Sunrise Realty Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 529.71 K | $4.18 M | 31.43% | 3.97% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 442.65 K | $3.50 M | -1.61% | 3.32% |
| GRATIA CAPITAL, LLC | 08/14/2026 | 339.36 K | $2.68 M | -22.67% | 2.55% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 160.03 K | $1.26 M | -5.14% | 1.20% |
| RBF CAPITAL, LLC | 08/14/2026 | 152.28 K | $1.20 M | 100.00% | 1.14% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 148.22 K | $1.17 M | 22.22% | 1.11% |
| BLACKROCK, INC. | 08/07/2026 | 131.40 K | $1.04 M | -79.64% | 0.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 128.02 K | $1.01 M | -58.15% | 0.96% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 77.69 K | $613.71 K | 100.00% | 0.58% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 76.75 K | $606.33 K | 50.64% | 0.58% |
| JANE STREET GROUP, LLC | 08/14/2026 | 65.48 K | $517.28 K | 100.00% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 63.17 K | $499.01 K | 255.08% | 0.47% |
| MORGAN STANLEY | 08/13/2026 | 61.65 K | $487.01 K | 30.00% | 0.46% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 60.90 K | $481.09 K | 100.00% | 0.46% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 60.06 K | $474.51 K | -5.54% | 0.45% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 58.15 K | $459.39 K | -4.83% | 0.44% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 52.52 K | $414.93 K | 1.10% | 0.39% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 50.70 K | $400.56 K | 0.00% | 0.38% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 49.10 K | $387.89 K | -35.98% | 0.37% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 49.00 K | $387.10 K | 10.61% | 0.37% |
| MARINER, LLC | 08/13/2026 | 46.82 K | $369.85 K | 147.59% | 0.35% |
| STATE STREET CORP | 09/22/2026 | 40.94 K | $335.72 K | -72.25% | 0.31% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 36.00 K | $284.40 K | 0.00% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.51 K | $233.15 K | 100.00% | 0.22% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 29.09 K | $229.83 K | -63.64% | 0.22% |
| NORTHERN TRUST CORP | 08/13/2026 | 23.48 K | $185.50 K | -69.12% | 0.18% |
| MARSHALL WACE, LLP | 08/13/2026 | 21.29 K | $168.20 K | 100.00% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 21.24 K | $167.79 K | 100.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 16.35 K | $129.18 K | -0.28% | 0.12% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 15.31 K | $125.50 K | 20.51% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 14.78 K | $124.41 K | 0.00% | 0.11% |
| BARCLAYS PLC | 08/14/2026 | 13.86 K | $109.49 K | -8.98% | 0.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 13.58 K | $107.00 K | 9.00% | 0.10% |
| REGISTER FINANCIAL ADVISORS LLC | 07/15/2026 | 11.70 K | $92.43 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.50 K | $90.85 K | -97.22% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 10.71 K | $84.62 K | 6.68% | 0.08% |
| HSBC HOLDINGS PLC | 08/14/2026 | 10.66 K | $133.33 K | -6.49% | 0.08% |
| HRT FINANCIAL LP | 08/14/2026 | 10.56 K | $83.00 K | 100.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 10.25 K | $81.01 K | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 8.42 K | $71.38 K | 14.08% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 5.60 K | $44.22 K | 0.00% | 0.04% |
| RHUMBLINE ADVISERS | 08/12/2026 | 5.34 K | $42.19 K | -58.70% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 5.19 K | $41.03 K | 0.00% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 3.51 K | $27.75 K | 103.30% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 2.67 K | $21.05 K | -15.26% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 2.26 K | $17.88 K | 168.76% | 0.02% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 07/20/2026 | 1.20 K | $9.00 K | 0.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.08 K | $8.51 K | 647.92% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 975 | $7.70 K | 0.00% | 0.01% |
| FMR LLC | 08/13/2026 | 802 | $6.34 K | 753.19% | 0.01% |
Sunrise Realty Trust Inc. institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Sunrise Realty Trust Inc.. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
Pacific Ridge Capital Partners, LLC: 529,714
VANGUARD CAPITAL MANAGEMENT LLC: 442,653
GRATIA CAPITAL, LLC: 339,355
RAYMOND JAMES FINANCIAL INC: 160,032
RBF Capital, LLC: 152,283
23.80% of Sunrise Realty Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.69 M shares in the last 24 months. This purchase volume represents approximately $43.48 M in transactions.