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DaveManuel.com · Institutional Ownership · Who Owns It

SUNRISE RLTY TR INC (SUNS)

Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.

72
Reporting holders
$25.3M
Reported value
23.5%
Of shares outstanding
0.5%
Calls
0.0%
Puts
-9
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Pacific Ridge Capital Partners, LLC$4.2M529,7140.76%6q+31.4%+$1.0M
VANGUARD CAPITAL MANAGEMENT LLC$3.5M442,6530.00%2q-1.6%-$57.4K
GRATIA CAPITAL, LLC$2.7M339,3551.62%6q-22.7%-$785.7K
RAYMOND JAMES FINANCIAL INC$1.3M160,0320.00%6q-5.1%-$68.5K
RBF Capital, LLC$1.2M152,2830.05%newNEW
Penserra Capital Management LLC$1.2M148,2220.01%3q+22.2%+$212.7K
BlackRock, Inc.$1.0M131,4040.00%8q-79.6%-$4.1M
GEODE CAPITAL MANAGEMENT, LLC$1.0M128,0150.00%8q-58.2%-$1.4M
MILLENNIUM MANAGEMENT LLC$613.7K77,6850.00%newNEW
Quantinno Capital Management LP$606.3K76,7510.00%4q+50.6%+$203.8K
JANE STREET GROUP, LLC$517.3K65,4790.00%2qHELD
AQR CAPITAL MANAGEMENT LLC$499.0K63,1650.00%2q+255.1%+$358.5K
MORGAN STANLEY$487.0K61,6450.00%8q+30.0%+$112.4K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$481.1K60,8980.00%newNEW
VANGUARD FIDUCIARY TRUST CO$474.5K60,0640.00%2q-5.5%-$27.8K
GOLDMAN SACHS GROUP INC$459.4K58,1510.00%8q-4.8%-$23.3K
AMERIPRISE FINANCIAL INC$414.9K52,5230.00%2q+1.1%+$4.5K
CORSAIR CAPITAL MANAGEMENT, L.P.$400.6K50,7040.05%5qHELD
GatePass Capital, LLC$387.9K49,1000.15%2q-36.0%-$218.0K
RENAISSANCE TECHNOLOGIES LLC$387.1K49,0000.00%7q+10.6%+$37.1K
Mariner, LLC$369.8K46,8160.00%5q+147.6%+$220.5K
STATE STREET CORP$335.7K40,9420.00%8q-72.3%-$874.1K
PRELUDE CAPITAL MANAGEMENT, LLC$284.4K36,0000.02%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$233.1K29,5120.00%newNEW
STIFEL FINANCIAL CORP$229.8K29,0910.00%5q-63.6%-$402.3K
NORTHERN TRUST CORP$185.5K23,4810.00%8q-69.1%-$415.2K
MARSHALL WACE, LLP$168.2K21,2910.00%newNEW
Qube Research & Technologies Ltd$167.8K21,2390.00%newNEW
HSBC HOLDINGS PLC$133.3K10,6580.00%2q-6.5%-$9.3K
OSAIC HOLDINGS, INC.$129.2K16,3520.00%8qHELD
Curi Capital, LLC$125.5K15,3050.00%5q+20.5%+$21.4K
JONES FINANCIAL COMPANIES LLLP$124.4K14,7750.00%4qHELD
BARCLAYS PLC$109.5K13,8600.00%8q-9.0%-$10.8K
ROYAL BANK OF CANADA$107.0K13,5770.00%8q+9.0%+$8.8K
Register Financial Advisors LLC$92.4K11,7000.03%5qHELD
CITADEL ADVISORS LLC$90.8K CALLoptions only0.00%5qOPTIONS
MERCER GLOBAL ADVISORS INC /ADV$84.6K10,7110.00%2q+6.7%+$5.3K
HRT FINANCIAL LP$83.0K10,5640.00%newNEW
Cetera Investment Advisers$81.0K10,2540.00%newNEW
JPMORGAN CHASE & CO$71.4K8,4180.00%8q+14.1%+$8.8K
Spire Wealth Management$44.2K5,5980.00%7qHELD
RHUMBLINE ADVISERS$42.2K5,3410.00%8q-58.7%-$60.0K
Vanguard Global Advisers, LLC$41.0K5,1940.00%2qHELD
UBS Group AG$27.8K3,5130.00%8q+103.3%+$14.1K
SIMPLEX TRADING, LLC$26.1K CALLoptions only0.00%6qOPTIONS
Tower Research Capital LLC (TRC)$21.1K2,6650.00%8q-15.3%-$3.8K
Russell Investments Group, Ltd.$17.9K2,2630.00%8q+168.8%+$11.2K
State of Alaska, Department of Revenue$9.0K1,1980.00%3qHELD
Arax Advisory Partners$8.5K1,0770.00%4q+647.9%+$7.4K
NATIONAL BANK OF CANADA /FI/$7.7K9750.00%3qHELD
FMR LLC$6.3K8020.00%8q+753.2%+$5.6K
NFSG Corp$3.2K3990.00%7qHELD
Covestor Ltd$2.0K1960.00%newNEW
Allworth Financial LP$1.1K1440.00%3q+380.0%
BNP PARIBAS FINANCIAL MARKETS$1.1K1420.00%8q-93.6%-$16.4K
Essential Partners LLC$1.1K1350.00%5q+150.0%
Larson Financial Group LLC$9801240.00%newNEW
Optiver Holding B.V.$8061020.00%4qHELD
EverSource Wealth Advisors, LLC$767970.00%4q+646.2%
IFP Advisors, Inc$743940.00%7q+4600.0%
GAMMA Investing LLC$656830.00%8q-58.1%
Medallion Wealth Advisors, LLC$387490.00%7qHELD
ROTHSCHILD INVESTMENT LLC$316400.00%2q+471.4%
Farther Finance Advisors, LLC$292370.00%2q+3600.0%
Fortitude Family Office, LLC$158200.00%newNEW
True Wealth Design, LLC$151190.00%newNEW
Caitong International Asset Management Co., Ltd$87110.00%2q+266.7%
Crewe Advisors LLC$5670.00%newNEW
SJS Investment Consulting Inc.$5670.00%newNEW
Clearstead Advisors, LLC$1620.00%newNEW
JPL Wealth Management, LLC$810.00%newNEW
WELLS FARGO & COMPANY/MN$710.00%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.

FiledEvent dateWhatSource
2026-09-232026-09-17Directors or officers departed or appointedfiling
2026-08-062026-08-05Material agreement enteredfiling

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.

DateInsiderRoleSideSharesValue
2026-08-13TANNENBAUM LEONARD MExecutive ChairmanBought50,000$375.0K
2026-08-10TANNENBAUM LEONARD MExecutive ChairmanBought25,000$194.8K
2026-08-07TANNENBAUM LEONARD MExecutive ChairmanBought23,109$178.6K
2026-08-11TANNENBAUM LEONARD MExecutive ChairmanBought20,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$85.4K13,3870140.0%
Q2 202672$25.3M3,171,7251623180.5%
Q1 202681$35.4M4,031,81215172512.3%
Q4 202573$48.4M4,603,8016202510.1%
Q3 202573$63.7M4,650,5797222224.1%
Q2 202569$63.6M4,730,21911201921.1%
Q1 202569$66.2M4,782,93816241520.0%
Q4 202459$34.5M2,448,2271016120.0%
Q3 202455$32.2M2,236,96154000.0%
Q3 20221$82.0K4,9000000.0%
Q2 20221$82.0K4,9000000.0%
Q1 202234$29.9M2,112,59761190.0%
Q4 202138$32.2M2,302,037611110.0%
Q3 202138$35.8M2,233,983216120.1%
Q2 202140$34.4M2,264,723814140.1%
Q1 202144$30.6M2,080,314421100.0%
Q4 202044$39.0M2,695,418101290.0%
Q3 202037$37.1M2,933,73249140.0%
Q2 202037$38.4M2,815,913614130.1%
Q1 202038$32.3M3,318,19491470.1%
Q4 201937$70.8M3,706,848510120.0%
Q3 201936$65.6M3,693,56639130.0%
Q2 201939$62.4M3,868,72051371.3%
Q1 201940$53.7M3,110,596511130.6%
Q4 201840$51.1M3,378,9583020.0%