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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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$7.48K -$19.1K -2,100 -68%
Legal & General Group
52
Legal & General Group
United Kingdom
$6.94K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$6.46K
Citigroup
54
Citigroup
New York
$6.02K -$31.6K -3,477 -82%
AIP
55
Ameritas Investment Partners
Nebraska
$4.13K
VCM
56
Versant Capital Management
Arizona
$3.71K +$1.49K +164 +51%
NFSG
57
Newbridge Financial Services Group
Florida
$3.06K
SCM
58
Sterling Capital Management
North Carolina
$2.58K -$2.27K -250 -43%
ASN
59
Advisory Services Network
Georgia
$2.55K +$3.03K +333 New
GSEP
60
Golden State Equity Partners
California
$2.19K +$2.59K +285 New
GI
61
GAMMA Investing
California
$1.52K -$5.07K -558 -74%
AAP
62
Arax Advisory Partners
Colorado
$1.1K -$282 -31 -18%
Optiver Holding
63
Optiver Holding
Netherlands
$782 -$436 -48 -32%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$721 -$3.41K -375 -80%
EP
65
Essential Partners
California
$414 +$436 +48 +800%
MWA
66
Medallion Wealth Advisors
Connecticut
$376
AF
67
Allworth Financial
California
$231 +$245 +27 +900%
TC
68
Truvestments Capital
Florida
$199
TFA
69
Transamerica Financial Advisors
Florida
$183 +$209 +23 New
EWA
70
EverSource Wealth Advisors
Alabama
$100 +$73 +8 +160%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$77
RIL
72
Rothschild Investment LLC
Illinois
$54 +$64 +7 New
CIAM
73
Caitong International Asset Management
Hong Kong
$23 +$27 +3 New
IA
74
IFP Advisors
Florida
$15 -$18 -2 -50%
FFA
75
Farther Finance Advisors
California
$8 +$9 +1 New

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.