Sunrise Realty Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPTION MANAGEMENT, LLC | 05/15/2025 | 1.14 M | $12.67 M | 100.00% | 16.83% |
| WASATCH ADVISORS LP | 05/15/2025 | 940.58 K | $10.41 M | 54.49% | 13.83% |
| BLACKROCK, INC. | 05/02/2025 | 633.39 K | $7.01 M | 42.46% | 9.31% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 05/15/2025 | 598.87 K | $6.63 M | 100.00% | 8.81% |
| VANGUARD GROUP INC | 05/09/2025 | 491.97 K | $5.45 M | 73.90% | 7.23% |
| GRATIA CAPITAL, LLC | 05/15/2025 | 372.53 K | $4.12 M | 100.00% | 5.48% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 301.43 K | $3.34 M | 100.00% | 4.43% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/09/2025 | 193.49 K | $2.14 M | 100.00% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 192.57 K | $2.13 M | 52.90% | 2.83% |
| STATE STREET CORP | 05/15/2025 | 142.16 K | $1.61 M | 8.44% | 2.09% |
| MARSHALL WACE, LLP | 05/15/2025 | 129.41 K | $1.43 M | 283.95% | 1.90% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 131.15 K | $1.45 M | 100.00% | 1.17% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 73.60 K | $814.75 K | 74.41% | 1.08% |
| NORTHERN TRUST CORP | 05/13/2025 | 73.13 K | $809.49 K | 57.16% | 1.08% |
| MYDA ADVISORS LLC | 05/14/2025 | 70.00 K | $774.90 K | 100.00% | 1.03% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 49.41 K | $546.95 K | 100.00% | 0.73% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 37.04 K | $410.03 K | -83.73% | 0.54% |
| LPL FINANCIAL LLC | 05/07/2025 | 33.29 K | $368.47 K | 100.00% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 30.50 K | $337.64 K | 100.00% | 0.45% |
| MORGAN STANLEY | 05/15/2025 | 28.69 K | $317.59 K | 18.01% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 28.07 K | $310.70 K | 74.69% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 27.61 K | $305.63 K | 31.03% | 0.41% |
| JPMORGAN CHASE & CO | 05/12/2025 | 20.86 K | $230.93 K | -1.97% | 0.31% |
| 05/12/2025 | 18.97 K | $210.03 K | 100.00% | 0.28% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/05/2025 | 18.28 K | $202.34 K | -12.20% | 0.27% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 27.91 K | $308.98 K | 53.53% | 0.25% |
| INVESCO LTD. | 05/12/2025 | 14.19 K | $157.10 K | -20.61% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 13.19 K | $146.00 K | -30.53% | 0.19% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 04/21/2025 | 11.13 K | $124.75 K | -1.01% | 0.16% |
| BARCLAYS PLC | 05/15/2025 | 10.70 K | $118.00 K | 26.06% | 0.16% |
| SPIRE WEALTH MANAGEMENT | 04/23/2025 | 9.76 K | $108.08 K | 0.00% | 0.14% |
| CATALYST CAPITAL ADVISORS LLC | 04/29/2025 | 8.67 K | $95.93 K | 0.00% | 0.13% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 12.55 K | $138.91 K | 100.00% | 0.11% |
| CITIGROUP INC | 05/12/2025 | 7.24 K | $80.11 K | 66.52% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 6.27 K | $69.39 K | 89.31% | 0.09% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 6.08 K | $67.27 K | 90.08% | 0.09% |
| RHUMBLINE ADVISERS | 05/29/2025 | 9.78 K | $108.26 K | 22.46% | 0.09% |
| COREBRIDGE FINANCIAL, INC. | 05/14/2025 | 5.12 K | $56.65 K | 82.42% | 0.08% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 5.00 K | $55.37 K | 0.00% | 0.07% |
| UBS GROUP AG | 05/13/2025 | 4.97 K | $55.00 K | -63.75% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 4.99 K | $55.25 K | -3.70% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 2.23 K | $25.00 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 2.23 K | $24.72 K | 100.00% | 0.03% |
| 05/09/2025 | 1.87 K | $20.72 K | 0.00% | 0.03% | |
| NISA INVESTMENT ADVISORS, LLC | 04/30/2025 | 1.87 K | $21.21 K | -1.74% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 1.76 K | $19.44 K | 127.76% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 1.07 K | $11.86 K | -63.36% | 0.02% |
| 05/14/2025 | 968 | $10.72 K | 100.00% | 0.01% | |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 905 | $10.02 K | 70.11% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 846 | $9.37 K | 1.81% | 0.01% |
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Sunrise Realty Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Sunrise Realty Trust, Inc.. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 940,582
BlackRock, Inc.: 633,390
Philadelphia Financial Management of San Francisco, LLC: 598,865
VANGUARD GROUP INC: 491,966
GRATIA CAPITAL, LLC: 372,527
RAYMOND JAMES FINANCIAL INC: 301,430
70.34% of Sunrise Realty Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.69 M shares in the last 24 months. This purchase volume represents approximately $61.72 M in transactions.