Fidelity Investments
SUNS

Fidelity Investments’s Sunrise Realty Trust SUNS Stock Holding History

Fidelity Investments’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 		$6.34K Buy
802
+708
+753% +$5.7K ﹤0.01% 4973
2026
Q1 		$721 Sell
94
-375
-80% -$3.41K ﹤0.01% 5125
2025
Q4 		$4.42K Sell
469
-673
-59% -$6.59K ﹤0.01% 4907
2025
Q3 		$11.9K Buy
1,142
+666
+140% +$7.16K ﹤0.01% 4556
2025
Q2 		$5.04K Buy
476
+266
+127% +$2.76K ﹤0.01% 4707
2025
Q1 		$2.33K Sell
210
-36
-15% -$433 ﹤0.01% 4862
2024
Q4 		$3.46K Buy
246
+33
+15% +$477 ﹤0.01% 4728
2024
Q3 		$3.06K Buy
+213
New +$2.73K ﹤0.01% 4722

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

Fidelity Investments's SUNS Position: Q2 2026 in Review

Fidelity Investments increased its Sunrise Realty Trust (SUNS) stake by 753% in Q2 2026, buying an estimated $5.7K and bringing the position to 802 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4973.

Fidelity Investments first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.9K in Q3 2025. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Fidelity Investments held 802 shares of Sunrise Realty Trust worth $6.34K as of Q2 2026.
  • Fidelity Investments bought 708 Sunrise Realty Trust shares in Q2 2026, an estimated $5.7K.
  • Sunrise Realty Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4973 holding.
  • Fidelity Investments first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Fidelity Investments's Sunrise Realty Trust position peaked at $11.9K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.