Sunrise Realty Trust, Inc.: which funds bought and sold

Institutions that bought and sold Sunrise Realty Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 41 institutions that filed 13F reports for both quarters added to or opened positions in Sunrise Realty Trust, and 41 cut or closed them. Together they sold a net 859K shares, −21.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 149K shares (−33.6%); index fund managers were net sellers of 954K shares (−53.4%). 18 opened a new position and 22 sold out entirely.

Bought, Q2 2026 41 institutions, 18 of them new holders Sold, Q2 2026 41 institutions, 22 of them sold out

Net change, all compared −859K shares (−21.3%)

Net change, active managers −149K shares (−33.6%), 7 bought, 2 sold

Buyers versus sellers

institutions compared, 93

41 bought 11 41 sold

Active managers and hedge funds 7 bought · 2 sold · −149K

Index fund managers 0 bought · 9 sold · −954K

Other institutions 34 bought · 30 sold · +244K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Rbf Capital, LLC	+152K New position	152K	$1.2M
Pacific Ridge Capital Partners, LLC	+127K +31.4%	530K	$4.2M
Millennium Management LLC Hedge fund	+78K New position	78K	$613,712
Jane Street Group, LLC	+65K New position	65K	$517,284
Arrowstreet Capital, Limited Partnership Hedge fund	+61K New position	61K	$481,094
AQR Capital Management LLC Hedge fund	+45K +255.1%	63K	$499,007
Susquehanna International Group, LLP	+30K New position	30K	$233,145
Mariner, LLC	+28K +147.6%	47K	$369,848
Penserra Capital Management LLC	+27K +22.2%	148K	$1.2M
Quantinno Capital Management LP	+26K +50.6%	77K	$606,333
Marshall Wace, LLP Hedge fund	+21K New position	21K	$168,199
Qube Research & Technologies Ltd Hedge fund	+21K New position	21K	$167,788
Morgan Stanley	+14K +30.0%	62K	$487,010
HRT Financial LP	+11K New position	11K	$83,000
Cetera Investment Advisers	+10K New position	10K	$81,006
Renaissance Technologies LLC Hedge fund	+4,700 +10.6%	49K	$387,100
Curi Capital, LLC	+2,605 +20.5%	15K	$125,501
UBS Group AG	+1,785 +103.3%	3,513	$27,753
Russell Investments Group, Ltd.	+1,421 +168.8%	2,263	$17,878
Royal Bank Of Canada	+1,050 +8.4%	14K	$107,000

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+78K New position	78K	$613,712
Arrowstreet Capital, Limited Partnership Hedge fund	+61K New position	61K	$481,094
AQR Capital Management LLC Hedge fund	+45K +255.1%	63K	$499,007
Marshall Wace, LLP Hedge fund	+21K New position	21K	$168,199
Qube Research & Technologies Ltd Hedge fund	+21K New position	21K	$167,788
Renaissance Technologies LLC Hedge fund	+4,700 +10.6%	49K	$387,100
FMR LLC Active manager	+708 +753.2%	802	$6,336

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−514K −79.6%	131K	$1M
Wasatch Advisors LP Active manager	−365K Sold out	0	—
Geode Capital Management, LLC Index funds	−178K −58.2%	128K	$1M
State Street Corp Index funds	−107K −72.3%	41K	$335,724
Gratia Capital, LLC	−99K −22.7%	339K	$2.7M
Vanguard Portfolio Management LLC Index funds	−59K Sold out	0	—
Northern Trust Corp Index funds	−53K −69.1%	23K	$185,500
Stifel Financial Corp	−51K −63.6%	29K	$229,825
Bank Of New York Mellon Corp	−30K Sold out	0	—
Gatepass Capital, LLC	−28K −36.0%	49K	$387,890
Charles Schwab Investment Management Inc Index funds	−26K Sold out	0	—
Alliancebernstein L.P. Active manager	−16K Sold out	0	—
Deutsche Bank Ag\	−12K Sold out	0	—
Raymond James Financial Inc	−8,677 −5.1%	160K	$1.3M
Rhumbline Advisers Index funds	−7,591 −58.7%	5,341	$42,193
Vanguard Capital Management LLC Index funds	−7,261 −1.6%	443K	$3.5M
Mirae Asset Global Etfs Holdings Ltd.	−4,920 Sold out	0	—
Wells Fargo & Company	−3,839 −100.0%	1	$7
Police & Firemen'S Retirement System Of New Jersey	−3,528 Sold out	0	—
Vanguard Fiduciary Trust Co Index funds	−3,523 −5.5%	60K	$474,506

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wasatch Advisors LP Active manager	−365K Sold out	0	—
Alliancebernstein L.P. Active manager	−16K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Rbf Capital, LLC	152K	$1.2M
Millennium Management LLCHedge fund	78K	$613,712
Jane Street Group, LLC	65K	$517,284
Arrowstreet Capital, Limited PartnershipHedge fund	61K	$481,094
Susquehanna International Group, LLP	30K	$233,145
Marshall Wace, LLPHedge fund	21K	$168,199
Qube Research & Technologies LtdHedge fund	21K	$167,788
HRT Financial LP	11K	$83,000
Cetera Investment Advisers	10K	$81,006
Integrated Wealth Concepts LLC	379	$2,998

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Wasatch Advisors LPActive manager	365K	$2.8M
Vanguard Portfolio Management LLCIndex funds	59K	$449,623
Bank Of New York Mellon Corp	30K	$227,967
Charles Schwab Investment Management IncIndex funds	26K	$197,456
Alliancebernstein L.P.Active manager	16K	$147,787
Deutsche Bank Ag\	12K	$93,520
Mirae Asset Global Etfs Holdings Ltd.	4,920	$37,736
Police & Firemen'S Retirement System Of New Jersey	3,528	$27,060
New York State Common Retirement Fund	2,233	$17,127
NISA Investment Advisors, LLC	1,125	$8,966

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 71
Ten largest holders: 68.9%
Index fund managers: 26.2%
Active managers and hedge funds: 9.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	2	4	2	−149K	−33.6%
Index fund managers	0	9	0	2	−954K	−53.4%
Other institutions	34	30	14	18	+244K	+13.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Sunrise Realty Trust.

Only managers that filed a holdings report for both quarters are compared (93 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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