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, Q1 2025
Institutional positions in Sunrise Realty Trust, Inc. as of Mar 31, 2025. 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
- 68
- +9 vs. Q4 2024
- Shares held
- 4.78M
- +2.35M (+96.4%) vs. Q4 2024
- Total value
- $53.0M
- +$18.6M (+54.3%) vs. Q4 2024
- New holders
- 14
- 24 more added
- Sold out
- 5
- 17 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 940,582 | $10.4M | 0.06% | +331,737+54.5% | Added |
| BlackRock, Inc. | 633,390 | $7.01M | 0.00% | +188,784+42.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 598,865 | $6.63M | 1.47% | +598,865 | New |
| Vanguard Group Inc | 491,966 | $5.45M | 0.00% | +209,066+73.9% | Added |
| Gratia Capital, LLC | 372,527 | $4.12M | 4.70% | +372,527 | New |
| Raymond James Financial Inc | 301,430 | $3.34M | 0.00% | +301,430 | New |
| Pacific Ridge Capital Partners, LLC | 193,486 | $2.14M | 0.56% | +193,486 | New |
| Geode Capital Management, LLC | 192,571 | $2.13M | 0.00% | +66,629+52.9% | Added |
| State Street Corp | 142,161 | $1.61M | 0.00% | +11,061+8.4% | Added |
| Acadian Asset Management LLC | 131,153 | $1.45M | 0.00% | +131,153 | New |
| Marshall Wace, LLP | 129,412 | $1.43M | 0.00% | +95,707+284.0% | Added |
| Renaissance Technologies LLC | 73,600 | $814.8K | 0.00% | +31,400+74.4% | Added |
| Northern Trust Corp | 73,125 | $809.5K | 0.00% | +26,597+57.2% | Added |
| MYDA Advisors LLC | 70,000 | $774.9K | 0.28% | +70,000 | New |
| Two Sigma Investments, LP | 49,408 | $546.9K | 0.00% | +49,408 | New |
| Russell Investments Group, Ltd. | 37,040 | $410.0K | 0.00% | −190,561−83.7% | Reduced |
| LPL Financial LLC | 33,285 | $368.5K | 0.00% | +33,285 | New |
| Morgan Stanley | 28,688 | $317.6K | 0.00% | +4,378+18.0% | Added |
| Charles Schwab Investment Management Inc | 28,067 | $310.7K | 0.00% | +12,000+74.7% | Added |
| Goldman Sachs Group Inc | 27,911 | $309.0K | 0.00% | +9,732+53.5% | Added |
| Bank of New York Mellon Corp | 27,609 | $305.6K | 0.00% | +6,538+31.0% | Added |
| JPMorgan Chase & Co | 20,861 | $230.9K | 0.00% | −419−2.0% | Reduced |
| Nuveen, LLC | 18,973 | $210.0K | 0.00% | +18,973 | New |
| Los Angeles Capital Management LLC | 18,278 | $202.3K | 0.00% | −2,540−12.2% | Reduced |
| Invesco Ltd. | 14,191 | $157.1K | 0.00% | −3,684−20.6% | Reduced |
| Susquehanna International Group, LLP | 13,189 | $146.0K | 0.00% | −5,796−30.5% | Reduced |
| Cubist Systematic Strategies, LLC | 12,548 | $138.9K | 0.00% | +12,548 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,128 | $124.7K | 0.02% | −114−1.0% | Reduced |
| Barclays PLC | 10,695 | $118.4K | 0.00% | +2,211+26.1% | Added |
| Rhumbline Advisers | 9,780 | $108.3K | 0.00% | +1,794+22.5% | Added |
| Spire Wealth Management | 9,763 | $108.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 8,666 | $95.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,237 | $80.1K | 0.00% | +2,891+66.5% | Added |
| Wells Fargo & Company | 6,268 | $69.4K | 0.00% | +2,957+89.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,077 | $67.3K | 0.00% | +2,880+90.1% | Added |
| Corebridge Financial, Inc. | 5,117 | $56.6K | 0.00% | +2,312+82.4% | Added |
| Deutsche Bank AG | 5,002 | $55.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,991 | $55.3K | 0.00% | −192−3.7% | Reduced |
| UBS Group AG | 4,968 | $55.0K | 0.00% | −8,736−63.7% | Reduced |
| New York State Common Retirement Fund | 2,233 | $24.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,233 | $24.7K | 0.00% | +2,233 | New |
| Nisa Investment Advisors, LLC | 1,865 | $21.2K | 0.00% | −33−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $20.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,756 | $19.4K | 0.00% | +985+127.8% | Added |
| STRS Ohio | 1,100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,071 | $11.9K | 0.00% | −1,852−63.4% | Reduced |
| Wealth Preservation Advisors, LLC | 968 | $10.7K | 0.01% | +968 | New |
| Legal & General Group Plc | 905 | $10.0K | 0.00% | +373+70.1% | Added |
| Royal Bank of Canada | 951 | $10.0K | 0.00% | −1,546−61.9% | Reduced |
| BNP Paribas Arbitrage, SA | 846 | $9.37K | 0.00% | +15+1.8% | Added |
| Versant Capital Management, Inc | 626 | $6.93K | 0.00% | +626 | New |
| Ameritas Investment Partners, Inc. | 539 | $5.97K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 408 | $4.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 399 | $4.42K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 360 | $4.00K | 0.00% | +176+95.7% | Added |
| FMR LLC | 210 | $2.33K | 0.00% | −36−14.6% | Reduced |
| Sterling Capital Management LLC | 180 | $1.99K | 0.00% | −12−6.3% | Reduced |
| Parallel Advisors, LLC | 109 | $1.21K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 73 | $808 | 0.00% | −13−15.1% | Reduced |
| SRS Capital Advisors, Inc. | 65 | $720 | 0.00% | +52+400.0% | Added |
| Medallion Wealth Advisors, LLC | 49 | $534 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $465 | 0.00% | +8+23.5% | Added |
| Lindbrook Capital, LLC | 28 | $310 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $288 | 0.00% | −560−95.6% | Reduced |
| Flaharty Asset Management, LLC | 16 | $177 | 0.00% | +16 | New |
| IFP Advisors, Inc | 0 | $89 | 0.00% | 0 | Unchanged |
| CWM, LLC | 26 | $0 | 0.00% | −13−33.3% | Reduced |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Castalian Partners, LLC | 0 | $0 | 0.00% | −192,401−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,299−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −14,166−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |