Sunrise Realty Trust, Inc.
SUNS- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0002012706
In the last 90 days, Sunrise Realty Trust, Inc. insiders filed 4 open-market purchases and 0 sales; 70 institutions reported holding it in 13F filings for Q2 2026, worth $25.1M in total; no superinvestor holds it.
Holders of 5% or more of SUNS
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Sunrise Realty Trust, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Tannenbaum Leonard M | 13D/A | 27.20%3.66M shares | +1.90 ppfrom 25.30% | Dec 26, 20246 filings | Jan 2, 2026 | SEC |
| Philadelphia Financial Management of San Francisco, LLC | 13G | 5.40%687.5K shares | New | Feb 3, 20251 filing | Feb 3, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
13 Schedule 13D and 13G filings on Sunrise Realty Trust, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 10, 20265:26 PM ET | Wasatch Advisors Inc | 13G/A | 4.40%593.8K shares | −1.10 ppfrom 5.50%Below 5% | Dec 31, 2025 | SEC |
| Jan 26, 20264:30 PM ET | Caption Management, LLCand 2 others | 13G/A | 0.75%100.0K shares | −7.75 ppfrom 8.50%Below 5% | Dec 31, 2025 | SEC |
| Jan 2, 20264:20 PM ET | Tannenbaum Leonard M | 13D/A | 27.20%3.66M shares | +1.90 ppfrom 25.30% | Dec 30, 2025 | SEC |
| Nov 13, 20258:08 PM ET | Wasatch Advisors Inc | 13G/A | 5.50%734.8K shares | −1.50 ppfrom 7.00% | Sep 30, 2025 | SEC |
| Aug 19, 20255:20 PM ET | Tannenbaum Leonard M | 13D/A | 25.30%3.39M shares | +1.00 ppfrom 24.30% | Aug 15, 2025 | SEC |
| May 13, 20251:21 PM ET | Wasatch Advisors Inc | 13G/A | 7.00%940.6K shares | – | Mar 31, 2025 | SEC |
| May 9, 20254:30 PM ET | Caption Management, LLCand 2 others | 13G | 8.50%1.14M shares | New | Mar 31, 2025 | SEC |
| May 2, 20254:48 PM ET | Tannenbaum Leonard M | 13D/A | 24.30%3.26M shares | +1.20 ppfrom 23.10% | Apr 30, 2025 | SEC |
| Apr 17, 20256:56 PM ET | BlackRock, Inc. | 13G/A | 4.70%630.1K shares | –Below 5% | Mar 31, 2025 | SEC |
| Mar 20, 20256:12 PM ET | Tannenbaum Leonard M | 13D/A | 23.10%3.10M shares | +0.30 ppfrom 22.80% | Mar 20, 2025 | SEC |
| Feb 3, 20255:47 PM ET | Philadelphia Financial Management of San Francisco, LLCand 5 others | 13G | 5.40%687.5K shares | New | Jan 28, 2025 | SEC |
| Jan 30, 20255:11 PM ET | Tannenbaum Leonard M | 13D/A | 22.80%2.91M shares | −4.60 ppfrom 27.40% | Jan 29, 2025 | SEC |
| Dec 26, 20249:49 PM ET | Tannenbaum Leonard M | 13D | 27.40%1.91M shares | New | Jul 9, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Sunrise Realty Trust, Inc. shares.
No Form 144 notices for Sunrise Realty Trust, Inc. are on file.