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 |
|---|---|---|---|---|---|
| CWM, LLC | 26 | $0 | 0.00% | −13−33.3% | Reduced |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| IFP Advisors, Inc | 0 | $89 | 0.00% | 0 | Unchanged |
| Flaharty Asset Management, LLC | 16 | $177 | 0.00% | +16 | New |
| Truvestments Capital LLC | 26 | $288 | 0.00% | −560−95.6% | Reduced |
| Lindbrook Capital, LLC | 28 | $310 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $465 | 0.00% | +8+23.5% | Added |
| Medallion Wealth Advisors, LLC | 49 | $534 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $720 | 0.00% | +52+400.0% | Added |
| GAMMA Investing LLC | 73 | $808 | 0.00% | −13−15.1% | Reduced |
| Parallel Advisors, LLC | 109 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 180 | $1.99K | 0.00% | −12−6.3% | Reduced |
| FMR LLC | 210 | $2.33K | 0.00% | −36−14.6% | Reduced |
| Amalgamated Bank | 360 | $4.00K | 0.00% | +176+95.7% | Added |
| Newbridge Financial Services Group, Inc. | 399 | $4.42K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 408 | $4.52K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 539 | $5.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 626 | $6.93K | 0.00% | +626 | New |
| BNP Paribas Arbitrage, SA | 846 | $9.37K | 0.00% | +15+1.8% | Added |
| Royal Bank of Canada | 951 | $10.0K | 0.00% | −1,546−61.9% | Reduced |
| Legal & General Group Plc | 905 | $10.0K | 0.00% | +373+70.1% | Added |
| Wealth Preservation Advisors, LLC | 968 | $10.7K | 0.01% | +968 | New |
| Tower Research Capital LLC (TRC) | 1,071 | $11.9K | 0.00% | −1,852−63.4% | Reduced |
| STRS Ohio | 1,100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,756 | $19.4K | 0.00% | +985+127.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $20.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,865 | $21.2K | 0.00% | −33−1.7% | 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 |
| UBS Group AG | 4,968 | $55.0K | 0.00% | −8,736−63.7% | Reduced |
| Bank of America Corp | 4,991 | $55.3K | 0.00% | −192−3.7% | Reduced |
| Deutsche Bank AG | 5,002 | $55.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 5,117 | $56.6K | 0.00% | +2,312+82.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,077 | $67.3K | 0.00% | +2,880+90.1% | Added |
| Wells Fargo & Company | 6,268 | $69.4K | 0.00% | +2,957+89.3% | Added |
| Citigroup Inc | 7,237 | $80.1K | 0.00% | +2,891+66.5% | Added |
| Catalyst Capital Advisors LLC | 8,666 | $95.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9,763 | $108.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,780 | $108.3K | 0.00% | +1,794+22.5% | Added |
| Barclays PLC | 10,695 | $118.4K | 0.00% | +2,211+26.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,128 | $124.7K | 0.02% | −114−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 12,548 | $138.9K | 0.00% | +12,548 | New |
| Susquehanna International Group, LLP | 13,189 | $146.0K | 0.00% | −5,796−30.5% | Reduced |
| Invesco Ltd. | 14,191 | $157.1K | 0.00% | −3,684−20.6% | Reduced |
| Los Angeles Capital Management LLC | 18,278 | $202.3K | 0.00% | −2,540−12.2% | Reduced |
| Nuveen, LLC | 18,973 | $210.0K | 0.00% | +18,973 | New |
| JPMorgan Chase & Co | 20,861 | $230.9K | 0.00% | −419−2.0% | Reduced |
| Bank of New York Mellon Corp | 27,609 | $305.6K | 0.00% | +6,538+31.0% | Added |
| Goldman Sachs Group Inc | 27,911 | $309.0K | 0.00% | +9,732+53.5% | Added |
| Charles Schwab Investment Management Inc | 28,067 | $310.7K | 0.00% | +12,000+74.7% | Added |
| Morgan Stanley | 28,688 | $317.6K | 0.00% | +4,378+18.0% | Added |
| LPL Financial LLC | 33,285 | $368.5K | 0.00% | +33,285 | New |
| Russell Investments Group, Ltd. | 37,040 | $410.0K | 0.00% | −190,561−83.7% | Reduced |
| Two Sigma Investments, LP | 49,408 | $546.9K | 0.00% | +49,408 | New |
| MYDA Advisors LLC | 70,000 | $774.9K | 0.28% | +70,000 | New |
| Northern Trust Corp | 73,125 | $809.5K | 0.00% | +26,597+57.2% | Added |
| Renaissance Technologies LLC | 73,600 | $814.8K | 0.00% | +31,400+74.4% | Added |
| Marshall Wace, LLP | 129,412 | $1.43M | 0.00% | +95,707+284.0% | Added |
| Acadian Asset Management LLC | 131,153 | $1.45M | 0.00% | +131,153 | New |
| State Street Corp | 142,161 | $1.61M | 0.00% | +11,061+8.4% | Added |
| Geode Capital Management, LLC | 192,571 | $2.13M | 0.00% | +66,629+52.9% | Added |
| Pacific Ridge Capital Partners, LLC | 193,486 | $2.14M | 0.56% | +193,486 | New |
| Raymond James Financial Inc | 301,430 | $3.34M | 0.00% | +301,430 | New |
| Gratia Capital, LLC | 372,527 | $4.12M | 4.70% | +372,527 | New |
| Vanguard Group Inc | 491,966 | $5.45M | 0.00% | +209,066+73.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 598,865 | $6.63M | 1.47% | +598,865 | New |
| BlackRock, Inc. | 633,390 | $7.01M | 0.00% | +188,784+42.5% | Added |
| Wasatch Advisors Inc | 940,582 | $10.4M | 0.06% | +331,737+54.5% | Added |
| 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 |