Sunrise Realty Trust, Inc. (SUNS) Ownership

13.59 ↑0.44 (3.35%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
JPMorgan Chase & Co	5.259%	3.410%	844,086	27,836	2022-03-31
First Republic Inv Mgmt Inc	1.955%	0.706%	313,778	2,200	2022-03-31
Advisors Asset Management	0.628%	-16.237%	100,847	-19,548	2022-03-31
Legal & General Group PLC	0.593%	2.158%	95,187	2,011	2022-03-31
Mackenzie Investments	0.584%	19.179%	93,685	15,076	2022-03-31
Royal Bank of Canada	0.557%	-5.205%	89,462	-4,912	2022-03-31
Two Sigma Advisers, LLC	0.464%	-15.647%	74,396	-13,800	2022-03-31
RiverNorth Capital Management, LLC	0.433%	0.000%	69,423	69,423	2022-03-31
Two Sigma Investments LLC	0.333%	-37.704%	53,471	-32,363	2022-03-31
Advisor Group Holdings, Inc.	0.312%	32.172%	50,027	12,177	2022-03-31
Yakira Capital Management, Inc.	0.223%	0.000%	35,718	35,718	2022-03-31
Morgan Stanley - Brokerage Accounts	0.192%	3.163%	30,755	943	2022-03-31
Confluence Investment Management LLC	0.162%	0.655%	25,957	169	2022-03-31
Wedbush Morgan Securities Inc	0.144%	52.940%	23,175	8,022	2022-03-31
Virtus ETF Advisers LLC	0.144%	-36.781%	23,152	-13,470	2022-03-31
Commonwealth Equity Services Inc	0.141%	-7.365%	22,566	-1,794	2022-03-31
Polar Capital Holdings PLC	0.138%	0.000%	22,149	0	2022-03-31
Stifel Financial Corp	0.123%	0.000%	19,800	19,800	2022-03-31
Sfmg LLC	0.092%	0.000%	14,834	0	2022-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
JPMorgan Chase & Co	5.259%	3.410%	844,086	27,836	2022-03-31
First Republic Inv Mgmt Inc	1.955%	0.706%	313,778	2,200	2022-03-31
BlackRock Inc	0.665%	1.662%	106,792	1,746	2021-12-31
Advisors Asset Management	0.628%	-16.237%	100,847	-19,548	2022-03-31
Legal & General Group PLC	0.593%	2.158%	95,187	2,011	2022-03-31
Mackenzie Investments	0.584%	19.179%	93,685	15,076	2022-03-31
Royal Bank of Canada	0.557%	-5.205%	89,462	-4,912	2022-03-31
Two Sigma Advisers, LLC	0.464%	-15.647%	74,396	-13,800	2022-03-31
RiverNorth Capital Management, LLC	0.433%	0.000%	69,423	69,423	2022-03-31
Two Sigma Investments LLC	0.333%	-37.704%	53,471	-32,363	2022-03-31
Advisor Group Holdings, Inc.	0.312%	32.172%	50,027	12,177	2022-03-31
Yakira Capital Management, Inc.	0.223%	0.000%	35,718	35,718	2022-03-31
Morgan Stanley - Brokerage Accounts	0.192%	3.163%	30,755	943	2022-03-31
Confluence Investment Management LLC	0.162%	0.655%	25,957	169	2022-03-31
Wedbush Morgan Securities Inc	0.144%	52.940%	23,175	8,022	2022-03-31
Virtus ETF Advisers LLC	0.144%	-36.781%	23,152	-13,470	2022-03-31
Commonwealth Equity Services Inc	0.141%	-7.365%	22,566	-1,794	2022-03-31
Polar Capital Holdings PLC	0.138%	0.000%	22,149	0	2022-03-31
Stifel Financial Corp	0.123%	0.000%	19,800	19,800	2022-03-31
Sfmg LLC	0.092%	0.000%	14,834	0	2022-03-31

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mackenzie Diversified Alternatives F5	0.555%	20.282%	89,107	15,025	2022-03-31
RiverNorth Core Opportunity R	0.249%	0.000%	40,010	40,010	2022-03-31
RiverNorth Doubleline Strategic Inc I	0.183%	0.000%	29,413	29,413	2022-03-31
Polar Capital Fincls Income B1 Inst Inc	0.138%	0.000%	22,149	0	2022-03-31
Confluence BDC-Wrap	0.083%	8.160%	13,295	1,003	2022-03-31
Mediobanca SICAV PE Strat C	0.051%	0.000%	8,130	0	2022-03-31
TCW Fds Multi-Income US Equities XJ-MD	0.032%	0.000%	5,161	0	2022-03-31
Mackenzie Private Income Bal Pool PWF	0.013%	0.000%	2,141	0	2022-03-31
USAA Extended Market Index	0.012%	-8.188%	1,951	-174	2022-03-31
Mackenzie Priv Global Inc Bal Pool PWF	0.008%	0.000%	1,265	0	2022-03-31
Mackenzie Portfolio Completion ETF	0.005%	0.000%	846	0	2022-03-31
JHVIT Total Stock Market Index I	0.003%	0.000%	444	0	2022-03-31
Analyst BDC	0.002%	-7.895%	350	-30	2022-03-31
Mackenzie Pr Glb Cons Inc Bal Pool LF	0.002%	0.000%	326	0	2022-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Mackenzie Diversified Alternatives F5	0.555%	20.282%	89,107	15,025	2022-03-31
RiverNorth Core Opportunity R	0.249%	0.000%	40,010	40,010	2022-03-31
RiverNorth Doubleline Strategic Inc I	0.183%	0.000%	29,413	29,413	2022-03-31
Polar Capital Fincls Income B1 Inst Inc	0.138%	0.000%	22,149	0	2022-03-31
Confluence BDC-Wrap	0.083%	8.160%	13,295	1,003	2022-03-31
Mediobanca SICAV PE Strat C	0.051%	0.000%	8,130	0	2022-03-31
TCW Fds Multi-Income US Equities XJ-MD	0.032%	0.000%	5,161	0	2022-03-31
Mackenzie Private Income Bal Pool PWF	0.013%	0.000%	2,141	0	2022-03-31
USAA Extended Market Index	0.012%	-8.188%	1,951	-174	2022-03-31
Mackenzie Priv Global Inc Bal Pool PWF	0.008%	0.000%	1,265	0	2022-03-31
Blackstone Alternative Multi-Strategy I	0.008%	33.333%	1,200	300	2021-12-31
Mackenzie Portfolio Completion ETF	0.005%	0.000%	846	0	2022-03-31
JHVIT Total Stock Market Index I	0.003%	0.000%	444	0	2022-03-31
Analyst BDC	0.002%	-7.895%	350	-30	2022-03-31
Mackenzie Pr Glb Cons Inc Bal Pool LF	0.002%	0.000%	326	0	2022-03-31
AAM Business Dev Co Opps 2019-4 CA	0.001%	0.000%	100	0	2021-12-08
AAM Business Dev Co Opps 2020-1 CA	0.001%	0.000%	100	0	2022-03-09