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Disclosery

SUNS SUNRISE RLTY TR INC

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COM (common), issuer CIK 2012706

74 managers (77 13F filers) reported a position in SUNS shares at 2026-03-31, 4,031,862 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
74
13F filers
77
New
13
Added
19
Reduced
25
Sold out
11
Shares held by filers
4,031,862

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.645,488$4.95M<0.01%-19,22013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding577,316$4.43MnewTimeline
GRATIA CAPITAL, LLC438,816$3.37M3.18%-15,00013F-HRTimeline
Pacific Ridge Capital Partners, LLC403,035$3.09M0.67%+50,94313F-HRTimeline
WASATCH ADVISORS LP365,219$2.8M0.02%-228,60913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC305,915$2.35M<0.01%+53,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,709$1.29M<0.01%-3,26813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP147,540$1.17M<0.01%-4,19313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…121,278$930K0.01%+3,42913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,010$614K<0.01%+2,31013F-HRTimelineGroup
GatePass Capital, LLC76,700$588K0.29%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP76,043$583K<0.01%+5,40313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,102$469K<0.01%+32,85613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,951$398K<0.01%new13F-HR/ATimelineGroup
Quantinno Capital Management LP50,951$391K<0.01%+9,51013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.50,704$389K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47,419$364K<0.01%+17,68513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC44,300$340K<0.01%-2,70013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC36,000$276K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,722$228K<0.01%-1,31713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co25,744$197K<0.01%-2,34313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.15,672$148K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,909$145K<0.01%-15,45013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,398$143K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,789$136K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,398$126K<0.01%-54913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,775$118K<0.01%+2,92513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC15,228$117K<0.01%-6,95513F-HRTimelineGroup
RHUMBLINE ADVISERS12,932$99.2K<0.01%+2613F-HRTimeline
Curi Capital, LLC12,700$97.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,456$95K<0.01%-1,32613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,193$93.5K<0.01%+7,19113F-HRTimelineGroup
Register Financial Advisors LLC11,700$89.7K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,040$77K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,379$58.7K<0.01%-7,24113F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,598$42.9K<0.01%013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,920$37.7K<0.01%+10213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,840$29.5K<0.01%-7,55413F-HR/ATimelineGroup
Police & Firemen's Retirement System of…3,528$27.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,145$24.1K<0.01%+2,04613F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND2,233$17.1K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,223$17.1K<0.01%-12913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,728$13.3K<0.01%-813F-HRTimelineGroup
State of Alaska, Department of Revenue1,198$9K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,125$8.97K<0.01%-61413F-HRTimeline
STRS OHIO1,100$8.44K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,004$7.7K<0.01%+69813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/975$7.48K<0.01%-2,10013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc905$6.94K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…842$6.46K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC785$6.02K<0.01%-3,47713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…539$4.13K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc483$3.71K<0.01%+16413F-HRTimeline
NFSG Corp399$3.06K<0.01%013F-HRTimeline
Sterling Capital Management LLC336$2.58K<0.01%-25013F-HRTimeline
Advisory Services Network, LLC333$2.55K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…285$2.19K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC198$1.52K<0.01%-55813F-HRTimeline
Arax Advisory Partners144$1.1K<0.01%-3113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.102$782<0.01%-4813F-HR/ATimelineGroup
FMR LLCin group FMR LLC94$721<0.01%-37513F-HRTimelineGroup
Essential Partners LLC54$414<0.01%+4813F-HRTimeline
Medallion Wealth Advisors, LLC49$376<0.01%013F-HRTimeline
Allworth Financial LP30$231<0.01%+2713F-HRTimeline
Truvestments Capital LLC26$199<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$183<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13$100<0.01%+813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10$77<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7$54<0.01%new13F-HRTimeline
Caitong International Asset Management …3$23<0.01%new13F-HRTimeline
IFP Advisors, Inc2$15<0.01%-213F-HRTimeline
MAI Capital Management1$8<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$8<0.01%new13F-HRTimeline
Covestor Ltd50$00%+4613F-HRTimelineValue filed as zero, left out of ratios.