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