Ameriprise
SUNS

Ameriprise’s Sunrise Realty Trust SUNS Stock Holding History

Ameriprise’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415K Buy
52,523
+572
+1% +$4.6K ﹤0.01% 3718
2026
Q1 		$398K Buy
+51,951
New +$472K ﹤0.01% 3666

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Ameriprise's SUNS Position: Q2 2026 in Review

Ameriprise increased its Sunrise Realty Trust (SUNS) stake by 1.1% in Q2 2026, buying an estimated $4.6K and bringing the position to 52,523 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Ameriprise first reported a position in SUNS in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Ameriprise held 52,523 shares of Sunrise Realty Trust worth $415K as of Q2 2026.
  • Ameriprise bought 572 Sunrise Realty Trust shares in Q2 2026, an estimated $4.6K.
  • Sunrise Realty Trust made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3718 holding.
  • Ameriprise first reported a position in Sunrise Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.