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, Q3 2024
Institutional positions in Sunrise Realty Trust, Inc. as of Sep 30, 2024. 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
- 57
- +57 vs. Q2 2024
- Shares held
- 2.23M
- +2.23M vs. Q2 2024
- Total value
- $32.1M
- +$32.1M vs. Q2 2024
- New holders
- 57
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 616,765 | $8.88M | 0.04% | +616,765 | New |
| BlackRock, Inc. | 492,125 | $7.08M | 0.00% | +492,125 | New |
| Vanguard Group Inc | 281,855 | $4.06M | 0.00% | +281,855 | New |
| Russell Investments Group, Ltd. | 227,622 | $3.28M | 0.00% | +227,622 | New |
| State Street Corp | 122,493 | $1.79M | 0.00% | +122,493 | New |
| Geode Capital Management, LLC | 124,055 | $1.79M | 0.00% | +124,055 | New |
| Northern Trust Corp | 49,742 | $715.8K | 0.00% | +49,742 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 37,736 | $543.0K | 0.00% | +37,736 | New |
| Bank of New York Mellon Corp | 27,673 | $398.2K | 0.00% | +27,673 | New |
| Morgan Stanley | 26,432 | $380.4K | 0.00% | +26,432 | New |
| Los Angeles Capital Management LLC | 25,818 | $371.5K | 0.00% | +25,818 | New |
| Penserra Capital Management LLC | 25,387 | $365.0K | 0.01% | +25,387 | New |
| Invesco Ltd. | 17,652 | $254.0K | 0.00% | +17,652 | New |
| Charles Schwab Investment Management Inc | 16,067 | $231.2K | 0.00% | +16,067 | New |
| Susquehanna International Group, LLP | 15,472 | $222.6K | 0.00% | +15,472 | New |
| Bridgeway Capital Management, LLC | 14,166 | $203.8K | 0.00% | +14,166 | New |
| Goldman Sachs Group Inc | 13,795 | $198.5K | 0.00% | +13,795 | New |
| Nuveen Asset Management, LLC | 13,022 | $187.4K | 0.00% | +13,022 | New |
| JPMorgan Chase & Co | 10,769 | $155.0K | 0.00% | +10,769 | New |
| Catalyst Capital Advisors LLC | 8,666 | $124.7K | 0.00% | +8,666 | New |
| LSV Asset Management | 7,976 | $115.0K | 0.00% | +7,976 | New |
| Rhumbline Advisers | 7,911 | $113.8K | 0.00% | +7,911 | New |
| Barclays PLC | 7,392 | $106.4K | 0.00% | +7,392 | New |
| Deutsche Bank AG | 5,002 | $72.0K | 0.00% | +5,002 | New |
| UBS Group AG | 4,599 | $66.2K | 0.00% | +4,599 | New |
| Citigroup Inc | 4,108 | $59.1K | 0.00% | +4,108 | New |
| Bank of America Corp | 3,231 | $46.5K | 0.00% | +3,231 | New |
| Corebridge Financial, Inc. | 3,016 | $43.4K | 0.00% | +3,016 | New |
| Wells Fargo & Company | 2,589 | $37.3K | 0.00% | +2,589 | New |
| New York State Common Retirement Fund | 2,233 | $32.1K | 0.00% | +2,233 | New |
| Nisa Investment Advisors, LLC | 1,898 | $27.8K | 0.00% | +1,898 | New |
| BNP Paribas Arbitrage, SA | 1,324 | $19.1K | 0.00% | +1,324 | New |
| STRS Ohio | 1,100 | $15.8K | 0.00% | +1,100 | New |
| Advisor Group Holdings, Inc. | 901 | $13.0K | 0.00% | +901 | New |
| Royal Bank of Canada | 671 | $10.0K | 0.00% | +671 | New |
| Tower Research Capital LLC (TRC) | 644 | $9.27K | 0.00% | +644 | New |
| Truvestments Capital LLC | 586 | $8.43K | 0.00% | +586 | New |
| Group One Trading, L.P. | 579 | $8.33K | 0.00% | +579 | New |
| Ameritas Investment Partners, Inc. | 539 | $7.76K | 0.00% | +539 | New |
| Legal & General Group Plc | 532 | $7.66K | 0.00% | +532 | New |
| The PNC Financial Services Group, Inc. | 525 | $7.55K | 0.00% | +525 | New |
| California State Teachers Retirement System | 408 | $5.87K | 0.00% | +408 | New |
| Venturi Wealth Management, LLC | 307 | $4.42K | 0.00% | +307 | New |
| FMR LLC | 213 | $3.06K | 0.00% | +213 | New |
| Amalgamated Bank | 184 | $3.00K | 0.00% | +184 | New |
| Parallel Advisors, LLC | 109 | $1.57K | 0.00% | +109 | New |
| Jones Financial Companies LLLP | 100 | $1.47K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 70 | $1.01K | 0.00% | +70 | New |
| Allworth Financial LP | 36 | $519 | 0.00% | +36 | New |
| Lindbrook Capital, LLC | 28 | $403 | 0.00% | +28 | New |
| Sterling Capital Management LLC | 18 | $259 | 0.00% | +18 | New |
| GAMMA Investing LLC | 17 | $245 | 0.00% | +17 | New |
| Proequities, Inc. | 16 | $233 | 0.00% | +16 | New |
| Flaharty Asset Management, LLC | 16 | $230 | 0.00% | +16 | New |
| Capital Performance Advisors LLP | 3 | $43 | 0.00% | +3 | New |
| CWM, LLC | 27 | $0 | 0.00% | +27 | New |
| Covestor Ltd | 14 | $0 | 0.00% | +14 | New |