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, Q4 2024
Institutional positions in Sunrise Realty Trust, Inc. as of Dec 31, 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
- 60
- +3 vs. Q3 2024
- Shares held
- 2.45M
- +222.0K (+10.0%) vs. Q3 2024
- Total value
- $34.5M
- +$2.47M (+7.7%) vs. Q3 2024
- New holders
- 12
- 19 more added
- Sold out
- 9
- 12 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 608,845 | $8.57M | 0.04% | −7,920−1.3% | Reduced |
| BlackRock, Inc. | 444,606 | $6.26M | 0.00% | −47,519−9.7% | Reduced |
| Vanguard Group Inc | 282,900 | $3.98M | 0.00% | +1,045+0.4% | Added |
| Russell Investments Group, Ltd. | 227,601 | $3.20M | 0.00% | −210.0% | Reduced |
| Castalian Partners, LLC | 192,401 | $2.71M | 2.56% | +192,401 | New |
| State Street Corp | 131,100 | $1.90M | 0.00% | +8,607+7.0% | Added |
| Geode Capital Management, LLC | 125,942 | $1.77M | 0.00% | +1,887+1.5% | Added |
| Northern Trust Corp | 46,528 | $655.1K | 0.00% | −3,214−6.5% | Reduced |
| Renaissance Technologies LLC | 42,200 | $594.2K | 0.00% | +42,200 | New |
| Marshall Wace, LLP | 33,705 | $474.6K | 0.00% | +33,705 | New |
| Citadel Advisors LLC | 25,299 | $356.2K | 0.00% | +25,299 | New |
| Morgan Stanley | 24,310 | $342.3K | 0.00% | −2,122−8.0% | Reduced |
| JPMorgan Chase & Co | 21,280 | $299.6K | 0.00% | +10,511+97.6% | Added |
| Bank of New York Mellon Corp | 21,071 | $296.7K | 0.00% | −6,602−23.9% | Reduced |
| Los Angeles Capital Management LLC | 20,818 | $293.1K | 0.00% | −5,000−19.4% | Reduced |
| Susquehanna International Group, LLP | 18,985 | $267.3K | 0.00% | +3,513+22.7% | Added |
| Goldman Sachs Group Inc | 18,179 | $256.0K | 0.00% | +4,384+31.8% | Added |
| Invesco Ltd. | 17,875 | $251.7K | 0.00% | +223+1.3% | Added |
| Charles Schwab Investment Management Inc | 16,067 | $226.2K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 14,166 | $199.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,704 | $193.0K | 0.00% | +9,105+198.0% | Added |
| Nuveen Asset Management, LLC | 13,022 | $183.3K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,242 | $158.3K | 0.02% | +11,242 | New |
| Spire Wealth Management | 9,763 | $137.5K | 0.00% | +9,763 | New |
| Catalyst Capital Advisors LLC | 8,666 | $122.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,484 | $119.5K | 0.00% | +1,092+14.8% | Added |
| Rhumbline Advisers | 7,986 | $112.4K | 0.00% | +75+0.9% | Added |
| Bank of America Corp | 5,183 | $73.0K | 0.00% | +1,952+60.4% | Added |
| Deutsche Bank AG | 5,002 | $70.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,346 | $61.2K | 0.00% | +238+5.8% | Added |
| Wells Fargo & Company | 3,311 | $46.6K | 0.00% | +722+27.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,197 | $45.0K | 0.00% | −34,539−91.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,923 | $41.2K | 0.00% | +2,279+353.9% | Added |
| Corebridge Financial, Inc. | 2,805 | $39.5K | 0.00% | −211−7.0% | Reduced |
| Royal Bank of Canada | 2,497 | $35.0K | 0.00% | +1,826+272.1% | Added |
| New York State Common Retirement Fund | 2,233 | $31.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,898 | $27.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $26.4K | 0.00% | +1,872 | New |
| STRS Ohio | 1,100 | $15.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 831 | $11.7K | 0.00% | −493−37.2% | Reduced |
| Advisor Group Holdings, Inc. | 771 | $10.9K | 0.00% | −130−14.4% | Reduced |
| Truvestments Capital LLC | 586 | $8.25K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 539 | $7.59K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 532 | $7.49K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 408 | $5.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 399 | $5.62K | 0.00% | +399 | New |
| FMR LLC | 246 | $3.46K | 0.00% | +33+15.5% | Added |
| Amalgamated Bank | 184 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 192 | $2.70K | 0.00% | +174+966.7% | Added |
| Parallel Advisors, LLC | 109 | $1.53K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 86 | $1.21K | 0.00% | +69+405.9% | Added |
| CWM, LLC | 39 | $1.00K | 0.00% | +12+44.4% | Added |
| Medallion Wealth Advisors, LLC | 49 | $690 | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 34 | $479 | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 33 | $465 | 0.00% | +33 | New |
| Allworth Financial LP | 36 | $395 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $394 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $184 | 0.00% | −57−81.4% | Reduced |
| IFP Advisors, Inc | 0 | $113 | 0.00% | 0 | New |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −25,387−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |