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SUNS

Sunrise Realty Trust

71 hedge funds and large institutions have $43.5M invested in Sunrise Realty Trust in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 7071 (+1)

0.24% less ownership

Funds ownership: 34.54%34.3% (-0.24%)

10% less capital invested

Capital invested by funds: $48.2M → $43.5M (-$4.75M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
22
Reduced
26
Closed
5
Calls
$4.9M
Puts
Net Calls
+$4.9M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.27M +$226K +23,053 +4%
WA
2
Wasatch Advisors
Utah
$5.6M -$1.38M -140,951 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.52M -$32K -3,270 -0.6%
GC
4
Gratia Capital
California
$4.28M
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$4.16M -$494K -50,449 -10%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$3.32M -$203K -20,682 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.38M +$192K +19,565 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$1.62M +$383K +39,095 +29%
State Street
9
State Street
Massachusetts
$1.48M -$6.82K -696 -0.5%
PCM
10
Penserra Capital Management
California
$1.11M +$1.15M +117,849 New
Marshall Wace
11
Marshall Wace
United Kingdom
$916K -$153K -15,664 -14%
Stifel Financial
12
Stifel Financial
Missouri
$733K +$56.4K +5,760 +8%
Northern Trust
13
Northern Trust
Illinois
$666K -$82K -8,374 -11%
CCM
14
Corsair Capital Management
New York
$478K +$399K +40,704 +407%
Renaissance Technologies
15
Renaissance Technologies
New York
$443K +$185K +18,900 +67%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$433K -$440K -44,902 -49%
QCM
17
Quantinno Capital Management
New York
$391K +$187K +19,073 +85%
Mariner
18
Mariner
Kansas
$324K +$100K +10,220 +42%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$293K -$22.3K -2,279 -7%
Morgan Stanley
20
Morgan Stanley
New York
$280K +$25.6K +2,615 +10%
Goldman Sachs
21
Goldman Sachs
New York
$266K +$102K +10,442 +59%
Charles Schwab
22
Charles Schwab
California
$265K +$196 +20 +0.1%
Barclays
23
Barclays
United Kingdom
$209K +$14.9K +1,518 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$160K +$11K +1,127 +7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$148K

SUNS Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q4 2025, worth a combined $43.5M — down 9.9% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SUNS positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $1.15M. The largest seller was Wasatch Advisors, cutting an estimated $1.38M.

  • 71 institutional investors held Sunrise Realty Trust (SUNS) as of Q4 2025, up from 70 in Q3 2025.
  • Funds reported $43.5M of Sunrise Realty Trust stock for Q4 2025, down 9.9% quarter-over-quarter.
  • 6 funds opened new Sunrise Realty Trust positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Sunrise Realty Trust buyer in Q4 2025 was Penserra Capital Management, an estimated $1.15M added.
  • The largest Sunrise Realty Trust seller in Q4 2025 was Wasatch Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2025.