RhumbLine Advisers
SUNS

RhumbLine Advisers’s Sunrise Realty Trust SUNS Stock Holding History

RhumbLine Advisers’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
Q1 		$99.2K Buy
12,932
+26
+0.2% +$236 ﹤0.01% 3412
2025
Q4 		$122K Buy
12,906
+5
+0% +$49 ﹤0.01% 3399
2025
Q3 		$134K Sell
12,901
-425
-3% -$4.57K ﹤0.01% 3402
2025
Q2 		$141K Buy
13,326
+3,546
+36% +$36.7K ﹤0.01% 3407
2025
Q1 		$108K Buy
9,780
+1,794
+22% +$21.6K ﹤0.01% 3366
2024
Q4 		$112K Buy
7,986
+75
+0.9% +$1.08K ﹤0.01% 3446
2024
Q3 		$114K Buy
+7,911
New +$101K ﹤0.01% 3464

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RhumbLine Advisers's SUNS Position: Q1 2026 in Review

RhumbLine Advisers increased its Sunrise Realty Trust (SUNS) stake by 0.2% in Q1 2026, buying an estimated $236 and bringing the position to 12,932 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

RhumbLine Advisers first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $141K in Q2 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • RhumbLine Advisers held 12,932 shares of Sunrise Realty Trust worth $99.2K as of Q1 2026.
  • RhumbLine Advisers bought 26 Sunrise Realty Trust shares in Q1 2026, an estimated $236.
  • Sunrise Realty Trust made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3412 holding.
  • RhumbLine Advisers first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • RhumbLine Advisers's Sunrise Realty Trust position peaked at $141K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.