SCHEDULE: Wasatch Advisors Discloses 5.5% Stake in Sunrise Realty
Beneficial Ownership Disclosure
Wasatch Advisors LP has reported a 5.5% beneficial ownership stake in Sunrise Realty Trust Inc, holding 734,779 common shares.
Summary
- Wasatch Advisors LP, an investment adviser, has filed an Amendment No. 2 to Schedule 13G, disclosing its beneficial ownership in Sunrise Realty Trust Inc.
- As of September 30, 2025, Wasatch Advisors LP beneficially owns 734,779 shares of Sunrise Realty Trust Inc's common stock.
- This ownership represents 5.5% of the class of securities.
- Wasatch Advisors LP holds sole voting power over 666,158 shares and sole dispositive power over 734,779 shares.
- The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 6
Explanation: Neutral to slightly positive. The filing itself is a factual disclosure of ownership, not a performance report. However, a significant stake by a reputable investment adviser can be interpreted as a positive signal of institutional interest in the issuer.
Positives
- A significant institutional investor like Wasatch Advisors LP taking a 5.5% stake can be viewed as a vote of confidence in Sunrise Realty Trust Inc's prospects.
Future Outlook
NA
Management Comments
- Mike Yeates, CEO of Wasatch Advisors LP, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Industry Context
This filing is a standard disclosure required when an institutional investor crosses a 5% beneficial ownership threshold in a publicly traded company. It indicates an investment position by a professional asset manager within the broader investment management industry.
Stakeholder Impact
- Shareholders of Sunrise Realty Trust Inc may view the disclosed 5.5% stake by Wasatch Advisors LP as a positive indicator of institutional confidence and potential long-term interest in the company.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which required the filing of this statement |
| 11/13/2025 | Signature date of the Schedule 13G filing |
Keywords
Sunrise Realty Trust Inc, Wasatch Advisors LP, Schedule 13G, beneficial ownership, common stock, investment adviser, real estate
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