Cetera Investment Advisers
SUNS

Cetera Investment Advisers’s Sunrise Realty Trust SUNS Stock Holding History

Cetera Investment Advisers’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 		$81K Buy
+10,254
New +$82.5K ﹤0.01% 4703
2025
Q4 		– Sell
-10,154
Closed -$106K – 4897
2025
Q3 		$106K Buy
+10,154
New +$109K ﹤0.01% 4310

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

Cetera Investment Advisers's SUNS Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 10,254 shares worth $81K. The stake represents ﹤0.01% of the portfolio and ranks #4703 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in SUNS as recently as Q3 2025.

Cetera Investment Advisers first reported a position in SUNS in Q3 2025 and has held it in 2 quarters since. The position peaked at $106K in Q3 2025. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Cetera Investment Advisers held 10,254 shares of Sunrise Realty Trust worth $81K as of Q2 2026.
  • Sunrise Realty Trust was a new Cetera Investment Advisers position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4703 holding.
  • Cetera Investment Advisers first reported a position in Sunrise Realty Trust in Q3 2025 and has held it in 2 quarters since.
  • Cetera Investment Advisers's Sunrise Realty Trust position peaked at $106K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.