Sunrise Realty Trust Inc

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Sunrise Realty Trust Inc
TickerSUNS
CIK #0002012706
CUSIP83416M105
SectorReal Estate & Construction - Real Estate Investment Trusts
Address525 Okeechobee Blvd, Suite 1650, West Palm Beach, FL 33401
Source [EDGAR]
CIK Filing 2011 - 2026
[0002012706] 10-K
[0002012706] 10-Q
[0002012706] 3
[0002012706] 4
[0002012706] 5
[0002012706] 8-K
[0002012706] SC 13D
[0002012706] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Caption Management LLC Sunrise Realty Trust Inc [2025-05-09] 0.0
Philadelphia Financial Management of San Francisco LLC Sunrise Realty Trust Inc [2025-02-03] 0.0
Tannenbaum Leonard M Sunrise Realty Trust Inc [2024-12-26] 0.0
Wasatch Advisors LP Sunrise Realty Trust Inc [2024-11-14] 9.0
BlackRock Inc Sunrise Realty Trust Inc [2024-11-08] 7.1
BlackRock Inc Sunrise Realty Trust Inc [2024-10-22] 7.1
Form 3/4/5 Filer 2011 - 2026
Fagan James C
Sunrise Realty Trust Inc
Tannenbaum Robyn
Hetzel Brandon
Sedrish Brian
Tannenbaum Leonard M
Frank Alexander C
Bond Jodi Hanson
Advanced Flower Capital Inc
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Fagan James C
Common Stock
2026-02-19 Grant 1,071 $9.34 10,003
Bond Jodi Hanson
Common Stock
2026-02-19 Grant 1,071 $9.34 10,003
Tannenbaum Leonard M
Common Stock
2026-02-19 Grant 13,384 $9.34 125,007
Frank Alexander C
Common Stock
2026-02-19 Grant 1,071 $9.34 10,003
Tannenbaum Robyn
Common Stock
2026-02-19 Grant 13,384 $9.34 125,007
Hetzel Brandon
Common Stock
2026-02-19 Grant 12,045 $9.34 112,500
Sedrish Brian
Common Stock
2026-02-19 Grant 14,276 $9.34 133,338
Tannenbaum Leonard M
Common Stock
2025-12-31 Buy 100,000 $9.40 940,000
Tannenbaum Leonard M
Common Stock
2025-12-30 Buy 37,000 $9.77 361,490
Tannenbaum Leonard M
Common Stock
2025-11-24 Buy 13,000 $9.72 126,360
Tannenbaum Leonard M
Common Stock
2025-11-20 Buy 21,408 $9.39 201,021
Tannenbaum Leonard M
Common Stock
2025-11-19 Buy 3,592 $9.48 34,052
Tannenbaum Leonard M
Common Stock
2025-11-18 Buy 17,790 $9.45 168,116
Tannenbaum Leonard M
Common Stock
2025-11-17 Buy 17,500 $9.61 168,175
Tannenbaum Leonard M
Common Stock
2025-11-14 Buy 14,710 $9.38 137,980
Common Stock
2025-08-26 Buy 10,000 $10.79 107,900
Common Stock
2025-08-22 Buy 20,200 $11.00 222,200
Common Stock
2025-08-20 Buy 10,411 $10.42 108,483
Tannenbaum Leonard M
Common Stock
2025-08-15 Buy 4,406 $10.50 46,263
Tannenbaum Leonard M
Common Stock
2025-08-12 Buy 32,275 $10.48 338,242
showing 20 of 84 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 80 4,449,255
2025-12-31 73 4,994,273
2025-09-30 73 6,103,483
2025-06-30 69 5,965,271
2025-03-31 71 5,957,777
2024-12-31 61 2,448,227
2024-09-30 58 2,211,627
2022-09-30 1 4,900
2022-06-30 1 4,900
2022-03-31 36 2,213,455
2021-12-31 38 2,302,041
2021-09-30 38 2,233,990
Form 13F Holdings
Firm Period DFND Voting Shares
Register Financial Advisors LLC [2026-06-30] SOLE 0 11,700
Spire Wealth Management [2026-06-30] SOLE 0 5,598
Alaska Retirement Management Board [2026-06-30] SOLE 1,198 1,198
IFP Advisors LLC [2026-06-30] SOLE 94 94
Gamma Investing LLC [2026-06-30] DFND 83 83
Farther Finance Advisors LLC [2026-06-30] SOLE 0 37
Fortitude Family Office LLC [2026-06-30] SOLE 20 20
True Wealth Design LLC [2026-06-30] SOLE 0 19
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