Marshall Wace
SUNS

Marshall Wace’s Sunrise Realty Trust SUNS Stock Holding History

Marshall Wace’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 		$168K Buy
+21,291
New +$171K ﹤0.01% 2856
2026
Q1 		– Sell
-97,182
Closed -$916K – 3760
2025
Q4 		$916K Sell
97,182
-15,664
-14% -$153K ﹤0.01% 1979
2025
Q3 		$1.17M Buy
112,846
+9,337
+9% +$100K ﹤0.01% 1872
2025
Q2 		$1.1M Sell
103,509
-25,903
-20% -$268K ﹤0.01% 1808
2025
Q1 		$1.43M Buy
129,412
+95,707
+284% +$1.15M ﹤0.01% 1620
2024
Q4 		$475K Buy
+33,705
New +$487K ﹤0.01% 2050

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

Marshall Wace's SUNS Position: Q2 2026 in Review

Marshall Wace opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 21,291 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #2856 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SUNS as recently as Q4 2025.

Marshall Wace first reported a position in SUNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Marshall Wace held 21,291 shares of Sunrise Realty Trust worth $168K as of Q2 2026.
  • Sunrise Realty Trust was a new Marshall Wace position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2856 holding.
  • Marshall Wace first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Marshall Wace's Sunrise Realty Trust position peaked at $1.43M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.