SUNS · NASDAQ · REIT - Mortgage

Sunrise Realty Trust (SUNS)

Originates secured commercial real estate loans for transitional Southern U.S. projects.

$7.50
Pre-market+0.04 (+0.54%)
At close$7.46(−0.13%)

Breakdown13F · 13D/G · Form 4

Institutions79 holders · as of Mar 31, 202629.83%4.03M shares
Insiders7 holders · as of Aug 17, 202628.83%3.90M shares
Otherremainder41.34%5.59M shares

13.52M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Leonard M. TannenbaumInsiderdirector, 10 percent owner, officer: Executive Chairman
27.59%3.73MForm 4filed Aug 17, 2026
Philadelphia Financial Management of San Francisco, LLCInstitution
5.09%687,47013Gfiled Feb 3, 2025
BlackRock, Inc.Institution
4.78%645,48813Fas of Mar 31, 2026
Vanguard Capital Management LLCInstitution
3.33%449,91413Fas of Mar 31, 2026
Gratia Capital, LLCInstitution
3.25%438,81613Fas of Mar 31, 2026
Pacific Ridge Capital Partners, LLCInstitution
2.98%403,03513Fas of Mar 31, 2026
Wasatch Advisors LPInstitution
2.70%365,21913Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
2.26%305,91513Fas of Mar 31, 2026
Raymond James Financial IncInstitution
1.25%168,70913Fas of Mar 31, 2026
State Street CorpInstitution
1.09%147,54013Fas of Mar 31, 2026
Penserra Capital Management LLCInstitution
0.90%121,27813Fas of Mar 31, 2026
Stifel Financial CorpInstitution
0.59%80,01013Fas of Mar 31, 2026
Gatepass Capital, LLCInstitution
0.57%76,70013Fas of Mar 31, 2026
Northern Trust CorpInstitution
0.56%76,04313Fas of Mar 31, 2026
Vanguard Fiduciary Trust CoInstitution
0.47%63,58713Fas of Mar 31, 2026
Goldman Sachs Group IncInstitution
0.45%61,10213Fas of Mar 31, 2026
Vanguard Portfolio Management LLCInstitution
0.43%58,62113Fas of Mar 31, 2026
Ameriprise Financial IncInstitution
0.38%51,95113Fas of Mar 31, 2026
Quantinno Capital Management LPInstitution
0.38%50,95113Fas of Mar 31, 2026
Corsair Capital Management, L.P.Institution
0.38%50,70413Fas of Mar 31, 2026
Brian SedrishInsiderdirector, officer: Chief Executive Officer
0.37%50,639Form 4filed Feb 23, 2026
Morgan StanleyInstitution
0.35%47,41913Fas of Mar 31, 2026
Robyn TannenbaumInsiderofficer: President
0.35%47,016Form 4filed Feb 23, 2026
Renaissance Technologies LLCInstitution
0.33%44,30013Fas of Mar 31, 2026
Prelude Capital Management, LLCInstitution
0.27%36,00013Fas of Mar 31, 2026

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

79 holders · 4.03M shares · 18 new positions · 37 increased · 25 reduced · 10 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.645.5K4.78%−19.2KMay 13, 2026
Vanguard Capital Management LLC449.9K3.33%+449.9KnewMay 15, 2026
Gratia Capital, LLC438.8K3.25%−15.0KMay 15, 2026
Pacific Ridge Capital Partners, LLC403.0K2.98%+50.9KMay 11, 2026
Wasatch Advisors LP365.2K2.70%−228.6KApr 21, 2026
Geode Capital Management, LLC305.9K2.26%+53.2KMay 15, 2026
Raymond James Financial Inc168.7K1.25%−3.3KMay 14, 2026
State Street Corp147.5K1.09%−4.2KMay 15, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Leonard M. Tannenbaum27.20%3.66M13DJan 2, 2026
Philadelphia Financial Management of San Francisco, LLC5.40%687.5K13GFeb 3, 2025

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 13, 2026
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase50,000$7.503,142,719
Aug 11, 2026
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase20,000$7.603,092,719
Aug 12, 2026
Brandon Hetzelofficer: CFO and Treasurer
Purchase713$7.5826,000
Aug 10, 2026
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase25,000$7.793,072,719
Aug 7, 2026
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase23,109$7.733,047,719
Dec 30, 2025
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase37,000$9.77485,681
Dec 31, 2025
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase100,000$9.40585,681
Nov 24, 2025
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase13,000$9.723,011,226
Nov 18, 2025
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase17,790$9.452,973,226
Nov 19, 2025
Leonard M. Tannenbaumdirector, 10 percent owner, officer: Executive Chairman
Purchase3,592$9.482,976,818

CongressHouse and Senate disclosures

Not reported.