Sunrise Realty Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 664.71 K | $6.27 M | 3.59% | 5.02% |
| WASATCH ADVISORS LP | 02/12/2026 | 593.83 K | $5.60 M | -19.18% | 4.48% |
| VANGUARD GROUP INC | 01/29/2026 | 585.28 K | $5.52 M | -0.56% | 4.42% |
| GRATIA CAPITAL, LLC | 02/17/2026 | 453.82 K | $4.28 M | 0.00% | 3.43% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 02/17/2026 | 440.63 K | $4.16 M | -10.27% | 3.33% |
| CITADEL ADVISORS LLC | 02/17/2026 | 408.20 K | $3.85 M | 51.35% | 3.08% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 352.09 K | $3.32 M | -5.55% | 2.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 252.71 K | $2.38 M | 8.39% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 171.98 K | $1.62 M | 29.42% | 1.30% |
| STATE STREET CORP | 02/13/2026 | 151.73 K | $1.48 M | -0.46% | 1.15% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 117.85 K | $1.11 M | 100.00% | 0.89% |
| CAPTION MANAGEMENT, LLC | 02/17/2026 | 100.00 K | $943.00 K | -90.44% | 0.75% |
| MARSHALL WACE, LLP | 02/13/2026 | 97.18 K | $916.43 K | -13.88% | 0.73% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 77.70 K | $732.72 K | 8.01% | 0.59% |
| NORTHERN TRUST CORP | 02/17/2026 | 70.64 K | $666.14 K | -10.60% | 0.53% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 50.70 K | $478.14 K | 407.04% | 0.38% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 47.00 K | $443.21 K | 67.26% | 0.35% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 46.07 K | $433.00 K | -49.36% | 0.35% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 41.44 K | $390.79 K | 85.27% | 0.31% |
| MARINER, LLC | 02/13/2026 | 34.36 K | $324.01 K | 42.34% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 31.04 K | $292.70 K | -6.84% | 0.23% |
| MORGAN STANLEY | 02/13/2026 | 29.73 K | $280.41 K | 9.64% | 0.22% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 28.25 K | $266.36 K | 58.65% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 28.09 K | $264.86 K | 0.07% | 0.21% |
| BARCLAYS PLC | 02/13/2026 | 22.18 K | $209.19 K | 7.35% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 16.95 K | $159.82 K | 7.12% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 15.67 K | $147.79 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.70 K | $138.65 K | -3.68% | 0.11% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14.62 K | $137.87 K | -3.71% | 0.11% |
| ROYAL BANK OF CANADA | 02/17/2026 | 13.78 K | $130.00 K | 12.53% | 0.10% |
| NUVEEN, LLC | 02/12/2026 | 13.53 K | $127.56 K | 0.00% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 13.31 K | $125.49 K | -34.80% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 12.91 K | $121.70 K | 0.04% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 12.70 K | $123.57 K | 0.00% | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 11.85 K | $111.75 K | 1,216.67% | 0.09% |
| REGISTER FINANCIAL ADVISORS LLC | 01/21/2026 | 11.70 K | $110.33 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 11.39 K | $107.45 K | 46.23% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 7.30 K | $68.87 K | 144.90% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 5.60 K | $52.79 K | -12.95% | 0.04% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 5.00 K | $47.17 K | 0.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 4.82 K | $45.43 K | -5.23% | 0.04% |
| CITIGROUP INC | 02/13/2026 | 4.26 K | $40.19 K | 3,542.74% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 3.53 K | $33.27 K | 0.00% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 3.08 K | $28.94 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.35 K | $22.18 K | 23.72% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.23 K | $21.06 K | 0.00% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 1.74 K | $16.92 K | -42.30% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1.74 K | $16.37 K | -67.52% | 0.01% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 01/23/2026 | 1.20 K | $11.00 K | 100.00% | 0.01% |
| STRS OHIO | 02/02/2026 | 1.10 K | $10.37 K | 0.00% | 0.01% |
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Sunrise Realty Trust Inc. institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Sunrise Realty Trust Inc.. The most heavily invested institutionals were:
Pacific Ridge Capital Partners, LLC: 403,035
WASATCH ADVISORS LP: 365,219
Penserra Capital Management LLC: 121,278
STIFEL FINANCIAL CORP: 80,010
VANGUARD FIDUCIARY TRUST CO: 63,587
Bank of New York Mellon Corp: 29,722
34.75% of Sunrise Realty Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.79 M shares in the last 24 months. This purchase volume represents approximately $53.65 M in transactions.