- Type / Class
- Equity / COM
- Shares outstanding
- 13,496,091
- Total 13F shares
- 4,782,888
- Share change
- +2,327,816
- Total reported value
- $52,985,854
- Price per share
- $11.07
- Number of holders
- 64
- Value change
- +$25,072,984
- Number of buys
- 35
- Number of sells
- 20
Quarterly Holders Quick Answers
What is CUSIP 867981102?
CUSIP 867981102 identifies SUNS - Sunrise Realty Trust, Inc. - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 867981102:
Top shareholders of SUNS - Sunrise Realty Trust, Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13F
|
Company |
4.5%
|
608,845
|
$8,572,538 | — | 31 Dec 2024 | |
| Philadelphia Financial Management of San Francisco, LLC |
13D/G
|
— |
5.4%
|
687,470
|
$7,122,189 | $0 | 28 Jan 2025 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
4.7%
|
630,135
|
$6,528,199 | $0 | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.1%
|
282,900
|
$3,983,231 | — | 31 Dec 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
1.7%
|
227,601
|
$3,204,614 | — | 31 Dec 2024 | |
| Castalian Partners, LLC |
13F
|
Company |
1.4%
|
192,401
|
$2,709,006 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.97%
|
131,100
|
$1,900,950 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.93%
|
125,942
|
$1,773,496 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.34%
|
46,528
|
$655,114 | — | 31 Dec 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.31%
|
42,200
|
$594,176 | — | 31 Dec 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.25%
|
33,705
|
$474,566 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.19%
|
25,299
|
$356,210 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.18%
|
24,310
|
$342,301 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.16%
|
21,280
|
$299,622 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.16%
|
21,071
|
$296,679 | — | 31 Dec 2024 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.15%
|
20,818
|
$293,117 | — | 31 Dec 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.14%
|
18,985
|
$267,309 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.13%
|
18,179
|
$255,960 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.13%
|
17,875
|
$251,679 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.12%
|
16,067
|
$226,223 | — | 31 Dec 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.1%
|
14,166
|
$199,457 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
13,704
|
$192,952 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.1%
|
13,022
|
$183,349 | — | 31 Dec 2024 | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
13F
|
Company |
0.08%
|
11,242
|
$158,283 | — | 31 Dec 2024 | |
| Spire Wealth Management |
13F
|
Company |
0.07%
|
9,763
|
$137,463 | — | 31 Dec 2024 | |
| Catalyst Capital Advisors LLC |
13F
|
Company |
0.06%
|
8,666
|
$122,017 | — | 31 Dec 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.06%
|
8,484
|
$119,454 | — | 31 Dec 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.06%
|
7,986
|
$112,438 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
5,183
|
$72,976 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.04%
|
5,002
|
$70,428 | — | 31 Dec 2024 | |
| CITIGROUP INC |
13F
|
Company |
0.03%
|
4,346
|
$61,192 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.02%
|
3,311
|
$46,619 | — | 31 Dec 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.02%
|
3,197
|
$45,014 | — | 31 Dec 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
2,923
|
$41,156 | — | 31 Dec 2024 | |
| Corebridge Financial, Inc. |
13F
|
Company |
0.02%
|
2,805
|
$39,494 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.02%
|
2,497
|
$35,000 | — | 31 Dec 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.02%
|
2,233
|
$31,441 | — | 31 Dec 2024 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.01%
|
1,898
|
$27,521 | — | 31 Dec 2024 | |
| Police & Firemen's Retirement System of New Jersey |
13F
|
Company |
0.01%
|
1,872
|
$26,358 | — | 31 Dec 2024 | |
| STRS OHIO |
13F
|
Company |
0.01%
|
1,100
|
$15,488 | — | 31 Dec 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
831
|
$11,700 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.01%
|
771
|
$10,861 | — | 31 Dec 2024 | |
| Truvestments Capital LLC |
13F
|
Company |
0%
|
586
|
$8,251 | — | 31 Dec 2024 | |
| Ameritas Investment Partners, Inc. |
13F
|
Company |
0%
|
539
|
$7,589 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0%
|
532
|
$7,491 | — | 31 Dec 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0%
|
408
|
$5,745 | — | 31 Dec 2024 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
0%
|
399
|
$5,618 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0%
|
246
|
$3,462 | — | 31 Dec 2024 | |
| AMALGAMATED BANK |
13F
|
Company |
0%
|
184
|
$3,000 | — | 31 Dec 2024 | |
| Sterling Capital Management LLC |
13F
|
Company |
0%
|
192
|
$2,703 | — | 31 Dec 2024 |
Institutional Holders of Sunrise Realty Trust, Inc. - COM (SUNS) as of Q1 2025
As of 31 Mar 2025,
Sunrise Realty Trust, Inc. - COM (SUNS) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,782,888 shares.
The largest 10 holders included
WASATCH ADVISORS LP, BlackRock, Inc., Philadelphia Financial Management of San Francisco, LLC, VANGUARD GROUP INC, GRATIA CAPITAL, LLC, RAYMOND JAMES FINANCIAL INC, Pacific Ridge Capital Partners, LLC, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, and ACADIAN ASSET MANAGEMENT LLC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
56
Q1 2025 holders
64
Holder diff
8
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.