Sunrise Realty Trust

SUNS · NASDAQ

$6.36+$0.353 (+5.88%)TodayMarket closed · Oct 21, 4:00 AM ET

Prev close $6.01

Who owns SUNS

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 31.7% of SUNS’s shares.

Jordan (John W. III)10.6%
J.P. Morgan Securities LLC6.0%
Solar Senior Capital Investors, L.L.C.3.4%
Gross (Michael S)3.3%
Next 6 largest institutions8.4%
All other shareholders68.3%

Top institutional holders of SUNS
Holder	Shares	% of shares	Change, last filing	Filed
Jordan (John W. III)	1.43M	10.57%	+0	Feb 25, 2022
J.P. Morgan Securities LLC	816.25K	6.04%	+48.96K	Dec 31, 2021
Solar Senior Capital Investors, L.L.C.	455.50K	3.37%	+0	Feb 25, 2022
Gross (Michael S)	449.62K	3.33%	+0	Feb 25, 2022
Spohler (Bruce J)	326.17K	2.41%	+234.20K	Feb 25, 2022
First Republic Investment Management, Inc.	311.58K	2.30%	−5.77K	Dec 31, 2021
Two Sigma Investments, LP	174.03K	1.29%	+37.52K	Dec 31, 2021
Advisors Asset Management, Inc.	120.39K	0.89%	−23.25K	Dec 31, 2021
BlackRock Asset Management Ireland Limited	106.79K	0.79%	+1.75K	Dec 31, 2021
RBC Capital Markets Wealth Management	94.37K	0.70%	+1.03K	Dec 31, 2021

Largest mutual fund holders

Top mutual fund holders of SUNS
Holder	Shares	% of shares	Change, last filing	Filed
iShares Listed Private Equity UCITS ETF	90.43K	0.67%	−621	Feb 28, 2022
GRS Diversified Alternative Fund (Mackenzie)	74.08K	0.55%	+7.52K	Dec 31, 2021
Mackenzie Diversified Alternatives Fund	74.08K	0.55%	+0	Dec 31, 2021
Virtus Private Credit Strategy ETF	43.15K	0.32%	+0	Feb 28, 2022
Polar Capital Income Opportunities fund	22.15K	0.16%	+22.15K	Dec 31, 2021

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $905.79K (5 trades) of SUNS on the open market, with no sales.

Latest SUNS insider transactions
Insider	Date	Type	Shares	Price	Value
TANNENBAUM LEONARD M	Aug 13, 2026	Buy	50.00K	$7.50	$375.00K
Hetzel Brandon	Aug 12, 2026	Buy	713	$7.58	$5.40K
TANNENBAUM LEONARD M	Aug 11, 2026	Buy	20.00K	$7.60	$152.00K
TANNENBAUM LEONARD M	Aug 10, 2026	Buy	25.00K	$7.79	$194.75K
TANNENBAUM LEONARD M	Aug 7, 2026	Buy	23.11K	$7.73	$178.63K

Short interest

Settled Sep 30, 2026

Shares short: 322.77K
Days to cover: 3.14
% of shares outstanding: 2.39%
Average daily volume: 102.70K
Change since last report: +23.8%

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