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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.

Q1 2025 vs. Q4 2024

How the institutions holding Sunrise Realty Trust, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of SUNS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders60168+9
Shares2.45M13.0K4.78M+2.35M (+96.4%)
Value$34.5M$183.3K$53.0M+$18.6M (+54.3%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Sunrise Realty Trust, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SUNS in Q1 2025
InstitutionSharesValue% of portfolio
Philadelphia Financial Management of San Francisco, LLC598,865$6.63M1.47%
Gratia Capital, LLC372,527$4.12M4.70%
Raymond James Financial Inc301,430$3.34M0.00%
Pacific Ridge Capital Partners, LLC193,486$2.14M0.56%
Acadian Asset Management LLC131,153$1.45M0.00%
MYDA Advisors LLC70,000$774.9K0.28%
Two Sigma Investments, LP49,408$546.9K0.00%
LPL Financial LLC33,285$368.5K0.00%
Nuveen, LLC18,973$210.0K0.00%
Cubist Systematic Strategies, LLC12,548$138.9K0.00%
The PNC Financial Services Group, Inc.2,233$24.7K0.00%
Wealth Preservation Advisors, LLC968$10.7K0.01%
Versant Capital Management, Inc626$6.93K0.00%
Flaharty Asset Management, LLC16$1770.00%

Sold out (5)

Institutions that held Sunrise Realty Trust, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SUNS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Castalian Partners, LLC192,401$2.71M
Citadel Advisors LLC25,299$356.2K
Bridgeway Capital Management, LLC14,166$199.5K
McIlrath & Eck, LLC33$465
Allworth Financial LP36$395

Not filed for Q1 2025 yet (1)

Institutions that held Sunrise Realty Trust, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUNS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC13,022$183.3K