SUNSNasdaqReal Estate Investment TrustsFiscal year ends December 31
Sunrise Realty Trust, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$6.30−0.09 (-1.41%)
Close on Oct 19, 2026
- Market cap
- $84.08M
- P/E (TTM)
- 6.5
- Dividend yield
- 19.05%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
23.5%
3M of 14M shares
Institutional holders
71
17 new, 22 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
13 buys · 0 sales
Net bought $3.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Boathouse Row Offshore, Ltd. | 687,470 | 5.40% | 13G (passive) | Jan 28, 2025 |
| Leonard M. Tannenbaum | 3,656,865 | 27.20% | 13D (active) amendment | Dec 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUNS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 529,714 | 3.92% | $4.18M | +126,679 | 0.76% |
| Vanguard Capital Management LLC | 442,653 | 3.28% | $3.50M | −7,261 | 0.00% |
| Gratia Capital, LLC | 339,355 | 2.51% | $2.68M | −99,461 | 1.62% |
| Raymond James Financial Inc | 160,032 | 1.18% | $1.26M | −8,677 | 0.00% |
| RBF Capital, LLC | 152,283 | 1.13% | $1.20M | New | 0.05% |
| Penserra Capital Management LLC | 148,222 | 1.10% | $1.17K | +26,944 | 0.01% |
| BlackRock, Inc. | 131,404 | 0.97% | $1.04M | −514,084 | 0.00% |
| Geode Capital Management, LLC | 128,015 | 0.95% | $1.01M | −177,900 | 0.00% |
| Millennium Management LLC | 77,685 | 0.57% | $613.71K | New | 0.00% |
| Quantinno Capital Management LP | 76,751 | 0.57% | $606.33K | +25,800 | 0.00% |
| Jane Street Group, LLC | 65,479 | 0.48% | $517.28K | New | 0.00% |
| Aqr Capital Management LLC | 63,165 | 0.47% | $499.01K | +45,376 | 0.00% |
| Morgan Stanley | 61,645 | 0.46% | $487.01K | +14,226 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 60,898 | 0.45% | $481.09K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 60,064 | 0.44% | $474.51K | −3,523 | 0.00% |
| Goldman Sachs Group Inc | 58,151 | 0.43% | $459.39K | −2,951 | 0.00% |
| Ameriprise Financial Inc | 52,523 | 0.39% | $414.93K | +572 | 0.00% |
| Corsair Capital Management, L.P. | 50,704 | 0.38% | $400.56K | – | 0.05% |
| GatePass Capital, LLC | 49,100 | 0.36% | $387.89K | −27,600 | 0.15% |
| Renaissance Technologies LLC | 49,000 | 0.36% | $387.10K | +4,700 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | 3M | 23.5% | 17 / 24 | 19 / 22 | 1M | 2M |
| Q1 2026 | 77 | 4M | 29.8% | 17 / 19 | 25 / 10 | 1M | 1M |
| Q4 2025 | 71 | 5M | 34.1% | 6 / 22 | 26 / 5 | 0M | 0M |
| Q3 2025 | 70 | 5M | 34.4% | 8 / 22 | 22 / 4 | 0M | 0M |
| Q2 2025 | 66 | 5M | 35.0% | 11 / 23 | 19 / 11 | 0M | 1M |
| Q1 2025 | 67 | 5M | 35.4% | 14 / 24 | 17 / 5 | 3M | 0M |
| Q4 2024 | 59 | 2M | 18.1% | 11 / 18 | 13 / 9 | 0M | 0M |
| Q3 2024 | 57 | 2M | 16.6% | 57 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUNS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 320,930 | 2.37% | $2.54M | 0.00% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 194,460 | 1.44% | $1.73M | 0.21% | May 31, 2026 |
| Hoya Capital High Dividend Yield ETF | 122,062 | 0.90% | $1.09M | 1.04% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 110,527 | 0.82% | $873.16K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 76,965 | 0.57% | $684.99K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 51,755 | 0.38% | $460.62K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 33,994 | 0.25% | $268.55K | 0.02% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 18,546 | 0.14% | $146.51K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 17,488 | 0.13% | $155.64K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 15,989 | 0.12% | $142.30K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 13,466 | 0.10% | $119.85K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Value Index Fund | 7,788 | 0.06% | $69.31K | 0.01% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 6,133 | 0.05% | $48.45K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 5,063 | 0.04% | $40.00K | 0.00% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 4,796 | 0.04% | $37.89K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Leonard M. Tannenbaum | Executive Chairman, Director, 10% owner | 3,249,193 | 24.04% | Aug 17, 2026 |
| Brian Sedrish | Chief Executive Officer, Director | 50,639 | 0.37% | Feb 23, 2026 |
| Brandon Hetzel | CFO and Treasurer | 26,000 | 0.19% | Aug 13, 2026 |
| Robyn Tannenbaum | President | 3,087,126 | 22.84% | Feb 23, 2026 |
| Alexander C. Frank | Director | 10,907 | 0.08% | Feb 23, 2026 |
| Jodi Hanson Bond | Director | 22,299 | 0.16% | Feb 23, 2026 |
| James C. Fagan | Director | 20,504 | 0.15% | Feb 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 13, 2026 | Buy | +50,000 | $7.50 | $375.00K | 3,142,719 |
| Brandon Hetzel CFO and Treasurer | Aug 12, 2026 | Buy | +713 | $7.58 | $5.40K | 26,000 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 11, 2026 | Buy | +20,000 | $7.60 | $152.00K | 3,092,719 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 10, 2026 | Buy | +25,000 | $7.79 | $194.75K | 3,072,719 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 7, 2026 | Buy | +23,109 | $7.73 | $178.63K | 3,047,719 |
| Jodi Hanson Bond Director | Feb 19, 2026 | Award | +1,071 | $9.34 | $10.00K | 22,299 |
| James C. Fagan Director | Feb 19, 2026 | Award | +1,071 | $9.34 | $10.00K | 11,664 |
| Robyn Tannenbaum President | Feb 19, 2026 | Award | +13,384 | $9.34 | $125.01K | 46,516 |
| Brandon Hetzel CFO and Treasurer | Feb 19, 2026 | Award | +12,045 | $9.34 | $112.50K | 25,287 |
| Brian Sedrish Chief Executive Officer, Director | Feb 19, 2026 | Award | +14,276 | $9.34 | $133.34K | 50,639 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Feb 19, 2026 | Award | +13,384 | $9.34 | $125.01K | 3,024,610 |
| Alexander C. Frank Director | Feb 19, 2026 | Award | +1,071 | $9.34 | $10.00K | 10,907 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Dec 31, 2025 | Buy | +100,000 | $9.40 | $940.00K | 585,681 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Dec 30, 2025 | Buy | +37,000 | $9.77 | $361.49K | 485,681 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 24, 2025 | Buy | +13,000 | $9.72 | $126.36K | 3,011,226 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 20, 2025 | Buy | +21,408 | $9.39 | $201.02K | 2,998,226 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 19, 2025 | Buy | +3,592 | $9.48 | $34.05K | 2,976,818 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 18, 2025 | Buy | +17,790 | $9.45 | $168.12K | 2,973,226 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 17, 2025 | Buy | +17,500 | $9.61 | $168.18K | 2,955,436 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Nov 14, 2025 | Buy | +14,710 | $9.38 | $137.98K | 2,937,936 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 26, 2025 | Buy | +10,000 | $10.79 | $107.90K | 2,923,226 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 22, 2025 | Buy | +20,200 | $11.00 | $222.20K | 2,913,226 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 20, 2025 | Buy | +10,411 | $10.42 | $108.48K | 2,893,026 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 15, 2025 | Buy | +4,406 | $10.50 | $46.26K | 2,882,615 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 12, 2025 | Buy | +32,275 | $10.48 | $338.24K | 2,878,209 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Aug 11, 2025 | Buy | +20,900 | $10.17 | $212.55K | 2,845,934 |
| Alexander C. Frank Director | Jul 15, 2025 | Small purchase | +124.55 | $10.97 | $1.37K | 9,836 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Jun 16, 2025 | Buy | +6,000 | $10.86 | $65.16K | 2,825,034 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Jun 3, 2025 | Buy | +9,077 | $10.88 | $98.76K | 2,819,034 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Jun 2, 2025 | Buy | +28,500 | $10.59 | $301.82K | 448,681 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | May 16, 2025 | Buy | +14,741 | $10.55 | $155.52K | 2,809,957 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | May 15, 2025 | Buy | +10,000 | $10.39 | $103.90K | 2,795,216 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | May 8, 2025 | Buy | +10,000 | $10.48 | $104.80K | 2,785,216 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Apr 30, 2025 | Buy | +35,903 | $10.53 | $378.06K | 2,775,216 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Apr 29, 2025 | Buy | +10,000 | $10.65 | $106.50K | 2,739,313 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Apr 28, 2025 | Buy | +5,122 | $10.30 | $52.76K | 2,729,313 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Apr 25, 2025 | Buy | +5,000 | $10.00 | $50.00K | 2,724,191 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Apr 24, 2025 | Buy | +7,869 | $9.99 | $78.61K | 2,719,191 |
| Alexander C. Frank Director | Apr 15, 2025 | Small purchase | +152.51 | $8.66 | $1.32K | 9,711 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 31, 2025 | Buy | +44,065 | $10.89 | $479.87K | 2,711,322 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 28, 2025 | Buy | +17,495 | $11.17 | $195.42K | 2,667,257 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 26, 2025 | Buy | +25,959 | $11.25 | $292.04K | 2,649,762 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 19, 2025 | Buy | +80,514 | $11.26 | $906.59K | 2,623,803 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 17, 2025 | Buy | +50,000 | $11.03 | $551.50K | 2,543,289 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 14, 2025 | Buy | +24,007 | $11.00 | $264.08K | 2,493,289 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 13, 2025 | Buy | +25,000 | $11.06 | $276.50K | 2,469,282 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 11, 2025 | Buy | +10,000 | $10.83 | $108.30K | 2,444,282 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Mar 10, 2025 | Buy | +69 | $10.80 | $745 | 2,434,282 |
| Alexander C. Frank Director | Mar 7, 2025 | Buy | +4,400 | $11.30 | $49.72K | 9,137 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Jan 29, 2025 | Buy | +1,000,000 | $12.00 | $12.00M | 2,434,213 |
| James C. Fagan Director | Dec 20, 2024 | Buy | +3,400 | $13.18 | $44.81K | 10,593 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Dec 19, 2024 | Award | +60,837 | $13.15 | $800.01K | 1,434,213 |
| Jodi Hanson Bond Director | Dec 19, 2024 | Award | +761 | $13.15 | $10.01K | 21,228 |
| Alexander C. Frank Director | Dec 19, 2024 | Award | +761 | $13.15 | $10.01K | 4,737 |
| James C. Fagan Director | Dec 19, 2024 | Award | +761 | $13.15 | $10.01K | 6,574 |
| James C. Fagan Director | Dec 19, 2024 | Buy | +619 | $13.15 | $8.14K | 7,193 |
| Robyn Tannenbaum President | Dec 19, 2024 | Award | +7,605 | $13.15 | $100.01K | 33,132 |
| Brandon Hetzel CFO and Treasurer | Dec 19, 2024 | Award | +5,704 | $13.15 | $75.01K | 13,242 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Dec 18, 2024 | Buy | +39,000 | $13.42 | $523.38K | 1,373,376 |
| Leonard M. Tannenbaum Executive Chairman, Director, 10% owner | Dec 17, 2024 | Buy | +15,803 | $13.47 | $212.87K | 1,334,376 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.