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Wasatch Advisors reports 4.4% Sunrise Realty Trust (SUNS) stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wasatch Advisors, a Delaware entity, has filed an updated ownership report on Sunrise Realty Trust Inc. It reports beneficial ownership of 593,828 shares, representing 4.4% of the outstanding common stock as of December 31, 2025.

Wasatch Advisors has sole voting power over 525,207 shares and sole dispositive power over 593,828 shares, with no shared voting or dispositive power. The firm states the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control of Sunrise Realty Trust Inc.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:02/10/2026

FAQ

What stake does Wasatch Advisors hold in Sunrise Realty Trust Inc (SUNS)?

Wasatch Advisors beneficially owns 593,828 shares of Sunrise Realty Trust Inc, representing 4.4% of the company’s outstanding common stock as of December 31, 2025. This makes Wasatch a significant but non-controlling shareholder based on the reported ownership percentage.

How much voting power does Wasatch Advisors have in Sunrise Realty Trust Inc (SUNS)?

Wasatch Advisors has sole voting power over 525,207 shares of Sunrise Realty Trust Inc and no shared voting power. This means it alone can vote those shares on shareholder matters, reflecting substantial but minority influence relative to the company’s total share base.

Does Wasatch Advisors share dispositive power over Sunrise Realty Trust Inc (SUNS) shares?

Wasatch Advisors reports sole dispositive power over 593,828 shares of Sunrise Realty Trust Inc and zero shared dispositive power. Sole dispositive power means it alone decides when and how to sell or otherwise dispose of those shares, without sharing that authority with other parties.

Is Wasatch Advisors seeking to influence control of Sunrise Realty Trust Inc (SUNS)?

Wasatch Advisors certifies that the Sunrise Realty Trust Inc shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of the company, nor in connection with any transaction intended to have that effect.

Why is Wasatch Advisors filing an amended ownership report on Sunrise Realty Trust Inc (SUNS)?

Wasatch Advisors filed an Amendment No. 3 to update its Schedule 13G reporting its current beneficial ownership in Sunrise Realty Trust Inc. The amendment reflects that it now holds 593,828 shares, or 4.4% of the class, and confirms ordinary-course, non-control investment intent.

What does owning 4.4% of Sunrise Realty Trust Inc (SUNS) signify for Wasatch Advisors?

Owning 4.4% of Sunrise Realty Trust Inc means Wasatch Advisors is a notable institutional shareholder but holds less than 5% of the company’s common stock. This level of ownership provides meaningful exposure while remaining a minority position under federal beneficial ownership reporting thresholds.
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