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SUNS

Sunrise Realty Trust

77 hedge funds and large institutions have $31.1M invested in Sunrise Realty Trust in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

8% more funds holding

Funds holding: 7177 (+6)

4.48% less ownership

Funds ownership: 34.3%29.82% (-4.5%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

29% less capital invested

Capital invested by funds: $43.5M → $31.1M (-$12.4M)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
25
Closed
10
Calls
$4.34M
Puts
Net Calls
+$4.34M
Net Calls Change
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$143K +$104K +11,398 New
AQR Capital Management
27
AQR Capital Management
Connecticut
$136K +$162K +17,789 New
Osaic Holdings
28
Osaic Holdings
Arizona
$126K -$4.99K -549 -3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$118K +$26.6K +2,925 +25%
Barclays
30
Barclays
United Kingdom
$117K -$63.2K -6,955 -31%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$99.2K +$236 +26 +0.2%
CRC
32
Curi RMB Capital
Illinois
$97.4K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$95K -$12K -1,326 -10%
Deutsche Bank
34
Deutsche Bank
Germany
$93.5K +$65.3K +7,191 +144%
RFA
35
Register Financial Advisors
Georgia
$89.7K
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$77K +$91.2K +10,040 New
JP Morgan Chase
37
JP Morgan Chase
New York
$58.7K -$65.8K -7,241 -50%
SWM
38
Spire Wealth Management
Virginia
$42.9K
VGA
39
Vanguard Global Advisers
Pennsylvania
$39.8K +$47.2K +5,194 New
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$37.7K +$927 +102 +2%
Wells Fargo
41
Wells Fargo
California
$29.5K -$68.6K -7,554 -66%
PFSRSONJ
42
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.1K
TRCT
43
Tower Research Capital (TRC)
New York
$24.1K +$18.6K +2,046 +186%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$17.1K
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$17.1K -$1.17K -129 -5%
UBS Group
46
UBS Group
Switzerland
$13.3K -$73 -8 -0.5%
SOADOR
47
State of Alaska Department of Revenue
Alaska
$9K
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$8.97K -$5.58K -614 -35%
SO
49
STRS Ohio
Ohio
$8.44K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$7.7K +$6.34K +698 +228%

SUNS Hedge Fund Activity: Q1 2026 in Review

77 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q1 2026, worth a combined $31.1M — down 29% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SUNS positions and 10 closed out — a net gain of 7 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was GatePass Capital, opening a new position worth an estimated $697K. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $4.16M sold.

  • 77 institutional investors held Sunrise Realty Trust (SUNS) as of Q1 2026, up from 71 in Q4 2025.
  • Funds reported $31.1M of Sunrise Realty Trust stock for Q1 2026, down 29% quarter-over-quarter.
  • 17 funds opened new Sunrise Realty Trust positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest Sunrise Realty Trust buyer in Q1 2026 was GatePass Capital, an estimated $697K added.
  • The largest Sunrise Realty Trust seller in Q1 2026 was Philadelphia Financial Management of San Francisco, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2026.