Invesco
SUNS

Invesco’s Sunrise Realty Trust SUNS Stock Holding History

Invesco’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
2025
Q4 		– Sell
-11,706
Closed -$122K – 3890
2025
Q3 		$122K Buy
11,706
+418
+4% +$4.49K ﹤0.01% 3658
2025
Q2 		$120K Sell
11,288
-2,903
-20% -$30.1K ﹤0.01% 3625
2025
Q1 		$157K Sell
14,191
-3,684
-21% -$44.3K ﹤0.01% 3561
2024
Q4 		$252K Buy
17,875
+223
+1% +$3.22K ﹤0.01% 3465
2024
Q3 		$254K Buy
+17,652
New +$226K ﹤0.01% 3464

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco's SUNS Position: Q4 2025 in Review

Invesco sold out of Sunrise Realty Trust (SUNS) in Q4 2025, closing a stake of 11,706 shares — an estimated $122K sold.

Invesco first reported a position in SUNS in Q3 2024 and held it in 5 quarters. The position peaked at $254K in Q3 2024. 71 funds tracked by Wall St. Rank hold SUNS as of Q4 2025.

  • Invesco reported no remaining Sunrise Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Invesco sold 11,706 Sunrise Realty Trust shares in Q4 2025, an estimated $122K.
  • Invesco first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 5 quarters.
  • Invesco's Sunrise Realty Trust position peaked at $254K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q4 2025.

Based on Invesco's 13F filing for Q4 2025, filed 19 Feb 2026.