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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $106M 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