Geode Capital Management
SUNS

Geode Capital Management’s Sunrise Realty Trust SUNS Stock Holding History

Geode Capital Management’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 		$1.01M Sell
128,015
-177,900
-58% -$1.43M ﹤0.01% 3363
2026
Q1 		$2.35M Buy
305,915
+53,204
+21% +$483K ﹤0.01% 3065
2025
Q4 		$2.38M Buy
252,711
+19,565
+8% +$192K ﹤0.01% 3101
2025
Q3 		$2.42M Buy
233,146
+41,664
+22% +$448K ﹤0.01% 3111
2025
Q2 		$2.03M Sell
191,482
-1,089
-0.6% -$11.3K ﹤0.01% 3136
2025
Q1 		$2.13M Buy
192,571
+66,629
+53% +$801K ﹤0.01% 3009
2024
Q4 		$1.77M Buy
125,942
+1,887
+2% +$27.3K ﹤0.01% 3174
2024
Q3 		$1.79M Buy
+124,055
New +$1.59M ﹤0.01% 3165

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management's SUNS Position: Q2 2026 in Review

Geode Capital Management reduced its Sunrise Realty Trust (SUNS) stake by 58% in Q2 2026, selling an estimated $1.43M and leaving 128,015 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Geode Capital Management first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q3 2025. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Geode Capital Management held 128,015 shares of Sunrise Realty Trust worth $1.01M as of Q2 2026.
  • Geode Capital Management sold 177,900 Sunrise Realty Trust shares in Q2 2026, an estimated $1.43M.
  • Sunrise Realty Trust made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3363 holding.
  • Geode Capital Management first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Geode Capital Management's Sunrise Realty Trust position peaked at $2.42M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.