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, Q1 2026
Institutional positions in Sunrise Realty Trust, Inc. as of Mar 31, 2026. 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
- 77
- +7 vs. Q4 2025
- Shares held
- 4.03M
- +13.3K (+0.3%) vs. Q4 2025
- Total value
- $31.1M
- −$6.88M (−18.1%) vs. Q4 2025
- New holders
- 17
- 19 more added
- Sold out
- 10
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 645,488 | $4.95M | 0.00% | −19,220−2.9% | Reduced |
| Vanguard Capital Management LLC | 449,914 | $3.45M | 0.00% | +449,914 | New |
| Gratia Capital, LLC | 438,816 | $3.37M | 3.18% | −15,000−3.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 403,035 | $3.09M | 0.67% | +50,943+14.5% | Added |
| Wasatch Advisors Inc | 365,219 | $2.80M | 0.02% | −228,609−38.5% | Reduced |
| Geode Capital Management, LLC | 305,915 | $2.35M | 0.00% | +53,204+21.1% | Added |
| Raymond James Financial Inc | 168,709 | $1.29M | 0.00% | −3,268−1.9% | Reduced |
| State Street Corp | 147,540 | $1.17M | 0.00% | −4,193−2.8% | Reduced |
| Penserra Capital Management LLC | 121,278 | $930.0K | 0.01% | +3,429+2.9% | Added |
| Stifel Financial Corp | 80,010 | $613.7K | 0.00% | +2,310+3.0% | Added |
| GatePass Capital, LLC | 76,700 | $588.3K | 0.29% | +76,700 | New |
| Northern Trust Corp | 76,043 | $583.3K | 0.00% | +5,403+7.6% | Added |
| Vanguard Fiduciary Trust Co | 63,587 | $487.7K | 0.00% | +63,587 | New |
| Goldman Sachs Group Inc | 61,102 | $468.7K | 0.00% | +32,856+116.3% | Added |
| Vanguard Portfolio Management LLC | 58,621 | $449.6K | 0.00% | +58,621 | New |
| Ameriprise Financial Inc | 51,951 | $398.5K | 0.00% | +51,951 | New |
| Quantinno Capital Management LP | 50,951 | $390.8K | 0.00% | +9,510+22.9% | Added |
| Corsair Capital Management, L.P. | 50,704 | $388.9K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 47,419 | $363.7K | 0.00% | +17,685+59.5% | Added |
| Renaissance Technologies LLC | 44,300 | $339.8K | 0.00% | −2,700−5.7% | Reduced |
| Prelude Capital Management, LLC | 36,000 | $276.1K | 0.02% | +36,000 | New |
| Bank of New York Mellon Corp | 29,722 | $228.0K | 0.00% | −1,317−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 25,744 | $197.5K | 0.00% | −2,343−8.3% | Reduced |
| Alliancebernstein L.P. | 15,672 | $147.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,909 | $145.0K | 0.00% | −15,450−45.0% | Reduced |
| HSBC Holdings PLC | 11,398 | $142.6K | 0.00% | +11,398 | New |
| AQR Capital Management LLC | 17,789 | $136.4K | 0.00% | +17,789 | New |
| Advisor Group Holdings, Inc. | 16,398 | $125.8K | 0.00% | −549−3.2% | Reduced |
| Jones Financial Companies LLLP | 14,775 | $118.1K | 0.00% | +2,925+24.7% | Added |
| Barclays PLC | 15,228 | $116.8K | 0.00% | −6,955−31.4% | Reduced |
| Rhumbline Advisers | 12,932 | $99.2K | 0.00% | +26+0.2% | Added |
| RMB Capital Management, LLC | 12,700 | $97.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,456 | $95.0K | 0.00% | −1,326−9.6% | Reduced |
| Deutsche Bank AG | 12,193 | $93.5K | 0.00% | +7,191+143.8% | Added |
| Register Financial Advisors LLC | 11,700 | $89.7K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,040 | $77.0K | 0.00% | +10,040 | New |
| JPMorgan Chase & Co | 7,379 | $58.7K | 0.00% | −7,241−49.5% | Reduced |
| Spire Wealth Management | 5,598 | $42.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,194 | $39.8K | 0.00% | +5,194 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,920 | $37.7K | 0.00% | +102+2.1% | Added |
| Wells Fargo & Company | 3,840 | $29.5K | 0.00% | −7,554−66.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $27.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,145 | $24.1K | 0.00% | +2,046+186.2% | Added |
| New York State Common Retirement Fund | 2,233 | $17.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,223 | $17.1K | 0.00% | −129−5.5% | Reduced |
| UBS Group AG | 1,728 | $13.3K | 0.00% | −8−0.5% | Reduced |
| State of Alaska, Department of Revenue | 1,198 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,125 | $8.97K | 0.00% | −614−35.3% | Reduced |
| STRS Ohio | 1,100 | $8.44K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,004 | $7.70K | 0.00% | +698+228.1% | Added |
| National Bank of Canada | 975 | $7.48K | 0.00% | −2,100−68.3% | Reduced |
| Legal & General Group Plc | 905 | $6.94K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 842 | $6.46K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 785 | $6.02K | 0.00% | −3,477−81.6% | Reduced |
| Ameritas Investment Partners, Inc. | 539 | $4.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 483 | $3.71K | 0.00% | +164+51.4% | Added |
| Newbridge Financial Services Group, Inc. | 399 | $3.06K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 336 | $2.58K | 0.00% | −250−42.7% | Reduced |
| Advisory Services Network, LLC | 333 | $2.55K | 0.00% | +333 | New |
| Golden State Equity Partners | 285 | $2.19K | 0.00% | +285 | New |
| GAMMA Investing LLC | 198 | $1.52K | 0.00% | −558−73.8% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $1.10K | 0.00% | −31−17.7% | Reduced |
| Optiver Holding B.V. | 102 | $782 | 0.00% | −48−32.0% | Reduced |
| FMR LLC | 94 | $721 | 0.00% | −375−80.0% | Reduced |
| Essential Partners LLC | 54 | $414 | 0.00% | +48+800.0% | Added |
| Medallion Wealth Advisors, LLC | 49 | $376 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $231 | 0.00% | +27+900.0% | Added |
| Truvestments Capital LLC | 26 | $199 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $183 | 0.00% | +23 | New |
| EverSource Wealth Advisors, LLC | 13 | $100 | 0.00% | +8+160.0% | Added |
| The PNC Financial Services Group, Inc. | 10 | $77 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $54 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 3 | $23 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $15 | 0.00% | −2−50.0% | Reduced |
| MAI Capital Management | 1 | $8 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $8 | 0.00% | +1 | New |
| Covestor Ltd | 50 | $0 | 0.00% | +46+1,150.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −440,628−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −97,182−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −46,066−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −13,527−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,308−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −7,303−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |