Sunrise Realty Trust, Inc. - SUNS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 664,708 | 6,268 | 0.0% | 0.0% | 1 | +23,053 | 3.59% | Q4 2025 | Feb 12, 2026 |
| WASATCH ADVISORS LP | History | New | 593,828 | 5,599 | 0.03% | — | 2 | +593,828 | New | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 585,284 | 5,519 | 0.0% | 0.0% | 3 | -3,270 | -0.56% | Q4 2025 | Jan 29, 2026 |
| GRATIA CAPITAL, LLC | History | No change | 453,816 | 4,279 | 3.19% | 3.38% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Reduced | 440,628 | 4,155 | 0.45% | 0.57% | 5 | -50,449 | -10.27% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 422,903 | 3,987 | 0.0% | 0.0% | 6 | +137,939 | 48.41% | Q4 2025 | Feb 17, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 352,092 | 3,320 | 0.73% | 0.85% | 7 | -20,682 | -5.55% | Q4 2025 | Feb 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 252,711 | 2,383 | 0.0% | 0.0% | 8 | +19,565 | 8.39% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 171,977 | 1,621 | 0.0% | 0.0% | 9 | +39,095 | 29.42% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Reduced | 151,733 | 1,475 | 0.0% | 0.0% | 10 | -696 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | New | 117,849 | 1,111 | 0.01% | — | 11 | +117,849 | New | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Reduced | 100,000 | 943 | 0.01% | 0.08% | 12 | -945,800 | -90.44% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 97,182 | 916 | 0.0% | 0.0% | 13 | -15,664 | -13.88% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,700 | 732 | 0.0% | 0.0% | 14 | +5,760 | 8.01% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 70,640 | 666 | 0.0% | 0.0% | 15 | -8,374 | -10.6% | Q4 2025 | Feb 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 50,704 | 478 | 0.07% | 0.02% | 16 | +40,704 | 407.04% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 47,000 | 443 | 0.0% | 0.0% | 17 | +18,900 | 67.26% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 46,066 | 433 | 0.0% | 0.0% | 18 | -44,902 | -49.36% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,441 | 390 | 0.0% | 0.0% | 19 | +19,073 | 85.27% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 34,359 | 324 | 0.0% | 0.0% | 20 | +10,220 | 42.34% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 31,039 | 292 | 0.0% | 0.0% | 21 | -2,279 | -6.84% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 29,734 | 280 | 0.0% | 0.0% | 22 | +2,615 | 9.64% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,246 | 266 | 0.0% | 0.0% | 23 | +10,442 | 58.65% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 28,087 | 264 | 0.0% | 0.0% | 24 | +20 | 0.07% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 22,183 | 209 | 0.0% | 0.0% | 25 | +1,518 | 7.35% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,947 | 159 | 0.0% | 0.0% | 26 | +1,127 | 7.12% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,672 | 147 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,620 | 137 | 0.0% | 0.0% | 28 | -563 | -3.71% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,782 | 130 | 0.0% | — | 29 | +13,782 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 13,527 | 127 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 13,308 | 125 | 0.0% | 0.0% | 31 | -7,104 | -34.8% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 12,700 | 123 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,906 | 121 | 0.0% | 0.0% | 33 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,850 | 111 | 0.0% | 0.0% | 34 | +10,950 | 1216.67% | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | No change | 11,700 | 110 | 0.04% | 0.05% | 35 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,394 | 107 | 0.0% | 0.0% | 36 | +3,602 | 46.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,303 | 68 | 0.0% | 0.0% | 37 | +4,321 | 144.9% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 5,598 | 52 | 0.0% | 0.0% | 38 | -833 | -12.95% | Q4 2025 | Jan 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,002 | 47 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,818 | 45 | 0.0% | 0.0% | 40 | -266 | -5.23% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 4,262 | 40 | 0.0% | 0.0% | 41 | +4,145 | 3542.74% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,528 | 33 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3,075 | 28 | 0.0% | — | 43 | +3,075 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,352 | 22 | 0.0% | 0.0% | 44 | +451 | 23.72% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,233 | 21 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 1,736 | 16 | 0.0% | 0.0% | 47 | -3,608 | -67.51% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,739 | 16 | 0.0% | 0.0% | 46 | -1,275 | -42.3% | Q4 2025 | Jan 15, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,198 | 11 | 0.0% | — | 48 | +1,198 | New | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,099 | 10 | 0.0% | 0.0% | 50 | +9 | 0.83% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 1,100 | 10 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Legal & General Group Plc | History | No change | 905 | 8 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 756 | 7 | 0.0% | 0.0% | 53 | +548 | 263.46% | Q4 2025 | Jan 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 842 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 586 | 5 | 0.0% | 0.0% | 56 | -115 | -16.41% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 625 | 5 | 0.0% | 0.0% | 55 | -12 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 539 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 469 | 4 | 0.0% | 0.0% | 57 | -673 | -58.93% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | New | 319 | 3 | 0.0% | — | 60 | +319 | New | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Reduced | 306 | 3 | 0.0% | 0.0% | 59 | -116 | -27.49% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 319 | 3 | 0.0% | 0.0% | 58 | -41 | -11.39% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 399 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 175 | 1 | 0.0% | 0.0% | 62 | -562 | -76.26% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 149 | 1 | 0.0% | — | 63 | +149 | New | Q4 2025 | Jan 21, 2026 |
| Optiver Holding B.V. | History | No change | 150 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,732 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -10,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,666 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10 | 0 | — | 0.0% | — | -2,223 | -99.55% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -1,166 | -99.57% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |