Sunrise Realty Trust, Inc.
US ˙ NasdaqCM ˙ US83416M1053

SecuritySUNS / Sunrise Realty Trust, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership47,419 shares
Latest Disclosed Value $ 363,714
Morgan Stanley reports 59.48% increase in ownership of SUNS / Sunrise Realty Trust, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 47,419 shares of Sunrise Realty Trust, Inc. (US:SUNS) valued at $363,704 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 29,734 shares of Sunrise Realty Trust, Inc.. This represents a change in shares of 59.48% during the quarter. The current value of the position is $400,216 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUNRISE RLTY TR COM 867981102 47,419 17,685 59.48 364 29.64 0.0000
2026-05-27 2025-12-31 13F/A-1 SUNRISE RLTY TR COM 867981102 29,734 2,615 9.64 280 -0.36 0.0000
2026-02-13 2025-12-31 13F SUNRISE RLTY TR COM 867981102 29,734 2,615 280 0.0000
2026-05-27 2025-09-30 13F/A-1 SUNRISE RLTY TR COM 867981102 27,119 -6,457 -19.23 282 -20.85 0.0000
2025-11-14 2025-09-30 13F SUNRISE RLTY TR COM 867981102 27,119 -6,457 282 0.0000
2025-08-15 2025-06-30 13F SUNRISE RLTY TR COM 867981102 33,576 4,888 17.04 356 11.99 0.0000
2025-05-15 2025-03-31 13F SUNRISE RLTY TR COM 867981102 28,688 4,378 18.01 318 -7.31 0.0000
2025-05-15 2024-12-31 13F/A-1 SUNRISE RLTY TR COM 867981102 24,310 -2,122 -8.03 342 -10.00 0.0000
2025-02-14 2024-12-31 13F SUNRISE RLTY TR COM 867981102 24,310 -2,122 342 0.0000
2025-05-14 2024-09-30 13F/A-2 SUNRISE RLTY TR COM 867981102 26,432 26,432 380 0.0000
2025-02-14 2024-09-30 13F/A-1 SUNRISE RLTY TR COM 867981102 26,432 26,432 380 0.0000
2024-11-14 2024-09-30 13F SUNRISE RLTY TR COM 867981102 26,432 26,432 380 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.