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.
Q1 2026 vs. Q4 2025
How the institutions holding Sunrise Realty Trust, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 77 | +7 |
| Shares | 4.60M | 585.3K | 4.03M | +13.3K (+0.3%) |
| Value | $43.5M | $5.52M | $31.1M | −$6.88M (−18.1%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Sunrise Realty Trust, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vanguard Capital Management LLC | 449,914 | $3.45M | 0.00% |
| GatePass Capital, LLC | 76,700 | $588.3K | 0.29% |
| Vanguard Fiduciary Trust Co | 63,587 | $487.7K | 0.00% |
| Vanguard Portfolio Management LLC | 58,621 | $449.6K | 0.00% |
| Ameriprise Financial Inc | 51,951 | $398.5K | 0.00% |
| Prelude Capital Management, LLC | 36,000 | $276.1K | 0.02% |
| HSBC Holdings PLC | 11,398 | $142.6K | 0.00% |
| AQR Capital Management LLC | 17,789 | $136.4K | 0.00% |
| Mercer Global Advisors Inc | 10,040 | $77.0K | 0.00% |
| Vanguard Global Advisers, LLC | 5,194 | $39.8K | 0.00% |
| Advisory Services Network, LLC | 333 | $2.55K | 0.00% |
| Golden State Equity Partners | 285 | $2.19K | 0.00% |
| Transamerica Financial Advisors, Inc. | 23 | $183 | 0.00% |
| Rothschild Investment LLC | 7 | $54 | 0.00% |
| Caitong International Asset Management Co., Ltd | 3 | $23 | 0.00% |
| MAI Capital Management | 1 | $8 | 0.00% |
| Farther Finance Advisors, LLC | 1 | $8 | 0.00% |
Sold out (10)
Institutions that held Sunrise Realty Trust, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 440,628 | $4.16M |
| Marshall Wace, LLP | 97,182 | $916.4K |
| Acadian Asset Management LLC | 46,066 | $433.0K |
| Citadel Advisors LLC | 14,703 | $138.6K |
| Nuveen, LLC | 13,527 | $127.6K |
| Two Sigma Investments, LP | 13,308 | $125.5K |
| Bank of America Corp | 7,303 | $68.9K |
| California State Teachers Retirement System | 625 | $5.89K |
| Amalgamated Bank | 319 | $3.00K |
| Flagship Harbor Advisors, LLC | 149 | $1.41K |
Not filed for Q1 2026 yet (1)
Institutions that held Sunrise Realty Trust, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 585,284 | $5.52M |