IA
SUNS

IFP Advisors’s Sunrise Realty Trust SUNS Stock Holding History

IFP Advisors’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 		$743 Buy
94
+92
+4,600% +$740 ﹤0.01% 4594
2026
Q1 		$15 Sell
2
-2
-50% -$18 ﹤0.01% 4943
2025
Q4 		$38 Sell
4
-2
-33% -$20 ﹤0.01% 4733
2025
Q3 		$62 Buy
+6
New +$64 ﹤0.01% 4625
2025
Q2 		– Hold
0
– – – 4586
2025
Q1 		– Hold
0
– – – 3886
2024
Q4 		– Hold
0
– – – 3985

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

IFP Advisors's SUNS Position: Q2 2026 in Review

IFP Advisors increased its Sunrise Realty Trust (SUNS) stake by 4,600% in Q2 2026, buying an estimated $740 and bringing the position to 94 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #4594.

IFP Advisors first reported a position in SUNS in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • IFP Advisors held 94 shares of Sunrise Realty Trust worth $743 as of Q2 2026.
  • IFP Advisors bought 92 Sunrise Realty Trust shares in Q2 2026, an estimated $740.
  • Sunrise Realty Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4594 holding.
  • IFP Advisors first reported a position in Sunrise Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.