Sunrise Realty Trust, Inc.
SUNS- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0002012706
In the last 90 days, Sunrise Realty Trust, Inc. insiders filed 4 open-market purchases and 0 sales; 70 institutions reported holding it in 13F filings for Q2 2026, worth $25.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Sunrise Realty Trust, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 70
- −6 vs. Q1 2026
- Shares held
- 3.17M
- −859.1K (−21.3%) vs. Q1 2026
- Total value
- $25.1M
- −$5.91M (−19.1%) vs. Q1 2026
- New holders
- 16
- 24 more added
- Sold out
- 22
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SUNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $25.1M |
| Q1 2026 | 77 | $31.1M |
| Q4 2025 | 71 | $43.5M |
| Q3 2025 | 70 | $48.2M |
| Q2 2025 | 67 | $50.0M |
| Q1 2025 | 68 | $53.0M |
| Q4 2024 | 60 | $34.5M |
| Q3 2024 | 57 | $32.1M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 529,714 | $4.18M | 0.76% | +126,679+31.4% | Added |
| Vanguard Capital Management LLC | 442,653 | $3.50M | 0.00% | −7,261−1.6% | Reduced |
| Gratia Capital, LLC | 339,355 | $2.68M | 3.08% | −99,461−22.7% | Reduced |
| Raymond James Financial Inc | 160,032 | $1.26M | 0.00% | −8,677−5.1% | Reduced |
| RBF Capital, LLC | 152,283 | $1.20M | 0.05% | +152,283 | New |
| Penserra Capital Management LLC | 148,222 | $1.17M | 0.01% | +26,944+22.2% | Added |
| BlackRock, Inc. | 131,404 | $1.04M | 0.00% | −514,084−79.6% | Reduced |
| Geode Capital Management, LLC | 128,015 | $1.01M | 0.00% | −177,900−58.2% | Reduced |
| Millennium Management LLC | 77,685 | $613.7K | 0.00% | +77,685 | New |
| Quantinno Capital Management LP | 76,751 | $606.3K | 0.00% | +25,800+50.6% | Added |
| Jane Street Group, LLC | 65,479 | $517.3K | 0.00% | +65,479 | New |
| AQR Capital Management LLC | 63,165 | $499.0K | 0.00% | +45,376+255.1% | Added |
| Morgan Stanley | 61,645 | $487.0K | 0.00% | +14,226+30.0% | Added |
| Arrowstreet Capital, Limited Partnership | 60,898 | $481.1K | 0.00% | +60,898 | New |
| Vanguard Fiduciary Trust Co | 60,064 | $474.5K | 0.00% | −3,523−5.5% | Reduced |
| Goldman Sachs Group Inc | 58,151 | $459.4K | 0.00% | −2,951−4.8% | Reduced |
| Ameriprise Financial Inc | 52,523 | $414.9K | 0.00% | +572+1.1% | Added |
| Corsair Capital Management, L.P. | 50,704 | $400.6K | 0.05% | 00.0% | Unchanged |
| GatePass Capital, LLC | 49,100 | $387.9K | 0.15% | −27,600−36.0% | Reduced |
| Renaissance Technologies LLC | 49,000 | $387.1K | 0.00% | +4,700+10.6% | Added |
| Mariner, LLC | 46,816 | $369.8K | 0.00% | +27,907+147.6% | Added |
| State Street Corp | 40,942 | $335.7K | 0.00% | −106,598−72.3% | Reduced |
| Prelude Capital Management, LLC | 36,000 | $284.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,512 | $233.1K | 0.00% | +29,512 | New |
| Stifel Financial Corp | 29,091 | $229.8K | 0.00% | −50,919−63.6% | Reduced |
| Northern Trust Corp | 23,481 | $185.5K | 0.00% | −52,562−69.1% | Reduced |
| Marshall Wace, LLP | 21,291 | $168.2K | 0.00% | +21,291 | New |
| Qube Research & Technologies Ltd | 21,239 | $167.8K | 0.00% | +21,239 | New |
| HSBC Holdings PLC | 10,658 | $133.3K | 0.00% | −740−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 16,352 | $129.2K | 0.00% | −46−0.3% | Reduced |
| RMB Capital Management, LLC | 15,305 | $125.5K | 0.00% | +2,605+20.5% | Added |
| Jones Financial Companies LLLP | 14,775 | $124.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,860 | $109.5K | 0.00% | −1,368−9.0% | Reduced |
| Royal Bank of Canada | 13,577 | $107.0K | 0.00% | +1,121+9.0% | Added |
| Register Financial Advisors LLC | 11,700 | $92.4K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,711 | $84.6K | 0.00% | +671+6.7% | Added |
| HRT Financial LP | 10,564 | $83.0K | 0.00% | +10,564 | New |
| Cetera Investment Advisers | 10,254 | $81.0K | 0.00% | +10,254 | New |
| JPMorgan Chase & Co | 8,418 | $71.4K | 0.00% | +1,039+14.1% | Added |
| Spire Wealth Management | 5,598 | $44.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,341 | $42.2K | 0.00% | −7,591−58.7% | Reduced |
| Vanguard Global Advisers, LLC | 5,194 | $41.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,513 | $27.8K | 0.00% | +1,785+103.3% | Added |
| Tower Research Capital LLC (TRC) | 2,665 | $21.1K | 0.00% | −480−15.3% | Reduced |
| Russell Investments Group, Ltd. | 2,263 | $17.9K | 0.00% | +1,421+168.8% | Added |
| State of Alaska, Department of Revenue | 1,198 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,077 | $8.51K | 0.00% | +933+647.9% | Added |
| National Bank of Canada | 975 | $7.70K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 802 | $6.34K | 0.00% | +708+753.2% | Added |
| Newbridge Financial Services Group, Inc. | 399 | $3.15K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 196 | $2.00K | 0.00% | +146+292.0% | Added |
| Allworth Financial LP | 144 | $1.14K | 0.00% | +114+380.0% | Added |
| BNP Paribas Arbitrage, SA | 142 | $1.12K | 0.00% | −2,081−93.6% | Reduced |
| Essential Partners LLC | 135 | $1.07K | 0.00% | +81+150.0% | Added |
| Larson Financial Group LLC | 124 | $980 | 0.00% | +124 | New |
| Optiver Holding B.V. | 102 | $806 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 97 | $767 | 0.00% | +84+646.2% | Added |
| IFP Advisors, Inc | 94 | $743 | 0.00% | +92+4,600.0% | Added |
| GAMMA Investing LLC | 83 | $656 | 0.00% | −115−58.1% | Reduced |
| Medallion Wealth Advisors, LLC | 49 | $387 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $316 | 0.00% | +33+471.4% | Added |
| Farther Finance Advisors, LLC | 37 | $292 | 0.00% | +36+3,600.0% | Added |
| Fortitude Family Office, LLC | 20 | $158 | 0.00% | +20 | New |
| True Wealth Design, LLC | 19 | $151 | 0.00% | +19 | New |
| Caitong International Asset Management Co., Ltd | 11 | $87 | 0.00% | +8+266.7% | Added |
| Crewe Advisors LLC | 7 | $56 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $56 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 2 | $16 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 1 | $8 | 0.00% | +1 | New |
| Wells Fargo & Company | 1 | $7 | 0.00% | −3,839−100.0% | Reduced |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −365,219−100.0% | Sold out |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −58,621−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −29,722−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −25,744−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −15,672−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |