RIL
SUNS

Rothschild Investment LLC’s Sunrise Realty Trust SUNS Stock Holding History

Rothschild Investment LLC’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 		$316 Buy
40
+33
+471% +$266 ﹤0.01% 3359
2026
Q1 		$54 Buy
+7
New +$64 ﹤0.01% 3454

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

Rothschild Investment LLC's SUNS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sunrise Realty Trust (SUNS) stake by 471% in Q2 2026, buying an estimated $266 and bringing the position to 40 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Rothschild Investment LLC first reported a position in SUNS in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of Sunrise Realty Trust worth $316 as of Q2 2026.
  • Rothschild Investment LLC bought 33 Sunrise Realty Trust shares in Q2 2026, an estimated $266.
  • Sunrise Realty Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3359 holding.
  • Rothschild Investment LLC first reported a position in Sunrise Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.