Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sunrise Rlty Tr Inc (SUNS)

76 + 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
↑ +8
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — SUNS

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SUNS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
77 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

37 buying35 selling
Last quarter: 37 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new SUNS position: 11 → 7 → 7 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 27% new

■ 34% conviction (2yr+) ■ 39% medium ■ 27% new
Of the 77 current holders: 26 (34%) held >2 years, 30 held 1–2 years, and 21 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.
💎

Buying through price weakness — shares -11%, value -29%

Value
-29%
Shares
-10%
Last quarter: funds added -11% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 11 → 7 → 7 → 19 new funds/Q
New funds entering each quarter: 11 → 7 → 7 → 19. A growing number of institutions are discovering SUNS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 42% veterans vs 38% newcomers

■ 42% veterans ■ 21% 1-2yr ■ 38% new
Entry-cohort mix of 77 holders: 32 (42%) are 2+ year veterans, 16 entered 1–2 years ago, and 29 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
24 of 74 holders rank in the top 100 by AUM, accounting for 23% 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 Q1, 37 hedge funds were net buyers of SUNS (19 opened a new position, 18 added to an existing one), while 35 reduced or exited (24 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in SUNS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 77.

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 Q1 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 March 31, 2026 · 81d ago
SUNS
nan%
XLRE
nan%

SUNS outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SUNS
nan%
XLRE
nan%

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

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SUNS
76 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 76 69 10.14%
13F Shares 5M 5M -10.8%
Total Value $34M $48M -29.02%
New Positions 18 7 +11
Increased Positions 17 24 -7
Closed Positions 11 6 +5
Reduced Positions 25 24 +1
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUNS

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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 Q1)

76 + 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:
Top 25 SUNS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gratia Capital, LLC 1.48% 438,816 $3.4M
2 Pacific Ridge Capital Partners, LLC 0.67% 403,035 $3.1M
3 GatePass Capital, LLC 0.27% 76,700 $588K
4 Corsair Capital Management, L.P. 0.06% 50,704 $389K
5 Register Financial Advisors LLC 0.03% 11,700 $90K
6 Prelude Capital Management, LLC 0.02% 36,000 $276K
7 Wasatch Advisors LP 0.02% 365,219 $2.8M
8 Caption Management, LLC 0.00% 100,000 $767K
9 Curi Capital, LLC 0.00% 12,700 $97K
10 Spire Wealth Management 0.00% 5,598 $43K
11 Quantinno Capital Management LP 0.00% 50,951 $391K
12 Tower Research Capital LLC (TRC) 0.00% 3,145 $24K
13 Stifel Financial Corp 0.00% 80,010 $614K
14 Renaissance Technologies LLC 0.00% 44,300 $340K
15 Citadel Advisors LLC 0.00% 413,700 $3.2M
16 NFSG Corp 0.00% 399 $3K
17 Raymond James Financial Inc 0.00% 168,709 $1.3M
18 Versant Capital Management, Inc 0.00% 483 $4K
19 Medallion Wealth Advisors, LLC 0.00% 49 —
20 Police & Firemen's Retirement System of New Jersey 0.00% 3,528 $27K
21 Osaic Holdings, INC. 0.00% 16,398 $126K
22 Mariner, LLC 0.00% 18,909 $145K
23 Ascentis Independent Advisors 0.00% 285 $2K
24 Essential Partners LLC 0.00% 54 —
25 Ameritas Investment Partners, Inc. 0.00% 539 $4K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SUNS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUNS?

Slight buying edge — 51% buying: Last quarter: 37 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SUNS holders?

Strong quality — 23% AUM from major funds: 24 of 74 holders rank in the top 100 by AUM, accounting for 23% 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 — 34% long-term, 27% new: Of the 77 current holders: 26 (34%) held >2 years, 30 held 1–2 years, and 21 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 Q1 hedge fund 13F filings?

As of today, SUNS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SUNS has gained nan% vs nan% 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.

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