Osaic Holdings
SUNS

Osaic Holdings’s Sunrise Realty Trust SUNS Stock Holding History

Osaic Holdings’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 		$129K Sell
16,352
-46
-0.3% -$370 ﹤0.01% 4754
2026
Q1 		$126K Sell
16,398
-549
-3% -$4.99K ﹤0.01% 4512
2025
Q4 		$160K Buy
16,947
+1,127
+7% +$11K ﹤0.01% 4325
2025
Q3 		$166K Buy
15,820
+13,865
+709% +$149K ﹤0.01% 4384
2025
Q2 		$20.7K Buy
1,955
+199
+11% +$2.06K ﹤0.01% 5680
2025
Q1 		$19.4K Buy
1,756
+985
+128% +$11.8K ﹤0.01% 5383
2024
Q4 		$10.9K Sell
771
-130
-14% -$1.88K ﹤0.01% 5747
2024
Q3 		$13K Buy
+901
New +$11.6K ﹤0.01% 5656

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

Osaic Holdings's SUNS Position: Q2 2026 in Review

Osaic Holdings reduced its Sunrise Realty Trust (SUNS) stake by 0.28% in Q2 2026, selling an estimated $370 and leaving 16,352 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #4754.

Osaic Holdings first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $166K in Q3 2025. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Osaic Holdings held 16,352 shares of Sunrise Realty Trust worth $129K as of Q2 2026.
  • Osaic Holdings sold 46 Sunrise Realty Trust shares in Q2 2026, an estimated $370.
  • Sunrise Realty Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4754 holding.
  • Osaic Holdings first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Osaic Holdings's Sunrise Realty Trust position peaked at $166K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.