SUNS — SUNRISE RLTY TR INC
As of Q2 2026, 15 SEC-registered investment managers reported holding SUNS (SUNRISE RLTY TR INC) in their latest 13F filings, with a combined reported value of $5.53M across 698.97K shares. That is -58.6% by share count (-987.81K shares) versus the previous quarter, while reported value moved -57.3%. Ownership is concentrated: the five largest holders account for 66.0% of reported value and the top ten for 96.4%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 6 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SUNS is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 585.28K | $5.52M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 131.40K | $1.04M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 128.01K | $1.01M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 77.69K | $613.71K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 63.16K | $499.01K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 61.65K | $487.01K | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 60.90K | $481.09K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 58.15K | $459.39K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 49.00K | $387.10K | 0.00% | Add |
| BNY Mellon history | Q1 2026 | 29.72K | $227.97K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q1 2026 | 25.74K | $197.46K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 23.48K | $185.50K | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 21.29K | $168.20K | 0.00% | New |
| Two Sigma Investments history | Q4 2025 | 13.31K | $125.49K | 0.00% | Reduce |
| Invesco Ltd history | Q3 2025 | 11.71K | $121.62K | 0.00% | Add |
| Deutsche Bank AG history | Q1 2026 | 12.19K | $93.52K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 11.50K | $90.85K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 8.42K | $71.38K | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 7.30K | $68.87K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 3.51K | $27.75K | 0.00% | Add |
New Positions (Q2 2026)
- Millennium Management 77.69K sh · $613.71K
- Arrowstreet Capital 60.90K sh · $481.09K
- Marshall Wace 21.29K sh · $168.20K
- JPMorgan Chase & Co 8.42K sh · $71.38K
Fully Exited (vs previous quarter)
- BNY Mellon sold 29.72K sh · $227.97K
- Charles Schwab Investment Management sold 25.74K sh · $197.46K
- Deutsche Bank AG sold 12.19K sh · $93.52K
- Legal & General Investment Management America sold 905 sh · $6.94K
- Citigroup Inc sold 785 sh · $6.02K
- PNC Financial Services sold 10 sh · $77
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | 492.12K | 444.61K | 633.39K | 651.78K | 641.65K | 664.71K | 645.49K | 131.40K |
| Geode Capital Management | — | — | — | 124.06K | 125.94K | 192.57K | 191.48K | 233.15K | 252.71K | 305.92K | 128.01K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | 77.69K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 17.79K | 63.16K |
| Morgan Stanley | 42.51K | 29.81K | 30.75K | 26.43K | 24.31K | 28.69K | 33.58K | 27.12K | 29.73K | 47.42K | 61.65K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | 60.90K |
| Goldman Sachs Group | — | — | — | 13.79K | 18.18K | 27.91K | 11.79K | 17.80K | 28.25K | 61.10K | 58.15K |
| Renaissance Technologies | — | — | — | — | 42.20K | 73.60K | 28.30K | 28.10K | 47.00K | 44.30K | 49.00K |
| Northern Trust Corp | — | — | — | 49.74K | 46.53K | 73.12K | 66.48K | 79.01K | 70.64K | 76.04K | 23.48K |
| Marshall Wace | — | — | — | — | 33.70K | 129.41K | 103.51K | 112.85K | 97.18K | — | 21.29K |
| Citadel Advisors | — | 13.69K | — | — | 25.30K | — | 111.58K | 284.96K | 422.90K | 413.70K | 11.50K |
| JPMorgan Chase & Co | 767.29K | 816.25K | 844.09K | 10.77K | 21.28K | 20.86K | 15.91K | 15.18K | 14.62K | — | 8.42K |
| UBS Group AG | 5.79K | 4.70K | 4.70K | 4.60K | 13.70K | 4.97K | 9.16K | 5.34K | 1.74K | 1.73K | 3.51K |
| Fidelity Management & Research (FMR) | — | — | — | 213 | 246 | 210 | 476 | 1.14K | 469 | 94 | 802 |
| Wells Fargo & Co | 8.63K | 10.90K | 7.86K | 2.59K | 3.31K | 6.27K | 6.52K | 7.79K | 11.39K | 3.84K | 1 |
| Deutsche Bank AG | — | — | — | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 12.19K | — |
| Two Sigma Investments | 65.51K | 85.83K | 53.47K | — | — | 49.41K | 21.54K | 20.41K | 13.31K | — | — |
| Bank of America Corp | 2.47K | 2.47K | 2.85K | 3.23K | 5.18K | 4.99K | 3.37K | 2.98K | 7.30K | — | — |
| BNY Mellon | — | — | — | 27.67K | 21.07K | 27.61K | 29.99K | 33.32K | 31.04K | 29.72K | — |
| Citigroup Inc | — | — | 7 | 4.11K | 4.35K | 7.24K | 3.41K | 117 | 4.26K | 785 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details