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, Q2 2026
Institutional positions in Sunrise Realty Trust, Inc. as of Jun 30, 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
- 70
- −6 vs. Q1 2026
- Shares held
- 3.17M
- −859.1K (−21.3%) vs. Q1 2026
- Total value
- $25.1M
- −$5.91M (−19.1%) vs. Q1 2026
- New holders
- 16
- 24 more added
- Sold out
- 22
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sunrise Realty Trust, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $7 | 0.00% | −3,839−100.0% | Reduced |
| JPL Wealth Management, LLC | 1 | $8 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $16 | 0.00% | +2 | New |
| Crewe Advisors LLC | 7 | $56 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $56 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 11 | $87 | 0.00% | +8+266.7% | Added |
| True Wealth Design, LLC | 19 | $151 | 0.00% | +19 | New |
| Fortitude Family Office, LLC | 20 | $158 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 37 | $292 | 0.00% | +36+3,600.0% | Added |
| Rothschild Investment LLC | 40 | $316 | 0.00% | +33+471.4% | Added |
| Medallion Wealth Advisors, LLC | 49 | $387 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 83 | $656 | 0.00% | −115−58.1% | Reduced |
| IFP Advisors, Inc | 94 | $743 | 0.00% | +92+4,600.0% | Added |
| EverSource Wealth Advisors, LLC | 97 | $767 | 0.00% | +84+646.2% | Added |
| Optiver Holding B.V. | 102 | $806 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $980 | 0.00% | +124 | New |
| Essential Partners LLC | 135 | $1.07K | 0.00% | +81+150.0% | Added |
| BNP Paribas Arbitrage, SA | 142 | $1.12K | 0.00% | −2,081−93.6% | Reduced |
| Allworth Financial LP | 144 | $1.14K | 0.00% | +114+380.0% | Added |
| Covestor Ltd | 196 | $2.00K | 0.00% | +146+292.0% | Added |
| Newbridge Financial Services Group, Inc. | 399 | $3.15K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 802 | $6.34K | 0.00% | +708+753.2% | Added |
| National Bank of Canada | 975 | $7.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,077 | $8.51K | 0.00% | +933+647.9% | Added |
| State of Alaska, Department of Revenue | 1,198 | $9.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,263 | $17.9K | 0.00% | +1,421+168.8% | Added |
| Tower Research Capital LLC (TRC) | 2,665 | $21.1K | 0.00% | −480−15.3% | Reduced |
| UBS Group AG | 3,513 | $27.8K | 0.00% | +1,785+103.3% | Added |
| Vanguard Global Advisers, LLC | 5,194 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,341 | $42.2K | 0.00% | −7,591−58.7% | Reduced |
| Spire Wealth Management | 5,598 | $44.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,418 | $71.4K | 0.00% | +1,039+14.1% | Added |
| Cetera Investment Advisers | 10,254 | $81.0K | 0.00% | +10,254 | New |
| HRT Financial LP | 10,564 | $83.0K | 0.00% | +10,564 | New |
| Mercer Global Advisors Inc | 10,711 | $84.6K | 0.00% | +671+6.7% | Added |
| Register Financial Advisors LLC | 11,700 | $92.4K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,577 | $107.0K | 0.00% | +1,121+9.0% | Added |
| Barclays PLC | 13,860 | $109.5K | 0.00% | −1,368−9.0% | Reduced |
| Jones Financial Companies LLLP | 14,775 | $124.4K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 15,305 | $125.5K | 0.00% | +2,605+20.5% | Added |
| Advisor Group Holdings, Inc. | 16,352 | $129.2K | 0.00% | −46−0.3% | Reduced |
| HSBC Holdings PLC | 10,658 | $133.3K | 0.00% | −740−6.5% | Reduced |
| Qube Research & Technologies Ltd | 21,239 | $167.8K | 0.00% | +21,239 | New |
| Marshall Wace, LLP | 21,291 | $168.2K | 0.00% | +21,291 | New |
| Northern Trust Corp | 23,481 | $185.5K | 0.00% | −52,562−69.1% | Reduced |
| Stifel Financial Corp | 29,091 | $229.8K | 0.00% | −50,919−63.6% | Reduced |
| Susquehanna International Group, LLP | 29,512 | $233.1K | 0.00% | +29,512 | New |
| Prelude Capital Management, LLC | 36,000 | $284.4K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 40,942 | $335.7K | 0.00% | −106,598−72.3% | Reduced |
| Mariner, LLC | 46,816 | $369.8K | 0.00% | +27,907+147.6% | Added |
| Renaissance Technologies LLC | 49,000 | $387.1K | 0.00% | +4,700+10.6% | Added |
| GatePass Capital, LLC | 49,100 | $387.9K | 0.15% | −27,600−36.0% | Reduced |
| Corsair Capital Management, L.P. | 50,704 | $400.6K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 52,523 | $414.9K | 0.00% | +572+1.1% | Added |
| Goldman Sachs Group Inc | 58,151 | $459.4K | 0.00% | −2,951−4.8% | Reduced |
| Vanguard Fiduciary Trust Co | 60,064 | $474.5K | 0.00% | −3,523−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 60,898 | $481.1K | 0.00% | +60,898 | New |
| Morgan Stanley | 61,645 | $487.0K | 0.00% | +14,226+30.0% | Added |
| AQR Capital Management LLC | 63,165 | $499.0K | 0.00% | +45,376+255.1% | Added |
| Jane Street Group, LLC | 65,479 | $517.3K | 0.00% | +65,479 | New |
| Quantinno Capital Management LP | 76,751 | $606.3K | 0.00% | +25,800+50.6% | Added |
| Millennium Management LLC | 77,685 | $613.7K | 0.00% | +77,685 | New |
| Geode Capital Management, LLC | 128,015 | $1.01M | 0.00% | −177,900−58.2% | Reduced |
| BlackRock, Inc. | 131,404 | $1.04M | 0.00% | −514,084−79.6% | Reduced |
| Penserra Capital Management LLC | 148,222 | $1.17M | 0.01% | +26,944+22.2% | Added |
| RBF Capital, LLC | 152,283 | $1.20M | 0.05% | +152,283 | New |
| Raymond James Financial Inc | 160,032 | $1.26M | 0.00% | −8,677−5.1% | Reduced |
| Gratia Capital, LLC | 339,355 | $2.68M | 3.08% | −99,461−22.7% | Reduced |
| Vanguard Capital Management LLC | 442,653 | $3.50M | 0.00% | −7,261−1.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 529,714 | $4.18M | 0.76% | +126,679+31.4% | Added |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −365,219−100.0% | Sold out |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −58,621−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −29,722−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −25,744−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −15,672−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |