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