Who Owns Sunrise Realty Stock?
NASDAQ: SUNSReal EstateREIT - MortgageUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 24.93%
- Held by insiders
- 29.35%
- Institutional holders
- 91
- Institutions 24.9%
- Insiders 29.3%
- Public and other 45.7%
Who owns Sunrise Realty stock?
Institutional investors own about 24.9% of Sunrise Realty's shares, spread across 91 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 29.35% of SUNS.
The largest institutional holders are Pacific Ridge Capital Partners, LLC (3.92%), Vanguard Capital Management LLC (3.28%) and Gratia Capital, LLC (2.51%). Together, the top 10 institutions control 16.2% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SUNS positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SUNS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 529.71K | 3.92% | +31.4% |
| Vanguard Capital Management LLC | 442.65K | 3.28% | -1.6% |
| Gratia Capital, LLC | 339.36K | 2.51% | -22.7% |
| Raymond James Financial, Inc. | 160.03K | 1.18% | -5.1% |
| RBF Capital, LLC | 152.28K | 1.13% | +100.0% |
| Penserra Capital Management LLC | 148.22K | 1.10% | +22.2% |
| Blackrock Inc. | 131.40K | 0.97% | -79.6% |
| Geode Capital Management, LLC | 128.01K | 0.95% | -58.1% |
| Millennium Management Llc | 77.69K | 0.57% | +100.0% |
| Quantinno Capital Management, LP | 76.75K | 0.57% | +50.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SUNS
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 320.93K | 2.37% |
| ETF Series Solutions-Hoya Capital High Dividend Yield ETF | 122.06K | 0.90% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 110.53K | 0.82% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 57.25K | 0.42% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 51.76K | 0.38% |
| iShares Trust-iShares Micro-Cap ETF | 33.77K | 0.25% |
| GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund | 18.55K | 0.14% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 17.47K | 0.13% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 15.99K | 0.12% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 13.47K | 0.10% |
Frequently asked questions
Who is the largest shareholder of Sunrise Realty?
Pacific Ridge Capital Partners, LLC is the largest institutional shareholder of SUNS, owning 3.92% of shares outstanding (529.71K shares) as of its latest 13F filing.
What percentage of Sunrise Realty is owned by institutions?
Institutions own about 24.9% of SUNS shares and 35.3% of the public float.
How much of Sunrise Realty do insiders own?
Insiders, such as officers and directors, own about 29.35% of SUNS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.