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