IWC
SUNS

Integrated Wealth Concepts’s Sunrise Realty Trust SUNS Stock Holding History

Integrated Wealth Concepts’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 		$3K Buy
+379
New +$3.05K ﹤0.01% 5213

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

Integrated Wealth Concepts's SUNS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 379 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #5213 among its holdings.

71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Integrated Wealth Concepts held 379 shares of Sunrise Realty Trust worth $3K as of Q2 2026.
  • Sunrise Realty Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5213 holding.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.