Sunrise Realty Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 1.05 M | $10.87 M | -0.75% | 7.90% |
| WASATCH ADVISORS LP | 11/14/2025 | 734.78 K | $7.63 M | -10.69% | 5.55% |
| BLACKROCK, INC. | 11/12/2025 | 641.66 K | $6.67 M | -1.55% | 4.85% |
| VANGUARD GROUP INC | 11/07/2025 | 588.55 K | $6.12 M | 19.16% | 4.45% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 11/14/2025 | 491.08 K | $5.10 M | -19.48% | 3.71% |
| GRATIA CAPITAL, LLC | 11/14/2025 | 453.82 K | $4.72 M | 1.59% | 3.43% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 372.77 K | $3.87 M | 55.86% | 2.82% |
| CITADEL ADVISORS LLC | 11/14/2025 | 269.70 K | $2.80 M | 317.49% | 2.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 233.15 K | $2.42 M | 21.76% | 1.76% |
| STATE STREET CORP | 11/14/2025 | 152.43 K | $1.63 M | -3.77% | 1.15% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 132.88 K | $1.38 M | -20.15% | 1.00% |
| MARSHALL WACE, LLP | 11/13/2025 | 112.85 K | $1.17 M | 9.02% | 0.85% |
| JANE STREET GROUP, LLC | 11/14/2025 | 109.20 K | $1.13 M | 3.41% | 0.83% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 90.97 K | $944.00 K | -36.64% | 0.69% |
| NORTHERN TRUST CORP | 11/14/2025 | 79.01 K | $820.96 K | 18.85% | 0.60% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 71.94 K | $747.47 K | 2.02% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 33.32 K | $346.18 K | 11.10% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 28.20 K | $293.00 K | 25.89% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 28.10 K | $291.96 K | -0.70% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 28.07 K | $291.62 K | 0.00% | 0.21% |
| MORGAN STANLEY | 11/14/2025 | 27.12 K | $281.78 K | -19.23% | 0.20% |
| EMPIRICAL FINANCE, LLC | 11/13/2025 | 24.73 K | $256.97 K | 0.00% | 0.19% |
| MARINER, LLC | 11/14/2025 | 24.14 K | $250.80 K | 98.28% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 22.37 K | $232.40 K | 100.00% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 20.67 K | $214.71 K | 21.92% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 20.41 K | $212.08 K | -5.24% | 0.15% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 17.80 K | $184.98 K | 51.01% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.82 K | $165.93 K | 709.21% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 15.67 K | $162.83 K | 16.33% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2025 | 15.26 K | $158.59 K | -67.51% | 0.12% |
| JPMORGAN CHASE & CO | 11/26/2025 | 15.18 K | $157.75 K | -4.58% | 0.11% |
| NUVEEN, LLC | 11/12/2025 | 13.53 K | $140.55 K | 0.00% | 0.10% |
| RHUMBLINE ADVISERS | 11/06/2025 | 12.90 K | $134.03 K | -3.19% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 12.70 K | $135.76 K | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 12.25 K | $127.00 K | -15.14% | 0.09% |
| INVESCO LTD. | 11/13/2025 | 11.71 K | $121.63 K | 3.70% | 0.09% |
| REGISTER FINANCIAL ADVISORS LLC | 10/30/2025 | 11.70 K | $121.56 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 10.15 K | $105.51 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 10.06 K | $104.56 K | -49.84% | 0.08% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 10.00 K | $103.90 K | 0.00% | 0.08% |
| CATALYST CAPITAL ADVISORS LLC | 11/12/2025 | 8.67 K | $90.04 K | 0.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.79 K | $80.96 K | 19.49% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 6.43 K | $66.82 K | -23.72% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 5.34 K | $55.52 K | -41.65% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 5.08 K | $52.82 K | -12.99% | 0.04% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 5.00 K | $51.97 K | 0.00% | 0.04% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 3.53 K | $36.66 K | 88.46% | 0.03% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 3.01 K | $32.22 K | 0.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.98 K | $30.98 K | -11.41% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 2.23 K | $23.20 K | 0.00% | 0.02% |
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Sunrise Realty Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Sunrise Realty Trust, Inc.. The most heavily invested institutionals were:
WASATCH ADVISORS LP: 734,779
BlackRock, Inc.: 641,655
VANGUARD GROUP INC: 588,554
Philadelphia Financial Management of San Francisco, LLC: 491,077
GRATIA CAPITAL, LLC: 453,816
Pacific Ridge Capital Partners, LLC: 372,774
35.02% of Sunrise Realty Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.57 M shares in the last 24 months. This purchase volume represents approximately $54.45 M in transactions.