13F

Stock

Sunrise Rlty Tr Inc

Ticker not mapped · held by 77 managers

Reported value

$30.1M

Holders

77

+13 new · −11 exited

Holders’ est. mark

−$5.15M

Price effect on 60 books still in the name

Largest holder

$4.95M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.645.5K$4.95M−$1.14MCut−$1.32M
VANGUARD CAPITAL MANAGEMENT LLC449.9K$3.45MHeld
GRATIA CAPITAL, LLC438.8K$3.37M−$772.3KCut−$913.8K
Pacific Ridge Capital Partners, LLC403K$3.09M−$619.7KCut−$228.9K
WASATCH ADVISORS LP365.2K$2.8M−$642.8KCut−$2.8M
GEODE CAPITAL MANAGEMENT, LLC305.9K$2.35M−$444.5KCut−$36.3K
RAYMOND JAMES FINANCIAL INC168.7K$1.29M−$296.9KCut−$327.7K
State Street147.5K$1.17M−$259.7KCut−$300.5K
STIFEL FINANCIAL CORP80K$613.7K−$136.8KCut−$119K
GatePass Capital, LLC76.7K$588.3KNew
NORTHERN TRUST CORP76K$583.3K−$124.3KCut−$82.9K
VANGUARD FIDUCIARY TRUST CO63.6K$487.7KHeld
GOLDMAN SACHS GROUP INC61.1K$468.7K−$49.7KAdded$202.3K
VANGUARD PORTFOLIO MANAGEMENT LLC58.6K$449.6KHeld
AMERIPRISE FINANCIAL INC52K$398.5KNew
Quantinno Capital Management LP51K$390.8K−$72.9KAdded$5
CORSAIR CAPITAL MANAGEMENT, L.P.50.7K$388.9K−$89.2KCut−$89.2K
MORGAN STANLEY47.4K$363.7K−$52.3KAdded$83.3K
Renaissance Technologies44.3K$339.8K−$78KCut−$103.4K
PRELUDE CAPITAL MANAGEMENT, LLC36K$276.1KNew
Bank of New York Mellon Corp29.7K$228K−$52.3KCut−$64.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC25.7K$197.5K−$45.3KCut−$67.4K
ALLIANCEBERNSTEIN L.P.15.7K$147.8K$0Held
Mariner, LLC18.9K$145K−$33.3KCut−$179K
HSBC HOLDINGS PLC11.4K$142.6KNew
Icahn Capital17.8K$136.4KNew
OSAIC HOLDINGS, INC.16.4K$125.8K−$28.9KCut−$34K
JONES FINANCIAL COMPANIES LLLP14.8K$118.1K−$17.1KAdded$6.31K
BARCLAYS PLC15.2K$116.8K−$26.8KCut−$92.4K
RHUMBLINE ADVISERS12.9K$99.2K−$22.7KCut−$22.5K
Curi Capital, LLC12.7K$97.4K−$26.2KCut−$26.2K
ROYAL BANK OF CANADA12.5K$95K−$22.5KCut−$35K
DEUTSCHE BANK AG\12.2K$93.5K−$8.8KAdded$46.4K
Register Financial Advisors LLC11.7K$89.7K−$20.6KCut−$20.6K
MERCER GLOBAL ADVISORS INC /ADV10K$77KNew
JPMORGAN CHASE & CO7.38K$58.7K−$10.9KCut−$79.2K
Spire Wealth Management5.6K$42.9K−$9.85KCut−$9.85K
Vanguard Global Advisers, LLC5.19K$39.8KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4.92K$37.7K−$8.48KCut−$7.7K
WELLS FARGO & COMPANY/MN3.84K$29.5K−$6.76KCut−$78K
Police & Firemen's Retirement System of New Jersey3.53K$27.1K−$6.21KCut−$6.21K
Tower Research Capital LLC (TRC)3.15K$24.1K−$1.93KAdded$13.8K
NEW YORK STATE COMMON RETIREMENT FUND2.23K$17.1K−$3.93KCut−$3.93K
BNP PARIBAS FINANCIAL MARKETS2.22K$17.1K−$3.91KCut−$5.13K
UBS Group AG1.73K$13.3K−$3.04KCut−$3.12K
NISA INVESTMENT ADVISORS, LLC1.13K$8.97K−$1.98KCut−$7.95K
STRS OHIO1.1K$8.44K−$1.94KCut−$1.94K
CWM, LLC1K$7.7K$2.34KAdded$7.7K
NATIONAL BANK OF CANADA /FI/975$7.48K−$1.7KCut−$21.5K
Legal & General Group Plc905$6.94K−$1.59KCut−$1.59K
Russell Investments Group, Ltd.842$6.46K−$1.48KCut−$1.48K
CITIGROUP INC785$6.02K−$1.38KCut−$34.2K
Ameritas Investment Partners, Inc.539$4.13K−$949Cut−$949
Versant Capital Management, Inc483$3.71K−$561Added$697
Newbridge Financial Services Group, Inc.399$3.06K−$703Cut−$703
Sterling Capital Management LLC336$2.58K−$591Cut−$2.95K
Advisory Services Network, LLC333$2.55KNew
Golden State Equity Partners285$2.19KNew
GAMMA Investing LLC198$1.52K−$348Cut−$5.61K
Arax Advisory Partners144$1.1K−$254Cut−$546
Penserra Capital Management LLC121.3K$930−$207Cut−$181
Optiver Holding B.V.102$782−$180Cut−$632
Fidelity94$721−$165Cut−$3.7K
Essential Partners LLC54$414−$11Added$357
Medallion Wealth Advisors, LLC49$376−$86Cut−$86
Allworth Financial LP30$231−$6Added$202
Truvestments Capital LLC26$199−$46Cut−$46
Transamerica Financial Advisors, LLC23$183New
EverSource Wealth Advisors, LLC13$100−$9Added$53
PNC Financial Services Group, Inc.10$77−$17Cut−$17
ROTHSCHILD INVESTMENT LLC7$54New
Caitong International Asset Management Co., Ltd3$23New
IFP Advisors, Inc2$15−$4Cut−$23
State of Alaska, Department of Revenue1.2K$9−$2Cut−$2
Farther Finance Advisors, LLC1$8New
MAI Capital Management1$8New
Covestor Ltd50$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.