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 Q3	$302	Sell	47 -88	-65%	-$677	﹤0.01%	2521
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's SUNS Position: Q3 2026 in Review

Essential Partners reduced its Sunrise Realty Trust (SUNS) stake by 65% in Q3 2026, selling an estimated $677 and leaving 47 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Essential Partners first reported a position in SUNS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.5K in Q3 2025. 5 funds tracked by Wall St. Rank hold SUNS as of Q3 2026.

Essential Partners held 47 shares of Sunrise Realty Trust worth $302 as of Q3 2026.
Essential Partners sold 88 Sunrise Realty Trust shares in Q3 2026, an estimated $677.
Sunrise Realty Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2521 holding.
Essential Partners first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Sunrise Realty Trust position peaked at $1.5K in Q3 2025.
5 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.