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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M 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
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
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Geode Capital Management's SUNS Position: Q1 2026 in Review

Geode Capital Management increased its Sunrise Realty Trust (SUNS) stake by 21% in Q1 2026, buying an estimated $483K and bringing the position to 305,915 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Geode Capital Management first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q3 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Geode Capital Management held 305,915 shares of Sunrise Realty Trust worth $2.35M as of Q1 2026.
  • Geode Capital Management bought 53,204 Sunrise Realty Trust shares in Q1 2026, an estimated $483K.
  • Sunrise Realty Trust made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3065 holding.
  • Geode Capital Management first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • Geode Capital Management's Sunrise Realty Trust position peaked at $2.42M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.