Sunrise Realty TrustSUNS
13F holders, Q4 2025 (December 31)71holders +1
6new positions
5sold out
2famous investors
$9.44avg. 13F price*
At the end of Q4 2025, 71 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($6.3M), Wasatch Advisors LP ($5.6M) and Vanguard Group Inc. ($5.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 5 | $679K |
All 13F filers, Q3 2025 → Q4 2025: 340,251 shares bought and 371,846 shares sold, net −31,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| BlackRock, Inc. | 0.00% | Add +3.6% | 664,708 | $6.3M |
| Wasatch Advisors LP | 0.03% | Reduce -19.2% | 593,828 | $5.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 585,284 | $5.5M |
| Gratia Capital, LLC | 3.84% | No change | 453,816 | $4.3M |
| Philadelphia Financial Management of San Francisco, LLC | 0.86% | Reduce -10.3% | 440,628 | $4.2M |
| Pacific Ridge Capital Partners, LLC | 0.73% | Reduce -5.5% | 352,092 | $3.3M |
| Geode Capital Management, LLC | 0.00% | Add +8.4% | 252,711 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +29.4% | 171,977 | $1.6M |
| State Street Corp. | 0.00% | Reduce -0.5% | 151,733 | $1.5M |
| Penserra Capital Management LLC | 0.01% | New | 117,849 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -13.9% | 97,182 | $916K |
| Stifel Financial Corp. | 0.00% | Add +8.0% | 77,700 | $733K |
| Northern Trust Corp. | 0.00% | Reduce -10.6% | 70,640 | $666K |
| Corsair Capital Management, L.P. | 0.08% | Add +407.0% | 50,704 | $478K |
| Renaissance Technologies | 0.00% | Add +67.3% | 47,000 | $443K |
| Acadian Asset Management LLC | 0.00% | Reduce -49.4% | 46,066 | $433K |
| Quantinno Capital Management LP | 0.00% | Add +85.3% | 41,441 | $391K |
| Mariner, LLC | 0.00% | Add +42.3% | 34,359 | $324K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.8% | 31,039 | $293K |
| Morgan Stanley | 0.00% | Add +9.6% | 29,734 | $280K |
| Goldman Sachs Group Inc. | 0.00% | Add +58.6% | 28,246 | $266K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 28,087 | $265K |
| Barclays PLC | 0.00% | Add +7.3% | 22,183 | $209K |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 16,947 | $160K |
| Alliancebernstein L.P. | 0.00% | No change | 15,672 | $148K |
| Citadel Advisors | 0.00% | Reduce -3.7% | 14,703 | $139K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.7% | 14,620 | $138K |
| Royal Bank of Canada | 0.00% | Add +12.5% | 13,782 | $130K |
| Nuveen, LLC | 0.00% | No change | 13,527 | $128K |
| Two Sigma Investments, LP | 0.00% | Reduce -34.8% | 13,308 | $125K |
| Curi Capital, LLC | 0.00% | No change | 12,700 | $124K |
| Rhumbline Advisers | 0.00% | Add +0.0% | 12,906 | $122K |
| Jones Financial Companies LLLP | 0.00% | Add +1216.7% | 11,850 | $112K |
| Register Financial Advisors LLC | 0.04% | No change | 11,700 | $110K |
| Wells Fargo & Company | 0.00% | Add +46.2% | 11,394 | $107K |
| Bank of America Corp. | 0.00% | Add +144.9% | 7,303 | $69K |
| Spire Wealth Management | 0.00% | Reduce -12.9% | 5,598 | $53K |
| Deutsche Bank AG | 0.00% | No change | 5,002 | $47K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.2% | 4,818 | $45K |
| Citigroup Inc. | 0.00% | Add +3542.7% | 4,262 | $40K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,528 | $33K |
| National Bank of Canada | 0.00% | New | 3,075 | $29K |
| BNP Paribas Financial Markets | 0.00% | Add +23.7% | 2,352 | $22K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -42.3% | 1,739 | $17K |
| UBS Group AG | 0.00% | Reduce -67.5% | 1,736 | $16K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,198 | $11K |
| STRS Ohio | 0.00% | No change | 1,100 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.8% | 1,099 | $10K |
| Legal & General Group Plc | 0.00% | No change | 905 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 842 | $8K |
| GAMMA Investing LLC | 0.00% | Add +263.5% | 756 | $7K |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 625 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.4% | 586 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $5K |
| FMR LLC | 0.00% | Reduce -58.9% | 469 | $4K |
| NFSG Corp | 0.00% | No change | 399 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 319 | $3K |
| Amalgamated Bank | 0.00% | Reduce -11.4% | 319 | $3K |
| Cwm, LLC | 0.00% | Reduce -27.5% | 306 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -76.3% | 175 | $2K |
| Optiver Holding B.V. | 0.00% | No change | 150 | $1K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 149 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $462 |
| Truvestments Capital LLC | 0.00% | No change | 26 | $245 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.5% | 10 | $94 |
| Essential Partners LLC | 0.00% | Reduce -95.8% | 6 | $57 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.6% | 5 | $47 |
| IFP Advisors, Inc | 0.00% | Reduce -33.3% | 4 | $38 |
| Allworth Financial LP | 0.00% | New | 3 | $29 |
| Covestor Ltd | 0.00% | No change | 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.