Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sunrise Rlty Tr Inc (SUNS)

70 + Investors. Track Smart Money conviction in SUNS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — SUNS

Based on 71 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SUNS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
71 funds currently hold this stock — 92% of the 3.0-year high of 77 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

40 buying45 selling
Last quarter: 45 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 38% new

■ 30% conviction (2yr+) ■ 32% medium ■ 38% new
Of the 71 current holders: 21 (30%) held >2 years, 23 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

11 → 7 → 7 → 19 → 18 new funds/Q
New funds entering each quarter: 7 → 7 → 19 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 45% new entrants

■ 37% veterans ■ 18% 1-2yr ■ 45% new
Of 71 current holders: 26 (37%) held 2+ years, 13 held 1–2 years, 32 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
25 of 70 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SUNS

In 2026 Q2, 40 hedge funds were net buyers of SUNS (18 opened a new position, 22 added to an existing one), while 45 reduced or exited (21 trimmed, 24 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in SUNS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 71.

Hedge Fund Ownership: SUNS

How many hedge funds hold SUNS — quarterly history vs. share price
Quarterly hedge fund ownership of SUNS vs. share price

Market Analysis: SUNS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUNS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sunrise Rlty Tr Inc (SUNS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SUNS has moved relative to its sector benchmark (XLRE) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
SUNS
+9.2%
XLRE
+8.3%

SUNS outperformed XLRE by +0.9% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
SUNS
+0.0%
XLRE
+0.0%

Since the filing became public, SUNS outperformed XLRE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SUNS
2026 Q3 Stats Unlock in 5 days 70 + Investors

Track Smart Money conviction in SUNS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 77 -9.09%
13F Shares 3M 5M -30.3%
Total Value $24M $34M -29.89%
New Positions 18 19 -1
Increased Positions 22 17 +5
Closed Positions 24 11 +13
Reduced Positions 21 25 -4
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUNS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

70 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUNS. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SUNS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 0.60% 526,278 $3.4M
2 RBF Capital, LLC 0.06% 203,215 $1.3M
3 GatePass Capital, LLC 0.04% 16,100 $104K
4 Register Financial Advisors LLC 0.02% 11,700 $75K
5 Spire Wealth Management 0.00% 5,598 $36K
6 Renaissance Technologies LLC 0.00% 70,000 $450K
7 NFSG Corp 0.00% 399 $3K
8 Raymond James Financial Inc 0.00% 159,312 $1.0M
9 Mariner, LLC 0.00% 26,470 $170K
10 Quantinno Capital Management LP 0.00% 25,336 $163K
11 Essential Partners LLC 0.00% 47 —
12 Osaic Holdings, INC. 0.00% 15,371 $100K
13 Stifel Financial Corp 0.00% 20,706 $133K
14 Ascentis Independent Advisors 0.00% 285 $2K
15 Vanguard Fiduciary Trust Co 0.00% 60,064 $386K
16 Vanguard Capital Management LLC 0.00% 431,457 $2.8M
17 Jones Financial Companies Lllp 0.00% 14,350 $103K
18 Larson Financial Group LLC 0.00% 124 —
19 Barclays plc 0.00% 13,391 $86K
20 Jane Street Group, LLC 0.00% 23,954 $154K
21 Caitong International Asset Management Co., Ltd 0.00% 12 —
22 Allworth Financial LP 0.00% 144 $1K
23 Jpmorgan Chase & Co 0.00% 9,564 $67K
24 BNP Paribas Financial Markets 0.00% 1,272 $8K
25 IFP Advisors, Inc 0.00% 24 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sunrise Rlty Tr Inc (SUNS)

What does the Smart Money Trend signal show for SUNS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SUNS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SUNS?

More sellers than buyers — 47% buying: Last quarter: 45 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SUNS holders?

Strong quality — 35% AUM from major funds: 25 of 70 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUNS?

Mixed — 30% long-term, 38% new: Of the 71 current holders: 21 (30%) held >2 years, 23 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Sunrise Rlty Tr Inc (SUNS) following the 2026 Q3 hedge fund 13F filings?

As of today, SUNS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SUNS has gained +9.2% vs +8.3% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →