Sunrise Realty Trust (SUNS) Institutional Ownership $11.03 -0.07 (-0.63%) As of 03:49 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Sunrise Realty Trust (NASDAQ:SUNS)Number ofInstitutional Buyers(last 12 months)34TotalInstitutional Inflows(last 12 months)$34.52MNumber ofInstitutional Sellers(last 12 months)13TotalInstitutional Outflows(last 12 months)$6.24M Get SUNS Insider Trade Alerts Want to know when executives and insiders are buying or selling Sunrise Realty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data SUNS Institutional Buying and Selling by Quarter Sunrise Realty Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Wasatch Advisors LP822,688$8.72M0.0%-12.5%6.130% 8/15/2025 Gratia Capital LLC446,720$4.74M4.6%+19.9%3.329% 8/15/2025 Curi Capital LLC12,700$138K0.0%N/A0.095% 8/15/2025 Bank of America Corp DE3,366$36K0.0%-32.6%0.025% 8/14/2025 Raymond James Financial Inc.166,413$1.76M0.0%-44.8%1.240% 8/13/2025 Marshall Wace LLP103,509$1.10M0.0%-20.0%0.771% 8/13/2025 Invesco Ltd.11,288$120K0.0%-20.5%0.084% 8/13/2025 Corsair Capital Management L.P.10,000$106K0.0%N/A0.075% 8/13/2025 Russell Investments Group Ltd.21,757$231K0.0%-41.3%0.162% 8/12/2025 JPMorgan Chase & Co.15,912$169K0.0%-23.7%0.119% Get the Latest News and Ratings for SUNS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Sunrise Realty Trust and its competitors with MarketBeat's FREE daily newsletter. 8/11/2025 Empirical Finance LLC24,732$262K0.0%N/A0.184% 8/8/2025 Geode Capital Management LLC191,482$2.03M0.0%-0.6%1.427% 8/7/2025 Los Angeles Capital Management LLC14,878$158K0.0%-18.6%0.111% 8/4/2025 Spire Wealth Management8,431$89K0.0%-13.6%0.063% 7/31/2025 Nisa Investment Advisors LLC3,014$33K0.0%+61.6%0.022% 7/16/2025 Register Financial Advisors LLC11,700$124K0.1%N/A0.087% 6/27/2025 Goldman Sachs Group Inc.27,911$309K0.0%+53.5%0.208% 5/29/2025 Rhumbline Advisers9,780$108K0.0%+22.5%0.073% 5/21/2025 Acadian Asset Management LLC131,153$1.45M0.0%N/A0.977% 5/16/2025 Goldman Sachs Group Inc.27,911$309K0.0%+53.5%0.208% 5/16/2025 Philadelphia Financial Management of San Francisco LLC598,865$6.63M1.3%N/A4.462% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,077$67K0.0%+90.1%0.045% 5/15/2025 Cubist Systematic Strategies LLC12,548$139K0.0%N/A0.093% 5/15/2025 MYDA Advisors LLC70,000$775K0.1%N/A0.522% 5/14/2025 Corebridge Financial Inc.5,117$57K0.0%+82.4%0.038% 5/13/2025 Raymond James Financial Inc.301,430$3.34M0.0%N/A2.246% 5/13/2025 Russell Investments Group Ltd.37,040$410K0.0%-83.7%0.276% 5/12/2025 Nuveen LLC18,973$210K0.0%N/A0.141% 5/12/2025 Invesco Ltd.14,191$157K0.0%-20.6%0.106% 5/9/2025 Charles Schwab Investment Management Inc.28,067$311K0.0%+74.7%0.209% 5/9/2025 Pacific Ridge Capital Partners LLC193,486$2.14M0.6%N/A1.442% 5/9/2025 PNC Financial Services Group Inc.2,233$25K0.0%N/A0.017% 4/29/2025 Bank of New York Mellon Corp27,609$306K0.0%+31.0%0.206% 4/8/2025 Rhumbline Advisers9,780$108K0.0%+22.5%0.073% 2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,197$45K0.0%-91.5%0.046% 2/17/2025 Bank of America Corp DE5,183$73K0.0%+60.4%0.075% 2/14/2025 Castalian Partners LLC192,401$2.71M1.4%N/A2.776% 2/14/2025 Northern Trust Corp46,528$655K0.0%-6.5%0.671% 2/14/2025 Tower Research Capital LLC TRC2,923$41K0.0%+353.9%0.042% 2/13/2025 Marshall Wace LLP33,705$475K0.0%N/A0.486% 2/13/2025 Wasatch Advisors LP608,845$8.57M0.0%-1.3%8.786% 2/13/2025 Barclays PLC8,484$120K0.0%+14.8%0.122% 2/13/2025 Renaissance Technologies LLC42,200$594K0.0%N/A0.609% 2/12/2025 Geode Capital Management LLC125,942$1.77M0.0%+1.5%1.819% 2/12/2025 JPMorgan Chase & Co.21,280$300K0.0%+97.6%0.307% 2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,242$158K0.0%N/A0.162% 2/4/2025 Los Angeles Capital Management LLC20,818$293K0.0%-19.4%0.301% 2/4/2025 Bank of New York Mellon Corp21,071$297K0.0%-23.9%0.304% 1/24/2025 Spire Wealth Management9,763$137K0.0%N/A0.141% 12/26/2024 JPMorgan Chase & Co.10,769$155K0.0%N/A0.156% 11/19/2024 Barclays PLC7,392$106K0.0%N/A0.107% 11/16/2024 Geode Capital Management LLC124,055$1.79M0.0%N/A1.791% 11/15/2024 Barclays PLC7,392$106K0.0%N/A0.107% 11/15/2024 State Street Corp122,493$1.79M0.0%N/A1.769% 11/14/2024 Wasatch Advisors LP616,765$8.88M0.0%N/A8.900% 11/12/2024 Charles Schwab Investment Management Inc.16,067$231K0.0%N/A0.232% 11/4/2024 Los Angeles Capital Management LLC25,818$372K0.0%N/A0.373% 10/30/2024 Catalyst Capital Advisors LLC8,666$125K0.0%N/A0.125% 10/24/2024 Nisa Investment Advisors LLC1,898$28K0.0%N/A0.027% (Data available from 1/1/2016 forward) SUNS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SUNS shares? During the previous two years, 37 institutional investors and hedge funds held shares of Sunrise Realty Trust. The most heavily invested institutionals were Wasatch Advisors LP ($8.72M), Philadelphia Financial Management of San Francisco LLC ($6.63M), Gratia Capital LLC ($4.74M), Castalian Partners LLC ($2.71M), Pacific Ridge Capital Partners LLC ($2.14M), Geode Capital Management LLC ($2.03M), and State Street Corp ($1.79M).Learn more on Sunrise Realty Trust's institutional investors. Which institutional investors have been buying Sunrise Realty Trust's stock? Of the 34 institutional investors that purchased Sunrise Realty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($616.77K), Philadelphia Financial Management of San Francisco LLC ($598.87K), Raymond James Financial Inc. ($301.43K), Pacific Ridge Capital Partners LLC ($193.49K), Castalian Partners LLC ($192.40K), Acadian Asset Management LLC ($131.15K), and Geode Capital Management LLC ($125.94K). How much institutional buying is happening at Sunrise Realty Trust? Institutional investors have bought a total of 2,758,291 shares in the last 24 months. This purchase volume represents approximately $34.52M in transactions. Which of Sunrise Realty Trust's major shareholders have been selling company stock? Of the 13 institutional investors that sold Sunrise Realty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Russell Investments Group Ltd. ($205.84K), Raymond James Financial Inc. ($135.02K), Wasatch Advisors LP ($125.81K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($34.54K), Marshall Wace LLP ($25.90K), Los Angeles Capital Management LLC ($8.40K), and Bank of New York Mellon Corp ($6.60K). How much institutional selling is happening at Sunrise Realty Trust? Institutional investors have sold a total of 560,915 shares in the last 24 months. This volume of shares sold represents approximately $6.24M in transactions. Related Companies CTO Major Shareholders IPXX Major Shareholders FPI Major Shareholders GMRE Major Shareholders PKST Major Shareholders ANSC Major Shareholders AAM Major Shareholders EQV Major Shareholders APPS Major Shareholders NLOP Major Shareholders This page (NASDAQ:SUNS) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersMusk Warns. Trump Acts. Your Retirement May Depend on ItWith Donald Trump back in the White House, many believe an economic revival could be underway — but it also br...American Alternative | SponsoredCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. 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