AIP
SUNS

Ameritas Investment Partners’s Sunrise Realty Trust SUNS Stock Holding History

Ameritas Investment Partners’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 		– Sell
-539
Closed -$4.13K – 3354
2026
Q1 		$4.13K Hold
539
– – ﹤0.01% 3015
2025
Q4 		$5.08K Hold
539
– – ﹤0.01% 3027
2025
Q3 		$5.6K Hold
539
– – ﹤0.01% 3049
2025
Q2 		$5.71K Hold
539
– – ﹤0.01% 3093
2025
Q1 		$5.97K Hold
539
– – ﹤0.01% 2938
2024
Q4 		$7.59K Hold
539
– – ﹤0.01% 2971
2024
Q3 		$7.76K Buy
+539
New +$6.91K ﹤0.01% 2981

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

Ameritas Investment Partners's SUNS Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Sunrise Realty Trust (SUNS) in Q2 2026, closing a stake of 539 shares — an estimated $4.13K sold.

Ameritas Investment Partners first reported a position in SUNS in Q3 2024 and held it in 7 quarters. The position peaked at $7.76K in Q3 2024. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Ameritas Investment Partners reported no remaining Sunrise Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 539 Sunrise Realty Trust shares in Q2 2026, an estimated $4.13K.
  • Ameritas Investment Partners first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 7 quarters.
  • Ameritas Investment Partners's Sunrise Realty Trust position peaked at $7.76K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.