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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.

Q3 2024 vs. Q2 2024

How the institutions holding Sunrise Realty Trust, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SUNS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Q3 2024Change
Holders057+57
Shares02.23M+2.23M
Value$0$32.1M+$32.1M

New holders (57)

Institutions that held Sunrise Realty Trust, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SUNS in Q3 2024
InstitutionSharesValue% of portfolio
Wasatch Advisors Inc616,765$8.88M0.04%
BlackRock, Inc.492,125$7.08M0.00%
Vanguard Group Inc281,855$4.06M0.00%
Russell Investments Group, Ltd.227,622$3.28M0.00%
State Street Corp122,493$1.79M0.00%
Geode Capital Management, LLC124,055$1.79M0.00%
Northern Trust Corp49,742$715.8K0.00%
Mirae Asset Global ETFs Holdings Ltd.37,736$543.0K0.00%
Bank of New York Mellon Corp27,673$398.2K0.00%
Morgan Stanley26,432$380.4K0.00%
Los Angeles Capital Management LLC25,818$371.5K0.00%
Penserra Capital Management LLC25,387$365.0K0.01%
Invesco Ltd.17,652$254.0K0.00%
Charles Schwab Investment Management Inc16,067$231.2K0.00%
Susquehanna International Group, LLP15,472$222.6K0.00%
Bridgeway Capital Management, LLC14,166$203.8K0.00%
Goldman Sachs Group Inc13,795$198.5K0.00%
Nuveen Asset Management, LLC13,022$187.4K0.00%
JPMorgan Chase & Co10,769$155.0K0.00%
Catalyst Capital Advisors LLC8,666$124.7K0.00%
LSV Asset Management7,976$115.0K0.00%
Rhumbline Advisers7,911$113.8K0.00%
Barclays PLC7,392$106.4K0.00%
Deutsche Bank AG5,002$72.0K0.00%
UBS Group AG4,599$66.2K0.00%
Citigroup Inc4,108$59.1K0.00%
Bank of America Corp3,231$46.5K0.00%
Corebridge Financial, Inc.3,016$43.4K0.00%
Wells Fargo & Company2,589$37.3K0.00%
New York State Common Retirement Fund2,233$32.1K0.00%
Nisa Investment Advisors, LLC1,898$27.8K0.00%
BNP Paribas Arbitrage, SA1,324$19.1K0.00%
STRS Ohio1,100$15.8K0.00%
Advisor Group Holdings, Inc.901$13.0K0.00%
Royal Bank of Canada671$10.0K0.00%
Tower Research Capital LLC (TRC)644$9.27K0.00%
Truvestments Capital LLC586$8.43K0.00%
Group One Trading, L.P.579$8.33K0.00%
Ameritas Investment Partners, Inc.539$7.76K0.00%
Legal & General Group Plc532$7.66K0.00%
The PNC Financial Services Group, Inc.525$7.55K0.00%
California State Teachers Retirement System408$5.87K0.00%
Venturi Wealth Management, LLC307$4.42K0.00%
FMR LLC213$3.06K0.00%
Amalgamated Bank184$3.00K0.00%
Parallel Advisors, LLC109$1.57K0.00%
Jones Financial Companies LLLP100$1.47K0.00%
SRS Capital Advisors, Inc.70$1.01K0.00%
Allworth Financial LP36$5190.00%
Lindbrook Capital, LLC28$4030.00%
Sterling Capital Management LLC18$2590.00%
GAMMA Investing LLC17$2450.00%
Proequities, Inc.16$2330.00%
Flaharty Asset Management, LLC16$2300.00%
Capital Performance Advisors LLP3$430.00%
CWM, LLC27$00.00%
Covestor Ltd14$00.00%

Sold out (0)

Institutions that held Sunrise Realty Trust, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

None.