SUNS
SUNRISE REALTY TRUST, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q1 2025(8Q snapshot) | 5Q | $9.97 | $7.99 | -20% |
| AQR Capital Management | Q2 2026(8Q snapshot) | 1Q | $7.93 | $7.99 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q3 2025 | Q2 2026 | → $7.93 | -17% |
| Two Sigma Investments | Q2 2025 | Q2 2026 | → $7.93 | -14% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Sunrise Realty Trust, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Feb 23, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-010842Feb 23, 2026
- Form 40001628280-26-010840Feb 23, 2026
- Form 40001628280-26-010824Feb 23, 2026
- Form 40001628280-26-010822Feb 23, 2026
- Form 40001628280-26-010772Feb 23, 2026
- Form 40001628280-26-010769Feb 23, 2026
- Form 40001628280-26-010766Feb 23, 2026
- Form 40001628280-26-000137Jan 2, 2026
- Form 40001628280-25-054168Nov 26, 2025
- Form 40001628280-25-053468Nov 20, 2025
- Form 40001628280-25-053019Nov 18, 2025
- Form 40001200461-25-000042Aug 26, 2025
- Form 40001200461-25-000039Aug 21, 2025
- Form 40001200461-25-000037Aug 19, 2025
- Form 40001200461-25-000035Aug 13, 2025
Fundamentals
XBRL · SUNRISE REALTY TRUST, INC.Annual figures sourced directly from SUNRISE REALTY TRUST, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Sunrise Realty Trust, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 26, 2026
- 8-KMaterial eventMay 14, 2026
- 10-QQuarterly reportMay 14, 2026
- DEF 14AProxy statementApr 15, 2026
- 8-KMaterial eventMar 12, 2026
- 10-KAnnual reportMar 12, 2026
- 8-KMaterial eventMar 5, 2026
- 8-KMaterial eventNov 13, 2025
- 10-QQuarterly reportNov 13, 2025
- S-3Registration (shelf)Sep 3, 2025
- 8-KMaterial eventAug 13, 2025
- 8-KMaterial eventAug 7, 2025
- 10-QQuarterly reportAug 7, 2025
- S-3Registration (shelf)Aug 1, 2025
- 8-KMaterial eventMay 29, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q2 2026 | open | $7.93 | $7.99 | +1% |
| Citadel Advisors | Q3 2025 | Q2 2026 | $9.56 | $7.93 | -17% |
| Two Sigma Investments | Q2 2025 | Q2 2026 | $9.19 | $7.93 | -14% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $9.88 | $9.19 | -7% |
| Renaissance Technologies | Q1 2025 | open | $9.97 | $7.99 | -20% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.