SUNRISE RLTY TR INC (SUNS)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
69
Reporting holders
$24.1M
Reported value
22.4%
Of shares outstanding
0.5%
Held as options
-10
Holder change
Institutions report 3,022,635 shares against 13,515,851 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | $4.2M | 529,714 | 0.76% | 6q | +31.4%+$1.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.5M | 442,653 | 0.00% | 2q | -1.6%-$57.4K |
| GRATIA CAPITAL, LLC | $2.7M | 339,355 | 1.62% | 6q | -22.7%-$785.7K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 160,032 | 0.00% | 6q | -5.1%-$68.5K |
| RBF Capital, LLC | $1.2M | 152,283 | 0.05% | new | NEW |
| BlackRock, Inc. | $1.0M | 131,404 | 0.00% | 8q | -79.6%-$4.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.0M | 128,015 | 0.00% | 8q | -58.2%-$1.4M |
| MILLENNIUM MANAGEMENT LLC | $613.7K | 77,685 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $606.3K | 76,751 | 0.00% | 4q | +50.6%+$203.8K |
| JANE STREET GROUP, LLC | $517.3K | 65,479 | 0.00% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $499.0K | 63,165 | 0.00% | 2q | +255.1%+$358.5K |
| MORGAN STANLEY | $487.0K | 61,645 | 0.00% | 8q | +30.0%+$112.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $481.1K | 60,898 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $474.5K | 60,064 | 0.00% | 2q | -5.5%-$27.8K |
| GOLDMAN SACHS GROUP INC | $459.4K | 58,151 | 0.00% | 8q | -4.8%-$23.3K |
| AMERIPRISE FINANCIAL INC | $414.9K | 52,523 | 0.00% | 2q | -49.4%-$405.9K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $400.6K | 50,704 | 0.05% | 5q | HELD |
| GatePass Capital, LLC | $387.9K | 49,100 | 0.15% | 2q | -36.0%-$218.0K |
| RENAISSANCE TECHNOLOGIES LLC | $387.1K | 49,000 | 0.00% | 7q | +10.6%+$37.1K |
| Mariner, LLC | $369.8K | 46,816 | 0.00% | 5q | +147.6%+$220.5K |
| STATE STREET CORP | $335.7K | 40,942 | 0.00% | 8q | -72.3%-$874.1K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $284.4K | 36,000 | 0.02% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233.1K | 29,512 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $229.8K | 29,091 | 0.00% | 5q | -63.6%-$402.3K |
| NORTHERN TRUST CORP | $185.5K | 23,481 | 0.00% | 8q | -69.1%-$415.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $169.2K | 21,422 | 0.00% | 2q | +113.4%+$89.9K |
| MARSHALL WACE, LLP | $168.2K | 21,291 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $167.8K | 21,239 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $133.3K | 10,658 | 0.00% | 2q | -6.5%-$9.3K |
| OSAIC HOLDINGS, INC. | $129.2K | 16,352 | 0.00% | 8q | HELD |
| Curi Capital, LLC | $125.5K | 15,305 | 0.00% | 5q | +20.5%+$21.4K |
| JONES FINANCIAL COMPANIES LLLP | $124.4K | 14,775 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $109.5K | 13,860 | 0.00% | 8q | -9.0%-$10.8K |
| ROYAL BANK OF CANADA | $107.0K | 13,577 | 0.00% | 8q | +9.1%+$8.9K |
| Register Financial Advisors LLC | $92.4K | 11,700 | 0.03% | 5q | HELD |
| CITADEL ADVISORS LLC | $90.8K | options only | 0.00% | 5q | OPTIONS |
| Cetera Investment Advisers | $81.0K | 10,254 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $71.4K | 8,418 | 0.00% | 8q | +14.1%+$8.8K |
| Spire Wealth Management | $44.2K | 5,598 | 0.00% | 7q | HELD |
| RHUMBLINE ADVISERS | $42.2K | 5,341 | 0.00% | 8q | -58.7%-$60.0K |
| Vanguard Global Advisers, LLC | $41.0K | 5,194 | 0.00% | 2q | HELD |
| UBS Group AG | $27.8K | 3,513 | 0.00% | 8q | +103.3%+$14.1K |
| SIMPLEX TRADING, LLC | $26.1K | options only | 0.00% | 6q | OPTIONS |
| Tower Research Capital LLC (TRC) | $21.1K | 2,665 | 0.00% | 8q | -15.3%-$3.8K |
| Russell Investments Group, Ltd. | $17.9K | 2,263 | 0.00% | 8q | +168.8%+$11.2K |
| Arax Advisory Partners | $8.5K | 1,077 | 0.00% | 4q | +647.9%+$7.4K |
| NATIONAL BANK OF CANADA /FI/ | $7.7K | 975 | 0.00% | 3q | HELD |
| FMR LLC | $6.3K | 802 | 0.00% | 8q | +753.2%+$5.6K |
| NFSG Corp | $3.2K | 399 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $3.0K | 379 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $1.2K | 148,222 | 0.01% | 3q | +22.2% |
| Allworth Financial LP | $1.1K | 144 | 0.00% | 3q | +380.0% |
| BNP PARIBAS FINANCIAL MARKETS | $1.1K | 142 | 0.00% | 8q | -93.6%-$16.4K |
| Essential Partners LLC | $1.1K | 135 | 0.00% | 5q | +150.0% |
| Larson Financial Group LLC | $980 | 124 | 0.00% | new | NEW |
| Optiver Holding B.V. | $806 | 102 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $767 | 97 | 0.00% | 4q | +646.2% |
| IFP Advisors, Inc | $743 | 94 | 0.00% | 7q | +4600.0% |
| GAMMA Investing LLC | $656 | 83 | 0.00% | 8q | -58.1% |
| Medallion Wealth Advisors, LLC | $387 | 49 | 0.00% | 7q | HELD |
| ROTHSCHILD INVESTMENT LLC | $316 | 40 | 0.00% | 2q | +471.4% |
| Farther Finance Advisors, LLC | $292 | 37 | 0.00% | 2q | +3600.0% |
| Fortitude Family Office, LLC | $158 | 20 | 0.00% | new | NEW |
| True Wealth Design, LLC | $151 | 19 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $87 | 11 | 0.00% | 2q | +266.7% |
| HRT FINANCIAL LP | $83 | 10,564 | 0.00% | new | NEW |
| Crewe Advisors LLC | $56 | 7 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $56 | 7 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $16 | 2 | 0.00% | new | NEW |
| State of Alaska, Department of Revenue | $9 | 1,198 | 0.00% | 3q | HELD |
| JPL Wealth Management, LLC | $8 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $7 | 1 | 0.00% | 8q | -100.0%-$53.8K |
| Covestor Ltd | $2 | 196 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 69 | $24.1M | 3,022,635 | 15 | 21 | 19 | 0.5% |
| Q1 2026 | 79 | $34.9M | 3,965,121 | 15 | 16 | 25 | 12.4% |
| Q4 2025 | 68 | $46.8M | 4,438,063 | 4 | 20 | 22 | 10.5% |
| Q3 2025 | 70 | $62.6M | 4,558,829 | 7 | 21 | 21 | 24.3% |
| Q2 2025 | 66 | $62.0M | 4,586,234 | 10 | 19 | 19 | 21.5% |
| Q1 2025 | 67 | $64.6M | 4,651,425 | 15 | 23 | 15 | 20.3% |
| Q4 2024 | 57 | $34.5M | 2,448,004 | 9 | 16 | 12 | 0.0% |
| Q3 2024 | 52 | $31.7M | 2,203,414 | 51 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $82.0K | 4,900 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $82.0K | 4,900 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 34 | $31.1M | 2,191,977 | 6 | 11 | 10 | 0.0% |
| Q4 2021 | 37 | $31.9M | 2,280,643 | 6 | 11 | 10 | 0.0% |
| Q3 2021 | 37 | $35.4M | 2,209,694 | 2 | 16 | 11 | 0.1% |
| Q2 2021 | 39 | $33.6M | 2,212,996 | 8 | 13 | 14 | 0.1% |
| Q1 2021 | 45 | $30.1M | 2,048,100 | 6 | 21 | 9 | 0.0% |
| Q4 2020 | 43 | $35.6M | 2,460,982 | 10 | 11 | 9 | 0.0% |
| Q3 2020 | 37 | $34.2M | 2,702,109 | 5 | 8 | 14 | 0.0% |
| Q2 2020 | 36 | $38.0M | 2,786,243 | 6 | 13 | 13 | 0.1% |
| Q1 2020 | 37 | $33.9M | 3,484,565 | 9 | 15 | 6 | 0.1% |
| Q4 2019 | 39 | $60.3M | 3,110,186 | 7 | 10 | 12 | 0.0% |
| Q3 2019 | 36 | $58.6M | 3,301,328 | 3 | 9 | 13 | 0.0% |
| Q2 2019 | 39 | $56.4M | 3,487,657 | 5 | 13 | 7 | 1.4% |
| Q1 2019 | 40 | $57.8M | 3,349,335 | 5 | 11 | 13 | 0.5% |
| Q4 2018 | 40 | $55.2M | 3,652,871 | 3 | 1 | 1 | 0.0% |