Sunrise Realty Trust, Inc. (SUNS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,516,530Shares Outstanding

522,143Shares held by institutions

$4,876,816Value of institutional holdings

33.53%Institutional ownership %

-17.35%Shares Changed QoQ

70No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Sunrise Realty Trust, Inc. (NASDAQ:SUNS) is held by 70 institutional firms.

The collective stake of institutional investors in Sunrise Realty Trust moved to 33.5% in December 2025, a shift down from the 42.8% reported for September 2025.
Institutional share ownership changed by -17.35% QoQ, while the number of institutional owners saw an increase of 16.67% YoY.
Of these 70 institutional investors, 27 increased their holdings in Sunrise Realty Trust, while 26 of them reduced positions, and 17 investors maintained their exposure.
The aggregate institutional position in Sunrise Realty Trust now stands at 4.53Mn shares as of December 2025, after investors decreased their holdings (down by 951.03K shares quarter on quarter which is up 2.08Mn shares year over year).
The top institutional stake in Sunrise Realty Trust as of December 31, 2025 belongs to BlackRock, Inc., which owns 664.71K shares, or 4.92% of the company.
Among the most significant buyers of Sunrise Realty Trust during December 2025 were Penserra Capital Management LLC (117.85K), CORSAIR CAPITAL MANAGEMENT, L.P. (40.70K), BlackRock, Inc. (23.05K), GEODE CAPITAL MANAGEMENT, LLC (19.57K), Quantinno Capital Management LP (19.07K).
Leading sellers of Sunrise Realty Trust stock in December 2025 included Caption Management, LLC (945.80K), WASATCH ADVISORS LP (140.95K), Philadelphia Financial Management of San Francisco, LLC (50.45K), ACADIAN ASSET MANAGEMENT LLC (44.90K), Pacific Ridge Capital Partners, LLC (20.68K).
The top 10 institutional holders of Sunrise Realty Trust for the quarter ending December 2025 included BlackRock, Inc. (664.71K), WASATCH ADVISORS LP (593.83K), VANGUARD GROUP INC (585.28K), GRATIA CAPITAL, LLC (453.82K), Philadelphia Financial Management of San Francisco, LLC (440.63K), Pacific Ridge Capital Partners, LLC (352.09K), GEODE CAPITAL MANAGEMENT, LLC (252.71K), STATE STREET CORP (151.73K), Penserra Capital Management LLC (117.85K), Caption Management, LLC (100.00K).

70 Institutional Holders

522,143 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	664,708	23,053	3.59%	$6,268,196.00
WASATCH ADVISORS LP	31 Dec, 2025	593,828	-140,951	-19.18%	$5,599,798.00
VANGUARD GROUP INC	31 Dec, 2025	585,284	-3,270	-0.56%	$5,519,228.00
GRATIA CAPITAL, LLC	31 Dec, 2025	453,816	0	0.00%	$4,279,485.00
Philadelphia Financial Management of San Francisco, LLC	31 Dec, 2025	440,628	-50,449	-10.27%	$4,155,122.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	352,092	-20,682	-5.55%	$3,320,228.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	252,711	19,565	8.39%	$2,383,198.00
STATE STREET CORP	31 Dec, 2025	151,733	-696	-0.46%	$1,475,453.00
Penserra Capital Management LLC	31 Dec, 2025	117,849	117,849	0.00%	$1,111.00
Caption Management, LLC	31 Dec, 2025	100,000	-945,800	-90.44%	$943,000.00
MARSHALL WACE, LLP	31 Dec, 2025	97,182	-15,664	-13.88%	$916,425.00
STIFEL FINANCIAL CORP	31 Dec, 2025	77,700	5,760	8.01%	$732,719.00
NORTHERN TRUST CORP	31 Dec, 2025	70,640	-8,374	-10.60%	$666,136.00
CORSAIR CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	50,704	40,704	407.04%	$478,139.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	47,000	18,900	67.26%	$443,210.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	46,066	-44,902	-49.36%	$433.00
Quantinno Capital Management LP	31 Dec, 2025	41,441	19,073	85.27%	$390,789.00
Mariner, LLC	31 Dec, 2025	34,359	10,220	42.34%	$324,007.00
Bank of New York Mellon Corp	31 Dec, 2025	31,039	-2,279	-6.84%	$292,697.00
MORGAN STANLEY	31 Dec, 2025	29,734	2,615	9.64%	$280,409.00

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