$SUNS

$6.46 +$0.11 (1.73%) Close

$SUNS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.5M shares outstanding

Who owns SUNS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 227.4%

BlackRock, Inc. 42.3% · FMR LLC 38.3%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

1,251

+119 vs last qtr

Net shares bought

−675.7K

by institutions in Q2 2026

New / sold out

217 / 98

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +777.1K
Norges Bank NEW +751.4K

Biggest sellers in Q2 2026

BlackRock, Inc. −996.6K
T. Rowe Price Investment Management, Inc. SOLD OUT −721.6K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Sunrise Realty Trust Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+86.9%

+86.87% a year

Each share's claim on the business

−46.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.35M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years83% 3–5 years4% 1–3 years7% Under 1 year6%

Quarterly turnover

11.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SUNS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.7M	42.33%	−996.6K (−14.8%)	≤2021	0.1%
Shares held by quarter Peak holding6.7M (Q1'26) Change over 8 quarters−574.8K Share of the company42.330% BlackRock, Inc.'s full portfolio →
F FMR LLC	5.2M	38.31%	+777.1K (+17.7%)	≤2021	0.3%
Shares held by quarter Peak holding5.2M (Q2'26) Change over 8 quarters+1.7M Share of the company38.310% FMR LLC's full portfolio →

BlackRock, Inc.

5.7M

% of company

42.33%

Change vs last qtr

−996.6K (−14.8%)

Held since

≤2021

FMR LLC

5.2M

% of company

38.31%

Change vs last qtr

+777.1K (+17.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sunrise Realty Trust Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SUNS on Form N-PORT; together they hold 190.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS Select Semiconductors Portfolio Fidelity Select Portfolios	$2.08B	1.6M	12.15%	4.64%	August 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.05B	1.8M	13.34%	0.09%	June 30, 2026

Select Semiconductors Portfolio

Fidelity Select Portfolios

Position value

$2.08B

% of company

12.15%

% of the fund

4.64%

As of

August 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.05B

% of company

13.34%

% of the fund

0.09%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Sunrise Realty Trust Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LM Leonard M. Tannenbaum 5%+ holder 13D · 27.2%	3.7M	27.06%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company27.060% Disclosed stake13D · 27.2% View the 13D/G filing →
TR Tannenbaum Robyn Insider	3.1M	23.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company23.170% Tannenbaum Robyn's insider activity →

Leonard M. Tannenbaum

5%+ holder13D · 27.2%

3.7M

% of company

27.06%

Change vs last qtr

—

Held since

—

Tannenbaum Robyn

Insider

3.1M

% of company

23.17%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Sunrise Realty Trust Inc.

Comments