Sunrise Realty Trust SUNS Institutional Ownership

NASDAQ SUNS

$6.28 -0.15 (-2.30%)

As of: Oct 1, 2026 · 2:19 PM EDT

Institutions by Trading Activity

71 Institutions

Increased 40 56.3%

Unchanged 11 15.5%

Reduced 20 28.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

23.80%

▼-7.86 pp QoQ

Shares Held by Institutions

3.17Mn

of 13.33Mn outstanding

▼-9.61% QoQ

Shares Outstanding

13.33Mn

10.16Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

-337.14K

distributed since last quarter

Value of Holdings

$20.40Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sunrise Realty Trust, Inc. (NASDAQ:SUNS) has 71 institutional investors with active 13F positions as of June 2026.

These investors collectively held 23.8% of Sunrise Realty Trust's outstanding shares in June 2026, down from 31.7% in March 2026.
They decreased total shares held in SUNS by -9.61% quarter over quarter, and investors in Sunrise Realty Trust increased 7.58% from a year ago.
Activity in SUNS broke down as 40 buyers, 20 sellers, and 11 unchanged among 71 total holders.
Altogether, these fund groups held 3.17Mn shares in SUNS by June 2026, down by 337.14K shares quarter on quarter, and down 1.46Mn shares year over year.
As of June 30, 2026, Pacific Ridge Capital Partners, LLC held the largest stake in Sunrise Realty Trust with 529.71K shares, accounting for 3.97% of total shares outstanding.
Top purchasers of SUNS stock for the quarter ending June 2026 included RBF Capital, LLC (152.28K), Pacific Ridge Capital Partners, LLC (126.68K), MILLENNIUM MANAGEMENT LLC (77.68K), JANE STREET GROUP, LLC (65.48K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (60.9K).
The largest sales of SUNS for the quarter ending June 2026 came from BlackRock, Inc. (514.08K), GEODE CAPITAL MANAGEMENT, LLC (177.9K), State Street Corp (106.6K), GRATIA CAPITAL, LLC (99.46K), Northern Trust Corp (52.56K).
According to Business Quant data, leading holders of SUNS for June 2026 are Pacific Ridge Capital Partners, LLC (529.71K), VANGUARD CAPITAL MANAGEMENT LLC (442.65K), GRATIA CAPITAL, LLC (339.36K), Raymond James Financial Inc (160.03K), RBF Capital, LLC (152.28K), Penserra Capital Management LLC (148.22K), BlackRock, Inc. (131.4K), GEODE CAPITAL MANAGEMENT, LLC (128.02K), MILLENNIUM MANAGEMENT LLC (77.68K), Quantinno Capital Management LP (76.75K).

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.17Mn

Of outstanding 23.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Pacific Ridge Capital Partners, LLC	0001591546	529,714	3.97%	▲126,679	+31.43%	$4.18Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	442,653	3.32%	▼7,261	-1.61%	$3.50Mn
3	GRATIA CAPITAL, LLC	0001599793	339,355	2.55%	▼99,461	-22.67%	$2.68Mn
4	Raymond James Financial Inc	0000720005	160,032	1.20%	▼8,677	-5.14%	$1.26Mn
5	RBF Capital, LLC	0001134621	152,283	1.14%	▲152,283	0.00%	$1.20Mn
6	Penserra Capital Management LLC	0001593324	148,222	1.11%	▲26,944	+22.22%	$1.17K
7	BlackRock, Inc.	0002012383	131,404	0.99%	▼514,084	-79.64%	$1.04Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	128,015	0.96%	▼177,900	-58.15%	$1.01Mn
9	MILLENNIUM MANAGEMENT LLC	0001273087	77,685	0.58%	▲77,685	0.00%	$613.71K
10	Quantinno Capital Management LP	0001759654	76,751	0.58%	▲25,800	+50.64%	$606.33K
11	JANE STREET GROUP, LLC	0001595888	65,479	0.49%	▲65,479	0.00%	$517.28K
12	AQR CAPITAL MANAGEMENT LLC	0001167557	63,165	0.47%	▲45,376	+255.08%	$499.01K
13	Morgan Stanley	0000895421	61,645	0.46%	▲14,226	+30.00%	$487.01K
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	60,898	0.46%	▲60,898	0.00%	$481.09K
15	VANGUARD FIDUCIARY TRUST CO	0000933478	60,064	0.45%	▼3,523	-5.54%	$474.51K
16	Goldman Sachs Group Inc	0000886982	58,151	0.44%	▼2,951	-4.83%	$459.39K
17	Ameriprise Financial Inc	0000820027	52,523	0.39%	▲572	+1.10%	$414.93K
18	CORSAIR CAPITAL MANAGEMENT, L.P.	0001276470	50,704	0.38%	0	0.00%	$400.56K
19	GatePass Capital, LLC	0002087399	49,100	0.37%	▼27,600	-35.98%	$387.89K
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	49,000	0.37%	▲4,700	+10.61%	$387.10K

Showing 1 to 20 of 71 holders