EF
SUNS

Empirical Finance’s Sunrise Realty Trust SUNS Stock Holding History

Empirical Finance’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
Q4 		– Sell
-24,732
Closed -$257K – 510
2025
Q3 		$257K Hold
24,732
– – 0.01% 489
2025
Q2 		$262K Buy
+24,732
New +$256K 0.01% 484

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 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
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

Empirical Finance's SUNS Position: Q4 2025 in Review

Empirical Finance sold out of Sunrise Realty Trust (SUNS) in Q4 2025, closing a stake of 24,732 shares — an estimated $257K sold.

Empirical Finance first reported a position in SUNS in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q4 2025.

  • Empirical Finance reported no remaining Sunrise Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Empirical Finance sold 24,732 Sunrise Realty Trust shares in Q4 2025, an estimated $257K.
  • Empirical Finance first reported a position in Sunrise Realty Trust in Q2 2025 and held it in 2 quarters.
  • Empirical Finance's Sunrise Realty Trust position peaked at $262K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q4 2025.

Based on Empirical Finance's 13F filing for Q4 2025, filed 12 Feb 2026.