Sunrise Realty TrustSUNS 13F holders, Q3 2024 (September 30) 57 holders
$14.40 avg. 13F price*
At the end of Q3 2024 , 57 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings. The largest holders were Wasatch Advisors LP ($8.9M), BlackRock, Inc. ($7.1M) and Vanguard Group Inc. ($4.1M).
Company Sunrise Realty Trust Inc.
CUSIP 867981102
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 Institutions Total Value New Positions 56 $25.0M Exits 0 $0
Ownership 57 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Wasatch Advisors LP 0.04% New 616,765 $8.9M BlackRock, Inc. 0.00% — 492,125 $7.1M Vanguard Group Inc. 0.00% New 281,855 $4.1M Russell Investments Group, Ltd. 0.00% New 227,622 $3.3M State Street Corp. 0.00% New 122,493 $1.8M Geode Capital Management, LLC 0.00% New 124,055 $1.8M Northern Trust Corp. 0.00% New 49,742 $716K MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 37,736 $543K Bank of New York Mellon Corp 0.00% New 27,673 $398K Morgan Stanley 0.00% New 26,432 $380K Los Angeles Capital Management LLC 0.00% New 25,818 $372K Penserra Capital Management LLC 0.01% New 25,387 $365K Invesco Ltd. 0.00% New 17,652 $254K Charles Schwab Investment Management Inc. 0.00% New 16,067 $231K Susquehanna International Group, LLP 0.00% New 15,472 $223K Bridgeway Capital Management, LLC 0.00% New 14,166 $204K Goldman Sachs Group Inc. 0.00% New 13,795 $199K Nuveen Asset Management, LLC 0.00% New 13,022 $187K JPMorgan Chase & Co. 0.00% New 10,769 $155K Catalyst Capital Advisors LLC 0.00% New 8,666 $125K LSV Asset Management 0.00% New 7,976 $115K Rhumbline Advisers 0.00% New 7,911 $114K Barclays PLC 0.00% New 7,392 $106K Deutsche Bank AG 0.00% New 5,002 $72K UBS Group AG 0.00% New 4,599 $66K Citigroup Inc. 0.00% New 4,108 $59K Bank of America Corp. 0.00% New 3,231 $46K Corebridge Financial, Inc. 0.00% New 3,016 $43K Wells Fargo & Company 0.00% New 2,589 $37K New York State Common Retirement Fund 0.00% New 2,233 $32K Nisa Investment Advisors, LLC 0.00% New 1,898 $28K BNP Paribas Financial Markets 0.00% New 1,324 $19K STRS Ohio 0.00% New 1,100 $16K Osaic Holdings, Inc. 0.00% New 901 $13K Royal Bank of Canada 0.00% New 671 $10K Tower Research Capital LLC (TRC) 0.00% New 644 $9K Truvestments Capital LLC 0.00% New 586 $8K Group One Trading LLC 0.00% New 579 $8K Ameritas Investment Partners, Inc. 0.00% New 539 $8K Legal & General Group Plc 0.00% New 532 $8K PNC Financial Services Group, Inc. 0.00% New 525 $8K California State Teachers Retirement System 0.00% New 408 $6K Venturi Wealth Management, LLC 0.00% New 307 $4K FMR LLC 0.00% New 213 $3K Amalgamated Bank 0.00% New 184 $3K Parallel Advisors, LLC 0.00% New 109 $2K Jones Financial Companies LLLP 0.00% New 100 $1K Arax Advisory Partners 0.00% New 70 $1K Allworth Financial LP 0.00% New 36 $519 Lindbrook Capital, LLC 0.00% New 28 $403 Sterling Capital Management LLC 0.00% — 18 $259 GAMMA Investing LLC 0.00% New 17 $245 Concourse Financial Group Securities, Inc. 0.00% New 16 $233 Flaharty Asset Management, LLC 0.00% New 16 $230 Earned Wealth Advisors, LLC 0.00% New 3 $43 Cwm, LLC 0.00% New 27 $0 Covestor Ltd 0.00% New 14 $0
"% of holder's portfolio" is SUNS's weight in each manager's 13F, not the share of Sunrise Realty Trust Inc. the manager owns.