UBS Group
SUNS

UBS Group’s Sunrise Realty Trust SUNS Stock Holding History

UBS Group’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 		$13.3K Sell
1,728
-8
-0.5% -$73 ﹤0.01% 8225
2025
Q4 		$16.4K Sell
1,736
-3,608
-68% -$35.3K ﹤0.01% 7919
2025
Q3 		$55.5K Sell
5,344
-3,814
-42% -$41K ﹤0.01% 7483
2025
Q2 		$97.1K Buy
9,158
+4,190
+84% +$43.4K ﹤0.01% 7261
2025
Q1 		$55K Sell
4,968
-8,736
-64% -$105K ﹤0.01% 7514
2024
Q4 		$193K Buy
13,704
+9,105
+198% +$132K ﹤0.01% 6473
2024
Q3 		$66.2K Buy
+4,599
New +$59K ﹤0.01% 6639

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

UBS Group's SUNS Position: Q1 2026 in Review

UBS Group reduced its Sunrise Realty Trust (SUNS) stake by 0.46% in Q1 2026, selling an estimated $73 and leaving 1,728 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8225.

UBS Group first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $193K in Q4 2024. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • UBS Group held 1,728 shares of Sunrise Realty Trust worth $13.3K as of Q1 2026.
  • UBS Group sold 8 Sunrise Realty Trust shares in Q1 2026, an estimated $73.
  • Sunrise Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8225 holding.
  • UBS Group first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's Sunrise Realty Trust position peaked at $193K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.