Nisa Investment Advisors
SUNS

Nisa Investment Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Nisa Investment Advisors’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 		– Sell
-1,125
Closed -$8.97K – 3195
2026
Q1 		$8.97K Sell
1,125
-614
-35% -$5.58K ﹤0.01% 2277
2025
Q4 		$16.9K Sell
1,739
-1,275
-42% -$12.5K ﹤0.01% 2005
2025
Q3 		$32.2K Hold
3,014
– – ﹤0.01% 1782
2025
Q2 		$32.9K Buy
3,014
+1,149
+62% +$11.9K ﹤0.01% 1726
2025
Q1 		$21.2K Sell
1,865
-33
-2% -$397 ﹤0.01% 1846
2024
Q4 		$27.5K Hold
1,898
– – ﹤0.01% 1839
2024
Q3 		$27.8K Buy
+1,898
New +$24.3K ﹤0.01% 1803

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Nisa Investment Advisors's SUNS Position: Q2 2026 in Review

Nisa Investment Advisors sold out of Sunrise Realty Trust (SUNS) in Q2 2026, closing a stake of 1,125 shares — an estimated $8.97K sold.

Nisa Investment Advisors first reported a position in SUNS in Q3 2024 and held it in 7 quarters. The position peaked at $32.9K in Q2 2025. 25 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Nisa Investment Advisors reported no remaining Sunrise Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 1,125 Sunrise Realty Trust shares in Q2 2026, an estimated $8.97K.
  • Nisa Investment Advisors first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 7 quarters.
  • Nisa Investment Advisors's Sunrise Realty Trust position peaked at $32.9K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.