Sunrise Realty TrustSUNS
13F holders, Q1 2025 (March 31)67holders +8
12new positions
4sold out
1famous investor
$11.08avg. 13F price*
At the end of Q1 2025, 67 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, up 8 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Wasatch Advisors LP ($10.4M), BlackRock, Inc. ($7.0M) and Philadelphia Financial Management of San Francisco, LLC ($6.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sunrise Realty Trust Inc.
- CUSIP
- 867981102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $19.5M |
| Exits | 4 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,775,860 shares bought and 448,043 shares sold, net +2,327,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Wasatch Advisors LP | 0.06% | Add +54.5% | 940,582 | $10.4M |
| BlackRock, Inc. | 0.00% | Add +42.5% | 633,390 | $7.0M |
| Philadelphia Financial Management of San Francisco, LLC | 1.47% | New | 598,865 | $6.6M |
| Vanguard Group Inc. | 0.00% | Add +73.9% | 491,966 | $5.4M |
| Gratia Capital, LLC | 4.72% | New | 372,527 | $4.1M |
| Raymond James Financial Inc. | 0.00% | New | 301,430 | $3.3M |
| Pacific Ridge Capital Partners, LLC | 0.56% | New | 193,486 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Add +52.9% | 192,571 | $2.1M |
| State Street Corp. | 0.00% | Add +8.4% | 142,161 | $1.6M |
| Acadian Asset Management LLC | 0.00% | New | 131,153 | $1.4M |
| Marshall Wace, LLP | 0.00% | Add +283.9% | 129,412 | $1.4M |
| Renaissance Technologies | 0.00% | Add +74.4% | 73,600 | $815K |
| Northern Trust Corp. | 0.00% | Add +57.2% | 73,125 | $809K |
| MYDA Advisors LLC | 0.28% | New | 70,000 | $775K |
| Two Sigma Investments, LP | 0.00% | New | 49,408 | $547K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.7% | 37,040 | $410K |
| LPL Financial LLC | 0.00% | New | 33,285 | $368K |
| Morgan Stanley | 0.00% | Add +18.0% | 28,688 | $318K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +74.7% | 28,067 | $311K |
| Goldman Sachs Group Inc. | 0.00% | Add +53.5% | 27,911 | $309K |
| Bank of New York Mellon Corp | 0.00% | Add +31.0% | 27,609 | $306K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 20,861 | $231K |
| Nuveen, LLC | 0.00% | — | 18,973 | $210K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.2% | 18,278 | $202K |
| Invesco Ltd. | 0.00% | Reduce -20.6% | 14,191 | $157K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.5% | 13,189 | $146K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 12,548 | $139K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -1.0% | 11,128 | $125K |
| Barclays PLC | 0.00% | Add +26.1% | 10,695 | $118K |
| Rhumbline Advisers | 0.00% | Add +22.5% | 9,780 | $108K |
| Spire Wealth Management | 0.00% | No change | 9,763 | $108K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 8,666 | $96K |
| Citigroup Inc. | 0.00% | Add +66.5% | 7,237 | $80K |
| Wells Fargo & Company | 0.00% | Add +89.3% | 6,268 | $69K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +90.1% | 6,077 | $67K |
| Corebridge Financial, Inc. | 0.00% | Add +82.4% | 5,117 | $57K |
| Deutsche Bank AG | 0.00% | No change | 5,002 | $55K |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 4,991 | $55K |
| UBS Group AG | 0.00% | Reduce -63.8% | 4,968 | $55K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,233 | $25K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.7% | 1,865 | $21K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,872 | $21K |
| Osaic Holdings, Inc. | 0.00% | Add +127.8% | 1,756 | $19K |
| STRS Ohio | 0.00% | No change | 1,100 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.4% | 1,071 | $12K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 968 | $11K |
| Legal & General Group Plc | 0.00% | Add +70.1% | 905 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -61.9% | 951 | $10K |
| BNP Paribas Financial Markets | 0.00% | Add +1.8% | 846 | $9K |
| Versant Capital Management, Inc | 0.00% | New | 626 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $6K |
| California State Teachers Retirement System | 0.00% | No change | 408 | $5K |
| NFSG Corp | 0.00% | No change | 399 | $4K |
| Amalgamated Bank | 0.00% | Add +95.7% | 360 | $4K |
| FMR LLC | 0.00% | Reduce -14.6% | 210 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -6.3% | 180 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 109 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -15.1% | 73 | $808 |
| Arax Advisory Partners | 0.00% | Add +400.0% | 65 | $720 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $534 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.5% | 42 | $465 |
| Lindbrook Capital, LLC | 0.00% | No change | 28 | $310 |
| Truvestments Capital LLC | 0.00% | Reduce -95.6% | 26 | $288 |
| Flaharty Asset Management, LLC | 0.00% | New | 16 | $177 |
| Cwm, LLC | 0.00% | Reduce -33.3% | 26 | $0 |
| Covestor Ltd | 0.00% | Reduce -7.1% | 13 | $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.