C
SUNS

Covestor’s Sunrise Realty Trust SUNS Stock Holding History

Covestor’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 		$2K Buy
196
+146
+292% +$1.18K ﹤0.01% 2007
2026
Q1 		$0 Buy
50
+46
+1,150% +$418 ﹤0.01% 2865
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2831
2025
Q3 		$0 Sell
4
-15
-79% -$161 ﹤0.01% 2874
2025
Q2 		$0 Buy
19
+6
+46% +$62 ﹤0.01% 2843
2025
Q1 		$0 Sell
13
-1
-7% -$12 ﹤0.01% 2816
2024
Q4 		$0 Hold
14
– – ﹤0.01% 2833
2024
Q3 		$0 Buy
+14
New +$180 ﹤0.01% 2856

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Covestor's SUNS Position: Q2 2026 in Review

Covestor increased its Sunrise Realty Trust (SUNS) stake by 292% in Q2 2026, buying an estimated $1.18K and bringing the position to 196 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Covestor first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Covestor held 196 shares of Sunrise Realty Trust worth $2K as of Q2 2026.
  • Covestor bought 146 Sunrise Realty Trust shares in Q2 2026, an estimated $1.18K.
  • Sunrise Realty Trust made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2007 holding.
  • Covestor first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • 19 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.