EP
SUNS

Essential Partners’s Sunrise Realty Trust SUNS Stock Holding History

Essential Partners’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 		$1.07K Buy
135
+81
+150% +$652 ﹤0.01% 2221
2026
Q1 		$414 Buy
54
+48
+800% +$436 ﹤0.01% 2490
2025
Q4 		$57 Sell
6
-138
-96% -$1.35K ﹤0.01% 2626
2025
Q3 		$1.5K Buy
144
+142
+7,100% +$1.53K ﹤0.01% 1892
2025
Q2 		$21 Buy
+2
New +$21 ﹤0.01% 2219

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

Essential Partners's SUNS Position: Q2 2026 in Review

Essential Partners increased its Sunrise Realty Trust (SUNS) stake by 150% in Q2 2026, buying an estimated $652 and bringing the position to 135 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Essential Partners first reported a position in SUNS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5K in Q3 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Essential Partners held 135 shares of Sunrise Realty Trust worth $1.07K as of Q2 2026.
  • Essential Partners bought 81 Sunrise Realty Trust shares in Q2 2026, an estimated $652.
  • Sunrise Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2221 holding.
  • Essential Partners first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Sunrise Realty Trust position peaked at $1.5K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.