GC
SUNS

Gratia Capital’s Sunrise Realty Trust SUNS Stock Holding History

Gratia Capital’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 		$3.37M Sell
438,816
-15,000
-3% -$136K 1.48% 20
2025
Q4 		$4.28M Hold
453,816
– – 3.19% 13
2025
Q3 		$4.72M Buy
453,816
+7,096
+2% +$76.3K 3.38% 8
2025
Q2 		$4.74M Buy
446,720
+74,193
+20% +$769K 4.62% 5
2025
Q1 		$4.12M Buy
+372,527
New +$4.48M 3.37% 9

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
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
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Gratia Capital's SUNS Position: Q1 2026 in Review

Gratia Capital reduced its Sunrise Realty Trust (SUNS) stake by 3.3% in Q1 2026, selling an estimated $136K and leaving 438,816 shares worth $3.37M. The position accounts for 1.48% of the portfolio, ranked #20.

Gratia Capital first reported a position in SUNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.74M in Q2 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Gratia Capital held 438,816 shares of Sunrise Realty Trust worth $3.37M as of Q1 2026.
  • Gratia Capital sold 15,000 Sunrise Realty Trust shares in Q1 2026, an estimated $136K.
  • Sunrise Realty Trust made up 1.48% of Gratia Capital's portfolio in Q1 2026, its #20 holding.
  • Gratia Capital first reported a position in Sunrise Realty Trust in Q1 2025 and has held it in 5 quarters since.
  • Gratia Capital's Sunrise Realty Trust position peaked at $4.74M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

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