Sunrise Realty TrustSUNS
13F holders, Q3 2025 (September 30)70holders +4
7new positions
4sold out
2famous investors
$10.40avg. 13F price*
At the end of Q3 2025, 70 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, up 4 from Q2 2025. 7 opened new positions and 4 sold out. The largest holders were Wasatch Advisors LP ($7.6M), BlackRock, Inc. ($6.7M) and Vanguard Group Inc. ($6.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $376K |
| Exits | 4 | $735K |
All 13F filers, Q2 2025 → Q3 2025: 383,281 shares bought and 463,741 shares sold, net −80,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Wasatch Advisors LP | 0.04% | Reduce -10.7% | 734,779 | $7.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 641,655 | $6.7M |
| Vanguard Group Inc. | 0.00% | Add +19.2% | 588,554 | $6.1M |
| Philadelphia Financial Management of San Francisco, LLC | 1.02% | Reduce -19.5% | 491,077 | $5.1M |
| Gratia Capital, LLC | 4.19% | Add +1.6% | 453,816 | $4.7M |
| Pacific Ridge Capital Partners, LLC | 0.85% | Add +55.9% | 372,774 | $3.9M |
| Geode Capital Management, LLC | 0.00% | Add +21.8% | 233,146 | $2.4M |
| State Street Corp. | 0.00% | Reduce -3.8% | 152,429 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.1% | 132,882 | $1.4M |
| Marshall Wace, LLP | 0.00% | Add +9.0% | 112,846 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -36.6% | 90,968 | $944K |
| Northern Trust Corp. | 0.00% | Add +18.9% | 79,014 | $821K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 71,940 | $747K |
| Bank of New York Mellon Corp | 0.00% | Add +11.1% | 33,318 | $346K |
| Renaissance Technologies | 0.00% | Reduce -0.7% | 28,100 | $292K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 28,067 | $292K |
| Morgan Stanley | 0.00% | Reduce -19.2% | 27,119 | $282K |
| Empirical Finance, LLC | 0.01% | No change | 24,732 | $257K |
| Mariner, LLC | 0.00% | Add +98.3% | 24,139 | $251K |
| Quantinno Capital Management LP | 0.00% | New | 22,368 | $232K |
| Barclays PLC | 0.00% | Add +21.9% | 20,665 | $215K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.2% | 20,412 | $212K |
| Goldman Sachs Group Inc. | 0.00% | Add +51.0% | 17,804 | $185K |
| Osaic Holdings, Inc. | 0.00% | Add +709.2% | 15,820 | $166K |
| Alliancebernstein L.P. | 0.00% | Add +16.3% | 15,672 | $163K |
| Citadel Advisors | 0.00% | Reduce -67.5% | 15,264 | $159K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 15,183 | $158K |
| Nuveen, LLC | 0.00% | No change | 13,527 | $141K |
| Curi Capital, LLC | 0.00% | No change | 12,700 | $136K |
| Rhumbline Advisers | 0.00% | Reduce -3.2% | 12,901 | $134K |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 12,247 | $127K |
| Invesco Ltd. | 0.00% | Add +3.7% | 11,706 | $122K |
| Register Financial Advisors LLC | 0.05% | No change | 11,700 | $122K |
| Cetera Investment Advisers | 0.00% | New | 10,154 | $106K |
| Jane Street Group, LLC | 0.00% | Reduce -49.8% | 10,063 | $105K |
| Corsair Capital Management, L.P. | 0.02% | No change | 10,000 | $104K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 8,666 | $90K |
| Wells Fargo & Company | 0.00% | Add +19.5% | 7,792 | $81K |
| Spire Wealth Management | 0.00% | Reduce -23.7% | 6,431 | $67K |
| UBS Group AG | 0.00% | Reduce -41.6% | 5,344 | $56K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.0% | 5,084 | $53K |
| Deutsche Bank AG | 0.00% | No change | 5,002 | $52K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +88.5% | 3,528 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,014 | $32K |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 2,982 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,233 | $23K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $23K |
| BNP Paribas Financial Markets | 0.00% | Add +79.3% | 1,901 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,171 | $12K |
| FMR LLC | 0.00% | Add +139.9% | 1,142 | $12K |
| STRS Ohio | 0.00% | No change | 1,100 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.7% | 1,090 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 900 | $10K |
| Legal & General Group Plc | 0.00% | No change | 905 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.1% | 842 | $9K |
| Arax Advisory Partners | 0.00% | New | 737 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +150.4% | 701 | $7K |
| California State Teachers Retirement System | 0.00% | New | 637 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $6K |
| NFSG Corp | 0.00% | No change | 399 | $4K |
| Amalgamated Bank | 0.00% | No change | 360 | $4K |
| Cwm, LLC | 0.00% | Add +653.6% | 422 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -1.9% | 208 | $2K |
| Optiver Holding B.V. | 0.00% | New | 150 | $2K |
| Essential Partners LLC | 0.00% | Add +7100.0% | 144 | $1K |
| Citigroup Inc. | 0.00% | Reduce -96.6% | 117 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $509 |
| Truvestments Capital LLC | 0.00% | No change | 26 | $270 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 6 | $62 |
| Covestor Ltd | 0.00% | Reduce -79.0% | 4 | $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.