SCHEDULE: Wasatch Advisors Reports 4.4% Stake in Sunrise Realty Trust

Wasatch Advisors LP has filed an amended Schedule 13G, disclosing a 4.4% beneficial ownership stake in Sunrise Realty Trust Inc. as of December 31, 2025.

Summary

• Wasatch Advisors LP, an investment adviser, reported beneficial ownership of 593,828 shares of Sunrise Realty Trust Inc. common stock.
• This stake represents 4.4% of the class of securities.
• The filing is an Amendment No. 3 to a Schedule 13G, indicating previous filings by Wasatch Advisors LP regarding their ownership.
• Wasatch Advisors LP holds sole voting power over 525,207 shares and sole dispositive power over 593,828 shares.
• The securities 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: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of a passive ownership stake by an investment adviser, providing no new material information regarding the issuer's operations or financial performance.

Positives

• An established investment adviser, Wasatch Advisors LP, maintains a significant, albeit passive, stake in Sunrise Realty Trust Inc., potentially signaling confidence in the company's long-term prospects.

Negatives

• The filing indicates that Wasatch Advisors LP's beneficial ownership of Sunrise Realty Trust Inc. common stock is 4.4% of the class, which is below the 5% threshold typically associated with significant influence or initial Schedule 13G triggers.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that institutional ownership, even passive, can provide a degree of market validation for a company. For Sunrise Realty Trust Inc., having an investment adviser like Wasatch Advisors LP as a significant shareholder suggests the company has met certain investment criteria for a long-term, growth-oriented fund.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake, which can influence market perception.

Key Dates

Keywords

Wasatch Advisors LP, Sunrise Realty Trust Inc, Schedule 13G, beneficial ownership, investment adviser, passive investment, equity stake, real estate