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.
Q4 2024 vs. Q3 2024
How the institutions holding Sunrise Realty Trust, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 57 | 60 | +3 |
| Shares | 2.23M | 2.45M | +222.0K (+10.0%) |
| Value | $32.1M | $34.5M | +$2.47M (+7.7%) |
New holders (12)
Institutions that held Sunrise Realty Trust, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Castalian Partners, LLC | 192,401 | $2.71M | 2.56% |
| Renaissance Technologies LLC | 42,200 | $594.2K | 0.00% |
| Marshall Wace, LLP | 33,705 | $474.6K | 0.00% |
| Citadel Advisors LLC | 25,299 | $356.2K | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,242 | $158.3K | 0.02% |
| Spire Wealth Management | 9,763 | $137.5K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $26.4K | 0.00% |
| Newbridge Financial Services Group, Inc. | 399 | $5.62K | 0.00% |
| Medallion Wealth Advisors, LLC | 49 | $690 | 0.00% |
| EverSource Wealth Advisors, LLC | 34 | $479 | 0.00% |
| McIlrath & Eck, LLC | 33 | $465 | 0.00% |
| IFP Advisors, Inc | 0 | $113 | 0.00% |
Sold out (9)
Institutions that held Sunrise Realty Trust, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Penserra Capital Management LLC | 25,387 | $365.0K |
| LSV Asset Management | 7,976 | $115.0K |
| Group One Trading, L.P. | 579 | $8.33K |
| The PNC Financial Services Group, Inc. | 525 | $7.55K |
| Venturi Wealth Management, LLC | 307 | $4.42K |
| Jones Financial Companies LLLP | 100 | $1.47K |
| Proequities, Inc. | 16 | $233 |
| Flaharty Asset Management, LLC | 16 | $230 |
| Capital Performance Advisors LLP | 3 | $43 |