Sunrise Realty TrustSUNS
13F holders, Q4 2024 (December 31)59holders +2
8new positions
8sold out
2famous investors
$14.10avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were Wasatch Advisors LP ($8.6M), BlackRock, Inc. ($6.3M) and Vanguard Group Inc. ($4.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sunrise Realty Trust Inc.
- CUSIP
- 867981102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 8 | $502K |
All 13F filers, Q3 2024 → Q4 2024: 170,422 shares bought and 142,737 shares sold, net +27,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Wasatch Advisors LP | 0.04% | Reduce -1.3% | 608,845 | $8.6M |
| BlackRock, Inc. | 0.00% | Reduce -9.7% | 444,606 | $6.3M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 282,900 | $4.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.0% | 227,601 | $3.2M |
| Castalian Partners, LLC | 2.56% | — | 192,401 | $2.7M |
| State Street Corp. | 0.00% | Add +7.0% | 131,100 | $1.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 125,942 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 46,528 | $655K |
| Renaissance Technologies | 0.00% | New | 42,200 | $594K |
| Marshall Wace, LLP | 0.00% | New | 33,705 | $475K |
| Citadel Advisors | 0.00% | New | 25,299 | $356K |
| Morgan Stanley | 0.00% | Reduce -8.0% | 24,310 | $342K |
| JPMorgan Chase & Co. | 0.00% | Add +97.6% | 21,280 | $300K |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.9% | 21,071 | $297K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -19.4% | 20,818 | $293K |
| Susquehanna International Group, LLP | 0.00% | Add +22.7% | 18,985 | $267K |
| Goldman Sachs Group Inc. | 0.00% | Add +31.8% | 18,179 | $256K |
| Invesco Ltd. | 0.00% | Add +1.3% | 17,875 | $252K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,067 | $226K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 14,166 | $199K |
| UBS Group AG | 0.00% | Add +198.0% | 13,704 | $193K |
| Nuveen Asset Management, LLC | 0.00% | No change | 13,022 | $183K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 11,242 | $158K |
| Spire Wealth Management | 0.00% | New | 9,763 | $137K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 8,666 | $122K |
| Barclays PLC | 0.00% | Add +14.8% | 8,484 | $119K |
| Rhumbline Advisers | 0.00% | Add +0.9% | 7,986 | $112K |
| Bank of America Corp. | 0.00% | Add +60.4% | 5,183 | $73K |
| Deutsche Bank AG | 0.00% | No change | 5,002 | $70K |
| Citigroup Inc. | 0.00% | Add +5.8% | 4,346 | $61K |
| Wells Fargo & Company | 0.00% | Add +27.9% | 3,311 | $47K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -91.5% | 3,197 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +353.9% | 2,923 | $41K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 2,805 | $39K |
| Royal Bank of Canada | 0.00% | Add +272.1% | 2,497 | $35K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,898 | $28K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,872 | $26K |
| STRS Ohio | 0.00% | No change | 1,100 | $15K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.2% | 831 | $12K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 771 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 586 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $8K |
| Legal & General Group Plc | 0.00% | No change | 532 | $7K |
| California State Teachers Retirement System | 0.00% | No change | 408 | $6K |
| NFSG Corp | 0.00% | New | 399 | $6K |
| FMR LLC | 0.00% | Add +15.5% | 246 | $3K |
| Amalgamated Bank | 0.00% | No change | 184 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +966.7% | 192 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 109 | $2K |
| GAMMA Investing LLC | 0.00% | Add +405.9% | 86 | $1K |
| Cwm, LLC | 0.00% | Add +44.4% | 39 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 49 | $690 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 34 | $479 |
| McIlrath & Eck, LLC | 0.00% | Add +0.0% | 33 | $465 |
| Allworth Financial LP | 0.00% | No change | 36 | $395 |
| Lindbrook Capital, LLC | 0.00% | No change | 28 | $394 |
| Arax Advisory Partners | 0.00% | Reduce -81.4% | 13 | $184 |
| Covestor Ltd | 0.00% | No change | 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.