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Sunrise Realty Trust (SUNS) Institutional Ownership

Sunrise Realty Trust logo
$6.93 -0.05 (-0.77%)
As of 12:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sunrise Realty Trust (NASDAQ:SUNS)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$3.20M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.97M
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SUNS Institutional Buying and Selling by Quarter

Sunrise Realty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026State Street Corp46,209$311K0.0%-43.6%0.342%
11/9/2026 GatePass Capital LLC16,100$104K0.0%-67.2%0.119%
9/9/2026Gratia Capital LLC339,355$2.68M1.6%-22.7%2.511%
8/20/2026Susquehanna International Group LLP29,512$233K0.0%N/A0.218%
8/14/2026Hsbc Holdings PLC10,658$133K0.0%N/A0.079%
8/7/2026BlackRock Inc.131,404$1.04M0.0%N/A0.972%
5/18/2026Royal Bank of Canada12,456$95K0.0%-9.6%0.092%
5/16/2026Quantinno Capital Management LP50,951$391K0.0%+22.9%0.377%
5/14/2026Renaissance Technologies LLC44,300$340K0.0%-5.7%0.328%
5/6/2026 GatePass Capital LLC76,700$588K0.3%N/A0.567%
5/5/2026 Bank of New York Mellon Corp29,722$228K0.0%-4.2%0.220%
4/30/2026Hsbc Holdings PLC11,398$87K0.0%N/A0.084%
4/21/2026 Wasatch Advisors LP365,219$2.80M0.0%-38.5%2.701%
2/17/2026Osaic Holdings Inc.16,947$160K0.0%+7.1%0.126%
2/17/2026Corsair Capital Management L.P.50,704$478K0.1%+407.0%0.378%
2/17/2026Royal Bank of Canada13,782$130K0.0%+12.5%0.103%
2/16/2026Mariner LLC34,359$324K0.0%+42.3%0.256%
2/16/2026 Barclays PLC22,183$209K0.0%+7.3%0.165%
2/13/2026Marshall Wace LLP97,182$916K0.0%-13.9%0.724%
2/13/2026Stifel Financial Corp77,700$733K0.0%+8.0%0.579%
2/13/2026Wells Fargo & Company MN11,394$107K0.0%+46.2%0.085%
2/12/2026 Wasatch Advisors LP593,828$5.60M0.0%-19.2%4.425%
2/12/2026Renaissance Technologies LLC47,000$443K0.0%+67.3%0.350%
2/10/2026Goldman Sachs Group Inc.28,246$266K0.0%+58.6%0.210%
2/9/2026 Geode Capital Management LLC252,711$2.38M0.0%+8.4%1.883%
2/4/2026Pacific Ridge Capital Partners LLC352,092$3.32M0.7%-5.5%2.624%
11/17/2025 Wasatch Advisors LP734,779$7.63M0.0%-10.7%5.475%
11/17/2025Alliancebernstein L.P.15,672$163K0.0%+16.3%0.117%
11/14/2025Raymond James Financial Inc.132,882$1.38M0.0%-20.1%0.990%
11/14/2025Two Sigma Investments LP20,412$212K0.0%-5.2%0.152%
11/12/2025Pacific Ridge Capital Partners LLC372,774$3.87M0.9%+55.9%2.778%
11/7/2025Vanguard Group Inc.588,554$6.12M0.0%+19.2%4.385%
10/23/2025 Spire Wealth Management6,431$67K0.0%-23.7%0.048%
9/22/2025 GatePass Capital LLC10,000$106K0.1%N/A0.075%
8/15/2025 Wasatch Advisors LP822,688$8.72M0.0%-12.5%6.130%
8/15/2025Gratia Capital LLC446,720$4.74M4.6%+19.9%3.329%
8/15/2025Curi Capital LLC12,700$138K0.0%N/A0.095%
8/15/2025Bank of America Corp DE3,366$36K0.0%-32.6%0.025%
8/14/2025Raymond James Financial Inc.166,413$1.76M0.0%-44.8%1.240%
8/13/2025Marshall Wace LLP103,509$1.10M0.0%-20.0%0.771%
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8/13/2025Invesco Ltd.11,288$120K0.0%-20.5%0.084%
8/13/2025Corsair 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%
8/12/2025JPMorgan Chase & Co.15,912$169K0.0%-23.7%0.119%
8/11/2025Empirical 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%
6/27/2025Goldman Sachs Group Inc.27,911$309K0.0%+53.5%0.208%
5/29/2025Rhumbline Advisers9,780$108K0.0%+22.5%0.073%
5/21/2025Acadian Asset Management LLC131,153$1.45M0.0%N/A0.977%
5/16/2025Goldman Sachs Group Inc.27,911$309K0.0%+53.5%0.208%
5/16/2025Philadelphia Financial Management of San Francisco LLC598,865$6.63M1.3%N/A4.462%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,077$67K0.0%+90.1%0.045%
5/15/2025Cubist Systematic Strategies LLC12,548$139K0.0%N/A0.093%
5/15/2025MYDA Advisors LLC70,000$775K0.1%N/A0.522%
5/14/2025Corebridge Financial Inc.5,117$57K0.0%+82.4%0.038%
5/13/2025Raymond James Financial Inc.301,430$3.34M0.0%N/A2.246%
5/13/2025Russell Investments Group Ltd.37,040$410K0.0%-83.7%0.276%
5/12/2025Nuveen LLC18,973$210K0.0%N/A0.141%
5/12/2025Invesco Ltd.14,191$157K0.0%-20.6%0.106%
5/9/2025Charles Schwab Investment Management Inc.28,067$311K0.0%+74.7%0.209%
5/9/2025Pacific Ridge Capital Partners LLC193,486$2.14M0.6%N/A1.442%
5/9/2025PNC Financial Services Group Inc.2,233$25K0.0%N/A0.017%
4/29/2025Bank of New York Mellon Corp27,609$306K0.0%+31.0%0.206%
4/8/2025Rhumbline Advisers9,780$108K0.0%+22.5%0.073%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,197$45K0.0%-91.5%0.046%
2/17/2025Bank of America Corp DE5,183$73K0.0%+60.4%0.075%
2/14/2025Castalian Partners LLC192,401$2.71M1.4%N/A2.776%
2/14/2025Northern Trust Corp46,528$655K0.0%-6.5%0.671%
2/14/2025Tower Research Capital LLC TRC2,923$41K0.0%+353.9%0.042%
2/13/2025Marshall Wace LLP33,705$475K0.0%N/A0.486%
2/13/2025Wasatch Advisors LP608,845$8.57M0.0%-1.3%8.786%
2/13/2025Barclays PLC8,484$120K0.0%+14.8%0.122%
2/13/2025Renaissance Technologies LLC42,200$594K0.0%N/A0.609%
2/12/2025Geode Capital Management LLC125,942$1.77M0.0%+1.5%1.819%
2/12/2025JPMorgan Chase & Co.21,280$300K0.0%+97.6%0.307%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,242$158K0.0%N/A0.162%
2/4/2025Los Angeles Capital Management LLC20,818$293K0.0%-19.4%0.301%
2/4/2025Bank of New York Mellon Corp21,071$297K0.0%-23.9%0.304%
1/24/2025Spire Wealth Management9,763$137K0.0%N/A0.141%
12/26/2024JPMorgan Chase & Co.10,769$155K0.0%N/A0.156%
11/19/2024Barclays PLC7,392$106K0.0%N/A0.107%
11/16/2024Geode Capital Management LLC124,055$1.79M0.0%N/A1.791%
11/15/2024Barclays PLC7,392$106K0.0%N/A0.107%
11/15/2024State Street Corp122,493$1.79M0.0%N/A1.769%
11/14/2024Wasatch Advisors LP616,765$8.88M0.0%N/A8.900%
11/12/2024Charles Schwab Investment Management Inc.16,067$231K0.0%N/A0.232%
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11/4/2024Los Angeles Capital Management LLC25,818$372K0.0%N/A0.373%
10/30/2024Catalyst Capital Advisors LLC8,666$125K0.0%N/A0.125%
10/24/2024Nisa Investment Advisors LLC1,898$28K0.0%N/A0.027%


SUNS Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Sunrise Realty Trust. The most heavily invested institutionals were Philadelphia Financial Management of San Francisco LLC ($6.63M), Vanguard Group Inc. ($6.12M), Pacific Ridge Capital Partners LLC ($3.32M), Wasatch Advisors LP ($2.80M), Castalian Partners LLC ($2.71M), Gratia Capital LLC ($2.68M), and Geode Capital Management LLC ($2.38M).Learn more on Sunrise Realty Trust's institutional investors.

Of the 44 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), Pacific Ridge Capital Partners LLC ($327.09K), Raymond James Financial Inc. ($301.43K), Castalian Partners LLC ($192.40K), Geode Capital Management LLC ($145.51K), and BlackRock Inc. ($131.40K).

Institutional investors have bought a total of 384,755 shares in the last 24 months. This purchase volume represents approximately $3.20M in transactions.

Of the 11 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: Wasatch Advisors LP ($457.47K), Gratia Capital LLC ($99.46K), State Street Corp ($35.68K), Raymond James Financial Inc. ($33.53K), GatePass Capital LLC ($33K), Pacific Ridge Capital Partners LLC ($20.68K), and Marshall Wace LLP ($15.66K).

Institutional investors have sold a total of 701,953 shares in the last 24 months. This volume of shares sold represents approximately $5.97M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SUNS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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