Company Analysis

Sunrise Realty Trust, Inc. (SUNS)

Nasdaq: SUNS · Real Estate Investment Trusts · West Palm Beach, FL · filing with the SEC since 2024
Grade5.3
◀ Past 5.6● Present 5.4▶ Future 4.8
4 est.

Who owns Sunrise Realty Trust, Inc.

As filed with the SEC
Holders of 5% or more
2
Leonard M. Tannenbaum holds 27.2% of Common Stock, as its SCHEDULE 13D/A filed Jan 2, 2026 says.
Directors and officers
8
report now, of 8 people on the record since 2024. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Leonard M. Tannenbaum
SCHEDULE 13D/A · filed Jan 2, 2026 · Common Stock · 25.3% in Aug 19, 2025
27.2%
Philadelphia Financial Management of San Francisco, LLC
SCHEDULE 13G · filed Feb 3, 2025 · Common Stock, par value $0.01 per share
5.4%
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 17, 2025 · Common Stock · reported falling below 5%
under 5%
Wasatch Advisors LP
SCHEDULE 13G/A · filed Feb 10, 2026 · COM · reported falling below 5%, from 5.5% in Nov 13, 2025
under 5%
Caption Management, LLC
SCHEDULE 13G/A · filed Jan 26, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 8.5% in May 9, 2025
under 5%
What SUNS reports owning in othersstakes of 5% or more, and other ties
Sunrise Realty Trust, Inc. reports no stake in another company in the record.
Insider tradesForm 4
0sales
13purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$3.0Mbought, in dollars
Open-market trades on Form 4 from Nov 6, 2025 to Nov 6, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
242526
2026 runs to Nov 6, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 9 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Tannenbaum Leonard MExecutive Chairman0$0012$3.0M
Hetzel BrandonCFO and Treasurer0$001$0
SI Assistanton SUNS · research, not advice