Sunrise Realty Trust, Inc. (SUNS) Ownership

10.03 ↓0.21 (-2.05%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

JPMorgan Chase & Co is the biggest individual institutional holder of Sunrise Realty Trust, Inc. (SUNS), owning a total of 844 thousand shares. Combined, the top 20 institutional holders of SUNS own 13.14% of the company with a total of 2.1 million shares.

In the latest ownership report on March 31st 2022, the top 20 institutional holders increased their combined ownership of SUNS by 107 thousand shares. 11 institutions bought 193,375 total additional shares and increased their ownership by an average of 10.40%. However 6 institutions sold 85,887 total shares and decreased their ownership by an average of 19.82%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sunrise Realty Trust, increased by a net total of 107,488 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
JPMorgan Chase & Co5.259%3.410%844,08627,8362022-03-31
First Republic Inv Mgmt Inc1.955%0.706%313,7782,2002022-03-31
Advisors Asset Management0.628%-16.237%100,847-19,5482022-03-31
Legal & General Group PLC0.593%2.158%95,1872,0112022-03-31
Mackenzie Investments0.584%19.179%93,68515,0762022-03-31
Royal Bank of Canada0.557%-5.205%89,462-4,9122022-03-31
Two Sigma Advisers, LLC0.464%-15.647%74,396-13,8002022-03-31
RiverNorth Capital Management, LLC0.433%0.000%69,42369,4232022-03-31
Two Sigma Investments LLC0.333%-37.704%53,471-32,3632022-03-31
Advisor Group Holdings, Inc.0.312%32.172%50,02712,1772022-03-31
Yakira Capital Management, Inc.0.223%0.000%35,71835,7182022-03-31
Morgan Stanley - Brokerage Accounts0.192%3.163%30,7559432022-03-31
Confluence Investment Management LLC0.162%0.655%25,9571692022-03-31
Wedbush Morgan Securities Inc0.144%52.940%23,1758,0222022-03-31
Virtus ETF Advisers LLC0.144%-36.781%23,152-13,4702022-03-31
Commonwealth Equity Services Inc0.141%-7.365%22,566-1,7942022-03-31
Polar Capital Holdings PLC0.138%0.000%22,14902022-03-31
Stifel Financial Corp0.123%0.000%19,80019,8002022-03-31
Sfmg LLC0.092%0.000%14,83402022-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
JPMorgan Chase & Co5.259%3.410%844,08627,8362022-03-31
First Republic Inv Mgmt Inc1.955%0.706%313,7782,2002022-03-31
BlackRock Inc0.665%1.662%106,7921,7462021-12-31
Advisors Asset Management0.628%-16.237%100,847-19,5482022-03-31
Legal & General Group PLC0.593%2.158%95,1872,0112022-03-31
Mackenzie Investments0.584%19.179%93,68515,0762022-03-31
Royal Bank of Canada0.557%-5.205%89,462-4,9122022-03-31
Two Sigma Advisers, LLC0.464%-15.647%74,396-13,8002022-03-31
RiverNorth Capital Management, LLC0.433%0.000%69,42369,4232022-03-31
Two Sigma Investments LLC0.333%-37.704%53,471-32,3632022-03-31
Advisor Group Holdings, Inc.0.312%32.172%50,02712,1772022-03-31
Yakira Capital Management, Inc.0.223%0.000%35,71835,7182022-03-31
Morgan Stanley - Brokerage Accounts0.192%3.163%30,7559432022-03-31
Confluence Investment Management LLC0.162%0.655%25,9571692022-03-31
Wedbush Morgan Securities Inc0.144%52.940%23,1758,0222022-03-31
Virtus ETF Advisers LLC0.144%-36.781%23,152-13,4702022-03-31
Commonwealth Equity Services Inc0.141%-7.365%22,566-1,7942022-03-31
Polar Capital Holdings PLC0.138%0.000%22,14902022-03-31
Stifel Financial Corp0.123%0.000%19,80019,8002022-03-31
Sfmg LLC0.092%0.000%14,83402022-03-31

Mutual Fund Ownership

Mackenzie Diversified Alternatives F5 is the biggest individual fund holder of Sunrise Realty Trust, Inc. (SUNS), owning a total of 89 thousand shares. Combined, the top 17 mutual fund holders of SUNS own 1.35% of the company with a total of 216 thousand shares.

In the latest ownership report on March 31st 2022, the top 17 fund holders increased their combined ownership of SUNS by 85 thousand shares. 4 funds bought 85,451 total additional shares and increased their ownership by an average of 7.11%. However 2 funds sold 204 total shares and decreased their ownership by an average of 8.04%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sunrise Realty Trust, increased by a net total of 85,247 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Mackenzie Diversified Alternatives F50.555%20.282%89,10715,0252022-03-31
RiverNorth Core Opportunity R0.249%0.000%40,01040,0102022-03-31
RiverNorth Doubleline Strategic Inc I0.183%0.000%29,41329,4132022-03-31
Polar Capital Fincls Income B1 Inst Inc0.138%0.000%22,14902022-03-31
Confluence BDC-Wrap0.083%8.160%13,2951,0032022-03-31
Mediobanca SICAV PE Strat C0.051%0.000%8,13002022-03-31
TCW Fds Multi-Income US Equities XJ-MD0.032%0.000%5,16102022-03-31
Mackenzie Private Income Bal Pool PWF0.013%0.000%2,14102022-03-31
USAA Extended Market Index0.012%-8.188%1,951-1742022-03-31
Mackenzie Priv Global Inc Bal Pool PWF0.008%0.000%1,26502022-03-31
Mackenzie Portfolio Completion ETF0.005%0.000%84602022-03-31
JHVIT Total Stock Market Index I0.003%0.000%44402022-03-31
Analyst BDC0.002%-7.895%350-302022-03-31
Mackenzie Pr Glb Cons Inc Bal Pool LF0.002%0.000%32602022-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Mackenzie Diversified Alternatives F50.555%20.282%89,10715,0252022-03-31
RiverNorth Core Opportunity R0.249%0.000%40,01040,0102022-03-31
RiverNorth Doubleline Strategic Inc I0.183%0.000%29,41329,4132022-03-31
Polar Capital Fincls Income B1 Inst Inc0.138%0.000%22,14902022-03-31
Confluence BDC-Wrap0.083%8.160%13,2951,0032022-03-31
Mediobanca SICAV PE Strat C0.051%0.000%8,13002022-03-31
TCW Fds Multi-Income US Equities XJ-MD0.032%0.000%5,16102022-03-31
Mackenzie Private Income Bal Pool PWF0.013%0.000%2,14102022-03-31
USAA Extended Market Index0.012%-8.188%1,951-1742022-03-31
Mackenzie Priv Global Inc Bal Pool PWF0.008%0.000%1,26502022-03-31
Blackstone Alternative Multi-Strategy I0.008%33.333%1,2003002021-12-31
Mackenzie Portfolio Completion ETF0.005%0.000%84602022-03-31
JHVIT Total Stock Market Index I0.003%0.000%44402022-03-31
Analyst BDC0.002%-7.895%350-302022-03-31
Mackenzie Pr Glb Cons Inc Bal Pool LF0.002%0.000%32602022-03-31
AAM Business Dev Co Opps 2019-4 CA0.001%0.000%10002021-12-08
AAM Business Dev Co Opps 2020-1 CA0.001%0.000%10002022-03-09

Discussions

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glaglewd12/8/25 05:51am

$SUNS Algorithms are playing games

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substancetag11/1/25 09:02pm

$SUNS This is how I feel everyday holding this gem.

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BretJohns10/30/25 02:12pm

$SUNS just waiting to short this bad boy.

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BumOfWolfStreet8/8/25 09:31pm

$SUNS glad I didn’t chase this isn’t moving anytime soon with all of those call options here lol

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micmic4/22/25 01:03pm

$SUNS the FOMO will be epic

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