AAP
SUNS

Arax Advisory Partners’s Sunrise Realty Trust SUNS Stock Holding History

Arax Advisory 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
Q1 		$1.1K Sell
144
-31
-18% -$282 ﹤0.01% 3276
2025
Q4 		$1.65K Sell
175
-562
-76% -$5.5K ﹤0.01% 3329
2025
Q3 		$7.66K Buy
+737
New +$7.92K ﹤0.01% 2710
2025
Q2 		– Sell
-65
Closed -$720 – 3210
2025
Q1 		$720 Buy
65
+52
+400% +$625 ﹤0.01% 2432
2024
Q4 		$184 Sell
13
-57
-81% -$823 ﹤0.01% 2388
2024
Q3 		$1.01K Buy
+70
New +$898 ﹤0.01% 2253

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arax Advisory Partners's SUNS Position: Q1 2026 in Review

Arax Advisory Partners reduced its Sunrise Realty Trust (SUNS) stake by 18% in Q1 2026, selling an estimated $282 and leaving 144 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Arax Advisory Partners first reported a position in SUNS in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.66K in Q3 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Arax Advisory Partners held 144 shares of Sunrise Realty Trust worth $1.1K as of Q1 2026.
  • Arax Advisory Partners sold 31 Sunrise Realty Trust shares in Q1 2026, an estimated $282.
  • Sunrise Realty Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3276 holding.
  • Arax Advisory Partners first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Sunrise Realty Trust position peaked at $7.66K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.