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Sunrise Realty Trust, Inc. · 13F filings

SUNS Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Sunrise Realty Trust, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 71 funds reported holding SUNS at Jun 30, 2026, together owning 23.5% of the company.

← SUNS stock page

Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ●41 buying vs 41 selling
  • ▼Held by funds -6.4 pts
  • ▼Funds holding -6
  • ▲Superinvestors: 2 added, 0 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding71−6 vs Q1 2026
Held by funds23.5%−6.4 pts
Value held$25.1M3.2M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 57 fundsQ3 '24Q4 2024: 59 fundsQ4 '24Q1 2025: 67 fundsQ1 '25Q2 2025: 66 fundsQ2 '25Q3 2025: 70 fundsQ3 '25Q4 2025: 71 fundsQ4 '25Q1 2026: 77 fundsQ1 '26Q2 2026: 71 fundsQ2 '2623.5% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding7177−7.8%
In funds' top 1000–
13F shares3.2M4M−21.3%
Held by funds23.5%29.8%−6.4 pts
New positions1713+30.8%
Increased2419+26.3%
Reduced1925−24.0%
Sold out2210+120.0%
Calls (shares)0100K−100.0%
Puts (shares)00–
Put/call ratio–0.00–

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 26 buyingQ4 2024: 21 sellingQ4 '24Q1 2025: 36 buyingQ1 2025: 22 sellingQ1 '25Q2 2025: 33 buyingQ2 2025: 30 sellingQ2 '25Q3 2025: 30 buyingQ3 2025: 26 sellingQ3 '25Q4 2025: 26 buyingQ4 2025: 31 sellingQ4 '25Q1 2026: 32 buyingQ1 2026: 35 sellingQ1 '26Q2 2026: 41 buyingQ2 2026: 41 sellingQ2 '26
Buying 41Selling 41latest quarter

Superinvestors in SUNS

All superinvestors →

Who owns SUNS

share of fund held shares
  • Index and passive funds26.2%
  • Active managers and hedge funds57.3%
  • Banks and brokers16.5%
  • Pensions, insurers and other0.0%

The top 10 holders own 68.9% of all SUNS shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q1 2025: 0.00Q1 '25Q2 2025: 0.00Q2 '25Q3 2025: 0.00Q3 '25Q4 2025: 0.00Q4 '25Q1 2026: 0.00Q1 '260.00

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

9 funds changed their position

🔒 Free account: see all 9.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Pacific Ridge Capital Partners, LLC3.92%530K$4.2M+127K
2Vanguard Capital Management LLC3.28%443K$3.5M−7,261
3Gratia Capital, LLC2.51%339K$2.7M−99K
4Raymond James Financial Inc1.18%160K$1.3M−8,677
5RBF Capital, LLC1.13%152K$1.2M+152K
6Penserra Capital Management LLC1.10%148K$1.2M+27K
7BlackRock, Inc.0.97%131K$1M−514K
8Geode Capital Management, LLC0.95%128K$1M−178K
9Millennium Management LLC0.57%78K$614K+78K
10Quantinno Capital Management LP0.57%77K$606K+26K
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

SUNS institutional ownership FAQ

Who owns the most SUNS stock?

In Q2 2026 13F filings the largest holder of SUNS was Pacific Ridge Capital Partners, LLC, followed by Vanguard Capital Management LLC and Gratia Capital, LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of SUNS is owned by institutions?

Funds that file 13F reports held 23.5% of SUNS's shares at Jun 30, 2026, compared with 29.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying SUNS?

In Q2 2026, 41 funds bought SUNS (17 of them new positions) and 41 sold (22 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SUNS is neutral.

What is SUNS's institutional put/call ratio?

Too few option positions were reported for a meaningful ratio.

How current is this SUNS ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.