Sunrise Realty Trust, Inc. (SUNS) — Institutional Holders, Q2 2026
71 institutional investment managers reported a SUNS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $25.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SUNS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RBF CapitalNew · +152,283 sh+$1.2M
- Pacific Ridge Capital PartnersAdded · +126,679 sh+$1.0M
- MILLENNIUM MANAGEMENTNew · +77,685 sh+$613.7K
- JANE STREET GROUPNew · +65,479 sh+$517.3K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNew · +60,898 sh+$481.1K
Biggest sellers
- BlackRockTrimmed · -514,084 sh-$4.1M
- WASATCH ADVISORSSold out · -365,219 sh-$2.9M
- GEODE CAPITAL MANAGEMENTTrimmed · -177,900 sh-$1.4M
- STATE STREETTrimmed · -106,598 sh-$842.1K
- GRATIA CAPITALTrimmed · -99,461 sh-$785.7K
SUNS 13F holders ranked 1–71 of 71
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Pacific Ridge Capital Partners#1 · 529,714 sh | 529,714 | $4.2M | 0.76% | +31.4% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 442,653 sh | 442,653 | $3.5M | <0.01% | -1.6% |
| 3 | GRATIA CAPITAL#3 · 339,355 sh | 339,355 | $2.7M | 1.62% | -22.7% |
| 4 | RAYMOND JAMES FINANCIAL#4 · 160,032 sh | 160,032 | $1.3M | <0.01% | -5.1% |
| 5 | RBF Capital#5 · 152,283 sh | 152,283 | $1.2M | 0.05% | New |
| 6 | Penserra Capital Management#6 · 148,222 sh | 148,222 | $1.2M | <0.01% | +22.2% |
| 7 | BlackRock#7 · 131,404 sh | 131,404 | $1.0M | 0.00% | -79.6% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 128,015 sh | 128,015 | $1.0M | <0.01% | -58.2% |
| 9 | MILLENNIUM MANAGEMENT#9 · 77,685 sh | 77,685 | $613.7K | <0.01% | New |
| 10 | Quantinno Capital Management#10 · 76,751 sh | 76,751 | $606.3K | <0.01% | +50.6% |
| 11 | JANE STREET GROUP#11 · 65,479 sh | 65,479 | $517.3K | 0.00% | New |
| 12 | AQR CAPITAL MANAGEMENT#12 · 63,165 sh | 63,165 | $499.0K | <0.01% | +255.1% |
| 13 | MORGAN STANLEY#13 · 61,645 sh | 61,645 | $487.0K | 0.00% | +30.0% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#14 · 60,898 sh | 60,898 | $481.1K | <0.01% | New |
| 15 | VANGUARD FIDUCIARY#15 · 60,064 sh | 60,064 | $474.5K | <0.01% | -5.5% |
| 16 | GOLDMAN SACHS GROUP#16 · 58,151 sh | 58,151 | $459.4K | 0.00% | -4.8% |
| 17 | AMERIPRISE FINANCIAL#17 · 52,523 sh | 52,523 | $414.9K | <0.01% | +1.1% |
| 18 | CORSAIR CAPITAL MANAGEMENT, L.P.#18 · 50,704 sh | 50,704 | $400.6K | 0.05% | 0.0% |
| 19 | GatePass Capital#19 · 49,100 sh | 49,100 | $387.9K | 0.15% | -36.0% |
| 20 | RENAISSANCE TECHNOLOGIES#20 · 49,000 sh | 49,000 | $387.1K | <0.01% | +10.6% |
| 21 | Mariner#21 · 46,816 sh | 46,816 | $369.8K | <0.01% | +147.6% |
| 22 | STATE STREET#22 · 40,942 sh | 40,942 | $335.7K | 0.00% | -72.3% |
| 23 | PRELUDE CAPITAL MANAGEMENT#23 · 36,000 sh | 36,000 | $284.4K | 0.02% | 0.0% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#24 · 29,512 sh | 29,512 | $233.1K | 0.00% | New |
| 25 | STIFEL FINANCIAL#25 · 29,091 sh | 29,091 | $229.8K | <0.01% | -63.6% |
| 26 | NORTHERN#26 · 23,481 sh | 23,481 | $185.5K | 0.00% | -69.1% |
| 27 | MARSHALL WACE, LLP#27 · 21,291 sh | 21,291 | $168.2K | <0.01% | New |
| 28 | Qube Research & Technologies Ltd#28 · 21,239 sh | 21,239 | $167.8K | <0.01% | New |
| 29 | HSBC PLC#29 · 10,658 sh | 10,658 | $133.3K | <0.01% | -6.5% |
| 30 | OSAIC#30 · 16,352 sh | 16,352 | $129.2K | <0.01% | -0.3% |
| 31 | RMB Capital Management#31 · 15,305 sh | 15,305 | $125.5K | <0.01% | +20.5% |
| 32 | JONES FINANCIAL COMPANIES LLLP#32 · 14,775 sh | 14,775 | $124.4K | 0.00% | 0.0% |
| 33 | BARCLAYS PLC#33 · 13,860 sh | 13,860 | $109.5K | 0.00% | -9.0% |
| 34 | ROYAL BANK OF CANADA#34 · 13,577 sh | 13,577 | $107.0K | 0.00% | +9.0% |
| 35 | Register Financial Advisors#35 · 11,700 sh | 11,700 | $92.4K | — | 0.0% |
| 36 | MERCER GLOBAL ADVISORS#36 · 10,711 sh | 10,711 | $84.6K | <0.01% | +6.7% |
| 37 | HRT FINANCIAL#37 · 10,564 sh | 10,564 | $83.0K | <0.01% | New |
| 38 | Cetera Investment Advisers#38 · 10,254 sh | 10,254 | $81.0K | <0.01% | New |
| 39 | JPMORGAN CHASE#39 · 8,418 sh | 8,418 | $71.4K | 0.00% | +14.1% |
| 40 | Spire Wealth Management#40 · 5,598 sh | 5,598 | $44.2K | <0.01% | 0.0% |
| 41 | RHUMBLINE ADVISERS#41 · 5,341 sh | 5,341 | $42.2K | 0.00% | -58.7% |
| 42 | Vanguard Global Advisers#42 · 5,194 sh | 5,194 | $41.0K | 0.00% | 0.0% |
| 43 | UBS Group AG#43 · 3,513 sh | 3,513 | $27.8K | 0.00% | +103.3% |
| 44 | Tower Research Capital (TRC)#44 · 2,665 sh | 2,665 | $21.1K | <0.01% | -15.3% |
| 45 | Russell Investments Group, Ltd.#45 · 2,263 sh | 2,263 | $17.9K | 0.00% | +168.8% |
| 46 | State of Alaska, Department of Revenue#46 · 1,198 sh | 1,198 | $9.0K | — | 0.0% |
| 47 | SRS Capital Advisors#47 · 1,077 sh | 1,077 | $8.5K | <0.01% | +647.9% |
| 48 | NATIONAL BANK OF CANADA#48 · 975 sh | 975 | $7.7K | 0.00% | 0.0% |
| 49 | FMR#49 · 802 sh | 802 | $6.3K | 0.00% | +753.2% |
| 50 | Newbridge Financial Services Group#50 · 399 sh | 399 | $3.2K | — | 0.0% |
| 51 | Integrated Wealth Concepts#51 · 379 sh | 379 | $3.0K | 0.00% | New |
| 52 | Covestor Ltd#52 · 196 sh | 196 | $2.0K | <0.01% | +292.0% |
| 53 | Allworth Financial#53 · 144 sh | 144 | $1.1K | 0.00% | +380.0% |
| 54 | BNP PARIBAS FINANCIAL MARKETS#54 · 142 sh | 142 | $1.1K | 0.00% | -93.6% |
| 55 | Essential Partners#55 · 135 sh | 135 | $1.1K | — | +150.0% |
| 56 | Larson Financial Group#56 · 124 sh | 124 | $980.00 | 0.00% | New |
| 57 | Optiver Holding B.V.#57 · 102 sh | 102 | $806.00 | 0.00% | 0.0% |
| 58 | EverSource Wealth Advisors#58 · 97 sh | 97 | $767.00 | 0.00% | -95.6% |
| 59 | IFP Advisors#59 · 94 sh | 94 | $743.00 | — | +4600.0% |
| 60 | GAMMA Investing#60 · 83 sh | 83 | $656.00 | — | -58.1% |
| 61 | Medallion Wealth Advisors#61 · 49 sh | 49 | $387.00 | <0.01% | 0.0% |
| 62 | ROTHSCHILD INVESTMENT#62 · 40 sh | 40 | $316.00 | 0.00% | +471.4% |
| 63 | Farther Finance Advisors#63 · 37 sh | 37 | $292.00 | — | +3600.0% |
| 64 | Fortitude Family Office#64 · 20 sh | 20 | $158.00 | — | New |
| 65 | True Wealth Design#65 · 19 sh | 19 | $151.00 | — | New |
| 66 | Caitong International Asset Management , Ltd#66 · 11 sh | 11 | $87.00 | 0.00% | +266.7% |
| 67 | Crewe Advisors#67 · 7 sh | 7 | $56.00 | 0.00% | New |
| 68 | SJS Investment Consulting#68 · 7 sh | 7 | $56.00 | — | New |
| 69 | Clearstead Advisors#69 · 2 sh | 2 | $16.00 | 0.00% | New |
| 70 | JPL Wealth Management#70 · 1 sh | 1 | $8.00 | 0.00% | New |
| 71 | WELLS FARGO & COMPANY#71 · 1 sh | 1 | $7.00 | 0.00% | -100.0% |
Funds that sold out of SUNS in Q2 2026 (22)
Held SUNS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.