000 ETF248.70K1.84%2.29K
Adara Smaller Companies208.70K1.54%14.24K
Wasatch Micro Cap Value Composite197.73K1.46%-130.94K
Wasatch Micro Cap Value197.73K1.46%-130.94K
Hoya Capital High Dividend Yield ETF155.84K1.15%952.00
Acuitas US Microcap Strategy136.24K1.01%14.12K
Fidelity Small Cap Index116.62K0.86%-161.00

Recent Insider Transactions

DateNameRoleActivityValue
Aug 11, 2026TANNENBAUM LEONARD M Executive ChairmanBuy$152.00K
Aug 12, 2026Hetzel Brandon CFO and TreasurerBuy$5.40K
Aug 07, 2026TANNENBAUM LEONARD M Executive ChairmanBuy$178.63K
Aug 10, 2026TANNENBAUM LEONARD M Executive ChairmanBuy$194.75K
Dec 30, 2025TANNENBAUM LEONARD M Executive ChairmanBuy$361.49K

Insider Transactions Trends

DateBuySell
2026 Q34-
2026 Q1--
2025 Q48-
2025 Q36-
2025 Q211-

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, Mortgage REIT Stocks, is 44.26%, 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$.

Who is the top mutual fund holder of Sunrise Realty Trust shares?

Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund holder of Sunrise Realty Trust shares, with 3.40% of its total shares outstanding invested in 459.75K Sunrise Realty Trust shares.

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