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
Q2 		$27.8K Buy
3,513
+1,785
+103% +$14.4K ﹤0.01% 7946
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

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

UBS Group's SUNS Position: Q2 2026 in Review

UBS Group increased its Sunrise Realty Trust (SUNS) stake by 103% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,513 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7946.

UBS Group first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $193K in Q4 2024. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • UBS Group held 3,513 shares of Sunrise Realty Trust worth $27.8K as of Q2 2026.
  • UBS Group bought 1,785 Sunrise Realty Trust shares in Q2 2026, an estimated $14.4K.
  • Sunrise Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7946 holding.
  • UBS Group first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's Sunrise Realty Trust position peaked at $193K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.