Who owns Sunrise Realty Trust, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Wasatch Advisors LP: 4.4% · 593,828 shares
Caption Management, LLC: 0.8% · 100,000 shares — William Cooper: 0.8% · 100,000 shares — Jason Strasser: 0.8% · 100,000 shares
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See every investor who has disclosed crossing 5% of Sunrise Realty Trust, Inc..
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Sunrise Realty Trust, Inc. they hold. Together these 1430 managers report 437.81% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. | $7.73B | 5,721,329 | 0.11% | 42.33% | June 30, 2026 |
| FMR LLC | $7.16B | 5,178,060 | 0.31% | 38.31% | June 30, 2026 |
1,428 more institutional holders behind a free account
See every manager reporting Sunrise Realty Trust, Inc., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together the 500 largest funds we checked hold 195.51% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $2.05B | 0.09% | 13.34% | June 30, 2026 |
| Select Semiconductors Portfolio | $1.79B | 5.47% | 11.57% | February 28, 2026 |
498 more funds behind a free account
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