Sunrise Realty TrustSUNS
13F holders, Q2 2026 (June 30)70holders −7
16new positions
22sold out
3famous investors
$7.92avg. 13F price*
At the end of Q2 2026, 70 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, down 7 from Q1 2026. 16 opened new positions and 22 sold out. The largest holders were Pacific Ridge Capital Partners, LLC ($4.2M), Vanguard Capital Management LLC ($3.5M) and Gratia Capital, LLC ($2.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sunrise Realty Trust Inc.
- CUSIP
- 867981102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.5M |
| Exits | 22 | $4.0M |
All 13F filers, Q1 2026 → Q2 2026: 732,466 shares bought and 1,591,599 shares sold, net −859,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Pacific Ridge Capital Partners, LLC | 0.76% | Add +31.4% | 529,714 | $4.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.6% | 442,653 | $3.5M |
| Gratia Capital, LLC | 3.08% | Reduce -22.7% | 339,355 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 160,032 | $1.3M |
| RBF Capital, LLC | 0.05% | New | 152,283 | $1.2M |
| Penserra Capital Management LLC | 0.01% | Add +22.2% | 148,222 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -79.6% | 131,404 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -58.1% | 128,015 | $1.0M |
| Millennium Management | 0.00% | New | 77,685 | $614K |
| Quantinno Capital Management LP | 0.00% | Add +50.6% | 76,751 | $606K |
| Jane Street Group, LLC | 0.00% | New | 65,479 | $517K |
| AQR Capital Management | 0.00% | Add +255.1% | 63,165 | $499K |
| Morgan Stanley | 0.00% | Add +30.0% | 61,645 | $487K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 60,898 | $481K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -5.5% | 60,064 | $475K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.8% | 58,151 | $459K |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 52,523 | $415K |
| Corsair Capital Management, L.P. | 0.05% | No change | 50,704 | $401K |
| GatePass Capital, LLC | 0.15% | Reduce -36.0% | 49,100 | $388K |
| Renaissance Technologies | 0.00% | Add +10.6% | 49,000 | $387K |
| Mariner, LLC | 0.00% | Add +147.6% | 46,816 | $370K |
| State Street Corp. | 0.00% | Reduce -72.3% | 40,942 | $336K |
| Prelude Capital Management, LLC | 0.02% | No change | 36,000 | $284K |
| Susquehanna International Group, LLP | 0.00% | New | 29,512 | $233K |
| Stifel Financial Corp. | 0.00% | Reduce -63.6% | 29,091 | $230K |
| Northern Trust Corp. | 0.00% | Reduce -69.1% | 23,481 | $186K |
| Marshall Wace, LLP | 0.00% | New | 21,291 | $168K |
| Qube Research & Technologies Ltd | 0.00% | New | 21,239 | $168K |
| HSBC Holdings PLC | 0.00% | Reduce -6.5% | 10,658 | $133K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 16,352 | $129K |
| Curi Capital, LLC | 0.00% | Add +20.5% | 15,305 | $126K |
| Jones Financial Companies LLLP | 0.00% | No change | 14,775 | $124K |
| Barclays PLC | 0.00% | Reduce -9.0% | 13,860 | $109K |
| Royal Bank of Canada | 0.00% | Add +9.0% | 13,577 | $107K |
| Register Financial Advisors LLC | 0.03% | No change | 11,700 | $92K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.7% | 10,711 | $85K |
| HRT Financial LP | 0.00% | New | 10,564 | $83K |
| Cetera Investment Advisers | 0.00% | New | 10,254 | $81K |
| JPMorgan Chase & Co. | 0.00% | Add +14.1% | 8,418 | $71K |
| Spire Wealth Management | 0.00% | No change | 5,598 | $44K |
| Rhumbline Advisers | 0.00% | Reduce -58.7% | 5,341 | $42K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,194 | $41K |
| UBS Group AG | 0.00% | Add +103.3% | 3,513 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.3% | 2,665 | $21K |
| Russell Investments Group, Ltd. | 0.00% | Add +168.8% | 2,263 | $18K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,198 | $9K |
| Arax Advisory Partners | 0.00% | Add +647.9% | 1,077 | $9K |
| National Bank of Canada | 0.00% | No change | 975 | $8K |
| FMR LLC | 0.00% | Add +753.2% | 802 | $6K |
| NFSG Corp | 0.00% | No change | 399 | $3K |
| Covestor Ltd | 0.00% | Add +292.0% | 196 | $2K |
| Allworth Financial LP | 0.00% | Add +380.0% | 144 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.6% | 142 | $1K |
| Essential Partners LLC | 0.00% | Add +150.0% | 135 | $1K |
| Larson Financial Group LLC | 0.00% | New | 124 | $980 |
| Optiver Holding B.V. | 0.00% | No change | 102 | $806 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +646.1% | 97 | $767 |
| IFP Advisors, Inc | 0.00% | Add +4600.0% | 94 | $743 |
| GAMMA Investing LLC | 0.00% | Reduce -58.1% | 83 | $656 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $387 |
| Rothschild Investment LLC | 0.00% | Add +471.4% | 40 | $316 |
| Farther Finance Advisors, LLC | 0.00% | Add +3600.0% | 37 | $292 |
| Fortitude Family Office, LLC | 0.00% | New | 20 | $158 |
| True Wealth Design, LLC | 0.00% | New | 19 | $151 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +266.7% | 11 | $87 |
| Crewe Advisors LLC | 0.00% | New | 7 | $56 |
| SJS Investment Consulting Inc. | 0.00% | New | 7 | $56 |
| Clearstead Advisors, LLC | 0.00% | New | 2 | $16 |
| JPL Wealth Management, LLC | 0.00% | New | 1 | $8 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $7 |
"% of holder's portfolio" is SUNS's weight in each manager's 13F, not the share of Sunrise Realty Trust Inc. the manager owns.