Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SUNS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 645K | $5.0M | -2.9% | 4.775% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 450K | $3.5M | β | 3.328% | 0.00% |
| 3 | GRATIA CAPITAL, LLC | 439K | $3.4M | -3.3% | 3.246% | 2.07% |
| 4 | Pacific Ridge Capital Partners, LLC | 403K | $3.1M | +14.5% | 2.981% | 0.67% |
| 5 | WASATCH ADVISORS INC | 365K | $2.8M | -38.5% | 2.702% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 306K | $2.3M | +21.1% | 2.263% | 0.00% |
| 7 | RAYMOND JAMES FINANCIAL INC | 169K | $1.3M | -1.9% | 1.248% | 0.00% |
| 8 | STATE STREET CORP | 148K | $1.2M | -2.8% | 1.091% | 0.00% |
| 9 | STIFEL FINANCIAL CORP | 80K | $614K | +3.0% | 0.592% | 0.00% |
| 10 | GatePass Capital, LLC | 77K | $588K | β | 0.567% | 0.28% |
| 11 | NORTHERN TRUST CORP | 76K | $583K | +7.6% | 0.563% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 64K | $488K | β | 0.470% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 61K | $469K | +116.3% | 0.452% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 59K | $450K | β | 0.434% | 0.00% |
| 15 | AMERIPRISE FINANCIAL INC | 52K | $398K | β | 0.384% | 0.00% |
| 16 | Quantinno Capital Management LP | 51K | $391K | +22.9% | 0.377% | 0.00% |
| 17 | CORSAIR CAPITAL MANAGEMENT, L.P. | 51K | $389K | 0.0% | 0.375% | 0.06% |
| 18 | MORGAN STANLEY | 47K | $364K | +59.5% | 0.351% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 44K | $340K | -5.7% | 0.328% | 0.00% |
| 20 | PRELUDE CAPITAL MANAGEMENT, LLC | 36K | $276K | β | 0.266% | 0.02% |
| 21 | Bank of New York Mellon Corp | 30K | $228K | -4.2% | 0.220% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26K | $197K | -8.3% | 0.190% | 0.00% |
| 23 | ALLIANCEBERNSTEIN L.P. | 16K | $148K | 0.0% | 0.116% | 0.00% |
| 24 | Mariner, LLC | 19K | $145K | -45.0% | 0.140% | 0.00% |
| 25 | HSBC HOLDINGS PLC | 11K | $143K | β | 0.084% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SUNS β a direct measure of their conviction.
Filings activity in SUNS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SUNS position in Q1 2026
Institutions that fully closed their SUNS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 75 | +8.7% | 26.12% | 10.06 pp | $30M | 28% |
| Q4 2025 | 69 | +3.0% | 36.18% | 5.60 pp | $42M | 13% |
| Q3 2025 | 67 | +3.1% | 41.78% | 0.71 pp | $48M | 1.7% |
| Q2 2025 | 65 | 5.8% | 42.49% | 2.32 pp | $49M | 5.2% |
| Q1 2025 | 69 | +17% | 44.81% | +15.05 pp | $52M | +51% |
| Q4 2024 | 59 | +1.7% | 29.76% | +2.53 pp | $34M | +9.3% |
| Q3 2024 | 58 | +53% | 27.23% | 1.88 pp | $31M | 6.4% |
| Q2 2021 | 38 | β | 29.11% | β | $34M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SUNS stock.
Based on Q1 2026 13F filings, institutional ownership of Sunrise Realty Trust, Inc. stands at 26.1%, held across 75 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SUNS, with approximately 645,488 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SUNS, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SUNS is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in SUNS during Q1 2026, while 12 fully exited. 10 added to existing positions and 45 trimmed.
SUNS institutional ownership fell by 10.06 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 78.5% of all reported 13F value in SUNS, and the top 25 account for 95.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sunrise Realty Trust, Inc. (SUNS) Institutional Ownership