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Sunrise Realty Trust, Inc. (SUNS) institutional ownership

Latest close $8.09 Jul 21, 2026
Market cap$149M 52-week range SectorReal Estate
Funds holding · Q1 2026
68
reported SUNS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
32 buyers · 36 sellers

Sunrise Realty Trust, Inc. (SUNS) price and institutional activity

Dates

Q1 2026

$0 bought by 32 investors
Gatepass Capital, LLCGeode +30 more
$0 sold by 36 investors
Philadelphia Financial Management of San Francisco, LLCWasatch Advisors LP +34 more
Bought Sold Totals per quarter; hover a bar for the names.

Sunrise Realty Trust, Inc. (SUNS) institutional activity · 68

Investor Type Est. change Change Δ Own Date
Philadelphia Financial Management of San Francisco, LLC · Exited
Change −441K Δ Own −100.0% Date Q1 2026
Philadelphia Financial Management of San Francisco, LLC Exited· Q1 2026 −441K −100.0% Q1 2026
Wasatch Advisors LP · Reduced
Change −229K Date Q1 2026
Wasatch Advisors LP Reduced· Q1 2026 −229K Q1 2026
Marshall Wace, LLP · Exited
Change −97K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −97K −100.0% Q1 2026
Gatepass Capital, LLC · New
Change +77K Date Q1 2026
Gatepass Capital, LLC New· Q1 2026 +77K Q1 2026
Geode · Added
Change +53K Date Q1 2026
Geode Added· Q1 2026 +53K Q1 2026
Ameriprise Financial Inc · New
Change +52K Date Q1 2026
Ameriprise Financial Inc New· Q1 2026 +52K Q1 2026
Pacific Ridge Capital Partners, LLC · Added
Change +51K Date Q1 2026
Pacific Ridge Capital Partners, LLC Added· Q1 2026 +51K Q1 2026
Acadian Asset Management LLC · Exited
Change −46K Δ Own −100.0% Date Q1 2026
Acadian Asset Management LLC Exited· Q1 2026 −46K −100.0% Q1 2026
Prelude Capital Management, LLC · New
Change +36K Date Q1 2026
Prelude Capital Management, LLC New· Q1 2026 +36K Q1 2026
Goldman Sachs Group Inc · Added
Change +33K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +33K Q1 2026
BlackRock · Reduced
Change −19K Date Q1 2026
BlackRock Reduced· Q1 2026 −19K Q1 2026
AQR Capital Management LLC · New
Change +18K Date Q1 2026
AQR Capital Management LLC New· Q1 2026 +18K Q1 2026
Morgan Stanley · Added
Change +18K Date Q1 2026
Morgan Stanley Added· Q1 2026 +18K Q1 2026
Mariner, LLC · Reduced
Change −15K Date Q1 2026
Mariner, LLC Reduced· Q1 2026 −15K Q1 2026
Gratia Capital, LLC · Reduced
Change −15K Date Q1 2026
Gratia Capital, LLC Reduced· Q1 2026 −15K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 68

Famous investor activity in Sunrise Realty Trust, Inc. (SUNS)

Sunrise Realty Trust, Inc. (SUNS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Fagan James C. · Director Grant (A) $10K
Price $9.34 Qty 1K Owned 12K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Fagan James C. Director Grant (A) $9.34 1K $10K 12K Feb 19, 2026 Feb 23, 2026
Bond Jodi Hanson · Director Grant (A) $10K
Price $9.34 Qty 1K Owned 22K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Bond Jodi Hanson Director Grant (A) $9.34 1K $10K 22K Feb 19, 2026 Feb 23, 2026
Tannenbaum Leonard M. · Director, Officer, 10% Owner Grant (A) $125K
Price $9.34 Qty 13K Owned 3.0M Trade date Feb 19, 2026 Filed date Feb 23, 2026
Tannenbaum Leonard M. Director, Officer, 10% Owner Grant (A) $9.34 13K $125K 3.0M Feb 19, 2026 Feb 23, 2026
Frank Alexander C. · Director Grant (A) $10K
Price $9.34 Qty 1K Owned 11K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Frank Alexander C. Director Grant (A) $9.34 1K $10K 11K Feb 19, 2026 Feb 23, 2026
Tannenbaum Robyn · Officer Grant (A) $125K
Price $9.34 Qty 13K Owned 47K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Tannenbaum Robyn Officer Grant (A) $9.34 13K $125K 47K Feb 19, 2026 Feb 23, 2026
Hetzel Brandon · Officer Grant (A) $113K
Price $9.34 Qty 12K Owned 25K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Hetzel Brandon Officer Grant (A) $9.34 12K $113K 25K Feb 19, 2026 Feb 23, 2026
Sedrish Brian · Director Grant (A) $133K
Price $9.34 Qty 14K Owned 51K Trade date Feb 19, 2026 Filed date Feb 23, 2026
Sedrish Brian Director Grant (A) $9.34 14K $133K 51K Feb 19, 2026 Feb 23, 2026
Tannenbaum Leonard M. · Director Buy +$940K
Price $9.40 Qty +100K Owned 586K Trade date Dec 31, 2025 Filed date Jan 2, 2026
Tannenbaum Leonard M. Director Buy $9.40 +100K +$940K 586K Dec 31, 2025 Jan 2, 2026
Tannenbaum Leonard M. · Director Buy +$361K
Price $9.77 Qty +37K Owned 486K Trade date Dec 30, 2025 Filed date Jan 2, 2026
Tannenbaum Leonard M. Director Buy $9.77 +37K +$361K 486K Dec 30, 2025 Jan 2, 2026
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$126K
Price $9.72 Qty +13K Owned 3.0M Trade date Nov 24, 2025 Filed date Nov 26, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.72 +13K +$126K 3.0M Nov 24, 2025 Nov 26, 2025
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$201K
Price $9.39 Qty +21K Owned 3.0M Trade date Nov 20, 2025 Filed date Nov 20, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.39 +21K +$201K 3.0M Nov 20, 2025 Nov 20, 2025
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$34K
Price $9.48 Qty +4K Owned 3.0M Trade date Nov 19, 2025 Filed date Nov 20, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.48 +4K +$34K 3.0M Nov 19, 2025 Nov 20, 2025
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$168K
Price $9.45 Qty +18K Owned 3.0M Trade date Nov 18, 2025 Filed date Nov 20, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.45 +18K +$168K 3.0M Nov 18, 2025 Nov 20, 2025
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$168K
Price $9.61 Qty +18K Owned 3.0M Trade date Nov 17, 2025 Filed date Nov 18, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.61 +18K +$168K 3.0M Nov 17, 2025 Nov 18, 2025
Tannenbaum Leonard M. · Director, Officer, 10% Owner Buy +$138K
Price $9.38 Qty +15K Owned 2.9M Trade date Nov 14, 2025 Filed date Nov 18, 2025
Tannenbaum Leonard M. Director, Officer, 10% Owner Buy $9.38 +15K +$138K 2.9M Nov 14, 2025 Nov 18, 2025
15 of 21
15 of 21 Sign in to continue to older insider transactions.

Sunrise Realty Trust, Inc. (SUNS) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 492K
% of shares outstanding 7.1% Filing date Nov 8, 2024
Blackrock, Inc. 492K 7.1% Nov 8, 2024
Philadelphia Financial Management of San Francisco, LLC 687K
% of shares outstanding 5.4% Filing date Feb 3, 2025
Philadelphia Financial Management of San Francisco, LLC 687K 5.4% Feb 3, 2025
Wasatch Advisors LP 594K
% of shares outstanding 4.4% Filing date Feb 10, 2026
Wasatch Advisors LP 594K 4.4% Feb 10, 2026
3 of 3

Sunrise Realty Trust, Inc. (SUNS) ownership FAQ

Who owns SUNS?

68 reporting institutions disclosed SUNS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.