SUNS
Sunrise Realty Trust, Inc.
$8.19
-0.11 (-1.33%)
At close · Jul 2
Market Cap
$110.71M
Shares
13,518,205
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 79
Total Value: $34,605,775
Total Shares: 4,511,841
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 79 13F filers · Δ vs Dec 31, 2025Top Holder
14.3%
+1.3 pts
Top 5
52.1%
−1.5 pts
Top 10
76.7%
−3.3 pts
HHI
733
Broadly held−39
Quarterly Activity
vs Dec 31, 2025
New
17
Increased
19
Decreased
27
Sold Out
11
Unchanged
16
Holder count:
+6
Institutional value:
-29.6%
Shares held:
-13.4%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | +53,204 | 305,915 | |
| Small Pacific Ridge Capital Partners, LLC | +50,943 | 403,035 | |
| Mega GOLDMAN SACHS GROUP INC | +32,856 | 61,102 | |
| Mega MORGAN STANLEY | +17,685 | 47,419 | |
| Large Quantinno Capital Management LP | +9,510 | 50,951 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large WASATCH ADVISORS LP | −228,609 | 365,219 | |
| Large Caption Management, LLC | −100,000 | 100,000 | |
| Mega BlackRock, Inc. | −19,220 | 645,488 | |
| Large Mariner, LLC | −15,450 | 18,909 | |
| Small GRATIA CAPITAL, LLC | −15,000 | 438,816 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 449,914 | $3,450,840 | |
| Small GatePass Capital, LLC | 76,700 | $588,289 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 63,587 | $487,712 | |
| Mega AMERIPRISE FINANCIAL INC | 51,951 | $398,464 | |
| Mid PRELUDE CAPITAL MANAGEMENT, LLC | 36,000 | $276,120 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 585,284 | $5,519,226 | |
| Small Philadelphia Financial Management of San Francisco, LLC | 440,628 | $4,155,122 | |
| Large MARSHALL WACE, LLP | 97,182 | $916,426 | |
| Large ACADIAN ASSET MANAGEMENT LLC | 46,066 | $434,402 | |
| Mega Nuveen, LLC | 13,527 | $127,558 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $4,950,889 | 14.31% | 645,488 | Shares | Sole | 2026-05-13 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $3,450,840 | 9.97% | 449,914 | Shares | Defined | 2026-05-15 | ||||
| Small GRATIA CAPITAL, LLC | $3,365,718 | 9.73% | 438,816 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $3,173,079 | 9.17% | 413,700 | Call | Defined | 2026-05-15 | ||||
| Small Pacific Ridge Capital Partners, LLC | $3,091,278 | 8.93% | 403,035 | Shares | Sole | 2026-05-11 | ||||
| Large WASATCH ADVISORS LP | $2,801,229 | 8.09% | 365,219 | Shares | Sole | 2026-04-21 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $2,346,367 | 6.78% | 305,915 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,293,998 | 3.74% | 168,709 | Shares | Defined | 2026-05-14 | ||||
| Mega STATE STREET CORP | $1,131,631 | 3.27% | 147,540 | Shares | Defined | 2026-05-15 | ||||
| Mid Penserra Capital Management LLC | $930,202 | 2.69% | 121,278 | Shares | Defined | 2026-05-11 | ||||
| Large Caption Management, LLC | $767,000 | 2.22% | 100,000 | Call | Sole | 2026-05-15 | ||||
| Large STIFEL FINANCIAL CORP | $613,676 | 1.77% | 80,010 | Shares | Defined | 2026-05-12 | ||||
| Small GatePass Capital, LLC | $588,289 | 1.70% | 76,700 | Shares | Sole | 2026-05-06 | ||||
| Mega NORTHERN TRUST CORP Bank | $583,249 | 1.69% | 76,043 | Shares | Defined | 2026-05-14 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $487,712 | 1.41% | 63,587 | Shares | Defined | 2026-05-08 | ||||
| Mega GOLDMAN SACHS GROUP INC | $468,651 | 1.35% | 61,102 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $398,464 | 1.15% | 51,951 | Shares | Defined | 2026-05-15 | ||||
| Large Quantinno Capital Management LP | $390,794 | 1.13% | 50,951 | Shares | Sole | 2026-05-15 | ||||
| Small CORSAIR CAPITAL MANAGEMENT, L.P. | $388,899 | 1.12% | 50,704 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $363,701 | 1.05% | 47,419 | Shares | Defined | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $339,781 | 0.98% | 44,300 | Shares | Sole | 2026-05-14 | ||||
| Mid PRELUDE CAPITAL MANAGEMENT, LLC | $276,120 | 0.80% | 36,000 | Shares | Other | 2026-05-15 | ||||
| Mega Bank of New York Mellon Corp Bank | $227,966 | 0.66% | 29,722 | Shares | Defined | 2026-05-05 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $197,456 | 0.57% | 25,744 | Shares | Sole | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $190,983 | 0.55% | 24,900 | Call | Defined | 2026-05-12 | ||||
| Large Mariner, LLC | $145,032 | 0.42% | 18,909 | Shares | Sole | 2026-05-13 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $136,440 | 0.39% | 17,789 | Shares | Other | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $125,772 | 0.36% | 16,398 | Shares | Sole | 2026-05-15 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $120,204 | 0.35% | 15,672 | Shares | Defined | 2026-05-15 | ||||
| Mega BARCLAYS PLC | $116,798 | 0.34% | 15,228 | Shares | Defined | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $113,324 | 0.33% | 14,775 | Shares | Sole | 2026-05-15 | ||||
| Mega RHUMBLINE ADVISERS | $99,188 | 0.29% | 12,932 | Shares | Sole | 2026-05-12 | ||||
| Mid Curi Capital, LLC | $97,409 | 0.28% | 12,700 | Shares | Sole | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $95,537 | 0.28% | 12,456 | Shares | Defined | 2026-05-15 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $93,520 | 0.27% | 12,193 | Shares | Defined | 2026-05-06 | ||||
| Small Register Financial Advisors LLC | $89,739 | 0.26% | 11,700 | Shares | Sole | 2026-04-15 | ||||
| Mega HSBC HOLDINGS PLC | $87,422 | 0.25% | 11,398 | Shares | Defined | 2026-04-30 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $77,006 | 0.22% | 10,040 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $56,596 | 0.16% | 7,379 | Shares | Defined | 2026-05-13 | ||||
| Mid Spire Wealth Management | $42,936 | 0.12% | 5,598 | Shares | Sole | 2026-04-22 | ||||
| Mega Vanguard Global Advisers, LLC | $39,837 | 0.12% | 5,194 | Shares | Defined | 2026-05-08 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $37,736 | 0.11% | 4,920 | Shares | Defined | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $29,452 | 0.09% | 3,840 | Shares | Defined | 2026-05-11 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $27,059 | 0.08% | 3,528 | Shares | Defined | 2026-04-29 | ||||
| Mid Tower Research Capital LLC (TRC) | $24,122 | 0.07% | 3,145 | Shares | Defined | 2026-05-15 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $17,127 | 0.05% | 2,233 | Shares | Sole | 2026-05-06 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $17,050 | 0.05% | 2,223 | Shares | Defined | 2026-05-12 | ||||
| Mega UBS Group AG | $13,253 | 0.04% | 1,728 | Shares | Defined | 2026-05-05 | ||||
| Mid State of Alaska, Department of Revenue | $9,188 | 0.03% | 1,198 | Shares | Sole | 2026-04-20 | ||||
| Large NISA INVESTMENT ADVISORS, LLC | $8,628 | 0.02% | 1,125 | Shares | Sole | 2026-04-30 | ||||
| Large STRS OHIO | $8,437 | 0.02% | 1,100 | Shares | Sole | 2026-04-24 | ||||
| Large CWM, LLC | $7,700 | 0.02% | 1,004 | Shares | Sole | 2026-05-14 | ||||
| Large NATIONAL BANK OF CANADA /FI/ Bank | $7,478 | 0.02% | 975 | Shares | Defined | 2026-05-15 | ||||
| Mega Legal & General Group Plc | $6,941 | 0.02% | 905 | Shares | Defined | 2026-05-08 | ||||
| Large Russell Investments Group, Ltd. | $6,458 | 0.02% | 842 | Shares | Defined | 2026-05-08 | ||||
| Mega CITIGROUP INC | $6,020 | 0.02% | 785 | Shares | Defined | 2026-05-11 | ||||
| Mid Ameritas Investment Partners, Inc. | $4,134 | 0.01% | 539 | Shares | Other | 2026-05-13 | ||||
| Small Versant Capital Management, Inc | $3,704 | 0.01% | 483 | Shares | Sole | 2026-04-07 | ||||
| Small NFSG Corp | $3,060 | 0.01% | 399 | Shares | Sole | 2026-05-05 | ||||
| Mid Sterling Capital Management LLC | $2,577 | 0.01% | 336 | Shares | Sole | 2026-04-22 | ||||
| Mid Advisory Services Network, LLC | $2,554 | 0.01% | 333 | Shares | Sole | 2026-05-15 | ||||
| Small Ascentis Independent Advisors | $2,185 | 0.01% | 285 | Shares | Sole | 2026-04-28 | ||||
| Mid GAMMA Investing LLC | $1,518 | 0.00% | 198 | Shares | Defined | 2026-04-06 | ||||
| Mid Arax Advisory Partners | $1,104 | 0.00% | 144 | Shares | Sole | 2026-05-13 | ||||
| Mid Optiver Holding B.V. | $782 | 0.00% | 102 | Shares | Defined | 2026-05-15 | ||||
| Mega FMR LLC | $720 | 0.00% | 94 | Shares | Defined | 2026-05-15 | ||||
| Small Essential Partners LLC | $414 | 0.00% | 54 | Shares | Sole | 2026-05-21 | ||||
| Small Covestor Ltd | $383 | 0.00% | 50 | Shares | Sole | 2026-05-05 | ||||
| Small Medallion Wealth Advisors, LLC | $375 | 0.00% | 49 | Shares | Sole | 2026-04-24 | ||||
| Mid Allworth Financial LP | $230 | 0.00% | 30 | Shares | Sole | 2026-05-15 | ||||
| Small Truvestments Capital LLC | $199 | 0.00% | 26 | Shares | Sole | 2026-05-13 | ||||
| Small Transamerica Financial Advisors, LLC | $176 | 0.00% | 23 | Shares | Sole | 2026-05-15 | ||||
| Mid EverSource Wealth Advisors, LLC | $98 | 0.00% | 13 | Shares | Sole | 2026-05-18 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $76 | 0.00% | 10 | Shares | Defined | 2026-05-08 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $53 | 0.00% | 7 | Shares | Sole | 2026-05-07 | ||||
| Small Caitong International Asset Management Co., Ltd | $23 | 0.00% | 3 | Shares | Sole | 2026-05-11 | ||||
| Mid IFP Advisors, Inc | $15 | 0.00% | 2 | Shares | Sole | 2026-04-13 | ||||
| Mid MAI Capital Management | $7 | 0.00% | 1 | Shares | Sole | 2026-05-15 | ||||
| Mid Farther Finance Advisors, LLC | $7 | 0.00% | 1 | Shares | Sole | 2026-04-07 | ||||
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