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