LC
SUNS

Lindbrook Capital’s Sunrise Realty Trust SUNS Stock Holding History

Lindbrook 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
2025
Q1 		$310 Hold
28
– – ﹤0.01% 2682
2024
Q4 		$394 Hold
28
– – ﹤0.01% 2669
2024
Q3 		$403 Buy
+28
New +$359 ﹤0.01% 2719

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lindbrook Capital's SUNS Position: Q1 2025 in Review

Lindbrook Capital held its Sunrise Realty Trust (SUNS) position steady in Q1 2025 at 28 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Lindbrook Capital first reported a position in SUNS in Q3 2024 and has held it in 3 quarters since. The position peaked at $403 in Q3 2024. 67 funds tracked by Wall St. Rank hold SUNS as of Q1 2025.

  • Lindbrook Capital held 28 shares of Sunrise Realty Trust worth $310 as of Q1 2025.
  • Lindbrook Capital left its Sunrise Realty Trust share count unchanged in Q1 2025.
  • Sunrise Realty Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2682 holding.
  • Lindbrook Capital first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Sunrise Realty Trust position peaked at $403 in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.