CA
SUNS

Clearstead Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Clearstead Advisors’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 		$16 Buy
+2
New +$16 ﹤0.01% 3599

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $217M AUM 47.35% 1-Year Est. Return

Clearstead Advisors's SUNS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 2 shares worth $16. The stake represents ﹤0.01% of the portfolio and ranks #3599 among its holdings.

21 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Clearstead Advisors held 2 shares of Sunrise Realty Trust worth $16 as of Q2 2026.
  • Sunrise Realty Trust was a new Clearstead Advisors position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3599 holding.
  • 21 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.