CP
SUNS

Castalian Partners’s Sunrise Realty Trust SUNS Stock Holding History

Castalian 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
2025
Q1 		– Sell
-192,401
Closed -$2.71M – 29
2024
Q4 		$2.71M Buy
+192,401
New +$2.78M 1.37% 21

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Castalian Partners's SUNS Position: Q1 2025 in Review

Castalian Partners sold out of Sunrise Realty Trust (SUNS) in Q1 2025, closing a stake of 192,401 shares — an estimated $2.71M sold.

Castalian Partners first reported a position in SUNS in Q4 2024 and held it in 1 quarter. The position peaked at $2.71M in Q4 2024. 67 funds tracked by Wall St. Rank hold SUNS as of Q1 2025.

  • Castalian Partners reported no remaining Sunrise Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Castalian Partners sold 192,401 Sunrise Realty Trust shares in Q1 2025, an estimated $2.71M.
  • Castalian Partners first reported a position in Sunrise Realty Trust in Q4 2024 and held it in 1 quarter.
  • Castalian Partners's Sunrise Realty Trust position peaked at $2.71M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2025.

Based on Castalian Partners's 13F filing for Q1 2025, filed 15 May 2025.