SUNS Institutional Ownership & Shareholders
SUNRISE REALTY TRUST INC (SUNS) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pacific Ridge Capital Partners, Llc is currently the largest disclosed institutional shareholder of SUNS tracked by InsiderSet, reporting ownership valued at approximately $4.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.52M, representing an estimated loss of -15.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed SUNS value among the investors covered in this analysis. Major shareholders include Pacific Ridge Capital Partners, Llc, Vanguard Capital Management Llc, Gratia Capital, Llc, and several other long-term asset managers with concentrated positions in SUNRISE REALTY TRUST INC (SUNS).
This page ranks the largest institutional SUNS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
66
Total Reported Value
$25.10M
Largest Holder
Pacific Ridge Capital Partners, Llc
Largest Position
$4.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, Llc | 0.76% | 529,714 | $4,184,741 | $3,522,598 | -$662,143 | -15.82% | |
| Vanguard Capital Management Llc | 0.00% | 442,653 | $3,496,959 | $2,943,642 | -$553,317 | -15.82% | |
| Gratia Capital, Llc | 3.08% | 339,355 | $2,680,904 | $2,256,711 | -$424,193 | -15.82% | |
| Raymond James Financial Inc | 0.00% | 160,032 | $1,264,253 | $1,064,213 | -$200,040 | -15.82% | |
| Rbf Capital, Llc | 0.05% | 152,283 | $1,203,036 | $1,012,682 | -$190,354 | -15.82% | |
| Penserra Capital Management Llc | 0.01% | 148,222 | $1,170,000 | $985,676 | -$184,324 | -15.75% | |
| Blackrock, Inc. | 0.00% | 131,404 | $1,038,093 | $873,837 | -$164,256 | -15.82% | |
| Geode Capital Management, Llc | 0.00% | 128,015 | $1,011,883 | $851,300 | -$160,583 | -15.87% | |
| Millennium Management Llc | 0.00% | 77,685 | $613,712 | $516,605 | -$97,107 | -15.82% | |
| Quantinno Capital Management Lp | 0.00% | 76,751 | $606,333 | $510,394 | -$95,939 | -15.82% | |
| Jane Street Group, Llc | 0.00% | 65,479 | $517,284 | $435,435 | -$81,849 | -15.82% | |
| Aqr Capital Management Llc | 0.00% | 63,165 | $499,007 | $420,047 | -$78,960 | -15.82% | |
| Morgan Stanley | 0.00% | 61,645 | $487,010 | $409,939 | -$77,071 | -15.83% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 60,898 | $481,094 | $404,972 | -$76,122 | -15.82% | |
| Vanguard Fiduciary Trust Co | 0.00% | 60,064 | $474,506 | $399,426 | -$75,080 | -15.82% | |
| Goldman Sachs Group Inc | 0.00% | 58,151 | $459,393 | $386,704 | -$72,689 | -15.82% | |
| Ameriprise Financial Inc | 0.00% | 52,523 | $414,932 | $349,278 | -$65,654 | -15.82% | |
| Corsair Capital Management, L.P. | 0.05% | 50,704 | $400,562 | $337,182 | -$63,380 | -15.82% | |
| Gatepass Capital, Llc | 0.15% | 49,100 | $387,890 | $326,515 | -$61,375 | -15.82% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 49,000 | $387,100 | $325,850 | -$61,250 | -15.82% |
| Mariner, Llc | 0.00% | 46,816 | $369,848 | $311,326 | -$58,522 | -15.82% | |
| State Street Corp | 0.00% | 40,942 | $335,724 | $272,264 | -$63,460 | -18.90% | |
| Prelude Capital Management, Llc | 0.02% | 36,000 | $284,400 | $239,400 | -$45,000 | -15.82% | |
| Susquehanna International Group, Llp | 0.00% | 29,512 | $233,145 | $196,255 | -$36,890 | -15.82% | |
| Stifel Financial Corp | 0.00% | 29,091 | $229,825 | $193,455 | -$36,370 | -15.83% | |
| Northern Trust Corp | 0.00% | 23,481 | $185,500 | $156,149 | -$29,351 | -15.82% | |
| Marshall Wace, Llp | 0.00% | 21,291 | $168,199 | $141,585 | -$26,614 | -15.82% | |
| Qube Research & Technologies Ltd | 0.00% | 21,239 | $167,788 | $141,239 | -$26,549 | -15.82% | |
| Hsbc Holdings Plc | 0.00% | 10,658 | $133,332 | $70,876 | -$62,456 | -46.84% | |
| Osaic Holdings, Inc. | 0.00% | 16,352 | $129,181 | $108,741 | -$20,440 | -15.82% | |
| Curi Capital, Llc | 0.00% | 15,305 | $125,501 | $101,778 | -$23,723 | -18.90% | |
| Jones Financial Companies Lllp | 0.00% | 14,775 | $124,406 | $98,254 | -$26,152 | -21.02% | |
| Barclays Plc | 0.00% | 13,860 | $109,494 | $92,169 | -$17,325 | -15.82% | |
| Royal Bank Of Canada | 0.00% | 13,577 | $107,000 | $90,287 | -$16,713 | -15.62% | |
| Mercer Global Advisors Inc | 0.00% | 10,711 | $84,617 | $71,228 | -$13,389 | -15.82% | |
| Hrt Financial Lp | 0.00% | 10,564 | $83,000 | $70,251 | -$12,749 | -15.36% | |
| Cetera Investment Advisers | 0.00% | 10,254 | $81,006 | $68,189 | -$12,817 | -15.82% | |
| Register Financial Advisors Llc | 0.02% | 11,700 | $75,231 | $77,805 | +$2,574 | +3.42% | |
| Jpmorgan Chase & Co | 0.00% | 8,418 | $71,384 | $55,980 | -$15,404 | -21.58% | |
| Rhumbline Advisers | 0.00% | 5,341 | $42,193 | $35,518 | -$6,675 | -15.82% | |
| Vanguard Global Advisers, Llc | 0.00% | 5,194 | $41,033 | $34,540 | -$6,493 | -15.82% | |
| Spire Wealth Management | 0.00% | 5,598 | $35,995 | $37,227 | +$1,232 | +3.42% | |
| Ubs Group Ag | 0.00% | 3,513 | $27,753 | $23,361 | -$4,392 | -15.82% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,665 | $21,054 | $17,722 | -$3,332 | -15.82% | |
| Russell Investments Group, Ltd. | 0.00% | 2,263 | $17,878 | $15,049 | -$2,829 | -15.82% | |
| Arax Advisory Partners | 0.00% | 1,077 | $8,508 | $7,162 | -$1,346 | -15.82% | |
| National Bank Of Canada | 0.00% | 975 | $7,702 | $6,484 | -$1,218 | -15.82% | |
| Cwm, Llc | 0.00% | 1,004 | $7,701 | $6,677 | -$1,024 | -13.30% | |
| Fmr Llc | 0.00% | 802 | $6,336 | $5,333 | -$1,003 | -15.83% | |
| Nfsg Corp | 0.00% | 399 | $2,566 | $2,653 | +$87 | +3.40% |
Frequently asked questions about SUNS
Who are the largest institutional holders of SUNS?
The largest institutional holders of SUNS reported in the latest SEC Form 13F filings include Pacific Ridge Capital Partners, Llc, Vanguard Capital Management Llc, Gratia Capital, Llc, Raymond James Financial Inc, and Rbf Capital, Llc. InsiderSet ranks institutional holders by their latest reported SUNS position.
What is SUNS institutional ownership?
This page tracks SUNS positions reported by institutional investment managers through SEC Form 13F. SUNRISE REALTY TRUST INC (SUNS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUNS?
InsiderSet currently tracks 66 institutional managers reporting SUNS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUNS shareholders.
How much SUNS stock do institutions own?
Institutional investment managers disclosed approximately $25.10M in SUNS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUNS institutional ownership last updated?
The latest SUNS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUNS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUNS position after the reporting date.
Are institutions buying or selling SUNS?
Institutional buying and selling can be analyzed by comparing SUNS positions across consecutive 13F reporting periods. InsiderSet's SUNS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUNS ownership changes.
How has SUNS institutional ownership changed over time?
InsiderSet tracks SUNS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.