Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNRISE RLTY TR INC COM (SUNS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — SUNS

Based on 68 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
68 hedge funds hold SUNS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

30 buying31 selling
Last quarter: 31 funds reduced or exited vs 30 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 11 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 40% medium 15% new
31 out of 68 hedge funds have held SUNS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

10 → 17 → 11 → 7 → 6 new funds/Q
New funds entering each quarter: 17 → 11 → 7 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 19% 1-2yr 26% new
Of 69 current holders: 38 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
20 of 68 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SUNS
2026 Q1 Stats Unlock in 20 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 70 -1.43%
13F Shares 5M 6M -16.0%
Total Value $48M $63M -23.75%
New Positions 6 7 -1
Increased Positions 25 25 -
Closed Positions 7 4 +3
Reduced Positions 26 25 +1
Total Calls 2 4 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUNS

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Financial Highlights

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Institutional Holders (2026 Q1)

69 + investors

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

Top 15 institutional holders of SUNS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Register Financial Advisors LLC 0.03% 11,700 $90K
2 WASATCH ADVISORS LP 0.02% 365,219 $2.8M
3 Spire Wealth Management 0.00% 5,598 $43K
4 Versant Capital Management, Inc 0.00% 483 $4K
5 Medallion Wealth Advisors, LLC 0.00% 49
6 Police & Firemen's Retirement System of New Jersey 0.00% 3,528 $27K
7 Ascentis Independent Advisors 0.00% 285 $2K
8 State of Alaska, Department of Revenue 0.00% 1,198
9 HSBC HOLDINGS PLC 0.00% 11,398 $143K
10 GAMMA Investing LLC 0.00% 198 $2K
11 Sterling Capital Management LLC 0.00% 336 $3K
12 STRS OHIO 0.00% 1,100 $8K
13 NISA INVESTMENT ADVISORS, LLC 0.00% 1,125 $9K
14 IFP Advisors, Inc 0.00% 2
15 Farther Finance Advisors, LLC 0.00% 1
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 COM (SUNS)

What does the Smart Money Trend signal show for SUNS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SUNS?

More sellers than buyers — 49% buying: Last quarter: 31 funds reduced or exited vs 30 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 — 25% AUM from major funds: 20 of 68 holders rank in the top 100 by AUM, accounting for 25% 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?

46% of holders stayed for 2+ years: 31 out of 68 hedge funds have held SUNS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.