Sunrise Realty TrustSUNS
13F holders, Q2 2025 (June 30)66holders −1
10new positions
11sold out
2famous investors
$10.61avg. 13F price*
At the end of Q2 2025, 66 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, down 1 from Q1 2025. 10 opened new positions and 11 sold out. The largest holders were Wasatch Advisors LP ($8.7M), BlackRock, Inc. ($6.9M) and Philadelphia Financial Management of San Francisco, LLC ($6.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.5M |
| Exits | 11 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 450,750 shares bought and 517,841 shares sold, net −67,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Wasatch Advisors LP | 0.05% | Reduce -12.5% | 822,688 | $8.7M |
| BlackRock, Inc. | 0.00% | Add +2.9% | 651,782 | $6.9M |
| Philadelphia Financial Management of San Francisco, LLC | 1.43% | Add +1.8% | 609,844 | $6.5M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 493,926 | $5.2M |
| Gratia Capital, LLC | 5.17% | Add +19.9% | 446,720 | $4.7M |
| Pacific Ridge Capital Partners, LLC | 0.61% | Add +23.6% | 239,166 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 191,482 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -44.8% | 166,413 | $1.8M |
| State Street Corp. | 0.00% | Add +11.4% | 158,405 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +9.5% | 143,569 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -20.0% | 103,509 | $1.1M |
| Stifel Financial Corp. | 0.00% | New | 70,517 | $747K |
| Northern Trust Corp. | 0.00% | Reduce -9.1% | 66,481 | $705K |
| Citadel Advisors | 0.00% | New | 46,985 | $498K |
| Morgan Stanley | 0.00% | Add +17.0% | 33,576 | $356K |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 31,791 | $337K |
| Bank of New York Mellon Corp | 0.00% | Add +8.6% | 29,989 | $318K |
| Renaissance Technologies | 0.00% | Reduce -61.5% | 28,297 | $300K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 28,067 | $298K |
| Empirical Finance, LLC | 0.01% | New | 24,732 | $262K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.3% | 21,757 | $231K |
| Two Sigma Investments, LP | 0.00% | Reduce -56.4% | 21,540 | $228K |
| Jane Street Group, LLC | 0.00% | New | 20,062 | $213K |
| Barclays PLC | 0.00% | Add +58.5% | 16,950 | $180K |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.7% | 15,912 | $169K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -18.6% | 14,878 | $158K |
| Royal Bank of Canada | 0.00% | Add +1417.6% | 14,432 | $152K |
| Nuveen, LLC | 0.00% | Reduce -28.7% | 13,527 | $143K |
| Alliancebernstein L.P. | 0.00% | New | 13,472 | $143K |
| Rhumbline Advisers | 0.00% | Add +36.3% | 13,326 | $141K |
| Curi Capital, LLC | 0.00% | New | 12,700 | $138K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.6% | 12,707 | $135K |
| Mariner, LLC | 0.00% | New | 12,174 | $129K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.8% | 11,790 | $125K |
| Register Financial Advisors LLC | 0.05% | New | 11,700 | $124K |
| Invesco Ltd. | 0.00% | Reduce -20.5% | 11,288 | $120K |
| GatePass Capital, LLC | 0.07% | New | 10,000 | $106K |
| Corsair Capital Management, L.P. | 0.02% | New | 10,000 | $106K |
| UBS Group AG | 0.00% | Add +84.3% | 9,158 | $97K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 8,666 | $92K |
| Spire Wealth Management | 0.00% | Reduce -13.6% | 8,431 | $89K |
| Wells Fargo & Company | 0.00% | Add +4.0% | 6,521 | $69K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.9% | 5,843 | $62K |
| Deutsche Bank AG | 0.00% | No change | 5,002 | $53K |
| Citigroup Inc. | 0.00% | Reduce -52.9% | 3,410 | $36K |
| Bank of America Corp. | 0.00% | Reduce -32.6% | 3,366 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | Add +61.6% | 3,014 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +135.2% | 2,519 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,233 | $24K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $24K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 1,955 | $21K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,872 | $20K |
| STRS Ohio | 0.00% | No change | 1,100 | $12K |
| BNP Paribas Financial Markets | 0.00% | Add +25.3% | 1,060 | $11K |
| Legal & General Group Plc | 0.00% | No change | 905 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $6K |
| FMR LLC | 0.00% | Add +126.7% | 476 | $5K |
| NFSG Corp | 0.00% | No change | 399 | $4K |
| Amalgamated Bank | 0.00% | No change | 360 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +55.6% | 280 | $3K |
| GAMMA Investing LLC | 0.00% | Add +190.4% | 212 | $2K |
| Cwm, LLC | 0.00% | Add +115.4% | 56 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $526 |
| Truvestments Capital LLC | 0.00% | No change | 26 | $276 |
| Essential Partners LLC | 0.00% | — | 2 | $21 |
| Covestor Ltd | 0.00% | Add +46.1% | 19 | $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.