State Street’s Sunrise Realty Trust SUNS Stock Holding History

State Street’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	$336K	Sell	40,942 -106,598	-72%	-$858K	﹤0.01%	3682
2026 Q1	$1.17M	Sell	147,540 -4,193	-3%	-$38.1K	﹤0.01%	3453
2025 Q4	$1.48M	Sell	151,733 -696	-0.5%	-$6.82K	﹤0.01%	3425
2025 Q3	$1.63M	Sell	152,429 -5,976	-4%	-$64.2K	﹤0.01%	3403
2025 Q2	$1.73M	Buy	158,405 +16,244	+11%	+$168K	﹤0.01%	3356
2025 Q1	$1.61M	Buy	142,161 +11,061	+8%	+$133K	﹤0.01%	3319
2024 Q4	$1.9M	Buy	131,100 +8,607	+7%	+$124K	﹤0.01%	3334
2024 Q3	$1.79M	Buy	+122,493	New	+$1.57M	﹤0.01%	3358

Other funds holding SUNS

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

State Street's SUNS Position: Q2 2026 in Review

State Street reduced its Sunrise Realty Trust (SUNS) stake by 72% in Q2 2026, selling an estimated $858K and leaving 40,942 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

State Street first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2024. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

State Street held 40,942 shares of Sunrise Realty Trust worth $336K as of Q2 2026.
State Street sold 106,598 Sunrise Realty Trust shares in Q2 2026, an estimated $858K.
Sunrise Realty Trust made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3682 holding.
State Street first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
State Street's Sunrise Realty Trust position peaked at $1.9M in Q4 2024.
71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.