Sunrise Realty Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 645.49 K | $4.95 M | -2.89% | 5.07% |
| 05/15/2026 | 449.91 K | $3.45 M | 100.00% | 3.53% | |
| GRATIA CAPITAL, LLC | 05/15/2026 | 438.82 K | $3.37 M | -3.31% | 3.44% |
| CITADEL ADVISORS LLC | 05/15/2026 | 413.70 K | $3.17 M | 1.35% | 3.25% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 403.04 K | $3.09 M | 14.47% | 3.16% |
| WASATCH ADVISORS LP | 04/21/2026 | 365.22 K | $2.80 M | -38.50% | 2.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 305.92 K | $2.35 M | 21.05% | 2.40% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 168.71 K | $1.29 M | -1.90% | 1.32% |
| STATE STREET CORP | 05/15/2026 | 147.54 K | $1.17 M | -2.76% | 1.16% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 121.28 K | $930.00 K | 2.91% | 0.95% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 100.00 K | $767.00 K | 0.00% | 0.78% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 80.01 K | $613.68 K | 2.97% | 0.63% |
| 05/06/2026 | 76.70 K | $588.29 K | 100.00% | 0.60% | |
| NORTHERN TRUST CORP | 05/14/2026 | 76.04 K | $583.25 K | 7.65% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 63.59 K | $487.71 K | 100.00% | 0.50% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 61.10 K | $468.65 K | 116.32% | 0.48% |
| 05/08/2026 | 58.62 K | $449.62 K | 100.00% | 0.46% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 51.95 K | $398.46 K | 100.00% | 0.41% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 50.95 K | $390.79 K | 22.95% | 0.40% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 50.70 K | $388.90 K | 0.00% | 0.40% |
| MORGAN STANLEY | 05/15/2026 | 47.42 K | $363.71 K | 59.48% | 0.37% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 44.30 K | $339.78 K | -5.74% | 0.35% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 36.00 K | $276.12 K | 100.00% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 29.72 K | $227.97 K | -4.24% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 25.74 K | $197.46 K | -8.34% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 24.90 K | $190.98 K | 100.00% | 0.20% |
| MARINER, LLC | 05/13/2026 | 18.91 K | $145.03 K | -44.97% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 17.79 K | $136.44 K | 100.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.40 K | $125.77 K | -3.24% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 15.67 K | $147.79 K | 0.00% | 0.12% |
| BARCLAYS PLC | 05/15/2026 | 15.23 K | $116.80 K | -31.35% | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 14.78 K | $118.05 K | 24.68% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 12.93 K | $99.18 K | 0.20% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 12.70 K | $97.41 K | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 12.46 K | $95.00 K | -9.62% | 0.10% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 12.19 K | $93.52 K | 143.76% | 0.10% |
| REGISTER FINANCIAL ADVISORS LLC | 04/15/2026 | 11.70 K | $89.74 K | 0.00% | 0.09% |
| HSBC HOLDINGS PLC | 04/30/2026 | 11.40 K | $142.59 K | 100.00% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 10.04 K | $77.01 K | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/13/2026 | 7.38 K | $58.66 K | -49.53% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 5.60 K | $42.94 K | 0.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 5.19 K | $39.84 K | 100.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 4.92 K | $37.74 K | 2.12% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.84 K | $29.45 K | -66.30% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 3.53 K | $27.06 K | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 3.15 K | $24.12 K | 186.17% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 2.23 K | $17.13 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2.22 K | $17.05 K | -5.48% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 1.73 K | $13.25 K | -0.46% | 0.01% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 04/20/2026 | 1.20 K | $9.00 K | 0.00% | 0.01% |
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Sunrise Realty Trust Inc. institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of Sunrise Realty Trust Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 645,488
GRATIA CAPITAL, LLC: 438,816
Pacific Ridge Capital Partners, LLC: 403,035
WASATCH ADVISORS LP: 365,219
GEODE CAPITAL MANAGEMENT, LLC: 305,915
RAYMOND JAMES FINANCIAL INC: 168,709
31.64% of Sunrise Realty Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.96 M shares in the last 24 months. This purchase volume represents approximately $46.02 M in transactions.