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, Q2 2025
Institutional positions in Sunrise Realty Trust, Inc. as of Jun 30, 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
- 67
- 0 vs. Q1 2025
- Shares held
- 4.72M
- −67.1K (−1.4%) vs. Q1 2025
- Total value
- $50.0M
- −$2.95M (−5.6%) vs. Q1 2025
- New holders
- 11
- 23 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 822,688 | $8.72M | 0.05% | −117,894−12.5% | Reduced |
| BlackRock, Inc. | 651,782 | $6.91M | 0.00% | +18,392+2.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 609,844 | $6.46M | 1.43% | +10,979+1.8% | Added |
| Vanguard Group Inc | 493,926 | $5.24M | 0.00% | +1,960+0.4% | Added |
| Gratia Capital, LLC | 446,720 | $4.74M | 5.16% | +74,193+19.9% | Added |
| Pacific Ridge Capital Partners, LLC | 239,166 | $2.54M | 0.61% | +45,680+23.6% | Added |
| Geode Capital Management, LLC | 191,482 | $2.03M | 0.00% | −1,089−0.6% | Reduced |
| Raymond James Financial Inc | 166,413 | $1.76M | 0.00% | −135,017−44.8% | Reduced |
| State Street Corp | 158,405 | $1.73M | 0.00% | +16,244+11.4% | Added |
| Acadian Asset Management LLC | 143,569 | $1.52M | 0.00% | +12,416+9.5% | Added |
| Marshall Wace, LLP | 103,509 | $1.10M | 0.00% | −25,903−20.0% | Reduced |
| Stifel Financial Corp | 70,517 | $747.5K | 0.00% | +70,517 | New |
| Northern Trust Corp | 66,481 | $704.7K | 0.00% | −6,644−9.1% | Reduced |
| Citadel Advisors LLC | 46,985 | $498.0K | 0.00% | +46,985 | New |
| Morgan Stanley | 33,576 | $355.9K | 0.00% | +4,888+17.0% | Added |
| LPL Financial LLC | 31,791 | $337.0K | 0.00% | −1,494−4.5% | Reduced |
| Bank of New York Mellon Corp | 29,989 | $317.9K | 0.00% | +2,380+8.6% | Added |
| Renaissance Technologies LLC | 28,297 | $299.9K | 0.00% | −45,303−61.6% | Reduced |
| Charles Schwab Investment Management Inc | 28,067 | $297.5K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 24,732 | $262.2K | 0.01% | +24,732 | New |
| Russell Investments Group, Ltd. | 21,757 | $230.6K | 0.00% | −15,283−41.3% | Reduced |
| Two Sigma Investments, LP | 21,540 | $228.3K | 0.00% | −27,868−56.4% | Reduced |
| Jane Street Group, LLC | 20,062 | $212.7K | 0.00% | +20,062 | New |
| Barclays PLC | 16,950 | $179.7K | 0.00% | +6,255+58.5% | Added |
| JPMorgan Chase & Co | 15,912 | $168.7K | 0.00% | −4,949−23.7% | Reduced |
| Los Angeles Capital Management LLC | 14,878 | $157.7K | 0.00% | −3,400−18.6% | Reduced |
| Royal Bank of Canada | 14,432 | $152.0K | 0.00% | +13,481+1,417.6% | Added |
| Nuveen, LLC | 13,527 | $143.4K | 0.00% | −5,446−28.7% | Reduced |
| Alliancebernstein L.P. | 13,472 | $142.8K | 0.00% | +13,472 | New |
| Rhumbline Advisers | 13,326 | $141.3K | 0.00% | +3,546+36.3% | Added |
| RMB Capital Management, LLC | 12,700 | $138.4K | 0.00% | +12,700 | New |
| Susquehanna International Group, LLP | 12,707 | $134.7K | 0.00% | −482−3.7% | Reduced |
| Mariner, LLC | 12,174 | $129.0K | 0.00% | +12,174 | New |
| Goldman Sachs Group Inc | 11,790 | $125.0K | 0.00% | −16,121−57.8% | Reduced |
| Register Financial Advisors LLC | 11,700 | $124.0K | 0.05% | +11,700 | New |
| Invesco Ltd. | 11,288 | $119.7K | 0.00% | −2,903−20.5% | Reduced |
| Corsair Capital Management, L.P. | 10,000 | $106.0K | 0.02% | +10,000 | New |
| GatePass Capital, LLC | 10,000 | $106.0K | 0.07% | +10,000 | New |
| UBS Group AG | 9,158 | $97.1K | 0.00% | +4,190+84.3% | Added |
| Catalyst Capital Advisors LLC | 8,666 | $91.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,431 | $89.4K | 0.00% | −1,332−13.6% | Reduced |
| Wells Fargo & Company | 6,521 | $69.1K | 0.00% | +253+4.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,843 | $61.9K | 0.00% | −234−3.9% | Reduced |
| Deutsche Bank AG | 5,002 | $53.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,410 | $36.1K | 0.00% | −3,827−52.9% | Reduced |
| Bank of America Corp | 3,366 | $35.7K | 0.00% | −1,625−32.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,014 | $32.9K | 0.00% | +1,149+61.6% | Added |
| Tower Research Capital LLC (TRC) | 2,519 | $26.7K | 0.00% | +1,448+135.2% | Added |
| The PNC Financial Services Group, Inc. | 2,233 | $23.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,233 | $23.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,955 | $20.7K | 0.00% | +199+11.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $19.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $11.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,060 | $11.2K | 0.00% | +214+25.3% | Added |
| Legal & General Group Plc | 905 | $9.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 539 | $5.71K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 476 | $5.04K | 0.00% | +266+126.7% | Added |
| Newbridge Financial Services Group, Inc. | 399 | $4.23K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 360 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 280 | $2.97K | 0.00% | +100+55.6% | Added |
| GAMMA Investing LLC | 212 | $2.25K | 0.00% | +139+190.4% | Added |
| CWM, LLC | 56 | $1.00K | 0.00% | +30+115.4% | Added |
| Medallion Wealth Advisors, LLC | 49 | $526 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $276 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $255 | 0.00% | 0 | Unchanged |
| Essential Partners LLC | 2 | $21 | 0.00% | +2 | New |
| Covestor Ltd | 19 | $0 | 0.00% | +6+46.2% | Added |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −11,128−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |