CRC
SUNS

Curi RMB Capital’s Sunrise Realty Trust SUNS Stock Holding History

Curi RMB Capital’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 		$97.4K Hold
12,700
– – ﹤0.01% 854
2025
Q4 		$124K Hold
12,700
– – ﹤0.01% 862
2025
Q3 		$136K Hold
12,700
– – ﹤0.01% 694
2025
Q2 		$138K Buy
+12,700
New +$132K ﹤0.01% 657

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

Curi RMB Capital's SUNS Position: Q1 2026 in Review

Curi RMB Capital held its Sunrise Realty Trust (SUNS) position steady in Q1 2026 at 12,700 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Curi RMB Capital first reported a position in SUNS in Q2 2025 and has held it in 4 quarters since. The position peaked at $138K in Q2 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Curi RMB Capital held 12,700 shares of Sunrise Realty Trust worth $97.4K as of Q1 2026.
  • Curi RMB Capital left its Sunrise Realty Trust share count unchanged in Q1 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #854 holding.
  • Curi RMB Capital first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's Sunrise Realty Trust position peaked at $138K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.