Sunrise Realty TrustSUNS
13F holders, Q1 2026 (March 31)77holders +6
13new positions
11sold out
2famous investors
$7.70avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding Sunrise Realty Trust Inc. (SUNS) in their 13F filings, up 6 from Q4 2025. 13 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($5.0M), Vanguard Capital Management LLC ($3.5M) and Gratia Capital, LLC ($3.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sunrise Realty Trust Inc.
- CUSIP
- 867981102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.6M |
| Exits | 11 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 393,152 shares bought and 957,127 shares sold, net −563,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 645,488 | $5.0M |
| Vanguard Capital Management LLC | 0.00% | — | 449,914 | $3.5M |
| Gratia Capital, LLC | 3.19% | Reduce -3.3% | 438,816 | $3.4M |
| Pacific Ridge Capital Partners, LLC | 0.67% | Add +14.5% | 403,035 | $3.1M |
| Wasatch Advisors LP | 0.02% | Reduce -38.5% | 365,219 | $2.8M |
| Geode Capital Management, LLC | 0.00% | Add +21.1% | 305,915 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 168,709 | $1.3M |
| State Street Corp. | 0.00% | Reduce -2.8% | 147,540 | $1.2M |
| Penserra Capital Management LLC | 0.01% | Add +2.9% | 121,278 | $930K |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 80,010 | $614K |
| GatePass Capital, LLC | 0.29% | New | 76,700 | $588K |
| Northern Trust Corp. | 0.00% | Add +7.7% | 76,043 | $583K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 63,587 | $488K |
| Goldman Sachs Group Inc. | 0.00% | Add +116.3% | 61,102 | $469K |
| Vanguard Portfolio Management LLC | 0.00% | — | 58,621 | $450K |
| Ameriprise Financial Inc. | 0.00% | New | 51,951 | $398K |
| Quantinno Capital Management LP | 0.00% | Add +22.9% | 50,951 | $391K |
| Corsair Capital Management, L.P. | 0.06% | No change | 50,704 | $389K |
| Morgan Stanley | 0.00% | Add +59.5% | 47,419 | $364K |
| Renaissance Technologies | 0.00% | Reduce -5.7% | 44,300 | $340K |
| Prelude Capital Management, LLC | 0.02% | New | 36,000 | $276K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 29,722 | $228K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.3% | 25,744 | $197K |
| Alliancebernstein L.P. | 0.00% | No change | 15,672 | $148K |
| Mariner, LLC | 0.00% | Reduce -45.0% | 18,909 | $145K |
| HSBC Holdings PLC | 0.00% | New | 11,398 | $143K |
| AQR Capital Management | 0.00% | New | 17,789 | $136K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.2% | 16,398 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 14,775 | $118K |
| Barclays PLC | 0.00% | Reduce -31.4% | 15,228 | $117K |
| Rhumbline Advisers | 0.00% | Add +0.2% | 12,932 | $99K |
| Curi Capital, LLC | 0.00% | No change | 12,700 | $97K |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 12,456 | $95K |
| Deutsche Bank AG | 0.00% | Add +143.8% | 12,193 | $94K |
| Register Financial Advisors LLC | 0.03% | No change | 11,700 | $90K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,040 | $77K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.5% | 7,379 | $59K |
| Spire Wealth Management | 0.00% | No change | 5,598 | $43K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,194 | $40K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 4,920 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -66.3% | 3,840 | $29K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,528 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +186.2% | 3,145 | $24K |
| New York State Common Retirement Fund | 0.00% | No change | 2,233 | $17K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.5% | 2,223 | $17K |
| UBS Group AG | 0.00% | Reduce -0.5% | 1,728 | $13K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,198 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -35.3% | 1,125 | $9K |
| STRS Ohio | 0.00% | No change | 1,100 | $8K |
| Cwm, LLC | 0.00% | Add +228.1% | 1,004 | $8K |
| National Bank of Canada | 0.00% | Reduce -68.3% | 975 | $7K |
| Legal & General Group Plc | 0.00% | No change | 905 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 842 | $6K |
| Citigroup Inc. | 0.00% | Reduce -81.6% | 785 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 539 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +51.4% | 483 | $4K |
| NFSG Corp | 0.00% | No change | 399 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.7% | 336 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 333 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 285 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -73.8% | 198 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -17.7% | 144 | $1K |
| Optiver Holding B.V. | 0.00% | Reduce -32.0% | 102 | $782 |
| FMR LLC | 0.00% | Reduce -80.0% | 94 | $721 |
| Essential Partners LLC | 0.00% | Add +800.0% | 54 | $414 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $376 |
| Allworth Financial LP | 0.00% | Add +900.0% | 30 | $231 |
| Truvestments Capital LLC | 0.00% | No change | 26 | $199 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 23 | $183 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +160.0% | 13 | $100 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10 | $77 |
| Rothschild Investment LLC | 0.00% | New | 7 | $54 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $23 |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 2 | $15 |
| MAI Capital Management | 0.00% | New | 1 | $8 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $8 |
| Covestor Ltd | 0.00% | Add +1150.0% | 50 | $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.