Sunrise Realty Trust, Inc.

Historical 13F Holders

Symbol
SUNS
CUSIP
867981102
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 867981102 since 12/18/2024, newest first.

Filer % of Class Filed
Wasatch Advisors LP 13G/A Amendment 3 4.4% 2/10/2026
Event 12/31/2025
Caption Management, LLC 13G/A Amendment 1
0.8% 1/26/2026
Event 12/31/2025
Leonard M. Tannenbaum 13D/A Amendment 5 27.2% 1/2/2026
Event 12/30/2025
Wasatch Advisors LP 13G/A Amendment 2 5.5% 11/13/2025
Event 9/30/2025
Leonard M. Tannenbaum 13D/A Amendment 4 25.3% 8/19/2025
Event 8/15/2025
Wasatch Advisors LP 13G/A Amendment 1 7.0% 5/13/2025
Event 3/31/2025
Caption Management, LLC 13G
8.5% 5/9/2025
Event 3/31/2025
Leonard M. Tannenbaum 13D/A Amendment 3 24.3% 5/2/2025
Event 4/30/2025
BlackRock, Inc. 13G/A Amendment 1 4.7% 4/17/2025
Event 3/31/2025
Leonard M. Tannenbaum 13D/A Amendment 2 23.1% 3/20/2025
Event 3/20/2025
Philadelphia Financial Management of San Francisco, LLC 13G
5.4% 2/3/2025
Event 1/28/2025
Leonard M. Tannenbaum 13D/A Amendment 1 22.8% 1/30/2025
Event 1/29/2025
Leonard M. Tannenbaum 13D 27.4% 12/26/2024
Event 7/9/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 1 6.00 $39.00
2026 Q2 70 3.12 M $24.7 M
2026 Q1 80 4.03 M $31.1 M
2025 Q4 74 4.60 M $43.5 M
2025 Q3 76 4.65 M $48.4 M
2025 Q2 74 4.73 M $50.2 M
2025 Q1 73 4.78 M $53.0 M
2024 Q4 62 2.45 M $34.5 M
2024 Q3 60 2.24 M $32.2 M