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 |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | +6+46.2% | Added |
| Essential Partners LLC | 2 | $21 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $255 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 26 | $276 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 49 | $526 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $1.00K | 0.00% | +30+115.4% | Added |
| GAMMA Investing LLC | 212 | $2.25K | 0.00% | +139+190.4% | Added |
| Sterling Capital Management LLC | 280 | $2.97K | 0.00% | +100+55.6% | Added |
| Amalgamated Bank | 360 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 399 | $4.23K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 476 | $5.04K | 0.00% | +266+126.7% | Added |
| Ameritas Investment Partners, Inc. | 539 | $5.71K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 905 | $9.59K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,060 | $11.2K | 0.00% | +214+25.3% | Added |
| STRS Ohio | 1,100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,872 | $19.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,955 | $20.7K | 0.00% | +199+11.3% | 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 |
| Tower Research Capital LLC (TRC) | 2,519 | $26.7K | 0.00% | +1,448+135.2% | Added |
| Nisa Investment Advisors, LLC | 3,014 | $32.9K | 0.00% | +1,149+61.6% | Added |
| Bank of America Corp | 3,366 | $35.7K | 0.00% | −1,625−32.6% | Reduced |
| Citigroup Inc | 3,410 | $36.1K | 0.00% | −3,827−52.9% | Reduced |
| Deutsche Bank AG | 5,002 | $53.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,843 | $61.9K | 0.00% | −234−3.9% | Reduced |
| Wells Fargo & Company | 6,521 | $69.1K | 0.00% | +253+4.0% | Added |
| Spire Wealth Management | 8,431 | $89.4K | 0.00% | −1,332−13.6% | Reduced |
| Catalyst Capital Advisors LLC | 8,666 | $91.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,158 | $97.1K | 0.00% | +4,190+84.3% | Added |
| 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 |
| Invesco Ltd. | 11,288 | $119.7K | 0.00% | −2,903−20.5% | Reduced |
| Register Financial Advisors LLC | 11,700 | $124.0K | 0.05% | +11,700 | New |
| Goldman Sachs Group Inc | 11,790 | $125.0K | 0.00% | −16,121−57.8% | Reduced |
| Mariner, LLC | 12,174 | $129.0K | 0.00% | +12,174 | New |
| Susquehanna International Group, LLP | 12,707 | $134.7K | 0.00% | −482−3.7% | Reduced |
| RMB Capital Management, LLC | 12,700 | $138.4K | 0.00% | +12,700 | New |
| Rhumbline Advisers | 13,326 | $141.3K | 0.00% | +3,546+36.3% | Added |
| Alliancebernstein L.P. | 13,472 | $142.8K | 0.00% | +13,472 | New |
| Nuveen, LLC | 13,527 | $143.4K | 0.00% | −5,446−28.7% | Reduced |
| Royal Bank of Canada | 14,432 | $152.0K | 0.00% | +13,481+1,417.6% | Added |
| Los Angeles Capital Management LLC | 14,878 | $157.7K | 0.00% | −3,400−18.6% | Reduced |
| JPMorgan Chase & Co | 15,912 | $168.7K | 0.00% | −4,949−23.7% | Reduced |
| Barclays PLC | 16,950 | $179.7K | 0.00% | +6,255+58.5% | Added |
| Jane Street Group, LLC | 20,062 | $212.7K | 0.00% | +20,062 | New |
| Two Sigma Investments, LP | 21,540 | $228.3K | 0.00% | −27,868−56.4% | Reduced |
| Russell Investments Group, Ltd. | 21,757 | $230.6K | 0.00% | −15,283−41.3% | Reduced |
| Empirical Finance, LLC | 24,732 | $262.2K | 0.01% | +24,732 | New |
| Charles Schwab Investment Management Inc | 28,067 | $297.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,297 | $299.9K | 0.00% | −45,303−61.6% | Reduced |
| Bank of New York Mellon Corp | 29,989 | $317.9K | 0.00% | +2,380+8.6% | Added |
| LPL Financial LLC | 31,791 | $337.0K | 0.00% | −1,494−4.5% | Reduced |
| Morgan Stanley | 33,576 | $355.9K | 0.00% | +4,888+17.0% | Added |
| Citadel Advisors LLC | 46,985 | $498.0K | 0.00% | +46,985 | New |
| Northern Trust Corp | 66,481 | $704.7K | 0.00% | −6,644−9.1% | Reduced |
| Stifel Financial Corp | 70,517 | $747.5K | 0.00% | +70,517 | New |
| Marshall Wace, LLP | 103,509 | $1.10M | 0.00% | −25,903−20.0% | Reduced |
| Acadian Asset Management LLC | 143,569 | $1.52M | 0.00% | +12,416+9.5% | Added |
| State Street Corp | 158,405 | $1.73M | 0.00% | +16,244+11.4% | Added |
| Raymond James Financial Inc | 166,413 | $1.76M | 0.00% | −135,017−44.8% | Reduced |
| Geode Capital Management, LLC | 191,482 | $2.03M | 0.00% | −1,089−0.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 239,166 | $2.54M | 0.61% | +45,680+23.6% | Added |
| Gratia Capital, LLC | 446,720 | $4.74M | 5.16% | +74,193+19.9% | Added |
| Vanguard Group Inc | 493,926 | $5.24M | 0.00% | +1,960+0.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 609,844 | $6.46M | 1.43% | +10,979+1.8% | Added |
| BlackRock, Inc. | 651,782 | $6.91M | 0.00% | +18,392+2.9% | Added |
| Wasatch Advisors Inc | 822,688 | $8.72M | 0.05% | −117,894−12.5% | Reduced |
| 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 |