Nuveen’s Sunrise Realty Trust SUNS Stock Holding History

Nuveen’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 Q3	$449	Buy	+53	New	+$408	﹤0.01%	4991
2026 Q1	–	Sell	-13,527	Closed	-$128K	–	3297
2025 Q4	$128K	Hold	13,527	–	–	﹤0.01%	3194
2025 Q3	$141K	Hold	13,527	–	–	﹤0.01%	3200
2025 Q2	$143K	Sell	13,527 -5,446	-29%	-$56.4K	﹤0.01%	3219
2025 Q1	$210K	Buy	18,973 +5,951	+46%	+$71.5K	﹤0.01%	3125
2024 Q4	$183K	Hold	13,022	–	–	﹤0.01%	3220
2024 Q3	$187K	Buy	+13,022	New	+$167K	﹤0.01%	3234

Other funds holding SUNS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nuveen's SUNS Position: Q3 2026 in Review

Nuveen opened a new position in Sunrise Realty Trust (SUNS) in Q3 2026: 53 shares worth $449. The stake represents ﹤0.01% of the portfolio and ranks #4991 among its holdings. This is a return to the name: Nuveen previously reported a position in SUNS as recently as Q4 2025.

Nuveen first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $210K in Q1 2025. 19 funds tracked by Wall St. Rank hold SUNS as of Q3 2026.

Nuveen held 53 shares of Sunrise Realty Trust worth $449 as of Q3 2026.
Sunrise Realty Trust was a new Nuveen position in Q3 2026.
Sunrise Realty Trust made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4991 holding.
Nuveen first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
Nuveen's Sunrise Realty Trust position peaked at $210K in Q1 2025.
19 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.