SUNRISE RLTY TR INC (SUNS)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
Institutions report 3,171,725 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Penserra Capital Management LLC | $1.2M | 148,222 | 0.01% | 3q | +22.2%+$212.7K |
| 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 | +1.1%+$4.5K |
| 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 |
| 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 | +9.0%+$8.8K |
| Register Financial Advisors LLC | $92.4K | 11,700 | 0.03% | 5q | HELD |
| CITADEL ADVISORS LLC | $90.8K CALL | options only | 0.00% | 5q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $84.6K | 10,711 | 0.00% | 2q | +6.7%+$5.3K |
| HRT FINANCIAL LP | $83.0K | 10,564 | 0.00% | new | NEW |
| 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 CALL | 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 |
| State of Alaska, Department of Revenue | $9.0K | 1,198 | 0.00% | 3q | HELD |
| 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 |
| Covestor Ltd | $2.0K | 196 | 0.00% | new | NEW |
| 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% |
| 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 |
| JPL Wealth Management, LLC | $8 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $7 | 1 | 0.00% | 8q | -100.0%-$26.9K |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-17 | Directors or officers departed or appointed | filing |
| 2026-08-06 | 2026-08-05 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | TANNENBAUM LEONARD M | Executive Chairman | Bought | 50,000 | $375.0K |
| 2026-08-10 | TANNENBAUM LEONARD M | Executive Chairman | Bought | 25,000 | $194.8K |
| 2026-08-07 | TANNENBAUM LEONARD M | Executive Chairman | Bought | 23,109 | $178.6K |
| 2026-08-11 | TANNENBAUM LEONARD M | Executive Chairman | Bought | 20,000 | $152.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $85.4K | 13,387 | 0 | 1 | 4 | 0.0% |
| Q2 2026 | 72 | $25.3M | 3,171,725 | 16 | 23 | 18 | 0.5% |
| Q1 2026 | 81 | $35.4M | 4,031,812 | 15 | 17 | 25 | 12.3% |
| Q4 2025 | 73 | $48.4M | 4,603,801 | 6 | 20 | 25 | 10.1% |
| Q3 2025 | 73 | $63.7M | 4,650,579 | 7 | 22 | 22 | 24.1% |
| Q2 2025 | 69 | $63.6M | 4,730,219 | 11 | 20 | 19 | 21.1% |
| Q1 2025 | 69 | $66.2M | 4,782,938 | 16 | 24 | 15 | 20.0% |
| Q4 2024 | 59 | $34.5M | 2,448,227 | 10 | 16 | 12 | 0.0% |
| Q3 2024 | 55 | $32.2M | 2,236,961 | 54 | 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 | $29.9M | 2,112,597 | 6 | 11 | 9 | 0.0% |
| Q4 2021 | 38 | $32.2M | 2,302,037 | 6 | 11 | 11 | 0.0% |
| Q3 2021 | 38 | $35.8M | 2,233,983 | 2 | 16 | 12 | 0.1% |
| Q2 2021 | 40 | $34.4M | 2,264,723 | 8 | 14 | 14 | 0.1% |
| Q1 2021 | 44 | $30.6M | 2,080,314 | 4 | 21 | 10 | 0.0% |
| Q4 2020 | 44 | $39.0M | 2,695,418 | 10 | 12 | 9 | 0.0% |
| Q3 2020 | 37 | $37.1M | 2,933,732 | 4 | 9 | 14 | 0.0% |
| Q2 2020 | 37 | $38.4M | 2,815,913 | 6 | 14 | 13 | 0.1% |
| Q1 2020 | 38 | $32.3M | 3,318,194 | 9 | 14 | 7 | 0.1% |
| Q4 2019 | 37 | $70.8M | 3,706,848 | 5 | 10 | 12 | 0.0% |
| Q3 2019 | 36 | $65.6M | 3,693,566 | 3 | 9 | 13 | 0.0% |
| Q2 2019 | 39 | $62.4M | 3,868,720 | 5 | 13 | 7 | 1.3% |
| Q1 2019 | 40 | $53.7M | 3,110,596 | 5 | 11 | 13 | 0.6% |
| Q4 2018 | 40 | $51.1M | 3,378,958 | 3 | 0 | 2 | 0.0% |
