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, Q4 2025
Institutional positions in Sunrise Realty Trust, Inc. as of Dec 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
- 71
- +1 vs. Q3 2025
- Shares held
- 4.60M
- −31.6K (−0.7%) vs. Q3 2025
- Total value
- $43.5M
- −$4.75M (−9.9%) vs. Q3 2025
- New holders
- 6
- 22 more added
- Sold out
- 5
- 26 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 664,708 | $6.27M | 0.00% | +23,053+3.6% | Added |
| Wasatch Advisors Inc | 593,828 | $5.60M | 0.03% | −140,951−19.2% | Reduced |
| Vanguard Group Inc | 585,284 | $5.52M | 0.00% | −3,270−0.6% | Reduced |
| Gratia Capital, LLC | 453,816 | $4.28M | 3.83% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 440,628 | $4.16M | 0.86% | −50,449−10.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 352,092 | $3.32M | 0.73% | −20,682−5.5% | Reduced |
| Geode Capital Management, LLC | 252,711 | $2.38M | 0.00% | +19,565+8.4% | Added |
| Raymond James Financial Inc | 171,977 | $1.62M | 0.00% | +39,095+29.4% | Added |
| State Street Corp | 151,733 | $1.48M | 0.00% | −696−0.5% | Reduced |
| Penserra Capital Management LLC | 117,849 | $1.11M | 0.01% | +117,849 | New |
| Marshall Wace, LLP | 97,182 | $916.4K | 0.00% | −15,664−13.9% | Reduced |
| Stifel Financial Corp | 77,700 | $732.7K | 0.00% | +5,760+8.0% | Added |
| Northern Trust Corp | 70,640 | $666.1K | 0.00% | −8,374−10.6% | Reduced |
| Corsair Capital Management, L.P. | 50,704 | $478.1K | 0.08% | +40,704+407.0% | Added |
| Renaissance Technologies LLC | 47,000 | $443.2K | 0.00% | +18,900+67.3% | Added |
| Acadian Asset Management LLC | 46,066 | $433.0K | 0.00% | −44,902−49.4% | Reduced |
| Quantinno Capital Management LP | 41,441 | $390.8K | 0.00% | +19,073+85.3% | Added |
| Mariner, LLC | 34,359 | $324.0K | 0.00% | +10,220+42.3% | Added |
| Bank of New York Mellon Corp | 31,039 | $292.7K | 0.00% | −2,279−6.8% | Reduced |
| Morgan Stanley | 29,734 | $280.4K | 0.00% | +2,615+9.6% | Added |
| Goldman Sachs Group Inc | 28,246 | $266.4K | 0.00% | +10,442+58.6% | Added |
| Charles Schwab Investment Management Inc | 28,087 | $264.9K | 0.00% | +20+0.1% | Added |
| Barclays PLC | 22,183 | $209.2K | 0.00% | +1,518+7.3% | Added |
| Advisor Group Holdings, Inc. | 16,947 | $159.8K | 0.00% | +1,127+7.1% | Added |
| Alliancebernstein L.P. | 15,672 | $147.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,703 | $138.6K | 0.00% | −561−3.7% | Reduced |
| JPMorgan Chase & Co | 14,620 | $137.9K | 0.00% | −563−3.7% | Reduced |
| Royal Bank of Canada | 13,782 | $130.0K | 0.00% | +1,535+12.5% | Added |
| Nuveen, LLC | 13,527 | $127.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,308 | $125.5K | 0.00% | −7,104−34.8% | Reduced |
| RMB Capital Management, LLC | 12,700 | $123.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,906 | $121.7K | 0.00% | +50.0% | Added |
| Jones Financial Companies LLLP | 11,850 | $111.7K | 0.00% | +10,950+1,216.7% | Added |
| Register Financial Advisors LLC | 11,700 | $110.3K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,394 | $107.4K | 0.00% | +3,602+46.2% | Added |
| Bank of America Corp | 7,303 | $68.9K | 0.00% | +4,321+144.9% | Added |
| Spire Wealth Management | 5,598 | $52.8K | 0.00% | −833−13.0% | Reduced |
| Deutsche Bank AG | 5,002 | $47.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,818 | $45.4K | 0.00% | −266−5.2% | Reduced |
| Citigroup Inc | 4,262 | $40.2K | 0.00% | +4,145+3,542.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $33.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,075 | $28.9K | 0.00% | +3,075 | New |
| BNP Paribas Arbitrage, SA | 2,352 | $22.2K | 0.00% | +451+23.7% | Added |
| New York State Common Retirement Fund | 2,233 | $21.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,739 | $16.9K | 0.00% | −1,275−42.3% | Reduced |
| UBS Group AG | 1,736 | $16.4K | 0.00% | −3,608−67.5% | Reduced |
| State of Alaska, Department of Revenue | 1,198 | $11.0K | 0.00% | +1,198 | New |
| STRS Ohio | 1,100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,099 | $10.4K | 0.00% | +9+0.8% | Added |
| Legal & General Group Plc | 905 | $8.53K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 842 | $7.94K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 756 | $7.13K | 0.00% | +548+263.5% | Added |
| California State Teachers Retirement System | 625 | $5.89K | 0.00% | −12−1.9% | Reduced |
| Sterling Capital Management LLC | 586 | $5.53K | 0.00% | −115−16.4% | Reduced |
| Ameritas Investment Partners, Inc. | 539 | $5.08K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 469 | $4.42K | 0.00% | −673−58.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 399 | $3.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 319 | $3.01K | 0.00% | +319 | New |
| Amalgamated Bank | 319 | $3.00K | 0.00% | −41−11.4% | Reduced |
| CWM, LLC | 306 | $3.00K | 0.00% | −116−27.5% | Reduced |
| SRS Capital Advisors, Inc. | 175 | $1.65K | 0.00% | −562−76.3% | Reduced |
| Optiver Holding B.V. | 150 | $1.41K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 149 | $1.41K | 0.00% | +149 | New |
| Medallion Wealth Advisors, LLC | 49 | $462 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $245 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10 | $94 | 0.00% | −2,223−99.6% | Reduced |
| Essential Partners LLC | 6 | $57 | 0.00% | −138−95.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5 | $47 | 0.00% | −1,166−99.6% | Reduced |
| IFP Advisors, Inc | 4 | $38 | 0.00% | −2−33.3% | Reduced |
| Allworth Financial LP | 3 | $29 | 0.00% | +3 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −24,732−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,706−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,154−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −8,666−100.0% | Sold out |