| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TANNENBAUM LEONARD M | 27% | +7.6% | $36,897,768 | +$2,680,015 | 3,656,865 | +7.8% | Leonard M. Tannenbaum | 30 Dec 2025 |
| Philadelphia Financial Management of San Francisco, LLC | 5.4% | $7,122,189 | 687,470 | Philadelphia Financial Management of San Francisco, LLC | 28 Jan 2025 | |||
| BlackRock, Inc. | 4.7% | $6,528,199 | 630,135 | BlackRock, Inc. | 31 Mar 2025 | |||
| WASATCH ADVISORS LP | 4.4% | -18% | $5,534,477 | -$1,313,663 | 593,828 | -19% | Wasatch Advisors LP | 31 Dec 2025 |
| Caption Management, LLC | 0.75% | -86% | $943,000 | -$9,847,749 | 100,000 | -91% | Caption Management, LLC | 31 Dec 2025 |
As of 31 Dec 2025, 68 institutional investors reported holding 4,603,745 shares of Sunrise Realty Trust, Inc. - COM (SUNS). This represents 34% of the company’s total 13,496,091 outstanding shares.
The largest institutional shareholders of Sunrise Realty Trust, Inc. - COM (SUNS) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.9% | 664,708 | +3.6% | 0% | $6,268,196 |
| WASATCH ADVISORS LP | 4.4% | 593,828 | -19% | 0.03% | $5,599,798 |
| VANGUARD GROUP INC | 4.3% | 585,284 | -0.56% | 0% | $5,519,228 |
| GRATIA CAPITAL, LLC | 3.4% | 453,816 | 0% | 3.8% | $4,279,485 |
| Philadelphia Financial Management of San Francisco, LLC | 3.3% | 440,628 | -10% | 0.86% | $4,155,122 |
| Pacific Ridge Capital Partners, LLC | 2.6% | 352,092 | -5.5% | 0.73% | $3,320,228 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 252,711 | +8.4% | 0% | $2,383,198 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 171,977 | +29% | 0% | $1,621,745 |
| STATE STREET CORP | 1.1% | 151,733 | -0.46% | 0% | $1,475,453 |
| Penserra Capital Management LLC | 0.87% | 117,849 | 0.01% | $1,111,000 | |
| MARSHALL WACE, LLP | 0.72% | 97,182 | -14% | 0% | $916,425 |
| STIFEL FINANCIAL CORP | 0.58% | 77,700 | +8% | 0% | $732,719 |
| NORTHERN TRUST CORP | 0.52% | 70,640 | -11% | 0% | $666,136 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.38% | 50,704 | +407% | 0.08% | $478,139 |
| RENAISSANCE TECHNOLOGIES LLC | 0.35% | 47,000 | +67% | 0% | $443,210 |
| ACADIAN ASSET MANAGEMENT LLC | 0.34% | 46,066 | -49% | 0% | $433,000 |
| Quantinno Capital Management LP | 0.31% | 41,441 | +85% | 0% | $390,789 |
| Mariner, LLC | 0.25% | 34,359 | +42% | 0% | $324,007 |
| Bank of New York Mellon Corp | 0.23% | 31,039 | -6.8% | 0% | $292,697 |
| MORGAN STANLEY | 0.22% | 29,733 | +9.6% | 0% | $280,391 |
| GOLDMAN SACHS GROUP INC | 0.21% | 28,246 | +59% | 0% | $266,360 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.21% | 28,087 | +0.07% | 0% | $264,860 |
| BARCLAYS PLC | 0.16% | 22,183 | +7.3% | 0% | $209,186 |
| OSAIC HOLDINGS, INC. | 0.13% | 16,947 | +7.1% | 0% | $159,818 |
| ALLIANCEBERNSTEIN L.P. | 0.12% | 15,672 | 0% | 0% | $147,787 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,603,745 | $43,460,474 | -$363,429 | $9.43 | 68 |
| 2025 Q3 | 4,635,203 | $48,210,940 | -$859,819 | $10.39 | 67 |
| 2025 Q2 | 4,715,763 | $50,035,948 | -$754,262 | $10.60 | 63 |
| 2025 Q1 | 4,782,888 | $52,985,854 | +$25,072,984 | $11.07 | 64 |
| 2024 Q4 | 2,448,138 | $34,526,547 | +$390,863 | $14.08 | 56 |
| 2024 Q3 | 2,226,086 | $32,059,343 | +$24,958,353 | $14.39 | 55 |