Morgan Stanley
SUNS

Morgan Stanley’s Sunrise Realty Trust SUNS Stock Holding History

Morgan Stanley’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 		$487K Buy
61,645
+14,226
+30% +$114K ﹤0.01% 5570
2026
Q1 		$364K Buy
47,419
+17,685
+59% +$161K ﹤0.01% 5622
2025
Q4 		$280K Buy
29,734
+2,615
+10% +$25.6K ﹤0.01% 5785
2025
Q3 		$282K Sell
27,119
-6,457
-19% -$69.4K ﹤0.01% 5747
2025
Q2 		$356K Buy
33,576
+4,888
+17% +$50.7K ﹤0.01% 5620
2025
Q1 		$318K Buy
28,688
+4,378
+18% +$52.6K ﹤0.01% 5535
2024
Q4 		$342K Sell
24,310
-2,122
-8% -$30.6K ﹤0.01% 5577
2024
Q3 		$380K Buy
+26,432
New +$339K ﹤0.01% 5527

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

Morgan Stanley's SUNS Position: Q2 2026 in Review

Morgan Stanley increased its Sunrise Realty Trust (SUNS) stake by 30% in Q2 2026, buying an estimated $114K and bringing the position to 61,645 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #5570.

Morgan Stanley first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Morgan Stanley held 61,645 shares of Sunrise Realty Trust worth $487K as of Q2 2026.
  • Morgan Stanley bought 14,226 Sunrise Realty Trust shares in Q2 2026, an estimated $114K.
  • Sunrise Realty Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5570 holding.
  • Morgan Stanley first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.