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, Q3 2025
Institutional positions in Sunrise Realty Trust, Inc. as of Sep 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
- 70
- +3 vs. Q2 2025
- Shares held
- 4.64M
- −80.5K (−1.7%) vs. Q2 2025
- Total value
- $48.2M
- −$1.82M (−3.6%) vs. Q2 2025
- New holders
- 7
- 22 more added
- Sold out
- 4
- 23 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 734,779 | $7.63M | 0.04% | −87,909−10.7% | Reduced |
| BlackRock, Inc. | 641,655 | $6.67M | 0.00% | −10,127−1.6% | Reduced |
| Vanguard Group Inc | 588,554 | $6.12M | 0.00% | +94,628+19.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 491,077 | $5.10M | 1.02% | −118,767−19.5% | Reduced |
| Gratia Capital, LLC | 453,816 | $4.72M | 4.18% | +7,096+1.6% | Added |
| Pacific Ridge Capital Partners, LLC | 372,774 | $3.87M | 0.85% | +133,608+55.9% | Added |
| Geode Capital Management, LLC | 233,146 | $2.42M | 0.00% | +41,664+21.8% | Added |
| State Street Corp | 152,429 | $1.63M | 0.00% | −5,976−3.8% | Reduced |
| Raymond James Financial Inc | 132,882 | $1.38M | 0.00% | −33,531−20.1% | Reduced |
| Marshall Wace, LLP | 112,846 | $1.17M | 0.00% | +9,337+9.0% | Added |
| Acadian Asset Management LLC | 90,968 | $944.0K | 0.00% | −52,601−36.6% | Reduced |
| Northern Trust Corp | 79,014 | $821.0K | 0.00% | +12,533+18.9% | Added |
| Stifel Financial Corp | 71,940 | $747.5K | 0.00% | +1,423+2.0% | Added |
| Bank of New York Mellon Corp | 33,318 | $346.2K | 0.00% | +3,329+11.1% | Added |
| Renaissance Technologies LLC | 28,100 | $292.0K | 0.00% | −197−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 28,067 | $291.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,119 | $281.8K | 0.00% | −6,457−19.2% | Reduced |
| Empirical Finance, LLC | 24,732 | $257.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 24,139 | $250.8K | 0.00% | +11,965+98.3% | Added |
| Quantinno Capital Management LP | 22,368 | $232.4K | 0.00% | +22,368 | New |
| Barclays PLC | 20,665 | $214.7K | 0.00% | +3,715+21.9% | Added |
| Two Sigma Investments, LP | 20,412 | $212.1K | 0.00% | −1,128−5.2% | Reduced |
| Goldman Sachs Group Inc | 17,804 | $185.0K | 0.00% | +6,014+51.0% | Added |
| Advisor Group Holdings, Inc. | 15,820 | $165.9K | 0.00% | +13,865+709.2% | Added |
| Alliancebernstein L.P. | 15,672 | $162.8K | 0.00% | +2,200+16.3% | Added |
| Citadel Advisors LLC | 15,264 | $158.6K | 0.00% | −31,721−67.5% | Reduced |
| JPMorgan Chase & Co | 15,183 | $157.8K | 0.00% | −729−4.6% | Reduced |
| Nuveen, LLC | 13,527 | $140.5K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 12,700 | $135.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,901 | $134.0K | 0.00% | −425−3.2% | Reduced |
| Royal Bank of Canada | 12,247 | $127.0K | 0.00% | −2,185−15.1% | Reduced |
| Invesco Ltd. | 11,706 | $121.6K | 0.00% | +418+3.7% | Added |
| Register Financial Advisors LLC | 11,700 | $121.6K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,154 | $105.5K | 0.00% | +10,154 | New |
| Jane Street Group, LLC | 10,063 | $104.6K | 0.00% | −9,999−49.8% | Reduced |
| Corsair Capital Management, L.P. | 10,000 | $103.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 8,666 | $90.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,792 | $81.0K | 0.00% | +1,271+19.5% | Added |
| Spire Wealth Management | 6,431 | $66.8K | 0.00% | −2,000−23.7% | Reduced |
| UBS Group AG | 5,344 | $55.5K | 0.00% | −3,814−41.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,084 | $52.8K | 0.00% | −759−13.0% | Reduced |
| Deutsche Bank AG | 5,002 | $52.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $36.7K | 0.00% | +1,656+88.5% | Added |
| Nisa Investment Advisors, LLC | 3,014 | $32.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,982 | $31.0K | 0.00% | −384−11.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,233 | $23.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,233 | $23.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,901 | $19.8K | 0.00% | +841+79.3% | Added |
| EverSource Wealth Advisors, LLC | 1,171 | $12.2K | 0.00% | +1,171 | New |
| FMR LLC | 1,142 | $11.9K | 0.00% | +666+139.9% | Added |
| STRS Ohio | 1,100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,090 | $11.3K | 0.00% | −1,429−56.7% | Reduced |
| Jones Financial Companies LLLP | 900 | $9.87K | 0.00% | +900 | New |
| Legal & General Group Plc | 905 | $9.40K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 842 | $8.75K | 0.00% | −20,915−96.1% | Reduced |
| SRS Capital Advisors, Inc. | 737 | $7.66K | 0.00% | +737 | New |
| Sterling Capital Management LLC | 701 | $7.28K | 0.00% | +421+150.4% | Added |
| California State Teachers Retirement System | 637 | $6.62K | 0.00% | +637 | New |
| Ameritas Investment Partners, Inc. | 539 | $5.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 399 | $4.15K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 360 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 422 | $4.00K | 0.00% | +366+653.6% | Added |
| GAMMA Investing LLC | 208 | $2.16K | 0.00% | −4−1.9% | Reduced |
| Optiver Holding B.V. | 150 | $1.56K | 0.00% | +150 | New |
| Essential Partners LLC | 144 | $1.50K | 0.00% | +142+7,100.0% | Added |
| Citigroup Inc | 117 | $1.22K | 0.00% | −3,293−96.6% | Reduced |
| Medallion Wealth Advisors, LLC | 49 | $509 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $270 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $62 | 0.00% | +6 | Added |
| Covestor Ltd | 4 | $0 | 0.00% | −15−78.9% | Reduced |
| LPL Financial LLC | 0 | $0 | 0.00% | −31,791−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,878−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,707−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |