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 |
|---|---|---|---|---|---|
| Covestor Ltd | 50 | $0 | 0.00% | +46+1,150.0% | Added |
| MAI Capital Management | 1 | $8 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $8 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $15 | 0.00% | −2−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 3 | $23 | 0.00% | +3 | New |
| Rothschild Investment LLC | 7 | $54 | 0.00% | +7 | New |
| The PNC Financial Services Group, Inc. | 10 | $77 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $100 | 0.00% | +8+160.0% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $183 | 0.00% | +23 | New |
| Truvestments Capital LLC | 26 | $199 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $231 | 0.00% | +27+900.0% | Added |
| Medallion Wealth Advisors, LLC | 49 | $376 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $414 | 0.00% | +48+800.0% | Added |
| FMR LLC | 94 | $721 | 0.00% | −375−80.0% | Reduced |
| Optiver Holding B.V. | 102 | $782 | 0.00% | −48−32.0% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $1.10K | 0.00% | −31−17.7% | Reduced |
| GAMMA Investing LLC | 198 | $1.52K | 0.00% | −558−73.8% | Reduced |
| Golden State Equity Partners | 285 | $2.19K | 0.00% | +285 | New |
| Advisory Services Network, LLC | 333 | $2.55K | 0.00% | +333 | New |
| Sterling Capital Management LLC | 336 | $2.58K | 0.00% | −250−42.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 399 | $3.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 483 | $3.71K | 0.00% | +164+51.4% | Added |
| Ameritas Investment Partners, Inc. | 539 | $4.13K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 785 | $6.02K | 0.00% | −3,477−81.6% | Reduced |
| Russell Investments Group, Ltd. | 842 | $6.46K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 905 | $6.94K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 975 | $7.48K | 0.00% | −2,100−68.3% | Reduced |
| CWM, LLC | 1,004 | $7.70K | 0.00% | +698+228.1% | Added |
| STRS Ohio | 1,100 | $8.44K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,125 | $8.97K | 0.00% | −614−35.3% | Reduced |
| State of Alaska, Department of Revenue | 1,198 | $9.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,728 | $13.3K | 0.00% | −8−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,223 | $17.1K | 0.00% | −129−5.5% | Reduced |
| New York State Common Retirement Fund | 2,233 | $17.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,145 | $24.1K | 0.00% | +2,046+186.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $27.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,840 | $29.5K | 0.00% | −7,554−66.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,920 | $37.7K | 0.00% | +102+2.1% | Added |
| Vanguard Global Advisers, LLC | 5,194 | $39.8K | 0.00% | +5,194 | New |
| Spire Wealth Management | 5,598 | $42.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,379 | $58.7K | 0.00% | −7,241−49.5% | Reduced |
| Mercer Global Advisors Inc | 10,040 | $77.0K | 0.00% | +10,040 | New |
| Register Financial Advisors LLC | 11,700 | $89.7K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,193 | $93.5K | 0.00% | +7,191+143.8% | Added |
| Royal Bank of Canada | 12,456 | $95.0K | 0.00% | −1,326−9.6% | Reduced |
| RMB Capital Management, LLC | 12,700 | $97.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,932 | $99.2K | 0.00% | +26+0.2% | Added |
| Barclays PLC | 15,228 | $116.8K | 0.00% | −6,955−31.4% | Reduced |
| Jones Financial Companies LLLP | 14,775 | $118.1K | 0.00% | +2,925+24.7% | Added |
| Advisor Group Holdings, Inc. | 16,398 | $125.8K | 0.00% | −549−3.2% | Reduced |
| AQR Capital Management LLC | 17,789 | $136.4K | 0.00% | +17,789 | New |
| HSBC Holdings PLC | 11,398 | $142.6K | 0.00% | +11,398 | New |
| Mariner, LLC | 18,909 | $145.0K | 0.00% | −15,450−45.0% | Reduced |
| Alliancebernstein L.P. | 15,672 | $147.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 25,744 | $197.5K | 0.00% | −2,343−8.3% | Reduced |
| Bank of New York Mellon Corp | 29,722 | $228.0K | 0.00% | −1,317−4.2% | Reduced |
| Prelude Capital Management, LLC | 36,000 | $276.1K | 0.02% | +36,000 | New |
| Renaissance Technologies LLC | 44,300 | $339.8K | 0.00% | −2,700−5.7% | Reduced |
| Morgan Stanley | 47,419 | $363.7K | 0.00% | +17,685+59.5% | Added |
| Corsair Capital Management, L.P. | 50,704 | $388.9K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 50,951 | $390.8K | 0.00% | +9,510+22.9% | Added |
| Ameriprise Financial Inc | 51,951 | $398.5K | 0.00% | +51,951 | New |
| Vanguard Portfolio Management LLC | 58,621 | $449.6K | 0.00% | +58,621 | New |
| Goldman Sachs Group Inc | 61,102 | $468.7K | 0.00% | +32,856+116.3% | Added |
| Vanguard Fiduciary Trust Co | 63,587 | $487.7K | 0.00% | +63,587 | New |
| Northern Trust Corp | 76,043 | $583.3K | 0.00% | +5,403+7.6% | Added |
| GatePass Capital, LLC | 76,700 | $588.3K | 0.29% | +76,700 | New |
| Stifel Financial Corp | 80,010 | $613.7K | 0.00% | +2,310+3.0% | Added |
| Penserra Capital Management LLC | 121,278 | $930.0K | 0.01% | +3,429+2.9% | Added |
| State Street Corp | 147,540 | $1.17M | 0.00% | −4,193−2.8% | Reduced |
| Raymond James Financial Inc | 168,709 | $1.29M | 0.00% | −3,268−1.9% | Reduced |
| Geode Capital Management, LLC | 305,915 | $2.35M | 0.00% | +53,204+21.1% | Added |
| Wasatch Advisors Inc | 365,219 | $2.80M | 0.02% | −228,609−38.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 403,035 | $3.09M | 0.67% | +50,943+14.5% | Added |
| Gratia Capital, LLC | 438,816 | $3.37M | 3.18% | −15,000−3.3% | Reduced |
| Vanguard Capital Management LLC | 449,914 | $3.45M | 0.00% | +449,914 | New |
| BlackRock, Inc. | 645,488 | $4.95M | 0.00% | −19,220−2.9% | Reduced |
| 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 |